- Casella Waste Systems Inc. (Oneonta, NY)
- …+ Organizes follow\-up meetings between customers and appropriate OSR and creates customized client sales content and service models to assist OSRs in making ... new or alternative products and services\. + Creates and maintains customer and sales information in CRM and Case Management systems to troubleshoot customer issues,… more
- WTW (Buffalo, NY)
- …sales strategies and develop unique prospect programs. + Align with individual client sales strategies. + Conduct thorough needs analysis/risk assessment to ... products + Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client -centric sales … more
- Insight Global (Woodbury, NY)
- …clients. Account Executives must be prepared for frequent travel to various client locations and in-person sales events. Responsible for understanding industry ... Analytical Skills: Must be proficient in CRM software for efficient client management, sales tracking, and forecasting. Must have strong analytical skills to… more
- Capital One (New York, NY)
- …awareness and understanding of implementing products and services. This role supports sales activities, facilitates client onboarding of treasury services (and ... potentially deposit products), along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to acquire the… more
- UKG (Albany, NY)
- …solutions to meet their objectives. You will be responsible for net-new logo and client sales for our Manufacturing East Enterprise business segment (2,500 - ... at UKG, your work matters-and so do you. **About the Team:** Our Sales organization has experienced tremendous growth quarter over quarter! We take great pride… more
- JPMorgan Chase (New York, NY)
- …sales . You will be responsible for architecting CRM workflows that drive sales productivity, client engagement, and operational efficiency across the Markets ... includes designing and optimizing processes for lead management, opportunity tracking, client onboarding, sales pipeline visibility, and post-trade client… more
- Raymond James Financial, Inc. (New York, NY)
- …expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client . + Applies expertise to act ... challenges. + Applies expertise to act as an authority to align the client 's sales process with their organization's sales process, including the key… more
- JPMorgan Chase (New York, NY)
- …sales . You will help optimize processes for lead management, opportunity tracking, client onboarding, sales pipeline visibility, and post-trade client ... Support:** Assist in developing and refining CRM workflows for lead generation, sales pipeline management, client onboarding, and post-trade support, tailored to… more
- NBT Bank (Syracuse, NY)
- …customers. Education and Experience: + Minimum of 6 years of large complex treasury management client sales and management or minimum of 10 years of average size ... treasury management client sales and management. + Bachelor's degree required + MBA preferred + Certified Treasury Professional (CTP) preferred, not required… more
- KeyBank (Chatham, NY)
- … client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. Strong and effective ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As… more