- Bank of America (Carlsbad, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to… more
- Brink's (Sacramento, CA)
- …creating account growth strategies, building pipelines, analyzing performance for customer insights, and tracking ongoing deals in Salesforce + Build trust and ... portfolio into compelling deals + Collaborate with other functional teams (eg, Customer Care, Operations, Marketing) to achieve account development and… more
- Cytel (Sacramento, CA)
- …with Cytel's business developers and other personnel related to the account . This includes developing and demonstrating thought leadership in statistical methodology ... patient access to better health technologies. + Responsible for business development, account management and/or project execution leading to a large client portfolio… more
- Cognizant (CA)
- … account and cross selling CTS's emerging services. The SLS will support the accounts in achieving "trusted advisor " status and have a mix of strategic and ... and assist the Capital Markets practice in growing key Capital Markets accounts . In this role, the SLS will balance client/project responsibilities with business… more
- Verint Systems, Inc. (Sacramento, CA)
- …and nurture executive customer relationships through ongoing ROI discussions in marque accounts . Become trusted advisor both during and post sales cycle to ... a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works...the Verint Open CCaaS platform is positioned in the customer accounts as the "platform of choice"… more
- BMO Financial Group (Newport Beach, CA)
- …performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how ... financial outcomes? If so, this opportunity with BMO's Special Accounts Management Unit (SAMU) is for you! As a...fostering a strong risk culture. \#ERPMDreamJobs Delivers an exceptional customer experience for a defined portfolio of high risk… more
- Philips (San Diego, CA)
- …(Previous experience with C-Level and IDNs required) + Your skills include experience helping account teams and selling to accounts that can produce large sales ... The Enterprise Client Executive is responsible for overseeing strategic account relationships, engaging with decision-makers, analyzing pricing strategies, nurturing… more
- MongoDB (Los Angeles, CA)
- …technical initiatives, participation in events such as industry trade shows and account -based marketing events + ** Customer Success** : Foster strong ... software architects, entrepreneurs, and developers who take direct responsibility for customer success, including the design of their software, deployment, and… more
- Bank of America (Baldwin Park, CA)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping + Manages ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem… more