Relationship Manager jobs in Charlotte, NC

Sr Director, Relationship Manager, Third-Party Wealth

Hybrid in Charlotte, North Carolina

•

Today

Advisor RelationshipsThe Investment Product Wholesaler enables our Third-party Advisors, plan consultants and plan sponsors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long-term interests. This job is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). This job requires an understanding of clients' unique financial objectives as identified through th

Full-time

USD 90,000.00 - 150,000.00 per year

Business Analyst / Business Relationship Manager

Remote

•

Today

The resource will be supporting business and technology initiatives across multiple teams and stakeholders. This role will focus on requirements gathering, business process analysis, workflow documentation, and cross-functional communication to ensure alignment between business objectives and IT solutions. The resource will work closely with business units, external partners, and internal ESO IT teams to understand operational needs, identify process gaps, and translate business requirements int

Easy Apply

Third Party, Contract

Depends on Experience

ERP/CRM Developer

Remote or Franklin, Massachusetts

•

Today

Description We are looking for a NetSuite Technical Consultant to support customer integration initiatives for a transport and third-party logistics operation. This Long-term Contract position focuses on building, configuring, and supporting NetSuite connections that enable smooth order flow, fulfillment updates, and ongoing client onboarding. The role combines technical development with direct customer interaction, making it ideal for someone who can translate business needs into reliable integ

Easy Apply

Contract

USD 63.34 - 73.34 per hour

ERP/CRM Consultant

Remote or Wenham, Massachusetts

•

Today

Description We are looking for an experienced ERP/CRM Consultant to join our team on a long-term contract basis. This position will focus on leveraging Salesforce and related technologies to meet organizational needs within the non-profit sector. The ideal candidate will bring a strong background in Salesforce development and administration, coupled with expertise in data integration and system configuration. Responsibilities: Manage Salesforce administration tasks, including user management, p

Easy Apply

Contract

USD 55.41 - 64.16 per hour

ERP/CRM Configuration SME

Remote or Cincinnati, Ohio

•

Today

Description We are looking for an experienced ERP/CRM Configuration SME to support enterprise platform optimization and tailored business solutions in Cincinnati, Ohio. This Long-term Contract position will focus on translating operational needs into scalable configurations, enhancing system functionality, and partnering with stakeholders to improve platform performance. The ideal candidate brings strong technical depth in configuration, scripting, and integration work while ensuring solutions a

Easy Apply

Contract

Salesforce CRM Analytics Lead / Developer - Remote

Remote or North Carolina

•

Yesterday

Job Title: Salesforce CRM Analytics Lead / Developer Location: Remote, travel customer location when needed Role Overview We are seeking a skilled Salesforce CRM Analytics resource to design, build, and scale analytics solutions for enterprise data sources. The ideal candidate will have strong experience in data modeling, dashboard development, and stakeholder engagement, with the ability to translate business requirements into actionable insights. Key Responsibilities 1. Data Integration &

Easy Apply

Third Party

D365 CRM Techno-Functional Consultant

Remote

•

Yesterday

D365 CRM Techno-Functional Consultant Location: Houston, TX Duration: Long Term Job Description :Require a strong CRM Consultant with 15+ years of D365 CRM experience Must have driven Business discussions/assessment workshops and should have worked on CRM functional design covering functionalities for Sales, Customer Service, Field service and marketing Experience defining D365 platform strategy and roadmap to establish D365 Platform as a horizontal in the organization Expertise in creat

Easy Apply

Full-time, Third Party

Depends on Experience

MS Dynamics 365 CRM & Field Service Functional Consultant

Remote

•

6d ago

Functional Lead with strong experience in Microsoft Dynamics 365 CRM and Field Service to drive functional solutioning and business alignment. The ideal candidate will act as a liaison between business stakeholders and technical teams, ensuring requirements are translated into scalable, high-quality solutions aligned with industry best practices. Key Responsibilities Lead requirement gathering sessions, workshops, and stakeholder discussions Translate business requirements into functional specif

Easy Apply

Contract, Third Party

Depends on Experience

Microsoft D365 Developer/ D365 CRM Developer

Remote

•

6d ago

Location: Remote Contract Longterm Microsoft Dynamics 365 (D365) Developer Overall 5-6yrs candidate also okay !! We are seeking a skilled Microsoft Dynamics 365 (D365) Developer to design, customize, and extend enterprise-grade business applications using the Microsoft Power Platform and Azure ecosystem. The ideal candidate will have strong experience in both low-code and pro-code development, with a focus on building scalable, secure, and integrated solutions. Key Responsibilities Design and de

Easy Apply

Contract, Third Party

Depends on Experience

CRM Functional Analyst Customer Relationship Management

Remote or Hybrid in Middletown, Pennsylvania

•

15d ago

Role: Customer Relationship Management (CRM) Functional Analyst Work Arrangement: Remote / Hybrid (as per PTC project needs) Duration: Long-term (12+ months expected) Location:Remote / Hybrid. Candidate is required to be onsite for one week each month. Candidates must work in the EST time zone. Candidates from PA, NJ, NY, DE, and OH will be given preference.Position Summary Seeking an experienced CRM Functional Analyst to support the UBOS modernization initiative. This role focuses on business p

Easy Apply

Full-time

Depends on Experience

Business Analyst / Business Relationship Manager (BRM)

