- Wells Fargo (Pasadena, CA)
- …and less IRE over time in most markets + Partner with Commercial Relationship Managers to cross sell appropriate products and services, prioritize prospects, develop ... pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers + Increases Wells Fargo's and the Commercial Bank's… more
- Citizens (Los Angeles, CA)
- …you will have the opportunity to assist the Private Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank ... new accounts. + Participate in business development calls with Business Bankers/ Relationship Managers and/or Private Bankers. + Acquire knowledge of existing Bank… more
- Amazon (Sunnyvale, CA)
- …our products and services. In many cases, you may be establishing a new relationship between Amazon and the customer , which requires strong sales and ... individual contributor with advanced ability to move fast, collaborating with product, marketing , finance, legal, and technology teams to drive deals to close. About… more
- MarketSource (Aliso Viejo, CA)
- …you are responsible to visit the assigned locations, manage the local client relationship , and increase sales and revenue of products and services through direct ... and productivity). Essential Job Functions: * Drives sales productivity and customer satisfaction within Client's retail locations on various products and services… more
- Intuit (Mountain View, CA)
- …deadlines for all projects, ensuring that clients receive the highest level of customer service * Own client meetings from agenda to final presentation, instilling ... updates, releases, changes, and/or opportunities that will deepen or expand the relationship * Provide strategic, proactive, and consultative advice to clients in… more
- Terumo Neuro (Aliso Viejo, CA)
- …analytical capabilities, business acumen, and leadership skills, collaborate with Marketing , Sales Support, Customer Service, Regulatory, Finance, and ... level forecasts. + Determine appropriate inventory positions to best meet customer demands while reducing/balancing working capital; drive alignment and buy-in with… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing ... Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management software. + Excel,… more
- Zurich NA (San Francisco, CA)
- …a Management Liability Underwriter, you will be responsible for utilizing your sales/ marketing , relationship building and analytical skills to analyze and ... a key responsibility of this role. Identifying growth opportunities by determining our customer 's insurance needs and providing the right solutions will also be a… more
- Clean Harbors (San Jose, CA)
- …sales budget; understand market and competitor activity and respond accordingly; develop marketing , channel and partner programs; monitor progress in sales and P&L ... sales performance; take initiatives to incentivize cross and upsell. Ensure customer satisfaction; promote communication and coordination between operations and … more
- Wolters Kluwer (Sacramento, CA)
- …with company and regulatory standards. + Drive innovation in sales and marketing programs to improve partner engagement. + Present performance reports and strategic ... in analyzing and utilizing sales data for strategic improvement. + Relationship Management: Advanced skills in building and sustaining professional relationships. +… more