- Raymond James Financial, Inc. (Rochester, NY)
- …new clients. * Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software. * Assists Financial Advisors with ... industry. * Financial markets, products and industry regulations. **Skill in** * Client Relationship Management ( CRM ) software, or similar contact … more
- Deloitte (New York, NY)
- …that improve patient outcomes. You will design, implement and optimize patient support programs, define project roadmaps and provide product and industry insights to ... A genuine passion for the life sciences industry, combined with relationship -building, leadership, and communication skills will be critical to success. Candidates… more
- Capital One (Albany, NY)
- …channel partner lifecycle including onboarding, enablement, reporting, and performance management . + Act as the strategic operational liaison, driving efficiency ... Sales, Marketing, Product, Finance, and IT. Systems & Data Management + Own the partner technology roadmap, focusing on...on integration and optimization of critical platforms (eg, PRM, CRM , CPQ). + Define, govern, and oversee the partner… more
- Johnson, Mirmiran, and Thompson Inc. (Syracuse, NY)
- …Produce consistently compliant high-quality submissions while delivering exceptional customer service. + Provide Marketing essential functions and responsibilities, ... When opportunities are found, enter data for these opportunities into marketing database ( CRM ), tracking leads and associated go/no go decisions, and wins or losses.… more
- Johnson, Mirmiran, and Thompson Inc. (Syracuse, NY)
- …+ Produce consistently compliant high-quality submissions while delivering exceptional customer service + Provide Marketing essential functions and responsibilities ... When opportunities are found, enter data for these opportunities into marketing database ( CRM ), track leads and associated go/no go decisions, and wins or losses. +… more
- MSC Industrial Supply Co. (Plainview, NY)
- …read, interpret, and apply insights from customer financial statements to support solution recommendations. + Strong project management skills with a solid ... exceeding $250K in potential revenue** , driving profitable growth through customer analysis, strategic account planning, and value realization. This role focuses… more
- S&P Global (New York, NY)
- …You will also build skills that support multiple career paths within Customer Success, Relationship Management , Sales, or Product. The environment ... Two to five years of work experience, ideally in financial services, customer success, client-facing roles, account management , or consultative sales… more
- Citigroup (New York, NY)
- …features, and deliver solutions that empower data-driven marketing, sales, and customer success efforts. **Key Responsibilities:** ** Support Platform Vision and ... customer engagement. + Work closely with Product owner, management and business stakeholders to develop and maintain a...Ensure the platform integrates effectively with other systems, including CRM , analytics, and customer data platforms. +… more
- Amazon (New York, NY)
- …problems, look no further. The Global Partner Development team (GPD) owns customer relationships with the world's largest independent agencies and tech partners ... GPSS owns a variety of programs and mechanisms that support global customers, including, but not limited to, global...deep knowledge and point of view on the industry, customer , and how existing and new products, processes, and… more
- Robert Half Accountemps (Troy, NY)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... of individual tax forms, including 1099s and other relevant documents. * Utilize CRM systems to manage client information and ensure accurate record-keeping. * … more