- WTW (Tampa, FL)
- …in the CRM to support accurate ROI analytics and measure campaign success. ** CRM Management and Optimization:** + Investigate and implement new CRM ... to our sales community. + Evaluate leads to determine their readiness for consultant introductions; collaborate with market leadership to direct leads to the most… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …effectively, both orally and in writing, with all organizational levels, including senior management . + Organize, manage and track multiple detailed tasks ... consultant presentations. + Ensure proper maintenance of the CRM system. + Review RFPs for potential clients. +...consultant relations role for a multi-capability institutional investment management firm. + The ideal candidate must have a… more
- AdventHealth (Altamonte Springs, FL)
- …on our brand promise. The VP serves as an expert and market consultant in the complete omnichannel access experience for consumers, leading or partnering with ... strategy, supporting market ownership, activation and sustainment of the AdventHealth referral management model with accurate mapping. A key focus of this role is… more