Certified Financial Planner (CFP) Relationship Manager

Join Robinhood, a pioneering financial services company, as a Certified Financial Planner (CFP) Relationship Manager. In this role, you will have the opportunity to engage with clients, helping them navigate their financial journeys with expert guidance and personalized support. You will be responsible for building and maintaining strong relationships with c…

At Intercom, we're revolutionizing customer service through the power of AI. Our mission is to enable businesses to deliver exceptional customer experiences that truly resonate. Our premier AI agent, Fin, epitomizes this vision, providing businesses with around-the-clock, flawless customer support, and significantly enhancing customer interactions. Coupled with our Helpdesk, Fin forms the Intercom Customer Service Suite, offering AI-augmented assistance for complex queries requiring human touch.Founded in 2011, Intercom has gained the trust of nearly 30,000 businesses globally, setting a new benchmark in customer service. Guided by our core principles, we continually strive to innovate, act with agility, and deliver unparalleled value to our clients.What’s the Opportunity?As a Commercial Relationship Manager, you will play a pivotal role in fostering growth within our current business landscape. Join us as we build a world-class sales organization, embarking on a thrilling journey ahead.At Intercom, we challenge the traditional sales approach. By placing our customers at the heart of our operations, we invite them to integrate Intercom into their core business strategies. We are committed to the growth and development of every team member, fostering an environment where internal promotion and creative contributions are valued. With our rapid expansion, you'll find abundant opportunities for advancement and ownership.Key ResponsibilitiesEstablish and nurture relationships with Intercom’s small business clientele, driving revenue growth and enhancing customer retention.Engage with existing customers to identify their business challenges and deliver tailored solutions leveraging our platform.Formulate strategic territory plans that highlight opportunities for upselling, cross-selling, and expanding into new business units while meeting business objectives.Acquire an in-depth understanding of customer businesses and goals, accurately forecasting sales pipelines.Collaborate with Marketing, Product, and Customer Success teams to relay customer insights that spur product innovation.Monitor and report on critical metrics related to customer growth, retention, and Intercom product utilization.Participate in team mentoring and development initiatives.

Role Overview 1000heads is seeking a Freelance Senior Relationship Manager based in Chicago, Illinois. This role focuses on managing and strengthening client relationships, drawing on significant experience to support client goals and satisfaction. What You Will Do Oversee and nurture client relationships, serving as a key point of contact. Apply proven strategies to support client success and long-term satisfaction. Collaborate with team members to ensure clients receive attentive, thoughtful service.

At Intercom, we are at the forefront of AI-powered customer service, dedicated to helping businesses create exceptional customer experiences.Our advanced AI agent, Fin, empowers organizations to provide seamless, round-the-clock customer support, transforming their customer interactions for the better. Coupled with our Helpdesk, Fin becomes part of the Intercom Customer Service Suite, delivering AI-enhanced support for intricate or high-touch queries requiring human intervention.Established in 2011 and trusted by nearly 30,000 businesses worldwide, Intercom is redefining the standard for customer service. We are propelled by our core values—pushing boundaries, building with speed and intensity, and delivering extraordinary value to our clients.What’s the opportunity?Intercom is revolutionizing how companies foster customer relationships by integrating AI into our platform. As businesses embrace AI capabilities, they seek trusted partners to navigate changes, demonstrate value, and ensure that AI adoption leads to tangible business outcomes.We are in search of a dynamic sales leader to build, scale, and enhance a team of Small Business Relationship Managers. This role is tailored for individuals who excel at nurturing early-career sales talent, instilling robust sales practices, and guiding teams through product evolution and market changes.In this pivotal role, you'll be instrumental in retaining and expanding our customer base while facilitating their transition along the AI journey—from traditional to pioneering.What will I be doing?Lead and develop an AI-savvy RM team:Recruit, onboard, and mentor Relationship Managers within the Small Business segment.Transform representatives into skilled consultative sellers who can confidently present AI-driven solutions.Cultivate a culture of curiosity, learning, and continuous improvement as our AI capabilities advance.Inspire a commitment to high standards of performance, accountability, and customer-centricity.Own the business and drive results:Take accountability for your team’s revenue, including renewals, expansions, and pipeline generation.Implement strong forecasting discipline, deal inspections, and operational excellence at scale.Maintain consistent CRM practices and adherence to sales processes.Balance immediate execution with long-term team development and overall business health.Facilitate modern, value-based, and technical sales:

