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Crm Manager jobs in United States, South Carolina, Charleston

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Job title (1)
United States
South Carolina
Charleston
24 jobs found
20.09.2025
BS

Boston Scientific Senior Reimbursement Business Manager United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Engage and work strategically with C-Suite and business decision makers, physicians, Advanced Practice Practitioners and support personnel at provider practices and sites of care. Serve as the primary contact for...
Description:

Your responsibilities will include:

  • Engage and work strategically with C-Suite and business decision makers, physicians, Advanced Practice Practitioners and support personnel at provider practices and sites of care.
  • Serve as the primary contact for reimbursement support and education regarding billing, coding, documentation requirements, national and local coverage policies.
  • Partner with Territory Managers to educate, monitor and open new accounts.
  • Navigate payer contracting discussion with facilities and physicians to ensure financially viable programs.
  • Prepare and conduct Intracept Program Reviews utilizing patient access data to determine strategies to improve program processes and patient access to care.
  • Train field sales organization, physicians/staff and key stake holders on the reimbursement landscape, patient access tools and resources. Frequent presentations for up to 50 people at a time.
  • Identification and education and support regarding billing and coding issues and resolution.
  • Strategically interacting with commercial payers to open access to care for the Intracept procedure.
  • Secure home office space with ability to protect HIPAA sensitive materials.

Required qualifications:

  • Bachelor’s degree.
  • Minimum 5 years of market access experience required, including patient access programs and payer coverage efforts.
  • Minimum 5 years of experience supporting field-based sales roles.
  • Must be willing to travel up to 50% of the time, including some weekends. (Depending upon location, driving within 4 hours from home, plus air travel. Weekends required one to two times per quarter. Must be near major airport hub).
  • Proficiency in Word, PowerPoint, Excel, and Teams (Candidate must be able to write effective customer communications and build/edit PowerPoint presentations and Excel files).
  • Ability to work in a CRM system, such as Salesforce, to document work activities and utilize reports and data to direct strategy.

Preferred qualifications:

  • Salesforce experience is a plus.Tableau experience is a plus.
  • Minimum 5 years of medical device industry experience preferred.
  • Billing and coding certification is preferred.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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20.09.2025
BS

Boston Scientific EP Clinical Manager - South Carolina United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Lead the successful launch of new system placements, including hardware, catheters, and software. to ensure development and certification of EP mapping specialists through structured coaching and final assessments. Manage complex...
Description:

About the role:

pulsed field ablation, transeptal access tools, diagnostic and therapeutic catheters, andleft atrial appendage closure devices.

Your responsibilities will include:

  • Lead the successful launch of new system placements, including hardware, catheters, and software.

  • to ensure development and certification of EP mapping specialists through structured coaching and final assessments.

  • Manage complex scheduling needs and resolve clinical coverage conflictsacross geographic boundaries, providing hands-on clinical support and education as needed.

  • to align clinical goals and initiatives with the broader regional sales strategy.

  • through consistent communication with direct reports, peers, and leadership including EP Sales Reps, Rhythm Regional Managers, and the Area Sales Director.

  • Oversee travel and expense reporting

  • Ensure compliance with all corporate policies and procedureswhile fostering a culture of integrity and accountability.

  • Partner with key internal stakeholders

  • Lead ongoing education and skill development

  • Conduct performance reviews and provide feedbackthrough regular field visits, mid-year, and annual evaluations.

  • Maintain appropriate tools, resources, and staffing

  • Promote an inclusive, high-performance work environment

  • Provide strategic oversight and guidance

  • Lead by example

  • Monitor adherence to regulatory and internal compliance standards, ensuring operational excellence across all activities.

Required qualifications:

  • Bachelor’s degree and a minimum of 7 years of related experience, or an equivalent combination of education and professional background.

  • Demonstrated business acumen with strong analytical and strategic thinking capabilities.

  • Proven ability to build relationships and collaborate effectively with internal and external stakeholders across multiple divisions.

  • Demonstrated ability to lead and manage teams effectively.

Preferred qualifications:

  • Knowledge of the local EP customer base and regional market dynamics.

  • EP certification and hands-on experience supporting electrophysiology therapies, implants, and related technologies.

  • Established leadership presence with the ability to coach, influence, and develop high-performing teams.

  • Strong conflict resolution and change management skills.

  • Exceptional written and verbal communication abilities.

  • Demonstrated success managing complex projects from concept to execution.

  • Highly motivated, organized, and goal-driven with a strong sense of ownership.

The anticipated annualized base amount or range for this full time position will be$120,000,plus variable compensation governed by Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement. The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.