Remote

•

Today

The resource will support business and technology initiatives across multiple teams and stakeholders. This role will focus on requirements gathering, business process analysis, workflow documentation, and cross-functional communication to ensure alignment between business objectives and IT solutions.The resource will work closely with business units, external partners, and internal IT teams to understand operational needs, identify process gaps, and translate business requirements into clear, ac

Easy Apply

Contract

$40 - $46

CRM (Slate) UI/UX Designer (Part-Time)

Remote

•

15d ago

The ideal candidate is a strategic, user-centered thinker who comprehends and can manage the full design lifecycle - from research and ideation to high-fidelity prototyping and final production - and uses data and evidence to justify design decisions. They bring advanced HTML/CSS expertise ideally within the Technolutions Slate CRM platform, understand its portal architecture and email delivery systems, and can deliver polished, brand-compliant work that is both functional and visually compellin

Easy Apply

Contract

65 - 78

CRM Developer

Remote

•

6d ago

Job Title: IT Developer (CRM Implementation) Location: Remote Duration: Long term Contract Job Description: To lead the implementation of a CRM system through MS Dynamics implementation, applying knowledge of engineering principles. To provide technical direction and engineering guidance for projects and infrastructure. Develop and maintain expert functional knowledge of evolving IT engineering industry technologies/competition, concepts, and trends.Core Competencies: Strong working knowledge o

Easy Apply

Contract

65 - 70

Senior Salesforce Developer - W2 Contract only - Charlotte, North Carolina (Onsite)

Charlotte, North Carolina

•

Yesterday

We are looking for a Senior Salesforce Developer to join our team. Please review the job description below, and let us know if you are interested and available. If this opportunity matches your experience and career goals, we would love to discuss it more. Additionally, feel free to share your updated resume for consideration Job Title : Senior Salesforce Developer Location : Charlotte, North Carolina (Onsite)- hybrid Experience level : Min 7+ Rate: $60/HR on W2 Must have skills 7+ years of h

Easy Apply

Contract

55 - 60

Inside Sales Representative

Hybrid in Charlotte, North Carolina

•

19d ago

Title: Inside Sales Representative Location: Charlotte, NC Position Type: Full Time Compensation Pay Range:$60,000 -$65,000 Per Year Description The role is based in Charlotte, NC, and requires full-time onsite engagement. This position involves driving revenue growth through proactive outreach, relationship-building, and solution-selling. The responsibilities include managing sales pipelines and preparing quotes using general office software and CRM systems. Key Responsibilities Make outbou

Easy Apply

Full-time, Third Party, Contract

$60000 - $65000

Director, MBS Trading - Global Fixed Income

Hybrid in Charlotte, North Carolina

•

Today

Nuveen's Global Fixed Income Group is hiring a Senior Trader to support its Mortgage-Backed Securities (MBS) trading function. This role sits within the Fixed Income Trading team, which is responsible for trade execution and trade support across Nuveen's fixed income portfolio mandates, collectively representing over $500 billion in fixed income assets under management. The Senior Trader will work closely with MBS portfolio managers and senior research analysts to execute trades and provide ope

Full-time

USD 113,000.00 - 160,000.00 per year

VP, ETF Capital Markets & Strategic Partnerships

Hybrid in Charlotte, North Carolina

•

Today

ETFs are one of the most dynamic areas of growth and innovation at Nuveen, and the Capital Markets team sits at the center of that momentum. Operating within the ETF department, the team serves as the primary hub connecting internal partners - including Portfolio Management, Trading, Operations, Technology, Sales, and Marketing - with the broader ETF ecosystem of Market Makers, Authorized Participants, Exchanges, and trading platforms. This Vice President role is purpose-built for a professiona

Full-time

USD 140,000.00 - 210,000.00 per year

Sales Account Executive

Remote

•

Today

We have an opening for Sales Account Executive with Remote. Kindly apply with your updated resume if you are interested. Please find the job details below: Position: Sales Account Executive Location: Remote Responsibilities Own and exceed monthly and quarterly lead generation and pipeline creation quotas.Drive outbound growth through multi-channel strategies including cold calling, email campaigns, and LinkedIn outreach.Identify, engage, and qualify high-value prospects aligned with the Ideal Cu

Easy Apply

Contract

Depends on Experience

Senior Project Manager - Risk and Regulatory - Hybrid

Charlotte, North Carolina

•

Today

Genesis10 is currently seeking a Senior Project Manager - Risk and Regulatory for a Hybrid position with a Major Financial Institution located in Charlotte, NC. This is a 12+ month contract opportunity. This role will oversee the delivery of Risk and Regulatory initiatives by managing project scope, timelines, cross-functional coordination, and stakeholder engagement. The ideal candidate will ensure business needs are accurately translated into functional requirements and that implemented soluti

Easy Apply

Full-time

USD 77.32 per hour

Territory Sales Representatives (Remote) SF

Remote

•

29d ago

Role:Territory Sales Representatives Location: Remote (SF) Our client, a fast-growing healthcare AI startup, is seekingTerritory Sales Representativesto drive expansion with specialty clinics nationwide. This is a truefull-cycle, boots-on-the-ground sales role. You'll own your territory end-to-endfrom prospecting and relationship-building to closing and handoff. The sales cycle is fast, the product delivers real value, and you'll be working directly with providers and clinic leaders who

Easy Apply

Full-time, Contract, Third Party

$90 - $100

Filter Results

Job post features

Posted date

Work settings

Employment type

Distance

Employer type

Work authorization

Relationship Manager jobs in Charlotte, NC, USA