Customer Relationship Management Specialist

We are looking for an experienced and dynamic Manager of Relationship Managers for our MidMarket segment at Intercom. In this pivotal role, you will lead a team dedicated to fostering strong client relationships and driving business growth. You will be responsible for setting strategic direction, ensuring team performance, and enhancing customer satisfaction…

Join dstaff as a Commercial Branch Relationship Manager in San Francisco, where you will play a vital role in fostering strong relationships with our commercial clients. You will be responsible for managing a portfolio of key accounts, identifying growth opportunities, and ensuring the delivery of exceptional service and solutions. If you are passionate about client engagement and possess strong communication skills, we invite you to apply!

Intercom is a leading AI Customer Service platform dedicated to empowering businesses to deliver exceptional customer experiences.Our state-of-the-art AI agent, Fin, stands out as the most advanced solution available, enabling businesses to provide continuous and flawless customer service. When paired with our Helpdesk, it evolves into the Intercom Customer Service Suite, a comprehensive tool designed to handle complex inquiries that necessitate human intervention.Since our inception in 2011, we have gained the trust of nearly 30,000 businesses worldwide, setting a new benchmark for customer service. Our core values drive us to innovate, work with speed and passion, and consistently offer remarkable value to our clients.What’s the opportunity?As a Senior Mid-Market Account Executive, you will be pivotal in driving our new business growth. We are on a journey to cultivate a world-class sales organization, and the future looks bright!At Intercom, we’re redefining sales by placing our customers at the heart of our operations. We believe in the growth and development of every team member. By joining our Account Executive team, you become part of a community committed to internal growth, creativity, and ownership, all within a rapidly expanding company.Your responsibilities include:Championing our product by driving the growth and adoption of Intercom in the Mid-Market segment.Overseeing the entire sales cycle for Mid-Market customers, utilizing a consultative approach from prospecting to closing.Delivering timely and precise forecasts along with transparent revenue performance insights.Keeping abreast of our continually evolving products and processes.Creating tailored demonstrations that meet specific client needs.Participating in team mentoring and development.Acting as the voice of the customer to cross-functional partners, including Marketing and Product teams.Contributing to the global Enterprise business growth by establishing new best practices and leading initiatives to enhance team performance.

As a Client Relationship Manager at Boomtrain, you will:Establish and nurture high-value, consultative relationships with our clients.Champion the Boomtrain product suite, providing comprehensive training and support to ensure customers maximize their usage.Proactively identify opportunities to expand customer engagement and introduce additional Boomtrain solutions.Achieve and maintain a 100% renewal rate by ensuring client satisfaction and success.Foster a vibrant community of customers who exchange best practices and thrive in the Boomtrain ecosystem.Enhance the performance of our Relationship Management team through improved collaboration and operational efficiencies.Oversee project timelines with the Solutions team for seamless onboarding and consistently exceed customer KPIs.Address and resolve client issues promptly by coordinating with Boomtrain Solutions and Technical Support teams.

Brex provides an intelligent finance platform designed to help businesses manage spending and operate efficiently in over 200 markets. The platform combines global corporate cards, banking solutions, and spend management tools, giving founders and finance teams greater control and visibility. Automation powered by AI reduces manual expense and accounting tasks, allowing clients to focus on their core work. Well-known companies such as DoorDash, Coinbase, and Robinhood rely on Brex for their financial operations. The Go-To-Market team at Brex focuses on driving revenue and business growth. Team members identify new opportunities, bring in customers, and maintain strong relationships with existing clients. Both individual and team successes are recognized and rewarded, creating a competitive yet supportive workplace. Role overview The Relationship Manager for Startups supports startup clients by guiding founders and finance leaders. This role connects clients with the right resources and ongoing support to help their businesses expand. Success in this position depends on strong communication skills, a thorough understanding of Brex’s products, and familiarity with the startup ecosystem. An authentic interest in helping entrepreneurs reach their goals is important. Location and work model This position is based in San Francisco, California, with a hybrid work arrangement. Team members are expected in the office at least three days each week (Monday, Wednesday, and Thursday). Brex also offers up to four weeks of fully remote work per year.

