- Wells Fargo (Houston, TX)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Manulife (TX)
- …service process, and operational controls to support and deliver a best-in-class customer and internal user experience. The PIM is accountable for overall project ... services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock… more
- Verint Systems, Inc. (Austin, TX)
- …stakeholders driving adoption and identify expansion opportunities in close collaboration with Customer Success . + Maintain an in-depth knowledge of machine ... At Verint, we believe customer engagement is the core of every global...a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works… more
- Amazon (Dallas, TX)
- …specific needs of each customer , translating technical concepts into business value. Your success as a PCA will be linked to impacting the signing of SOWs, and ... pre-sales process, providing technical expertise and guidance throughout the customer 's cloud journey. In this role, you'll be responsible...maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,… more
- Bank of America (Houston, TX)
- …ONLY. The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and ... and prior year performance, including identifying key opportunities and success on key programs + Establish budget and manage...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- Lumen (Dallas, TX)
- …-facing solution engineering role will work in partnership with our Sales & Customer Success Executives, leading innovative conversations that help shape the ... our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital...+ Internal and External Training: Advises customers, sales and customer success on technical aspects of proposed… more
- Zinier (TX)
- … factors, competitive dynamics, and partner landscapes. + Act as a trusted advisor by understanding customer IT roadmaps and positioning Zinier's solution. + ... to enable these 2.7 B Deskless Workers achieve greater success for themselves and the world around them. Guided...executing a structured sales plan, building strong relationships with customer decision makers at the CXO level, and representing… more
- ServiceNow, Inc. (Addison, TX)
- …manage end-to-end forecasting process for Services opportunities + Serve as a trusted advisor to the customer by understanding their existing and future digital ... the world work better for everyone. This role is part of the Customer Excellence Group covering ServiceNow Healthcare and Life Sciences customers. Our purpose is… more
- Amazon (Austin, TX)
- …specific needs of each customer , translating technical concepts into business value. Your success as a PCA will be linked to impacting the signing of SOWs, and ... pre-sales process, providing technical expertise and guidance throughout the customer 's cloud journey. In this role, you'll be responsible...maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,… more
- DXC Technology (Dallas, TX)
- …the Enterprise Technology Stack to drive new performance levels, competitiveness, and customer experience. Learn more about how we deliver excellence for our ... and technical architecture plans. Will work as a trusted advisor to help shape these plans and support a...are tailored to meet business needs and ensure long-term customer satisfaction * Provide support to account executives and… more
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