We help people confidently plan for their version of a successful financial future.
Account Coordinator, Relationship Management
Location
United States
Posted
4 days ago
Salary
$72.9K - $131.6K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Account Coordinator, Relationship Management
Lincoln Financial
Role Description This position will build partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units. They will partner with key stakeholders to execute the department’s overall sales strategy. - Manages business wide procedures to ensure alignment with LFD compliance rules. - Works to review and resolve increasingly more complex operations and compliance issues/concerns. - Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales. - Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results. - Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy. - Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management. - Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology. - 3-5 years of financial services experience. - 1-3 years of proven sales and relationship building abilities. - FINRA SIE and Series 6 required at time of hire. - FINRA Series 63 - within 90 days of start date. - Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches. - Confident, comfortable communicator with strong written and verbal communication skills. Requirements - Travel Type: National Domestic. - Travel Amount: up to 10%. Benefits - Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes. - Leadership development and virtual training opportunities. - PTO/parental leave. - Competitive 401K and employee benefits. - Free financial counseling, health coaching and employee assistance program. - Tuition assistance program. - Work arrangements that work for you. - Effective productivity/technology tools and training.
Related Guides
Related Job Pages
More Account Manager Jobs
**ABOUT THE ROLE** You're the operational heartbeat of a fast-moving Amazon agency Pod. You keep accounts healthy, clients happy, and your team unblocked — every single day. If you thrive on ownership, love the Amazon ecosystem, and want to grow fast inside a team that actually invests in you, read on. You report directly to the Brand Manager and work in close coordination with a PPC Specialist and Graphic Designer. Together, your Pod manages 10-15 Amazon brand accounts at the highest standard. **WHAT YOU'LL OWN** 1. Listing Content & SEO • Keyword research, title and bullet copy, A+ content body text, backend search terms • Optimize listings for Rufus and Cosmo (Amazon AI); manage flat file bulk uploads • CTR and conversion rate A/B testing, indexation and keyword tracking reports • Phase 1–4 SEO strategy, competitor research, and keyword placement files 2. Creative & Image Management • Develop main image optimization ideas and write clear design briefs for the GD team • Review designer output, coordinate revisions, and upload finals to Amazon • Manage A+, Premium A+, and Brand Store design end-to-end 3. Account & Catalog Management • Day-to-day Seller Central operations across all assigned accounts • Resolve suppressed ASINs, catalog errors, and Seller Support cases • Monitor Buy Box %, pricing anomalies, inventory levels (FBA/AWD), ratings, and account health 4. Client Management • Handle technical queries and operational updates; always keep the Brand Manager looped in • Prepare biweekly client decks, track wins, and maintain 30/60/90 day account strategies • Run SKU-level profitability analyses and surface margin improvement opportunities 5. Graphic Designer Coordination • Ensure the Graphic Designer always has a full workload — listing images, A+, Brand Story, Storefront • Provide clear briefs with reference images and communicate client expectations precisely • Review designed assets, coordinate revisions, and obtain client approval before uploading 6. Task & ClickUp Management • Keep daily capacity workload up to date in ClickUp every single day • After every meeting, ensure all action items are captured as tasks with due dates • Flag blockers immediately — never let missed goals go unaddressed 7. Growth & Strategy • Develop growth strategies aligned with client goals; share recommendations with the Brand Manager • Coordinate with PPC on keyword lists, TACoS targets, and campaign performance • Implement at least one category-specific strategy per quarter (out-of-the-box thinking required) 8. Reporting & Documentation • Submit daily check-ins and weekly summaries • Build and maintain SOPs for AM-related processes • Maintain task records and client data on Airtable and Google Drive **HOW YOU'LL BE MEASURED** You'll be evaluated across five dimensions — and you'll always know exactly where you stand. Client Health & Retention • Zero client churn — the target, every quarter • Sub-8-hour average response time to client emails and Slack • NPS and client satisfaction: clients feel known, heard, and valued Revenue & Growth • Month-over-month and year-over-year revenue growth across managed accounts • TACoS trend: maintaining or improving while scaling revenue • Buy Box % maintained and improved on key ASINs Listing & Content Quality • Number of listings improved per month (copy, images, A+ content) • Measurable CTR and CVR lift from listing changes • Suppressed and error listings resolved promptly Operational Discipline • 90%+ ClickUp task completion rate — overdue tasks target: zero • Daily check-ins submitted on every working day • At least one automation or AI project implemented per quarter Initiative & Leadership • Proactive recommendations to clients: pricing, launches, deals, channel strategy • SOPs created, templates built, team knowledge shared • New Amazon knowledge demonstrated weekly in Pod meetings
• Own a book of client accounts: onboarding, regular check-ins, coordinating delivery. • Drive **renewals and upsells**; get ahead of at-risk accounts before they churn. • Be the client's trusted point of contact.
• Sell capital and disposable products. • Build and manage a sales pipeline through qualified leads, referrals, and various outreach methods, and develop strong customer and Key Opinion Leader (KOL) relationships. • Manage the end-to-end sales process, including sales proposals, RFPs, and presentations, while maintaining accurate CRM records. • Provide in-service education, training, technical support, and timely feedback on market conditions, while adhering to budget guidelines and supporting industry trade shows. • Remote position requiring residence in the Greater Seattle, WA or Greater Portland, OR area with overnight travel estimated at 50% - 65%.
Retail Territory Manager
Mondelēz InternationalWe’re a house of incredible brands providing people with the right snack, for the right moment, made the right way.
• Hit the Numbers: Deliver monthly and quarterly sales targets by unlocking growth across assigned accounts by utilizing retail selling methodologies and executing customer plans • Lead with Impact: Manage and inspire a team of full-time and part-time Merchandiser from hiring and coaching to performance development • Drive Execution Excellence: Ensure flawless rollout of sales priorities and merchandising programs in-store • Consult & Sell: Provide expert, on-site sales consultation to customers, securing incremental opportunities and executing HQ programs • Plan for Growth: Tailor data-driven sales strategies to store demographics and customer needs to fuel territory expansion • Build Relationships: Cultivate strong partnerships with store personnel to identify opportunities and deliver top-tier service • Optimize Resources: Strategically deploy merchandizers and order writers to maximize shelf impact and sales volume • Champion Store Success: Oversee product ordering, display execution, and unsaleables management in collaboration with Full-Time Order Writers (FTOWs) • Own the Cadence: Design and execute a smart store schedule to strengthen relationships and drive results. • Stay Safe & Compliant: Operate within Mondelēz International’s safety and operational guidelines




