Client Partner

• Drive sales excellence of the commercial teams by enhancing their knowledge, skills and competencies needed to drive business results. This includes but not limited to product knowledge, clinical knowledge, industry insights and trends, sales skills, territory management and account planning skills.
• Work closely with cross-functional department leaders and stakeholders to assess education needs and market nuances and develop, modify, and deliver education to align to specific market or departmental needs.
• Analyze the effectiveness of education programs through review of education and facilitation delivery metrics, sales productivity reports, and learner/stakeholder feedback.
• Act as a subject matter expert to develop education content for internal and external audiences, working closely with Instructional Designers, & downstream marketing team following the principles of adult learning, and meeting the Global Learning & Development Standard Operating Procedures, Branding Guidelines, Copy Approval process, and Document Control requirements.

Learning & Development Partner, Infusion Consumables, IV Solutions, Pharmacy Systems

• Coordinate carrier relationships and lead service team on large accounts
• Perform marketing activities for assigned large accounts
• Prepare and peer review risk maps
• Coordinate service delivery and develop placement/renewal strategy
• Complete special projects and suggest improvements

Senior Client Manager, Commercial Risk

• Accountable for leadership of right resources and coordinating concentrated efforts to meet the specific needs of the client
• Develops high level actions through risk and H&P analysis and claim consultation
• Utilizes expertise in Unum services and solutions (implementation, contracts, FML, Health and Productivity, and client reporting and analysis) to recommend actions, resolve issues, and identify solutions
• Ensures the complete and accurate implementation of new business and partners with Home Office functional areas to achieve a successful implementation.
• Effectively delegates and sets expectations with customer business teams
• Holds partners (Home Office, Third Parties, and Technology Partners) accountable for driving day to day issue resolution for inforce customers and implementation project planning
• Owns the account management strategy for an assigned block of business within a defined territory
• Responsible for the development and implementation of strategic customized business plan for each client which includes plans to proactively engage the client and increase client’s understanding of Unum’s value proposition, their benefits and industry trends
• Strategic execution of renewal conditioning, planning and prepares for pre-renewal face to face visit to review claim trend analysis and Integrated Disability Management models to discuss any issues prior to the actual renewal meeting
• Partners with Sales Consultants to jointly present and/or in some instances own annual renewal, including gathering of claim trend analysis, underwriting data, Return to Work statistics, etc.
• Focuses on driving comprehensive employee marketing of Unum benefits by developing enrollment strategies and utilizing robust knowledge of internal and external capabilities and technology to achieve desired outcomes
• Serves as a consultant to the client leveraging Unum expertise, deep knowledge of the client, and client’s industry to identify and recommend Unum solutions
• Provides consultation and guidance related to health management strategies
• Responsible for recognizing opportunities for new business and obtaining growth on the assigned block of business. This position will have assigned goals in these categories and be assigned block growth objectives.
• Acts as Consultant to employer on administrative or enhanced service offerings to enrich the overall benefit to employee/employer
• Attend site visits with the customer in Portland/Chattanooga or Glendale
• Frequent proactive face to face meetings with the customer

National Client Manager

• Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager
• Become familiar with all assigned clients and ensure they are well serviced
• Manage the new business and renewal process, review risk management surveys
• Identify exposure to loss and advise clients on appropriate coverages
• Understand complex coverages and class code assignments
• Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution
• Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured
• Complete submissions to market new and renewal accounts to insurance carriers
• Prepare proposals, negotiate coverage terms, pricing, and commissions
• Work with underwriters to obtain additional information from clients
• Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
• Work with Risk Control Department to monitor complex or significant risk control and claims issues
• Conduct contract and lease reviews to advise clients on risk and compliance issues
• Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks
• Maintain positive client and insurance company relationships
• Explain payment requirements to new and existing clients
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts
• Oversee, direct, plan, schedule, and mentor the work of your HPT
• Train and give technical supervision to the HPT members
• Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills
• Maintain high-level relationships with underwriters
• Support and communicate with the Risk Advisor to develop and retain accounts
• Independently conduct client meetings, trainings, and deliver proposals to clients
• Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors
• Inform Supervisor/Manager of all matters that may give rise to an E&O claim.

