- DataVisor (Mountain View, CA)
- …a portfolio of client relationships and establish yourself as a trusted technical advisor and solution partner for the key leaders within the customer's fraud and ... risk teams. You will partner with our Delivery Team to oversee the customer's data integration and onboarding process. Your goal is to ensure that the customer adopts best practices in the implementation of our platform to ensure they extract the maximum value… more
- Bank of America (Walnut Creek, CA)
- …and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the ... bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into… more
- Sinclair Broadcast Group (Fresno, CA)
- …sales and marketing solutions that deliver results. As their trusted advisor , you'll help them navigate the ever-evolving marketing landscape, ensuring every ... step of the journey is planned with care and precision. **Shake Things Up** : Bring your creativity and fresh ideas to the table! We're looking for someone who challenges the status quo, embraces innovation, and finds new ways to connect with our audience.… more
- Wheeler Accountants LLP (San Jose, CA)
- …other accounting software a plus. Qualities indicative of being a client's "trusted advisor ". A combination of knowledge and practical experience with a wide array ... of financial matters that affect our clients and the ability to advise them on these issues. Position Requirements: Desire for a career in public accounting CPA License, EA or passing grades on all four parts of the CPA Exam Undergraduate degree in Accounting… more
- BMO Financial Group (Los Angeles, CA)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... based on an in-depth understanding of the business/group. + Acts as a subject matter expert on relevant regulations and policies. + Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. +… more
- Deloitte (Los Angeles, CA)
- …new versions and tools, keeping your knowledge sharp. Manager: Gain trusted advisor status with customers and prospects by understanding their business and ... developing strategies with them to gain tangible benefits to the business using Infor and Deloitte solutions. May have oversight of multiple workstreams within a project, which may include providing guidance to individual workstreams to help with their overall… more
- Fiserv (San Diego, CA)
- …build and sustain relationships at a senior level with clients, gaining trusted advisor status. + Experience with eCRM tools, tracking and reporting pipeline, and ... achieving sales targets. + 8+ years of experience in long sales cycle "C-Level" (CEO, CFO, COO) sales/relationship management. + Strong, tangible results in previous sales and account management role(s). **What would be great to have:** + 9+ years of… more
- SHI (Sacramento, CA)
- …Microsoft Fabric and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership. **Qualifications:** + ... **Experience** : + Minimum 10+ years of experience in data architecture and engineering. + Extensive hands-on experience with Microsoft Fabric and Azure data services. + Proven track record of designing and implementing large-scale data solutions. + Strong… more
- IBM (San Francisco, CA)
- …co-create solutions and transfer technical knowledge. . Act as a trusted advisor by building long-term relationships based on credibility, empathy, and consistent ... delivery. . Support critical client situations with technical leadership and problem-solving. . Contribute to territory development through strategic planning and execution of go-to-market initiatives. **Required technical and professional expertise** Required… more
- Astellas Pharma (South San Francisco, CA)
- …or in-licensing opportunities. Collaboration & Influence: + Act as a trusted advisor to CI&RPM and other sub-function units in Oncology Research, and other ... scientific stakeholders on modality trends and strategic implications. + Partner with Innovation Intelligence analysts and Research Strategy Leads to ensure data-driven modality insights inform broader Oncology Research Strategy development. + Contribute to… more