Intercom supports nearly 30,000 companies in delivering customer service with advanced AI tools. Since 2011, its platform, including the AI agent Fin and the Intercom Helpdesk, has helped businesses address both routine and complex support needs. Role overview The Scale Relationship Manager works with Intercom’s existing business clients, focusing on growth and ongoing support. This position combines relationship management, strategic planning, and cross-team collaboration. Intercom emphasizes a customer-centered sales approach and encourages internal career development. What you will do Develop and maintain strong relationships with scaled business customers to support revenue growth and retention. Work directly with clients to understand their challenges and recommend solutions using Intercom’s platform. Create and execute territory plans to identify upsell, cross-sell, and expansion opportunities. Gain insight into client objectives and ensure sales forecasts remain accurate. Collaborate with Marketing, Product, and Customer Success teams to share customer feedback and contribute to product improvements. Monitor and report on customer growth, retention, and product usage metrics. Requirements Minimum 2 years of SaaS sales experience, with at least 1 year in a closing role. Strong communication and interpersonal skills. Experience managing and prioritizing multiple accounts. Analytical mindset with a focus on data-driven decisions. Ability to adapt in a rapidly changing environment. Location This role is based in Chicago, Illinois.

POSITION SUMMARY The Supplier Relationship Manager will spearhead the execution of Supplier Rescue Projects, defining the project scope and phases, assembling the project team, and regularly reporting progress and outcomes to senior management. This role is based onsite in Chicago, IL. JOB RESPONSIBILITIES Lead a cross-functional team to resolve supplier crises by identifying and addressing performance issues to minimize disruptions in the supply chain.Develop and implement a supplier recovery plan in collaboration with internal and external stakeholders, ensuring adherence to timelines, budgets, and quality standards.Enhance relationships, foster integration, improve communication, and mediate conflicts between supplier and Embraer teams, driving mutual success.Coordinate the KPO (PMO) and multi-disciplinary project teams to explore the best solutions to various challenges.Conduct regular evaluations of supplier performance and deliverables, track key performance indicators (KPIs), and initiate improvement initiatives as necessary.Prepare and present progress reports and ensure target achievements for management meetings, both internally at Embraer and with suppliers.Initiate and lead continuous improvement initiatives using Lean and P3E methodologies.Audit the management efficiency of suppliers and their sub-tier capabilities to ensure production flow and timely deliveries.Visit supplier sub-tiers as needed to assist in resolving issues.Collaborate with supplier and Embraer teams to investigate technical issues, identify appropriate solutions, and ensure quality throughout the delivery process.Monitor the production and delivery processes for raw materials, components, and spare parts based on supplier schedules, validating vendor capabilities to deliver quantities on time and to the agreed quality standards.Oversee material movements across manufacturing and inventory sequences.Audit materials and assess the quality of area services, including contract clauses and late deliveries.Provide regular comprehensive reports on observations, findings, and action plans agreed upon with suppliers, as well as on the implementation of these plans.

Lessen is a pioneering technology-driven provider of comprehensive property services that is redefining the management and delivery of commercial and residential real estate services on a large scale. Our innovative technology platform generates data-driven insights that reveal critical growth opportunities for the entire real estate ecosystem, which includes investors, property owners, managers, and service providers. We proudly maintain a network of over 30,000 vetted and qualified vendors (Lessen Affiliates) who cater to clients managing more than 1 million properties, efficiently processing over 3.5 million work orders annually across a diverse array of services. As a venture-backed, privately held company, Lessen, LLC operates out of offices located in Scottsdale and Chicago.As a Vendor Relationship Specialist, you will play a crucial role in fostering, developing, and enhancing productive relationships with our suppliers and vendors. This position operates under general supervision and focuses on building strong partnerships that drive success.*This position requires onsite attendance at our Chicago office on Tuesdays and Thursdays.