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04.09.2025
BS

Boston Scientific CRM Regional Sales Manager - South Carolina United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Ensures that the assigned region meets or exceeds sales and profitability objectives. Formulates sales strategies for markets within the assigned geography and product lines to attain revenue goals set by...
Description:


At Boston Scientific, our products and technologies are used to diagnose or treat a wide range of medical conditions. We continue to innovate in key areas and are extending our innovations into new geographies and high-growth adjacency markets. In Cardiac Rhythm Management (CRM) we offer solutions for treating irregular heart rhythms and heart failure and protecting against sudden cardiac arrest. Boston Scientific develops, manufactures, and markets a broad array of products and services that enable less-invasive care for some of the most threatening cardiac conditions. We’ve been expanding indications and conducting pivotal research for nearly 20 years, resulting in increased access to the lifesaving and life-enhancing benefits of ICD and CRT therapies.


Basic Responsibilities:

  • Ensures that the assigned region meets or exceeds sales and profitability objectives. Formulates sales strategies for markets within the assigned geography and product lines to attain revenue goals set by the company. Works with sales representatives to identify and evaluate market opportunities and sales potential and to establish and achieve their annual sales objectives. Manages and coaches the activities of sales representatives, clinical representatives, and other field personnel. Negotiates contracts with external customers. Keeps the company informed of market dynamics and competitive activity. Responsible for the management and implementation of company policies.
  • Industry Knowledge: Responsible for providing continuous tools and education to team members to ensure up to date industry, competitor, and product knowledge; Maintains knowledge of the industry and the competition continually seeking information from physicians, suppliers, insurance carriers, and others to challenge, modify and prioritize regional strategies; Collects data from their region on competitor’s sales tactics and prepares their team to counter them and keeps the marketing organization aware; Maintains awareness of industry trends and their impact on local/regional sales activities.
  • Business Management: Monitors region sales performance on an ongoing basis, initiating corrective actions, preparing reports, summaries, analysis, and documentation on all aspects of region management; Assists sales support/marketing staff members in activities such as sales promotion, training, or market research in planning and executing special projects; Ensures the effective implementation of representative customer records, key contacts, reports, and company policies; Responsible for the proper maintenance of organization cars and equipment within the assigned region; Develops and executes sales strategies and activities; Plans and controls expenses to ensure sales objectives are met within budget; Performs a monthly P&L review; Integrates individual territory plans and account profiles into a broader regional sales plan and coaches sales team accordingly; Conducts quarterly sales reviews and adjusts strategies accordingly.
  • Selling Skills: Prepares quarterly regional sales forecasts and participates in the determination of market potential and sales expense estimates; Identifies sales forecast gaps, submits corrective strategies and implements aggressive sales growth; Confers with immediate superior in the development of marketing policy, recommending product and product line revisions as well as pricing changes; Develops and recommends expansion analysis of new field territories; Responsible for developing, implementing and monitoring a region targeting program; Identifies and recommends promotion programs and materials to help support the sales plan and strategy; Shares personal selling experiences in a way that motivates others and teaches applicable skills; Coaches others in the field on a disciplined selling model; Models strong selling skills in front of the customer with others present and without taking over the sales process; Actively supports corporate/divisional selling initiatives by proactively assisting in the training and influencing their team.
  • Clinical Excellence: Maintains the skills and knowledge to sell the entire product line to all applicable buying influences and can differentiate each product line against the competitor’s products in front of the customer.
  • Creative Economic and Value-Added Solutions: Identifies and develops working relationships with the economic buyer in their regions key accounts; Facilitation of contract negotiations involving all products within the region; Creates a compete “bundle” of product and value-add services; Evaluates situations as they affect both the account/customer, as well as the division’s overall long and short-term business needs; Helps define negotiation parameters for tough economically constrained customer situations.
  • Building and Maintaining Relationships: Maintains contact with major accounts and key relationships seeking to leverage them into profitable business ventures; Assist key customers in the creation, maintenance, expansion, and startup of Scimed related educational courses and forums; Attend and participate in customer, company and industry-sponsored forums and courses; Develop and maintain relationships with key BSC functional areas including but not limited too - National Accounts, marketing, finance, corporate programs; Spends a minimum of 70% time in the field with each sales representative to support their professional development needs and to maintain and develop strong relationships and understanding of the customer.
  • In all actions, demonstrates a primary commitment to patient safety and product quality by maintaining compliance to the Quality Policy and all other documented quality processes and procedures.


Required Qualifications:

  • Bachelor's degree plus 7-9 years of related work experience or an equivalent combination of education and work experience. Advanced degree preferred.
  • Strong clinical, technical, and organizational skills.
  • Excellent proficiency with technical information and demonstrated exceptional verbal and written communication skills.
  • Able to function in a busy, demanding, and competitive environment.