Join our client, a prominent U.S.-based commercial bank renowned for its comprehensive financial services, with particular expertise in international trade and small business lending. They provide a diverse range of products including export-import financing, commercial real estate loans, business and personal checking and savings accounts, as well as cutting-edge digital banking solutions. The bank is on the lookout for skilled Relationship Managers to bolster their expanding team. As a Relationship Manager, you will play a pivotal role in originating, managing, and enhancing the bank’s portfolio. Your focus will be on businesses requiring operating lines of credit, equipment financing, working capital, and other lending structures secured by real estate collateral. You will also assess, evaluate, and either approve or recommend customer applications for commercial loans.Beyond technical lending proficiency, the ideal candidate will act as a trusted advisor to business owners. Possessing strong business acumen, patience, innovative thinking, and a deep understanding of clients’ operations and financial needs is essential. This is not a conventional banking role; we seek a thoughtful, solutions-oriented advisor capable of creatively leveraging the bank’s products and confidently proposing effective loan structures.

At Intercom, we are redefining customer engagement through innovative AI-driven solutions. We empower businesses to provide exceptional customer experiences with our cutting-edge AI agent, Fin. This advanced agent enables organizations to deliver seamless, round-the-clock support, transforming customer interactions into meaningful engagements. Our integrated Customer Service Suite enhances support for more complex inquiries, ensuring that customer needs are met with precision and care.Founded in 2011, Intercom has become a trusted partner for nearly 30,000 businesses worldwide, setting a new benchmark in customer service. Our commitment to pushing boundaries, fostering rapid innovation, and delivering unparalleled value to our clients drives our success.What’s the Opportunity?As a Mid-Market Relationship Manager, you will play a pivotal role in our growth strategy, taking initiative to maximize customer potential. You will manage a portfolio of dynamic mid-market clients, guiding them to harness the full capabilities of Intercom's offerings. We pride ourselves on cultivating a world-class sales organization: fast-paced, ambitious, and driven by results.Our approach to sales is unique; we believe in partnership over pitch. We invite our clients to integrate Intercom as the core of their operations, necessitating sales professionals who can envision beyond the immediate, act swiftly, and operate with integrity.At Intercom, your development is a priority. We are dedicated to nurturing the growth of every Relationship Manager, embedding personal and professional advancement into our culture. In this energetic environment that rewards ownership, creativity, and ambition, you will find opportunities to influence outcomes and leave your mark.Your Responsibilities:Manage and enhance a portfolio of mid-market clients, driving substantial revenue growth, customer retention, and long-term loyalty.Engage with senior executives to identify challenges, propose AI-driven solutions, and directly link Intercom's platform to measurable business success.Develop and implement strategic territory plans that focus on upselling, cross-selling, and multi-unit expansion, grounded in data-driven insights.Collaborate across departments with Marketing, Product, and Customer Success to translate customer needs into innovative product offerings and go-to-market strategies.

We are seeking a talented Consulting Actuary / Client Relationship Manager (CRM) to join our team. This position is available for individuals residing in San Francisco, Los Angeles, Phoenix, or Denver. The CRM will be instrumental in managing a portfolio of business within the West Region, focusing primarily on the Public Sector market.The Opportunity: This is a multi-dimensional role that presents a unique chance to drive the growth of our public sector retirement benefits consulting services. As a CRM, you will play a vital role in our regional strategy.The Role: As a CRM, your responsibilities will encompass client management, project oversight, and business development. You will hold primary accountability for maintaining client relationships, ensuring service excellence, and enhancing client satisfaction. Your role will also involve collaborating with colleagues across the organization to deliver comprehensive consulting services.Key Responsibilities:Anticipate client needs, understanding their challenges, and proposing innovative solutions.Establish strong relationships within client organizations.Drive innovation in client deliverables and enhance our industry presence.Provide strategic expertise on complex issues in the employee retirement benefits sector.Utilize your knowledge of actuarial concepts and methodologies.Work collaboratively to cultivate influential client relationships.Lead initiatives aimed at developing new business opportunities within the Public Sector.Guide client service teams and mentor junior staff, contributing to their professional growth.