Lessen is revolutionizing the delivery and management of commercial and residential real estate services through a tech-enabled, end-to-end property service platform. Our innovative technology provides data-driven insights that reveal significant growth opportunities for the entire real estate ecosystem, including investors, property owners, managers, and service providers. With a robust network of over 30,000 qualified vendors (Lessen Affiliates), we serve clients managing more than 1 million properties and processing over 3.5 million work orders annually across a diverse range of services. As a venture-backed, privately held company, we operate from our offices in Scottsdale and Chicago.As a Vendor Relationship Representative, you will play a pivotal role in our Exteriors department by fostering, developing, and enhancing relationships with our suppliers and vendors. You will work under general supervision, ensuring effective collaboration and communication. This is a full-time, hybrid position requiring you to work in our Chicago office on Monday, Tuesday, and Thursday, with the flexibility to work remotely on Wednesday and Friday.

At Intercom, we are revolutionizing customer service with our cutting-edge AI technology, enabling businesses to provide unparalleled customer experiences.Our AI agent, Fin, stands as the most sophisticated customer service solution available, ensuring that companies can offer continuous and flawless support, ultimately enhancing their customer interactions. By integrating Fin with our Helpdesk, we create the Intercom Customer Service Suite, a comprehensive solution designed to handle intricate queries that necessitate a human touch.Since our inception in 2011, Intercom has gained the trust of nearly 30,000 businesses worldwide, establishing a benchmark for customer service excellence. Our core values drive us to push limits, operate with urgency, and consistently deliver exceptional value to our clients.What’s the Opportunity?As a Mid-Market Relationship Manager, you will drive growth by transforming potential into expertise. You will manage a portfolio of dynamic customers, empowering them to leverage the full potential of Intercom. We are building a premier sales team that is fast-paced, ambitious, and fiercely dedicated to success.At Intercom, our approach to sales is unique. We don’t merely sell; we form partnerships. We encourage our customers to integrate Intercom as the core of their operations, starting with sales professionals who think expansively, act swiftly, and embody integrity in every interaction.We are committed to the professional development of every Relationship Manager. Growth is not just a concept here; it’s integral to how we promote, educate, and lead. In a fast-paced environment that rewards ownership, creativity, and ambition, you will have the opportunity to expand your influence and make a meaningful impact.What Will I Be Doing?Manage and expand a portfolio of Intercom’s mid-market clients; focusing on measurable revenue growth, customer retention, and long-term loyalty.Collaborate with executives to identify challenges, present AI-driven solutions, and connect Intercom’s platform to tangible business outcomes.Develop and implement territory strategies aimed at surpassing basic maintenance; focusing on upselling, cross-selling, and multi-unit growth through robust, data-supported plans.Work cross-functionally with Marketing, Product, and Customer Success teams to translate actual customer requirements into product innovation and go-to-market strategies.Analyze customer feedback to enhance the overall customer experience and ensure satisfaction.

Join The Aparecio Foundation as a Volunteer Event Planner and play a critical role in coordinating our fundraising initiatives! You will work alongside our fundraising specialists to plan and execute a variety of engaging events. Your responsibilities will include selecting venues, collaborating with partners to secure donations of food, beverages, and other items, as well as developing innovative and enjoyable concepts for our fundraising activities. During events, you will ensure that everything runs smoothly and according to plan.As a rapidly growing nonprofit organization, The Aparecio Foundation is dedicated to empowering low-income women through education and community development. In this position, you will help orchestrate events that not only raise funds but also enhance our mission of lifting women out of poverty.Key Responsibilities:Oversee event activities to ensure compliance with regulations, participant satisfaction, and effective problem resolution.Collaborate with venue staff to coordinate event details.Inspect event facilities to confirm they meet client requirements.Manage services for events, including accommodations, transportation, catering, signage, and security.Engage with clients to determine their objectives and requirements for meetings and conventions.Work with sponsors and committees to define event scope, budget, and administrative processes.Review and approve event bills for accuracy.Evaluate and select service providers based on client needs.Arrange necessary audio-visual equipment and other event essentials.Develop agendas, budgets, and programs tailored to client specifications.