Preferred Qualifications:

  • 2-3 years of medical device sales management
  • Experience in Interventional Cardiology, EP, or CRM products is strongly preferred

The anticipated annualized base amount or range for this full time position will be$90,000, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.

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03.09.2025
BS

Boston Scientific Intracept Manager - Charleston SC United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Develop and execute territory business plan, resulting in achievement of assigned sales objectives. Excellence in product and procedure knowledge, business acumen, and proven sales processes to achieve results. Conduct clinical...
Description:


Your responsibilities will include:

  • Develop and execute territory business plan, resulting in achievement of assigned sales objectives.

  • Excellence in product and procedure knowledge, business acumen, and proven sales processes to achieve results.

  • Conduct clinical in-service training programs with appropriate customers.

  • Educate health care providers, in a clinical setting, on the proper use of products.

  • Work with facility decision makers to ensure approved usage of products.

  • Understand and educate healthcare professionals on patient care pathways.

  • Demonstrate an understanding of the pricing and reimbursement landscape relevant to products.

  • Manage inventory and sample control processes which include but are not limited to compliance regulations, cost control measures, and field/sample inventory management.

  • Stay current with company communications through the use of technology which includes but is not limited to email, voice mail, conference calls, meetings, and CRM software.

  • Complete administrative responsibilities which includes, but is not limited to: customer interactions through CRM, timely submission & management of expenses, proficiencies in required trainings.

  • Demonstrate high standards of ethics and adherence to Boston Scientific compliance policies.

Required qualifications:

  • Bachelor’s degree required.

  • Minimum of 5 years of outside sales / sales management experience, minimum of 2+ years of medical device quota-based sales experience.

  • Demonstrated track record meeting and/or exceeding sales quotas.

  • Will favor candidates with prior success with new therapy introductions, and radiographic imaging.

  • Clear understanding of med tech sales, territory management, and customer relationship management.

  • Experience calling on hospital and ambulatory surgery centers (ASC).

  • Experience working in a challenging reimbursement environment.

Preferred qualifications:

  • Experience in an Operating Room (surgery, surgical procedure exposure)

  • Disruptive product sales experience

  • Experience with total office approach to sales

  • Proven track record of success / growth in sales

  • Able to build strong rapport and relate well to physician, hospital, office, and ASC’s clinical and economic decision makers

  • Experience building and maintaining physician champions

  • Excellent written and oral communications skills.

  • Proficient with technology (email, Word, Excel, PowerPoint, and CRM software).

  • Positive, professional, team player, go getter, winner.

The anticipated annualized base amount or range for this full time position will beplus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.

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20.08.2025
BOA

Bank Of America Financial Center Manager - Ashley Crossing United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team. Is an enthusiastic, highly motivated self-starter with a...
Description:

Job Description:

Job Description:

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates

• Manages client traffic, engaging and appropriately routing clients, and fostering client retention

• Manages business results through formalized management routines and coaching

• Creates a world class client experience environment

• Manages market-level initiative prescribed by market leaders

• Drives operational excellence by engaging employees on business strategy

• Manages organizational priorities and effective execution

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Breaks down barriers to create a more inclusive environment that supports company D&I goals

• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations

• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success

• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization

• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance

• Efficiently allocates and manages resources across the organization to drive short and long term profitability

• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs

• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4

Required Qualifications:

  • 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
  • Can interpret performance results, find opportunities to drive success and hold others accountable to results
  • Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

  • 1+ years of management experience including hiring, coaching and developing direct reports
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Bilingual skills​

• Customer Service Management

• Performance Management

• Coaching

• Customer and Client Focus

• Talent Development

• Risk Management

• Sales Performance Management

• Business Operations Management

• Recruiting

• Result Orientation

• Referral Management

• Leadership Development

• Inclusive Leadership

• Prioritization

• Problem Solving

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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20.08.2025
JPM

JPMorgan Branch Manager - Knightsville SC United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
Description:
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
  • Acts as the standard bearer of Chase and creates a world-class customer experience
  • Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
  • Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
  • Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
  • Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
  • Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
  • Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
  • Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
  • Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
  • Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
  • Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
  • Ability to work branch hours including weekends and evenings
  • High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent
  • 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
  • Strong desire and ability to influence, educate, and connect team, partners and customers to technology
  • Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
  • Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
  • Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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20.08.2025
TB

Td Bank Store Manager East Bay United States, South Carolina, Charleston

Limitless High-tech career opportunities - Expoint
Provides people management leadership by hiring the best talent, setting goals, developing staff,managing employeeperformance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required. Manages a small sized...
Description:
Charleston, South Carolina, United States of America

$68,640.00 - $102,960.00 USDPersonal & Commercial Banking

Depth & Scope:

