- Truist (Coppell, TX)
- …service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service activities, with a particular focus on ... enhance their service experience. 3. Support team sales process by participating in client outreach...client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management… more
- Optiv (Dallas, TX)
- …and provide our clients and sellers with consistent security expertise on all sales opportunities. In partnership with domain specialist and experts, the Sr. ... advisory relationships with key stakeholders at clients by facilitating thought leadership, support , information, and guidance in conjunction with sales partners… more
- NTT DATA North America (Dallas, TX)
- …ensuring clear communication of project goals,progress, and outcomes Pursuit & Sales Support Active Pursuit Leadership During strategic pursuits, the ... + Manages response timeline and coordinates internal resources + Supports GTM Specialist through proposal/SOW delivery process Sales Process Enhancement +… more
- Bank of America (Colleyville, TX)
- …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
- Truist (Dallas, TX)
- …specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...the Truist segmentation models, full use of the automated sales process and support of referral processes… more
- Paycom Online (Austin, TX)
- … usage of Paycom software **RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth ... transition and continuity of exceptional service. + Cultivates and nurtures existing client relationships for strong retention. + Achieves sales quota and… more
- First Horizon Bank (Dallas, TX)
- …Management Sales , Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation + Candidates ... understand + Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a… more
- Truist (Fort Worth, TX)
- …effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...met where needed * 8 or more years of sales and client management experience in Wealth… more
- Ensono (Houston, TX)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... enterprise architecture processes. Provide guidance on solution architecture to meet client and prospective client requests. Maintain and update documentation… more
- WTW (Houston, TX)
- …within WTW's insurance broking arm providing insurance products to protect client 's people and assets. WTW's Crisis Management division offer insurance products ... WTW's in-house security and business resilience advisory, and 24-hour crisis support practice. Alert:24 provide intelligence, consultancy and training solutions to… more