- CDM Smith (Concord, CA)
- …quantifying, and communicating risk (time and cost). Creating and reviewing timely client billings with internal billing support . Responsible for ensuring timely ... escalating any performance issues to appropriate management and human resources. * Client Service Management and Sales Collaboration: Building, maintaining and… more
- Fiserv (Sacramento, CA)
- … client on trends in digital payments + Understand and be able to articulate client 's digital strategy and goals + Support growth in product adoption & usage ... discipline, and/or equivalent military experience. + 8+ years of experience in client relationship management, service delivery, and/or sales to C-Level… more
- Motion Recruitment Partners (San Jose, CA)
- …will execute on lead generation campaigns to win new enterprise logos and grow client portfolio revenue. In this individual contributor role, you will be a sales ... + Execute business development activities including lead gen strategies, outbound client meetings and calls to build relationships and win new enterprise… more
- US Bank (San Diego County, CA)
- …leads and qualified referrals from across the organization + Centralized marketing support , local marketing, and sales enablement tools including thought ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...Three to five years of experience in a financial sales position, preferably working with the affluent client… more
- IBM (Costa Mesa, CA)
- …from lead to closure * Proven critical thinking skills to take ambiguous client challenges and convert them into real sales opportunities * Excellent ... a critical role in the success of Hakkoda by leading, developing, and executing sales strategies for consulting services to direct clients (North America) as well as… more
- TIAA (Walnut Creek, CA)
- …Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a ... **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + Create and adjust asset allocation… more
- TIAA (Sherman Oaks, CA)
- …practices. + Provide input into investment models and allocation frameworks. + Support business development and client retention initiatives. + Maintain accurate ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more
- JPMorgan Chase (Irvine, CA)
- …Management, Sales , Service, Operations and Product Management + Manage client and partner expectations and understanding throughout the implementation process + ... new operating models, technologies, and industry trends + Technical client consulting experience to support technical roles...trends + Technical client consulting experience to support technical roles + PMP or other Project Management… more
- Bank of America (San Francisco, CA)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Maritz (San Francisco, CA)
- …communicated for the purpose of developing direct reports and ensuring and improving client satisfaction . Manages various projects that support the overall ... to the event program process; provides assigned team with support , coaching and training; and manages special projects. 50%...reports. Oversees t raining and o nboarding process. 30% Client and Partner Team Relations: Participates in client… more