23 sales account manager jobs found

Position Title: Universal Banker Locations: Columbia_IL Time Type: Full time Req ID: JR1318-Columbia_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...

What You'll Do: As a Senior, Client Service Manager , you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth. Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently. Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks....

What You'll Do: We’re seeking a Director, Private Credit – Asset-Backed Finance (ABF) to play a senior role within our Investment Grade Private Credit platform. This individual will be a key contributor to the execution, structuring, and ongoing management of investment-grade private asset-backed finance investments across a broad range of industries and asset types. This role is execution-focused, not origination-driven. You’ll be responsible for implementing sourced opportunities into capital-efficient, regulatory-aligned structured investments, including ABS, ABL, ABF, CLO, and other structured credit strategies—primarily for insurance and long-duration capital.   Additional Responsibilities: You will work across both new and existing transactions spanning sectors such as fund finance, consumer and commercial ABF, mortgage and CRE, and emerging esoteric asset classes.   Key responsibilities include: Leading due diligence and credit underwriting for structured...

Description: POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service. Key Responsibilities: High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns. Client Consultation: Engage with clients to understand their financial needs...

South Puget Sound Habitat for Humanity is an affiliate of Habitat for Humanity International focused on providing affordable housing solutions in Thurston and Lewis counties. We believe that every person, no matter who they are, deserves a decent place to live. Our work includes building new, energy-efficient homes, preparing households for homeownership, guaranteeing affordable mortgages to homebuyers, performing critical housing repairs, and running two successful resale stores. It is an exciting time at South Puget Sound Habitat as our immediate goals for the future include three new developments and hundreds of repair projects, drastically outpacing our past production—and we are working to scale our operations to meet these goals.     POSITION SUMMARY The director of homeownership champions and leads the strategic direction, implementation, and quality of all of South Puget Sound Habitat for Humanity’s current and emerging homeownership programs and services for our...

Senior Financial Associate, Strategic Initiatives About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems,...

At Veracity, we aim to be a different kind of insurance partner   –   one that is free from outside investors, venture capital, or the pressures of a corporate parent.   Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution   lead   to rapid evolution.  We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.  We’re   growing fast and want you to be a part of it!  We’re   seeking   a detail-oriented and proactive   Insurance Billing   and   Processing Specialist   to join our team. This role   is responsible for   executing high-volume billing, policy processing, and...

Remittance Deposit Specialist APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of brands, we bring together industry expertise, technology, and data-driven insights to help dealers strengthen their finance and insurance performance and build lasting relationships with their customers. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support the continued growth of APCO and the partners we serve. We are looking for a Remittance Deposit Specialist to join our Receivables & Billing team. In this role, you will be responsible for processing and reconciling incoming payments, ensuring accuracy in cash application, and supporting the flow of funds across the organization. What You'll Do Deposit,...

Tax Analyst APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of brands, we bring together industry expertise, technology, and data-driven insights to help dealers strengthen their finance and insurance performance and build lasting relationships with their customers. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support the continued growth of APCO and the partners we serve. We are looking for a Tax Analyst to join our Accounting & Finance team. In this role, you will support corporate tax compliance, reporting, and audit activities while working closely with internal teams and external partners to ensure accuracy and timeliness across all tax-related processes. What You'll Do Prepare...

Tax Analyst APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of brands, we bring together industry expertise, technology, and data-driven insights to help dealers strengthen their finance and insurance performance and build lasting relationships with their customers. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support the continued growth of APCO and the partners we serve. We are looking for a Tax Analyst to join our Accounting & Finance team. In this role, you will support corporate tax compliance, reporting, and audit activities while working closely with internal teams and external partners to ensure accuracy and timeliness across all tax-related processes. What You'll Do Prepare...

Tax Analyst APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of brands, we bring together industry expertise, technology, and data-driven insights to help dealers strengthen their finance and insurance performance and build lasting relationships with their customers. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support the continued growth of APCO and the partners we serve. We are looking for a Tax Analyst to join our Accounting & Finance team. In this role, you will support corporate tax compliance, reporting, and audit activities while working closely with internal teams and external partners to ensure accuracy and timeliness across all tax-related processes. What You'll Do Prepare...

Gleaners Food Bank of Indiana is the state’s largest hunger relief organization and one of the leading food banks in the Feeding America Network. In additional to vital hunger relief programs in our 21-county service area, we also operate Fresh Connect Central, a regional produce cooperative for Feeding America, serve as a contract reclamation site for Kroger Central Division, and are a staging site for FEMA disaster response.Position Purpose of The Commodity Buyer: The Commodity Buyer is responsible for procuring assigned food commodities to meet customer demand, maintain appropriate inventory levels, and support organizational goals. This role involves demand forecasting, inventory management, vendor coordination, and quality assurance. Success in this role requires strong cross-functional collaboration, attention to detail, and the ability to adapt to a dynamic supply chain environment while upholding Gleaners’ mission and values. All responsibilities and duties will further...

