Client Relationship

Client Relationship Sales Jobs

3 jobs found

17d ago

Business Development & Technical Assistance Coordinator

LatinoBuilt Portland, OR

Portland, OR

17d ago

$60k - $70k/yr Full time B2B Business Development Business Systems

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Job Description

This role provides business development and technical assistance to LatinoBuilt members in Oregon, strengthening the capacity of Latino-owned construction businesses through one-on-one consulting, targeted training, and coordinated stakeholder engagement.

Position Details

Location: Portland, OR onsite

Salary: USD 60,000 - 70,000 per year

Minimum experience: 3 years

Responsibilities

Deliver one-on-one business consulting and technical support to LatinoBuilt members and contractor participants.
Evaluate contractor needs and design actionable plans to stabilize, grow, and improve operations.
Assist contractors with estimating, bidding, procurement processes, contract execution, and subcontractor readiness.
Connect contractors with external resources, financing opportunities, professional services, and other supports to advance growth.
Guide contractors through procurement offices, bid packets, subcontracting requirements, and payment application processes.
Provide guidance on contractor licensing, CCB compliance, and related industry regulations.
Strengthen systems for budgeting, cash flow management, recordkeeping, and construction business operations.
Support development of systems, workflows, and organizational structures that enhance efficiency and sustainability.
Offer technical assistance related to homeowner and commercial contracts and payment structures.
Coordinate and facilitate educational workshops and trainings for contractors.
Teach or support trainings on topics including:
- Estimating and bidding
- QuickBooks and basic accounting
- Excel and business systems
- Construction project management
- Procurement and compliance
Build and maintain a network of trainers, consultants, and industry experts to support member education and technical assistance needs.
Develop educational materials and resources for members and program participants.
Serve as a liaison between general contractors, subcontractors, procurement offices, and public agencies.
Support communication and collaboration among project stakeholders to promote successful outcomes.
Help mediate conflicts or project challenges through effective communication and problem solving.
Coordinate with procurement offices and contractors to improve transparency and access to opportunities.
Build and maintain relationships with funders, partners, sponsors, and industry stakeholders.
Represent LatinoBuilt at networking events, community meetings, trainings, and industry functions.
Track technical assistance activities, member engagement, and program outcomes.
Assist with grant reporting, documentation, and compliance requirements as needed.
Maintain accurate records using CRM systems and organizational databases.
Support organizational initiatives and special projects related to contractor development and workforce advancement.
Perform other related duties as assigned.

Requirements

3+ years of experience in business consulting, contractor development, project management, or construction industry support services.
Strong understanding of construction operations, estimating, bidding, procurement, and contract administration.
Knowledge of subcontractor processes, payment applications, and public contracting requirements.
Experience working with small businesses, contractors, or entrepreneurs.
Solid financial literacy including budgeting, cash flow projections, and basic construction accounting.
Experience with QuickBooks, Excel, CRM systems, and web-based business applications.
Excellent organizational, analytical, and problem-solving skills.
Strong written and verbal communication abilities.
Ability to manage multiple projects and deadlines simultaneously.
Ability to work independently and navigate complex business challenges with limited oversight.
bilingual English/Spanish with strong communication skills
Valid driver’s license and reliable transportation.

Technologies

QuickBooks
Excel
HubSpot
Google Workspace
CRM systems

Benefits

Dental insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Bachelor’s degree in Business Administration, Public Administration, Finance, Accounting, Construction Management, Architecture, Engineering, or related field
Experience with grant-funded programs and reporting requirements
Familiarity with public procurement systems and government contracting
Experience facilitating trainings or workshops
Knowledge of Oregon construction industry regulations and CCB requirements
Experience reading and interpreting construction plans and specifications
Familiarity with HubSpot, Google Workspace, or similar CRM or project management systems

Ideal Candidate

Passionate about supporting Latino owned businesses and community economic development
Experienced in construction business operations and contractor support
Highly organized, proactive, and solutions oriented
Skilled at building relationships with contractors, partners, and public agencies
Capable of balancing technical expertise with culturally responsive communication
Adaptable and able to thrive in a fast paced nonprofit environment

Work Environment

The position is primarily office based with regular travel across the Portland metro area and occasional regional travel for meetings, site visits, trainings, and events. Some evening and weekend work may be required.

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1mo ago

Business Development Relationship Manager *Bilingual in Spanish Preferred

First Commonwealth Federal Credit Union Allentown, PA

Allentown, PA

1mo ago Closed

$65k - $80k/yr Full time Account Management B2B Banking Relationships

This position is no longer accepting applications (closed Jun 26, 2026).

