- CBRE (Dallas, TX)
- …development strategy, including managing the sales staff and directly leading client solutioning for US Property Management (PM) clients. **What You'll Do:** ... and team capacity to ensure balanced coverage and optimized revenue growth. ** Client Experience** + Develops and maintains strong, trusted relationships with key … more
- Citigroup (Dallas, TX)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Truist (Webster, TX)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Houston, TX)
- …4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client ... of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real...work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products and/or… more
- CDM Smith (El Paso, TX)
- … Specialist is responsible for ensuring accurate and timely client invoicing, managing collections, and supporting financial reporting processes. This role ... with ERP systems. This is a hybrid/remote work environment. * Prepares client invoices for assigned group of contracts, including reconciling to control reports,… more
- Pegasystems (Houston, TX)
- …Our Team:** Join Pega's dynamic sales organization as a Customer Engagement Sales Specialist , focused on driving new logo acquisition and expanding our footprint in ... their customers. **Picture Yourself at Pega:** As a Customer Engagement Sales Specialist , you'll be a thought leader and trusted advisor, collaborating with… more
- Dentons US LLP (Dallas, TX)
- …legal services and related systems, implementing risk management initiatives, and ensuring client and administrative data is handled according to ethical, legal, and ... contractual standards. **Responsibilities** + Review client information security requirements, questionnaires, and assessments; prepare responses and supporting… more
- Charles Schwab (Westlake, TX)
- …Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through ... The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized...on new complex accounts and managing the know your client review conducted during the on-boarding process. + Document… more
- Ensono (Houston, TX)
- …and change management. + Implement and integrate with Ensono and Client proactive monitoring and observability frameworks (Google/AWS-native tools, Data Dog, BMC) ... checklists to standardize enterprise migration efforts. + Collaborate with Client application and internal infrastructure teams to coordinate testing, downtime… more
- The Cigna Group (Austin, TX)
- …achievement of our Enterprise goals improving affordability and customer health outcomes, client growth and retention , and network performance. **OVERVIEW:** + ... partners with the sales team and requires travel to client offices based on location. This role is aligned...The Nurse Executive Sales Specialist , trusted Clinical Leader, Educator and Advocate, is closely… more