RevOps AI Analyst Intern Company At Actian we believe data should be a competitive advantage. Through the deployment of data technology, underpinned by a relentless and trusted service commitment, we help business critical systems transact and integrate at their very best. As a trusted leader in data management, integration, and analytics, our mission is to help businesses unlock the full potential of their data to drive better decision-making and innovation wherever it resides — in the cloud, on-premises, or hybrid environments. With a global team of experts and a culture of innovation, we’re dedicated to helping our customers solve their most complex data challenges. Internship Overview We are looking for interns to join us for our 2026 Summer Internship Program! This 12- week program is set to begin June 8 th , so if you are looking for an incredible opportunity to partner with the best and brightest minds in the industry, apply today. This program has been designed...

What You'll Do: Partner with business stakeholders, third-party vendors and operational staff daily to ensure delivery of services are in alignment with contractual expectation. Advocate service offerings on behalf of the area by influencing decisions related to use of services. Support Technology teams and business units on tasks associated with vendor supplier management. Responsible for documentation and record tracking to fulfill EDS responsibilities Gain understanding of strategy and associate changes. Be encouraging toward strategy and change through transparent feedback.  Be a champion of the strategy and change agent among peers and customers. Shows precision in conveyed data and aids with reporting. Proactively collaborate with your vendor management colleagues and any operational personnel within Enterprise Documents and throughout the organization. Be continuously and actively engaged with vendors who support our operation. Work on assigned...

What You'll Do: In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management.    Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new...

What You'll Do: We’re   looking for a Senior Accountant to join our Corporate Accounting team. In this role,   you'll   play a key role in financial reporting for the company on both a U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Statutory Accounting Principles (SAP) basis by being a part of our metadata and validation team that ensures all metadata is appropriately set up to   facilitate   reporting and data is processed correctly in our consolidation and reporting tools!   Key   member   of   metadata   team, working with business units to understand requested metadata changes and impacts on   reporting;   will need to obtain an understanding of the equitization process and all external reporting .    Will need to learn current metadata structure and new metadata structure being implemented with Finance Journey project as well as how to use Oracle cloud Enterprise Data Management (EDM).   Involvement with Finance Journey...

What You'll Do: The  Strategic Client Group (SCG) Analyst  plays a critical role in supporting the firm’s national accounts strategy and expanding our presence across key DCIO distribution partners and platforms. This role works closely with SCG Relationship Managers and collaborates across sales, marketing, product, data, and investment teams to strengthen our relationships and drive platform‑level growth. Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, Principal Trust Company, and other Principal business lines—to assist national account initiatives, platform strategy, and enterprise coordination. Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model access, and strategic opportunity identification. Manage and update investment-related...

What You'll Do: We’re looking for an Accountant to join our RIS Finance Accounting Operations team. In this role, you’ll apply accounting standards confidently, and ensure the accuracy of financial data and reporting. You will analyze financial transactions, support management reporting, strengthen internal controls, and contribute to projects that improve systems and processes. Financial Analysis & Reporting Apply GAAP, SAP, tax regulations, and other guidance to analyze and report on moderately complex financial transactions. Reconcile complex accounts, including those involving inconsistent or non‑integrated data sources. Prepare accurate and timely financial statements and reports that meet all regulatory requirements. Analyze financial data to identify trends and insights. Design accounting transactions that capture the data needed for accurate reporting and effective controls. Independently research and document accounting decisions....

What You'll Do: We are looking for a Senior Associate, Trust Administration and Operations to join our PGI Trust Company Operations and Governance team. You will support the daily administration, oversight, and operational integrity of the Trust Company. It operates independently to ensure timely and accurate execution of key functions, including regulatory reporting, compliance monitoring, monthly reconciliations, document management, SharePoint administration, and process improvement. You will enhance operational efficiency while ensuring adherence to trust documents, ERISA requirements, policies, and regulatory standards. Key Responsibilities Regulatory Reporting & Compliance Assist with regulatory filings, committee materials, internal audits, state exams, and annual CIT reporting, including audits and Form 5500s. Conduct ongoing compliance monitoring in line with policies and regulations. Omnibus Account Oversight & Reconciliation Coordinate...

What You'll Do: Serving as a Retirement Specialist in our PSI Distribution division, you will contribute to the growth of retirement sales by working alongside financial advisors and the sales team. You will apply your knowledge to generate leads, advise clients, and offer guidance on retirement products and solutions. Positioned at the crossroads of financial services and technology, Principal develops financial tools that help our customers live better lives.   Develop and foster partnerships with financial professionals to recommend and support retirement-related services and options. Educate advisors on retirement products and provide marketing and sales support via inbound and outbound telephone communication. Identify financial professionals’ needs, offer sales ideas, answer product questions, and launch new products. Offer proactive retirement sales recommendations related to multiple retirement products, including qualified and non-qualified, individual and...