Job Description

This hybrid Allentown, PA role at First Commonwealth Federal Credit Union focuses on growing membership and product utilization within the Bank @ Work program, with a salary range of USD 65,204 - 80,000 per year and a preference for bilingual Spanish speakers.

Responsibilities

Serve as the primary contact to develop, cultivate, and sustain member group relationships across HR, Finance, and other key business areas within assigned groups.
Collaborate with group contacts to gain a deep understanding of their business to drive membership growth, increase product and service usage, and expand business services relationships.
Represent First Commonwealth to assigned relationships and apply relationship management best practices to achieve objectives.
Coordinate visits to member groups according to the business development plan (weekly, monthly, quarterly, annually) to ensure roughly 80 percent of time is spent in the field, with remaining time in financial centers for collaboration with associates, managers, and members to identify leads and assess market needs and trends.
Foster ongoing collaboration among internal stakeholders in the market, including Retail, Lending, Business Services, and Marketing teams.
Ensure top tier member groups receive tailored support aligned with their penetration plans using tools such as onsite visits, benefit fairs, webinars, seminars, events, lead capture, and email.
Act as the primary voice of the customer for assigned groups, conveying critical feedback to support ongoing improvements and easier, more compelling business interactions.

Requirements

Demonstrates a proactive mindset and the ability to drive urgency in the sales cycle while executing solution strategies and maintaining a robust pipeline.
Strong listening and collaboration skills with a proven ability to work effectively in a team.
Effective verbal and written communication skills, including delivering presentations to small groups.
Minimum five years of experience in a sales or relationship management role within financial services.
Proven ability to build rapport in a retail B2C sales setting and meet targets.
Demonstrated skill in nurturing, cultivating, and managing B2C relationships to achieve goals.
Associate degree in business or a related field, or equivalent work experience.
Proficient in MS Office, Internet, and email.

Preferred qualifications

Bachelor's degree in business or a related field.
Financial Wellness certification.

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1mo ago

Sales Development and/or Transaction Coordinator

Currier and Company Branson, MO

Branson, MO

1mo ago Closed

$40k - $80k/yr Full time Account Management Business Development Client Liaison

This position is no longer accepting applications (closed Jun 17, 2026).

Job Description

Currier & Company invites you to join a full-time, onsite role in Branson, MO that blends sales development support, transaction coordination, and client communications. This position prioritizes relationship-building, operational excellence, and delivering an outstanding client experience throughout the transaction process. It offers a collaborative culture, professional development opportunities, and a clear path for growth within a growing real estate company.

Benefits and culture

Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Outstanding company culture and collaborative team environment

Compensation

Salary: USD 40,000 – 80,000 annually

Responsibilities

Respond promptly and professionally to client, lead, and agent communications
Maintain proactive, high-touch communication throughout the client journey
Coordinate updates among clients, lenders, title companies, agents, and vendors
Support an exceptional customer experience from initial contact through closing
Assist with managing transactions from contract to close
Prepare, organize, and review contracts, disclosures, amendments, and related documents
Track deadlines, inspections, appraisals, and closing timelines
Maintain organized digital files and internal systems
Support lead follow-up and client engagement plans
Help maintain CRM systems and communication workflows
Build relationships with prospective and current clients
Assist with marketing and client engagement initiatives
Troubleshoot issues and keep transactions moving smoothly
Stay proactive, detail-oriented, and solution-focused
Take ownership of tasks large and small to support team success
Other duties as assigned

Requirements

Exceptional communication and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and follow-through
A positive, team-oriented attitude with a willingness to learn
Passion for customer service and creating outstanding client experiences
Comfortable with technology, CRMs, and digital systems
Real estate experience or licensure preferred, but not required
Customer service or sales experience is a plus

Technologies

CRM systems

Why join Currier & Company

Outstanding company culture and collaborative team environment
Full-time position with competitive compensation and benefits
Opportunity for long-term growth within a growing real estate company
Professional development and licensure support
A workplace where your contributions matter

Schedule and location

Full-time, onsite in Branson, Missouri, primarily Monday–Friday, 9:00am–5:00pm. Occasional evenings or weekends may be required to meet deadlines. On-call and weekend rotation support as needed.

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Client Relationship Sales Jobs

Business Development & Technical Assistance Coordinator

Business Development Relationship Manager *Bilingual in Spanish Preferred

Sales Development and/or Transaction Coordinator

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