Join Intercom, the leading AI Customer Service company committed to revolutionizing customer experiences for businesses around the globe.Our innovative AI agent, Fin, represents the pinnacle of customer service technology, enabling organizations to provide uninterrupted, exceptional support. When paired with our Helpdesk, it forms the Intercom Customer Service Suite, a robust solution for addressing more intricate queries requiring human intervention.Since our inception in 2011, we have gained the trust of nearly 30,000 global businesses, setting a new benchmark in customer service. Our core values inspire us to challenge conventions, deliver with urgency, and continually offer remarkable value to our clients.What’s the Opportunity?We are seeking a dynamic leader to guide a team of Account Executives focused on driving new business revenue in the North American MidMarket segment. This role entails crafting segment strategies, overseeing team performance, and fostering a high-achieving sales culture, with a particular emphasis on accelerating growth with our AI offering, Fin.The ideal candidate will be adept at attracting and nurturing talent, motivating teams, and collaborating across departments to streamline customer-centric sales processes. You will play a pivotal role in shaping and executing our value-oriented sales strategy.If you are an innovative, agile, and resilient Sales Leader ready to make an impactful contribution in the AI-driven customer support landscape, we want to hear from you!

As a Relationship Manager II/III at dstaff, you will play a pivotal role in nurturing and maintaining client relationships. You will be responsible for understanding client needs, providing tailored solutions, and ensuring high levels of client satisfaction. Your expertise will drive growth and retention, making you an essential part of our team.We are looking for a dynamic professional with a passion for relationship management and a proven track record of success in a similar role. If you are ready to take your career to the next level and work in a vibrant city like San Francisco, we want to hear from you!

Join reteam as a Customer Success Manager, where you will be instrumental in enhancing customer satisfaction and retention. Your role will involve engaging with clients, understanding their needs, and ensuring they derive maximum value from our services.As a key player in our team, you will collaborate closely with various departments to drive customer success initiatives. Your expertise in customer relationship management will be vital in fostering long-term partnerships.

As a Customer Success Manager at Checkr, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our platform. Your primary focus will be to foster strong relationships with our customers, guiding them through the onboarding process and providing ongoing support. You will leverage your expertise to help clients navigate our services, ensuring they maximize value from our offerings.Join us in creating a positive customer experience by addressing inquiries, resolving issues, and proactively identifying opportunities for improvement. Your ability to communicate effectively and your passion for customer satisfaction will be essential in driving retention and growth.

Casap is an innovative Series A startup located in San Francisco, founded by seasoned product leaders from Robinhood and Chime. Our mission is to revolutionize banking operations by developing an autonomous banking platform from the ground up. We are initially focusing on automating dispute and chargeback resolution, and our product has already garnered praise from customers and industry experts. Casap is proudly backed by Lightspeed Ventures, Primary Ventures, and a diverse group of strategic investors and partners.We are seeking a dynamic Senior Account Executive (official title: Director of Strategic Relationships) to take ownership of and successfully close deals with our most esteemed bank, credit union, and fintech prospects.This is a unique opportunity to capture a thriving market at an opportune moment. Customers are enthusiastic about our product, with some even using “Casap” as a verb. With a strong product-market fit and a robust pipeline generation engine established, you will concentrate on navigating qualified, high-value opportunities through the sales cycle. You will collaborate closely with a dedicated Senior Strategic BDR (our Directors of Growth) focused on a specific territory of strategic accounts, driving pipeline generation alongside you.We are not in search of individuals who require constant guidance; instead, we are looking for someone with a pioneering spirit who can thrive without the influence of a major company brand and contribute to meaningful advancements in financial services.

Role Overview Redwood Credit Union is hiring a full-time Senior Member Relationship Specialist in San Francisco, California. This role centers on delivering attentive service to members, supporting branch operations, and helping the branch grow by promoting the Credit Union's products. As a key contact for members and staff, this position blends sales, service, and operational leadership. Main Responsibilities Sales and Member Service Provide attentive, helpful service to members, volunteers, teammates, and service providers. Promote and cross-sell Redwood Credit Union (RCU) and Redwood Credit Union Services Group (RCUSG) products and services. Open new accounts, matching member needs to the right RCU and RCUSG solutions. Handle member inquiries and resolve issues in person, by phone, or in writing, or direct them to the right department. Assess member needs and recommend appropriate loan products. Collect and review documentation for loan applications to ensure accuracy. Complete loan funding and suggest additional products or services that fit member needs. Branch Operations Manage vault and Cash Dispenser Machines (CDMs) efficiently. Order, receive, and prepare cash shipments for the branch. Conduct weekly, monthly, and quarterly branch audits. Assist with staff scheduling within the branch. Oversee branch operations and staff when management is unavailable. Lead Member Relationship Specialists and Senior Member Relationship Specialist staff as needed. Regularly audit Credit Union documents and files. Carry out branch opening and closing procedures. Support the Branch Experience Manager and/or Branch Service Manager in preparing sales reports. Team Leadership and Training Coordinate and review the work of other branch staff as needed. Provide constructive feedback on the performance of Member Service Associates, Member Relationship Specialists, and Senior Member Relationship Specialists to branch management. Conduct training sessions for branch staff. Redwood Credit Union offers a workplace where contributions are valued and growth is encouraged.