Location: 1 S. Wacker Dr., Chicago, IL, 60606 About PLS:At PLS, we believe you deserve better! Our mission revolves around People, Location, and Service. As a premier retail provider of financial services, we put our customers at the heart of everything we do. Our dedicated team members consistently strive to deliver exceptional service. Headquartered in the vibrant city of Chicago, PLS operates over 200 financial service centers across 12 states. Our check cashing stores offer a range of convenient financial products and services designed to assist consumers with their everyday financial needs. While many of our customers maintain banking relationships, they choose PLS for our accessible, transparent, and often more cost-effective solutions compared to traditional options. Founded in 1997 by Bob and Dan Wolfberg, who serve as Co-Presidents, PLS is committed to providing unparalleled service in the financial sector. Position Overview:The Manager of Financial Systems and Corporate Accounting will act as a subject matter expert (SME) for accounting practices, data flow, and system processes across multiple financial systems, including Great Plains, Blackline, and DocuPhase. This role supports account reconciliations, general ledger management, and various subledger systems. A thorough understanding of IT and data structures as they pertain to reporting and data support is essential. Additionally, this position will oversee the Corporate Accounting team, responsible for accounting tasks related to fixed assets, debt, leases, corporate/franchise tax, and other corporate accounting matters. Collaboration with IT, Accounting, and other departments will be vital to resolve issues, enhance controls, streamline processes, and implement a new ERP system. This position reports to our Controller.

Canon Design is looking for a Health Planner III to help shape healthcare spaces that support both patient care and effective operations. This position can be based in Arlington, VA; Chicago, IL; Houston, TX; Minneapolis, MN; St. Louis, MO; or fully remote within the United States. Role overview This role centers on planning and designing healthcare environments. Working with teams from different disciplines, you will contribute to solutions that improve how care is delivered and how facilities function. Collaboration Health Planner IIIs at Canon Design work closely with architects, engineers, and other specialists. The focus is on projects that require creative thinking to meet the needs of patients and healthcare providers. Locations Arlington, VA Chicago, IL Houston, TX Minneapolis, MN St. Louis, MO Remote (United States)

The Senior Strategic Planner role at Eversana centers on shaping company strategy and supporting growth. This position works closely with teams across the organization to build strategies grounded in data and market insights. Role overview Senior Strategic Planners at Eversana focus on advancing key initiatives that strengthen the company’s position in the market. The work involves analyzing trends, identifying opportunities, and helping set direction for future growth. Collaboration This role requires frequent collaboration with colleagues from different departments. By working together, teams develop and refine strategies that aim to drive revenue and improve business outcomes. Key skills Strategic planning and execution Market analysis Stakeholder engagement Data-driven decision making

Join Adyen as a Group Manager for Financial Crime in the Americas, where you will lead efforts to combat financial crime while driving strategic initiatives across the region. Your expertise will shape our approach to risk management and regulatory compliance, ensuring that our operations align with industry best practices.

