- Smartsheet (San Jose, CA)
- …Identify and capitalize on expansion opportunities within existing accounts, anticipating client needs and proactively offering tailored solutions . Strategic ... a B2B environment. Strategic Thinking and Problem-Solving: Ability to analyze complex client needs, develop strategic solutions , and navigate challenging sales… more
- Apexchat (San Ramon, CA)
- …Manager, Customer Success Dept. is a strategic leader responsible for overseeing the Client Partner team, with a primary focus on driving upsell growth, reducing ... processes to achieve and exceed KPIs and OKRs. You will be a trusted advisor , reporting directly to the VP of Customer Success, contributing to the long-term growth… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive… more
- Parallel Systems (Los Angeles, CA)
- …onto rail. Our innovative technology offers cleaner, safer, and more efficient logistics solutions . Join our dynamic team and help shape a smarter, greener future ... technical, operational, and organizational dynamics to integrate our novel solution into their networks. You will operate as a...into their networks. You will operate as a trusted advisor , sales lead, and integration strategist in one -… more
- Fidelity Investments (Sunnyvale, CA)
- …investment solutions and growing relationships with a dedicated local advisor . The Expertise We're Looking For Effectively utilizing Fidelity's guidance tools, ... you engage in financial planning discussions by presenting solutions and service offerings that best meet client... solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and… more
- Nitrogen (Sacramento, CA)
- …launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment ... book of business. WHAT YOU'LL BE DOING Within the Advisor Direct segment, the AM is responsible for engaging...communicate priority to customer escalations. Follow SOPs for proposing solutions and delighting the customer. Strive to achieve the… more
- AssetMark, Inc. (Concord, CA)
- …manager is positioned to help advisors achieve scale, personalization, and successful client outcomes. A well-qualified candidate must think like a visionary but act ... strategic development, positioning, and expansion of AssetMark's proprietary investment solutions , ensuring alignment with asset allocation strategies to drive AUM… more
- International SOS Government Medical Services (Fresno, CA)
- …Medical Services delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in ... in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative technology and medical… more
- Black & Veatch (Walnut Creek, CA)
- …to use. #LI-TF1 The Team Black & Veatch Process Engineers develop technical solutions that are critical to winning work and drive design deliverables for critical ... will be acting in a 'seller-doer' role, working with an established team of client directors in our water utilities sector and leveraging the strength of our… more
- Service Corporation International (Newhall, CA)
- …the possibilities of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) ... and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish...an understanding of each family's unique needs and offers solutions that provide value to them Stays in touch… more
