**_This position follows our hybrid workstyle policy: Expected to be in our Raymond James, St. Petersburg HQ office location a minimum of 10-12 days a month._** **_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** **Required Skills and Experience:** + Project management experience, preferably within technology services or operational rollouts + Comfort with sales-oriented conversations and guiding participants through decision-making steps + Strong written and verbal communication skills, with the ability to explain complex technical and service concepts in simple terms + Experience interpreting or working with technical configuration documents is preferred + Proficiency in Microsoft Office, especially advanced Excel skills + CRM experience or a demonstrated willingness to learn + Ability to handle multiple concurrent priorities with strong attention to detail **Key Responsibilities:** **Program Enrollment and Relationship Management:** + Conduct daily calls with prospective branches to explain the Premium Support program, address questions, and move each opportunity toward contract signing + Engage warm leads introduced by Private Client Group and internal partners + Clearly articulate program features, pricing, and value + Ensure each participant completes the required agreement. This role does not draft contracts but is accountable for securing signatures. + Maintain consistent follow‑up and high‑quality communication with all prospects **Implementation and Technology Transition Coordination:** + Coordinate the transition from existing technology environments to Raymond James–managed infrastructure, including laptops, printers, internet services, and other deployed assets + Work with internal teams to ensure timely installation, configuration, and activation of all Premium Support components + Track and document program lifecycle stages for each participant, including status, cost components, asset placement, and support needs + Maintain awareness of who is funding each component of the program and ensure accurate documentation **Program Operations and CRM Management:** + Use internal CRM tools to document and track all interactions, update status, record follow‑ups, and track program activity + Manage incoming calls and questions related to the Premium Support offering, eventually overseeing increased call volume as the program expands + Maintain strong Excel files, trackers, and reports to support budgeting, lifecycle management, and operational visibility **Cross-Functional Collaboration:** + Partner with leadership, technology teams, and field-facing groups to ensure Premium Support implementations are completed on time and at expected quality standards + Support business partners by providing updates, addressing escalations, and ensuring a smooth experience for program participants + Ensure alignment with corporate real estate and technology groups during relocations, renovations, expansions, and acquisitions that intersect with Premium Support deployment