Join Our Team as an Engagement ManagerAt Mercor, we are pioneering the convergence of labor markets and artificial intelligence research. Collaborating with top AI laboratories and enterprises, we provide the crucial human intelligence necessary for AI development.With a vast talent network, we train cutting-edge AI models akin to how educators nurture students, sharing invaluable knowledge, experiences, and context that cannot be encoded. Currently, our network comprises over 30,000 experts who collectively earn more than $2 million daily.We are redefining a new category of work where expertise fuels AI progress. To achieve this, we need a driven, fast-paced, and dedicated team. You will collaborate with researchers, operators, and AI companies that are at the forefront of transforming societal systems.Mercor is a successful Series C company with a valuation of $10 billion, and we operate in-person five days a week from our new headquarters in San Francisco.Your Role and ResponsibilitiesAs an Engagement Manager, you will be responsible for nurturing and expanding key customer relationships across application-layer companies, research labs, and enterprise clients. You will act as the primary contact from evaluation through delivery, working closely with technical and business stakeholders to facilitate training and deployment, troubleshoot issues, and ensure an exceptional customer experience.This position requires collaboration across product, operations, and engineering teams to effectively manage timelines, support execution, and extract insights that propel account growth. You will also play a vital role in driving revenue expansion by leading commercial processes for both new and existing customers and assisting leadership in identifying and overcoming growth obstacles in a rapidly evolving AI landscape.

Join Anthropic's dynamic Customer Success team as a Customer Success Manager focused on our Digital Native Business segment. In this pivotal role, you will drive the adoption of our innovative AI solutions among a diverse portfolio of technology-driven clients, ranging from emerging startups to established leaders. Your mission will be to cultivate strategic partnerships, deeply understand client objectives, and provide tailored guidance for leveraging our Claude capabilities—API, Claude for Enterprise, and Claude Code. Collaborating closely with customers, you will help them optimize their AI usage, implement effective change management strategies, and unlock the full value of their investment in our technology. Your insights will be instrumental in shaping our product development and market strategies, ensuring that we continue to deliver exceptional value to our clients.

Join Airbnb as a Knowledge Management Manager, where you will play a pivotal role in enhancing the organization's knowledge-sharing practices and fostering a culture of continuous learning. You will be responsible for developing and implementing strategies that promote knowledge capture, sharing, and utilization across teams. In this role, you will collaborate with cross-functional teams to streamline processes and improve access to information, ensuring that all employees have the resources they need to succeed.

Join Profound as a Manager of Account Management for our Enterprise clients. In this pivotal role, you will lead a dedicated team, driving strategic account initiatives and fostering long-term client relationships. Your expertise will be instrumental in enhancing customer satisfaction and achieving growth targets.

At Gong, we leverage cutting-edge AI technology to revolutionize the success of revenue teams. Our Gong Revenue AI Operating System integrates data, insights, and workflows into a cohesive and reliable system that collaborates with the world’s top revenue teams. Through the Gong Revenue Graph, AI-driven intelligence, specialized agents, and trusted applications, we empower over 5,000 businesses globally to gain profound insights into their teams and customers, automate essential sales processes, and increase their closing rates with greater efficiency. Visit us at www.gong.io for more details.Join us at Gong, where innovative products meet ambitious goals and passionate individuals. We are pioneering the future of revenue intelligence and seek those eager to contribute to what’s next. You will collaborate with a team that dreams big, acts swiftly, and values craftsmanship and camaraderie. Here, transparency and trust are fundamental to our culture, and every team member has the chance to make a meaningful impact. If you aspire to grow, innovate, and engage in work that truly matters, Gong is where you can achieve the pinnacle of your career.We are in search of a strategic, hands-on leader in Identity & Access Management (IAM) to establish and scale a contemporary identity program that ensures security while enhancing user experience. You will be responsible for the vision, architecture, and operations of IAM, ensuring that every Gongster has the appropriate access at the right time with minimal friction. This role involves leading and developing a team, collaborating closely with Security, IT, and GRC, and transforming identity into a business facilitator rather than merely a control point.