Senior Client Manager – Property & Casualty

• Serve as the primary point of contact for Certified Partners, ensuring they have the tools and knowledge to succeed with Genetec solutions
• Conduct business planning and performance reviews to identify growth opportunities and strengthen partner engagement
• Drive the conversion of Certified Partners to Unified and Unified Elite by demonstrating the benefits of deeper partnership with Genetec
• Educate partners on SC SaaS product offerings, value propositions, and ideal use cases
• Guide partners on how and when to position SC SaaS to end users for maximum impact
• Support partners in overcoming objections and building confidence in selling SC SaaS
• Track and report on SC SaaS engagement, pipeline growth, and closed deals
• Coordinate partner learning paths and training programs, ensuring Certified Partners stay up to date on the full Genetec portfolio
• Reinforce training through product demonstrations, sales guidance, and real-world application
• Act as a trusted advisor, helping partners leverage Genetec’s ecosystem to drive success
• Monitor partner sales pipelines in the CRM, ensuring engagement and deal acceleration across all Genetec product lines
• Work with partners to increase pipeline activity and close rates for SC SaaS
• Follow up on assigned leads, ensuring timely engagement and conversion
• Support transactional business, including small- to medium-sized system designs and associated BOMs
• Assist partners in end-user meetings and product demonstrations, ensuring they are confident in presenting Genetec solutions
• Provide technical support by liaising with technology partners to address product integration questions
• Work closely with other CDS’s and Partner Account Executives (PAEs) to ensure smooth territory collaboration and alignment on partner engagement strategies

Partner Account Specialist

• Build and own enterprise-wide account plans that align Fieldguide’s strategic value with the customer’s vision, priorities, and business outcomes.
• Coordinate and drive cross-practice initiatives — connecting Advisory, Audit, Technology, and operational leaders with internal Fieldguide product and delivery resources.
• Partner with the Strat AE on expansion opportunity identification, prioritization, and execution.
• Serve as a trusted advisor and point of strategic coordination across executives and senior leaders at customer organizations.
• Facilitate executive business reviews (EBRs) and alignment sessions that reinforce value delivered, unlock sponsorship, and deepen strategic partnerships.
• Orchestrate internal Fieldguide teams (AE. ELTm Product, CSE, CS, RevOps, Marketing) to remove blockers, streamline delivery, and ensure proactive outcomes.
• Act as the integrated linchpin across functions — reducing friction and accelerating customer momentum.
• Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress.
• Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes.
• Advocate for customer needs internally — shaping product and roadmap discussions based on deep customer insights.
• Represent Fieldguide at customer events, industry forums, and executive gatherings to elevate Fieldguide’s brand and strategic value.

Strategic Account Partner

• Manage strategic customer relationships and serve as the primary point of contact across multiple levels of client organizations.
• Develop and execute account growth plans that expand customer adoption of Maersk’s integrated logistics portfolio.
• Identify opportunities to increase share of wallet across Ocean, Air Freight, Ground Freight, Contract Logistics, Customs Brokerage, and Supply Chain services.
• Establish and maintain customer success metrics, KPIs, and critical success factors in partnership with Program Management teams.
• Coordinate cross-functional resources to support customer initiatives, implementations, and operational improvements.
• Monitor account profitability and support contract renewal discussions and commercial negotiations.
• Resolve complex customer challenges and act as an escalation point for strategic account issues.

Global Client Manager – Retail & Lifestyle

• Support the development and execution of strategic and tactical business development plans to drive profitable revenue growth over a 1-3+ year horizon.
• Identify and cultivate relationships with key decision-makers in state procurement offices, state governmental and quasi-governmental agencies and entities, and public institutions, to drive growth within assigned accounts.
• Maintain robust tracking via CRM of relationship building activities with decision makers and influencers in state governmental and quasi-governmental agencies and entities.
• Drive and manage opportunities from identification to qualification, proposal, and close.
• Partner with the State Health leadership team to shape business development strategies, strengthen the pipeline, and drive profitable growth.
• Conduct market research and competitive analysis to inform business development strategies.
• Collaborate with the Manatt Health and firmwide business development, marketing and communications leadership teams to ensure State Health experience and capabilities are leveraged in proposals and other marketing and business development activities.
• Provide regular updates and insights on state priorities, procurement activity, and legislative or policy developments to State Health leadership.
• Support the State Health and business development teams in building and sustaining relationships with state and local health government state procurement offices, including with contract managers and chief procurement officers.
• Sustain key client relationships via partnership with engagement management teams throughout the opportunity and engagement lifecycle, ensuring consistent client impact and satisfaction.
• Build and share relationship maps with key stakeholders for increased relationship building.
• Facilitate quarterly meetings with the State Health business group leaders, as well as Manatt Health and Firmwide leadership to align business development plans and progress.
• Maintain accurate accounts of client interactions and feedback in a CRM.
• Work closely with professionals and business professionals alike, including the broader marketing and business development, competitive intelligence, risk management, engagement management, and practice management teams to seamlessly support client engagements.
• Liaise with State Government Health proposal teams to develop winning strategies and solutions.
• Work closely with Manatt Health leadership to ensure consistent execution of business development strategy and pursuits across priority accounts.
• Contribute to go/no-go decisions, balancing financial, competitive, and performance risk.
• Promote a culture of collaboration, knowledge sharing, and continuous improvement across the team.
• Leverage deep understanding of Manatt’s Health services and offerings to be able to articulate in proposals tailored solutions addressing client needs.
• Represent Manatt at conferences, policy forums, and external events in support of business development efforts and client relationship management.
• Understand the health industry and competitive landscape to differentiate Manatt Health offerings effectively at the state and local government levels.
• Monitor and report on industry trends, policy changes, and competitor activities to inform firm strategy.
• Maintain accurate and timely client, pipeline, and forecasting data aligned with state budget and procurement cycles.
• Anticipate re-procurement opportunities and develop strategies to retain and expand work.
• Ensure compliance with all legal and regulatory requirements in the pursuit and execution of client engagements.
• Prepare regular business development reports and insights for Manatt Health leadership on business development activities, challenges and opportunities within states.

