- Wolters Kluwer (Albany, NY)
- …consultants to demonstrate the value of our Corporate Performance Management (CPM) solutions to potential clients. You will be responsible for shaping and executing ... reporting, will be crucial in guiding clients toward realizing the benefits of our solutions . **Key Tasks: ** + **Lead and Manage the Presales Team:** + Recruit,… more
- LinkedIn (New York, NY)
- …a solid understanding of the industry, collaborate internally, be a strategic advisor to your clients, and consistently deliver against your sales targets. ... with Account Director and CSMs to ensure a holistic solution that delivers against customer objectives + Think commercially...in SaaS Sales or selling HR / Healthcare technology solutions + Knowledge of software contract terms and conditions… more
- Scotiabank (New York, NY)
- …support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for ... a unique global footprint, GTB's comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and… more
- Deloitte (New York, NY)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Citigroup (New York, NY)
- …excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services ... and tools based on client profiling. + With the support of product specialists,...and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High… more
- Wells Fargo (New York, NY)
- …estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial ... this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and...streamlining communication and decision-making + Prepare, track, and coordinate client pitch and briefing materials and maintain calendar of… more
- Equitable (New York, NY)
- …of advisor practice management. + Expert knowledge of financial products and client solutions . **Preferred Qualifications** + FINRA SIE, Series 7 and Series ... notes and tracking of pipeline activities + Effectively communicate the Equitable Advisor Value Proposition to potential recruits and partners. + Evaluate advisor… more
- Citigroup (New York, NY)
- …and competitive dynamics. + Act as a subject matter expert and trusted advisor to internal stakeholders, including sales, client service, and operations. + ... on Citi's cash management landscape, driving innovation and delivering a superior client experience in LATAM. The position will support global, regional and local… more
- Kyndryl (Rye Brook, NY)
- …Kyndryl Consult organization and help deliver Cloud first, Remote first, Digital first solutions at scale and enhance resilience and security for our customers while ... M365 Architect including Telephony and Meeting Rooms modernization, you will develop solutions that solve unique business needs and enable modern hybrid work… more
- Tekscape (New York, NY)
- …providers, Tekscape excels at supporting companies globally with information technology solutions . We work in a collaborative environment that fosters and rewards ... Job Description: The Customer Success Manager (CSM) is a trusted advisor responsible for the relationship-focused management of Tekscape clients. The CSM… more
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