  • Provides people management leadership by hiring the best talent, setting goals, developing staff,managing employeeperformance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
  • Manages a small sized store and team (based on U.S. TD Bank store levelling criteria)
  • Oversees and leads a small and/or complex Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results
  • Accountable for achieving both Store and individual performance metrics
  • Requires knowledge of the business, banking and bank operations
  • Requires process management knowledge and knowledge of the risk profile for team processes supported, strong knowledge in identifying, tracking and resolving gaps
  • Requires business, banking and bank operational process management knowledge and expert knowledge of the risk profile for team processes supported, strong knowledge in identifying, tracking and resolving gaps
  • Provides coaching, mentorship and guidance to teammates
  • Oversees management of team requiring workforce to decision on acceptable level of risk-Low to High risk potential (loss/reputational)
  • Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners
  • Originates loan applications, handles Conditions of Lending and conducts loan closings
  • Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience:

  • Undergraduate degree or equivalent experience
  • 3+ years relevant experience required (retail, customer service, and/or financial services industries)
  • Business development skills, including ability to conceptualize and implement strategies
  • 1+ years leadership and coaching experience required
  • Small Business and Consumer lending experience preferred
  • Knowledge of Bank product lines and services as well as an understanding of Store operations and security
  • Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives
  • Strong financial analysis skills
  • Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers
  • Excellent verbal and written communication skills
  • Demonstrated ability to lead and motivate team members
  • Proficient with Microsoft Office suite
  • Notary License (preferred)

Customer Accountabilities:

  • Manages the service and advice team promoting a positive customer and colleague experience
  • Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers
  • Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary
  • Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc.
  • Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs
  • Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives
  • Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance
  • Ensures overall colleague scheduling is optimal to meet customer demands
  • Provides ownership/oversight of complex dailyoperational/administrativeduties

Shareholder Accountabilities:

  • Creates store-specific strategies to grow the business
  • Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth
  • Partnerswith Specialists to grow and advise new and existing customers
  • Workswith partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio
  • Managesthe Store budget to meet expense and revenue objectives and revenue and manages expenses
  • Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals
  • Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations
  • Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services
  • Achieves business objective for Operational Excellence
  • Ensures necessary due diligence to support the accuracy of all customertransactions/activities
  • Follows and ensures colleagues understand and apply bank operating policies and procedures
  • Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risktransactions/activitiesas necessary
  • Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
  • Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
  • Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues
  • Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement

Employee/Team Accountabilities:

  • Leads, coaches and develops store teammates to create a consistent legendary customer experience
  • Coaches teammates to provide the best advice to potential and existing TD Bank customers
  • Responsible for management of the overall team providing both leadership and guidance
  • Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives
  • Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers
  • Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues
  • Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
  • Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk
  • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
  • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
  • Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
  • Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
  • Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
  • Colleagues at the highest levels may be responsible for acting as a leader in the Market and/or Region for change management, performance measures/management, and talent pipeline development

OCC Language:

  • This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
  • Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
  • Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
  • Satisfactory results on a criminal background check and a credit report check, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.

Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing Frequent
Walking – Frequent
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.



Our Total Rewards Package


awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.



If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

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Description:

Your responsibilities will include:

  • Engage and work strategically with C-Suite and business decision makers, physicians, Advanced Practice Practitioners and support personnel at provider practices and sites of care.
  • Serve as the primary contact for reimbursement support and education regarding billing, coding, documentation requirements, national and local coverage policies.
  • Partner with Territory Managers to educate, monitor and open new accounts.
  • Navigate payer contracting discussion with facilities and physicians to ensure financially viable programs.
  • Prepare and conduct Intracept Program Reviews utilizing patient access data to determine strategies to improve program processes and patient access to care.
  • Train field sales organization, physicians/staff and key stake holders on the reimbursement landscape, patient access tools and resources. Frequent presentations for up to 50 people at a time.
  • Identification and education and support regarding billing and coding issues and resolution.
  • Strategically interacting with commercial payers to open access to care for the Intracept procedure.
  • Secure home office space with ability to protect HIPAA sensitive materials.

Required qualifications:

  • Bachelor’s degree.
  • Minimum 5 years of market access experience required, including patient access programs and payer coverage efforts.
  • Minimum 5 years of experience supporting field-based sales roles.
  • Must be willing to travel up to 50% of the time, including some weekends. (Depending upon location, driving within 4 hours from home, plus air travel. Weekends required one to two times per quarter. Must be near major airport hub).
  • Proficiency in Word, PowerPoint, Excel, and Teams (Candidate must be able to write effective customer communications and build/edit PowerPoint presentations and Excel files).
  • Ability to work in a CRM system, such as Salesforce, to document work activities and utilize reports and data to direct strategy.

Preferred qualifications:

  • Salesforce experience is a plus.Tableau experience is a plus.
  • Minimum 5 years of medical device industry experience preferred.
  • Billing and coding certification is preferred.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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