Join SGS, the world’s leading inspection, verification, testing, and certification company, as an Ex-Certified Inspector in various locations across the USA. This role involves inspecting, verifying, and ensuring compliance with explosion-protected electrical and mechanical equipment in hazardous environments.As an independent contractor, you will be engaged on an as-needed basis, with compensation provided for the hours and days worked. The duration of assignments may range from a single day to several weeks, depending on project requirements.While hours are not guaranteed, your inclusion on our roster positions you for immediate contact when opportunities arise.The ideal candidate will possess valid hazardous area inspection certifications (IECEx, CompEx, or equivalent) and a robust understanding of relevant codes including NEC, NFPA, and OSHA standards.Key Responsibilities:Conduct inspections of explosion-proof and intrinsically safe equipment in hazardous areas.Ensure compliance with:NEC (National Electrical Code) Articles 500–516NFPA standardsOSHA regulationsIECEx / ATEX standards (if applicable)Perform initial, periodic, and detailed inspections according to established schedules.Analyze engineering drawings and hazardous area classification documentation.Identify non-conformances and provide recommendations for corrective actions.Compile comprehensive inspection reports and maintain compliance records.Assist in audits, regulatory reviews, and safety investigations.Offer technical guidance to maintenance and engineering teams.Adhere strictly to company safety policies during all operations.

Join Sonsoft Inc. as a Certified Salesforce Developer and be a part of our dynamic team in Chicago! We are looking for a talented individual who is passionate about leveraging Salesforce technologies to drive business solutions and enhance user experiences. This is an excellent opportunity to work on innovative projects and make a significant impact within our organization.

CannonDesign is seeking a highly motivated Health Project Planner IV to lead innovative healthcare design projects. In this role, you will collaborate with multidisciplinary teams to develop strategic vision and effective solutions for our clients. Your expertise will help shape the future of healthcare environments, ensuring they are not only functional but also enhance patient and staff experiences.

The Client Relationship Manager plays a pivotal role in overseeing new client accounts and collaborating closely with them to implement additional cost-saving programs. This energetic individual is essential to our team-oriented culture and must possess strong interpersonal skills, as effective communication with both clients and team members is vital. The Client Relationship Manager will work in tandem with the Sales team to manage accounts efficiently. We believe in the benefits of regular face-to-face collaboration. This role is based out of our Waltham, MA, Chicago, IL, or New London, CT office with expected travel of up to 4-5 times a year. Please note that we are unable to provide work sponsorship for this position. About Us: At Consolidated Concepts, we are revolutionizing cost reduction and profit optimization for multi-unit restaurants. Our mission is clear: to empower our clients by simplifying their supply chain and procurement processes. As part of the Buyers Edge Platform brand, we harness collective purchasing power to offer exclusive pricing on essential products and services. Our extensive services include a Digital Procurement Network, Fresh Solutions, Supply Chain Management, and innovative SaaS Solutions. We take pride in serving a diverse clientele, from emerging concept innovators to established national franchise giants. Your Contributions: Build and strengthen relationships with clients by understanding their business goals and delivering exceptional support as their primary point of contact at Consolidated Concepts. Conduct regular meetings and calls to keep clients updated on opportunities, concerns, and relevant information. Act as the client's advocate within Consolidated Concepts. Maintain organization for both the internal team and client needs. Proactively identify client needs and potential issues, providing recommendations and facilitating resolution actions. Spot potential upselling opportunities, including produce programs, supply chain consulting, and Master Distribution Agreement services. Coordinate and lead client-focused activities and initiatives.

About the RoleAs a Procurement Planner at Greenthumb Industries, you will play a pivotal role in managing purchasing activities, overseeing vendor relationships, conducting market research, and negotiating contracts. This position requires you to develop strategic operating plans to ensure that GTI has the necessary resources to meet current business forecasts and support anticipated growth in the packaging sector, specifically focusing on rigid packaging materials such as Glass and PET.

Join Capco as a Global Partnerships and Alliances Manager within our Financial Services division. In this pivotal role, you will lead our global go-to-market (GTM) enablement initiatives, focusing on driving strategic partnerships that enhance our service offerings and market reach. You will collaborate with cross-functional teams to develop and execute strategies that empower our partners and support our clients’ needs.Your expertise in managing alliances will be crucial in fostering relationships with key stakeholders, ensuring alignment with business objectives, and enhancing overall client satisfaction. This position offers a unique opportunity to shape our partnership strategy and contribute to Capco's growth in the financial services sector.