- Umpqua Bank (Walnut Creek, CA)
- …revenues greater than $5 million. Collaborates with Client Solutions Managers (" CSMs ") and Relationship Managers to accurately present findings, including business ... adhere to approval conditions and loan documentation. Collaborates with CSM to ensure borrower notifications are sent and approvals...any violations in a timely manner. + Partners with CSMs and Relationship Managers to offer insights into customer… more
- PagerDuty (San Francisco, CA)
- …rigor and consistency, as appropriate, to define and refine success manager engagement strategies, account management, and programs at scale. Retention and ... and improve processes. + Use adoption metrics to help CSMs understand where there is risk in their accounts...Salesforce, Gainsight, Gong, Tableau to manage the effectiveness of CSM plays, activities & renewals. **Basic Qualifications** + Ability… more
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