Senior Client Development Manager – State and Local Government Health

• Work with an existing book of inforcer partners to drive additional revenue growth
• Drive partner activation and build quarterly partner business plans
• Create partner-sourced pipeline and work closely with AMs to co-sell opportunities
• Develop relationships with MSP principals, sales leaders, and technical leaders
• Deliver enablement sessions to increase partner pitch readiness
• Track and report on partner health, activation, and sourced revenue
• Represent Inforcer at MSP industry events, trade shows, and local meetups
• Maintain accurate forecasting of partner-sourced pipeline

Partner Development Executive

• Join a purpose-driven team focused on making healthcare simpler, better, and more affordable
• Handle client management tasks and support client-facing responsibilities
• Collaborate with internal teams to enhance service excellence

Associate Client Manager

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
• Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
• Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
• Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Client Manager, Commercial Lines

• Manage a portfolio of existing SLED customer accounts and serve as their primary point of contact.
• Develop strong relationships with IT leaders, administrators, procurement teams, and key stakeholders.
• Conduct regular customer business reviews to understand goals, challenges, and upcoming initiatives.
• Drive customer retention, satisfaction, and long-term account growth.
• Act as the voice of the customer by coordinating with internal teams to ensure successful project delivery and support.
• Monitor customer health, identify risks, and proactively address issues before they impact the customer experience.
• Identify opportunities to expand existing customer relationships through additional solutions and services.
• Partner with sales and engineering teams to develop strategic account plans and technology roadmaps.
• Support contract renewals and help customers evaluate new technologies that align with their business objectives.
• Generate and manage customer quotes, proposals, and solution recommendations.
• Track opportunities, renewals, and customer engagement activities within the CRM system.
• Coordinate with engineering, project management, support, and vendor partners to ensure exceptional customer outcomes.
• Assist with vendor registrations, customer communications, and sales support activities as needed.
• Maintain accurate customer records, account documentation, and pipeline updates.
• Provide customer feedback and market insights to help improve service offerings and customer experience.

Client Success Manager

• Establishing and managing client relationship at all levels
• Establishing and building "trust" and leverage client context by understanding client's overall business goals and culture
• Positioning Brillio as a Strategic IT partner and identify new avenues for Brillio to partner, implement and deliver within the account.
• Managing the account P&L & high-level delivery responsibility
• Mapping Brillio’ s capabilities and solutions to client’s requirements
• Build newer relationships with one of the marquee Fortune 1000 customers.

Client Partner, Hitech

• Apply advanced AI and analytics techniques to solve complex data challenges within the automotive industry.
• Analyze and interpret large, complex datasets to identify trends, insights, and opportunities.
• Develop predictive models to diagnose potential vehicle faults and underlying causes.
• Partner with engineering and cross-functional teams to inform vehicle design and manufacturing improvements.
• Translate complex data into clear, actionable insights that support business and client decision-making.
• Create and deliver detailed reports, dashboards, and presentations for stakeholders, including senior leadership.
• Serve as a trusted advisor to OEM clients, ensuring effective use of data and analytics to drive business outcomes.
• Build and maintain strong client relationships, proactively identifying opportunities to support sales, marketing, and product strategies.
• Act as a subject matter expert in automotive quality, warranty reduction, and competitive benchmarking.
• Lead client onboarding, training, and ongoing engagement to maximize value from analytics solutions.
• Continuously enhance analytics approaches by leveraging emerging tools, technologies, and methodologies.

