- TIAA (Charlotte, NC)
- …for deepening client relationships and identifying sales opportunities within a large complex book of clients (with at least one top 200 client or complex ... book within Institutional client business.) They are responsible for...through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA… more
- PNC (Charlotte, NC)
- …and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and ... deliverables. + Held accountable for the growth of their book of business through client expansion and new client...through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works… more
- AON (Charlotte, NC)
- …Client Support: Dedicate 30% or more of your time to supporting a book of business/assigned client accounts. + Collaboration: Partner with regional and national ... with Account Specialist staff, Account Management team, and Client Service Delivery Leaders to establish clear roles, responsibilities, and performance expectations… more
- Truist (Charlotte, NC)
- …client experience and support of the advisor's purpose-driven advice delivery , revenue-generating activities, and client acquisition activities. 2. Support ... fitness efforts through review of relevant reports and ensuring timely updates to book management data (ie pipelined reports and referrals) 3. Support the sales and… more
- HUB International (Greensboro, NC)
- …Employee Benefits SBU Account Executive (AE) interfaces with a group of clients (a book of business) to strategize and propose viable solutions to manage the menu of ... you will: + Partner with each client in the book of business. The partnership is demonstrated through: +...when necessary + Prepare spreadsheet with renewal information for delivery to client + Perform other duties as assigned… more
- Encore (Charlotte, NC)
- **Position Overview** This position is responsible for ensuring timely delivery of goods to customer sites as needed or as a part of a pre-defined route, reviewing ... orders prior to delivery to verify accuracy, and loading and unloading goods....* Able to complete a manual and/or electronic log book , based on assigned region _Customer Service:_ * Provide… more
- IQVIA (Durham, NC)
- …are to identify new clients and new opportunities and expand your book of business with existing clients. **Principal Accountabilities:** **Business Development** + ... Providing direction, advice and intellectual leadership to clients and delivery teams. + Remaining current on industry, client and...new business challenges and issues at assigned clients. **Project Delivery ** + Acts as the primary owner of client… more
- WESCO (Monroe, NC)
- …You will focus on proactive selling techniques to add business or expand current book of accounts. You will collaborate with outside sales to ensure goals are being ... enters items, transfers orders to fulfillment, explains stock-outs and expected delivery dates. + Increases orders by suggesting related items, explaining features,… more
- UMB Bank (Raleigh, NC)
- …execution of our digital strategy and responsible for prioritizing and managing the delivery of the Bank's online solutions. **This role is hybrid (Mon through Thu ... for development and partner with teams to create and prioritize stories for Agile delivery . + Serve as a Channel Subject Matter Expert for internal teams, including… more
- Hexagon Agility (Salisbury, NC)
- …Manager is also encouraged to develop new qualified leads and expand the book of business by performing routine sales tasks of prospecting, selling value prop, ... customer relationships and customer satisfaction + Communicate and support information regarding delivery of new products and services + Assist in the formulation of… more