- Wolters Kluwer (Dallas, TX)
- …a high-impact role in managing strategy and product utilization across the CDSP product portfolio . They serve as an advisor for our mid-size (major) accounts and are ... responsible for optimizing customer outcomes to ensure alignment with the client 's clinical, operational, and strategic goals. They ensure customer relationships are… more
- Citigroup (Irving, TX)
- …and consistently manage credit risk activities performed across its Institutional Client Group organization. ICM's objective is to provide integrated "end-to-end" ... NAM and is responsible for all underwriting activities within to their portfolio , in partnership with Banking and Risk. **KEY RESPONSIBILITIES:** Manages the junior… more
- Commerce Bank (Dallas, TX)
- …customers and targeted prospects. This position will be the focal point of the client relationship and will orchestrate client meetings with product partners and ... to develop and execute a plan to deliver loan portfolio and ancillary solutions objectives are achieved. This role...plan for team to achieve goals by establishing new client relationships and identifying opportunities with existing clients and… more
- Plastic Express (Houston, TX)
- …and implement strategies for sales established by management in an assigned region or portfolio + Apply knowledge of the field and product features to match products ... provides, and updates sales projections and forecasts for territory and account portfolio + Prepare and report sales calls, activities, results, status of accounts,… more
- Wolters Kluwer (Coppell, TX)
- …platform scalability, and revenue growth of our Audit and Assurance Solutions portfolio . This role sits at the intersection of platform innovation, AI enablement, ... revenue performance, adoption, engagement, and continuous improvement across the portfolio . You'll foster strong customer relationships through direct engagement and… more
- Deloitte (Houston, TX)
- …work closely with PEI CoE Managing Directors and Senior Managers, Lead Client Service Partners, Deloitte Independence Directors, PEI clients, and Partners and ... on independence matters associated with the PEIs and their portfolio companies. This will involve, but be not limited...not limited to, the following: + Affiliate considerations for portfolio companies in a PEI structure and related documentation… more
- CVS Health (Austin, TX)
- …around how we manage the ever-expanding digital experience opportunities across our product portfolio - and this role will play a key part in that innovation. ... people identify and align priorities for the success of a large product portfolio . Digital Aetna Health Product, and specifically the Intake team, works closely with… more
- Coinbase (Austin, TX)
- …to senior management * Lead efforts to produce ongoing surveillance and prepare portfolio observations for senior management * Monitor portfolio risks and ... business partners (product, coverage, operations, legal, etc.) to resolve complex client and product challenges. * Prepare presentations covering key risk trends,… more
- Huntington National Bank (Austin, TX)
- …Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as ... & Responsibilities: + Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market… more
- MongoDB (Austin, TX)
- …will have + 7+ years experience working in Customer Success, Account Management, Client Services or other similarly customer-centric role. + A background and passion ... be expected to take full ownership of your customer portfolio and make key decisions to drive effective customer...risk and drive growth 3+ quarters out across your portfolio + Lead in-person executive business reviews for strategic… more