Client Manager, Customer Success

• Identify, prioritize, and secure business opportunities
• Ensure that our clients receive the highest level of sales and operational customer service
• Partner with other cross-functional teams on structuring and executing strategic initiatives
• Develop and implement best practices for client interaction, sales, and services
• Create persuasive sales presentations using market trends and case studies
• Responsible for educating clients on Snapchat products and best practices
• Create, own, and execute the strategic approach for each account in the assigned book of business with the intent to simultaneously unlock and elevate each relationship
• Analyze campaign performance statistics and recommend performance enhancements
• Communicate and evolve a client's way of thinking to mirror success on Snap according to the Playbook & Planning Principals, while also balancing client goals
• Ensure strong health of the client relationships, identifying gaps where we do not have advocates, and asking for internal support to elevate Snapchat with clients under this book
• Own a room, present dynamically and instill confidence to challenge our clients in a kind, smart and creative way to ensure we are doing what is best for both businesses long-term

Client Partner, SMC

• Own and grow relationships within a portfolio of strategic enterprise accounts, serving as a trusted advisor to executive and operational stakeholders
• Drive customer retention, adoption, and long-term success through proactive account management, strategic planning, and executive engagement
• Lead Executive Business Reviews (EBRs/QBRs), onsite engagements, and account strategy discussions focused on business outcomes and platform value
• Identify and drive expansion opportunities through cross-sell, upsell, and broader platform adoption initiatives
• Partner cross-functionally with Sales, Product, Support, and Leadership teams to deliver a seamless enterprise customer experience
• Monitor account health, mitigate risk, resolve escalations, and advocate internally for enterprise customer needs
• Present data-driven insights and strategic recommendations that align NinjaOne solutions to customer business objectives

Enterprise Account Partner

• Play a crucial role in helping customers drive their businesses forward
• Leverage expertise to solve complex business challenges
• Tailor and bundle Verizon Enterprise's wireless solutions
• Establish Verizon as the preeminent business partner
• Solidify long-lasting and mutually beneficial relationships with accounts

Senior Client Partner, Sales

• Independently service a designated book of surety business
• Respond to client inquiries and address underwriting questions
• Provide professional and timely communications with clients
• Assist producer in preparing account submissions
• Quote and issue new bonds timely and accurately
• Organize and maintain client files
• Prepare and finalize necessary documents and agreements
• Ensure underwriting requirements are met
• Handle financial aspects of an account timely and accurately
• Stay up to date on industry trends and changes

Client Manager

• Act as the main, day-to-day contact for clients
• Prepare Applications and documents for submission
• Perform Contract reviews for insurance requirements compliance
• Prepare Certificates of Insurance, Invoices, Finance Agreements
• Process Endorsements, Audits
• Analyze and compare current exposures for marketing
• Conduct marketing, negotiate rates, review quotes and coverages
• Review and summarize marketing results, prepare proposals
• Monitor and manage renewal marketing and bind process
• Check binders, policies, endorsements, audits for accuracy
• Prepare summaries/schedules of coverage for clients
• Participate in the claims process, including submission and follow-up
• Ensure financial aspects related to invoicing and premium financing are correct and timely
• Maintain files in accordance with company policy and professional standards

• Provide fast, effective service to clients
• Maintain relationships with clients and carrier representatives
• Assist in suggesting new lines of coverage
• Analyze and compare current exposures for renewal marketing strategies
• Manage marketing process, negotiate rates, and review quotes
• Present proposals and bind coverage with carriers
• Guide teams on coverage and quality standards
• Respond to client inquiries and manage contracts

Client Partner jobs in California

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Learning & Development Partner, Infusion Consumables, IV Solutions, Pharmacy Systems

Senior Client Manager, Commercial Risk

National Client Manager

Senior Client Manager – Property & Casualty

Partner Account Specialist

Strategic Account Partner

Global Client Manager – Retail & Lifestyle

Senior Client Development Manager – State and Local Government Health

Partner Development Executive

Associate Client Manager

Client Manager, Commercial Lines

Client Success Manager

Client Partner, Hitech

Client Manager, Customer Success

Client Partner, SMC

Enterprise Account Partner

Senior Client Partner, Sales

Client Manager

Client Manager, Commercial Lines

Senior Client Manager – Commercial Lines