- BMO Financial Group (San Diego, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... products and strategies that meet their financial objectives. Identifies and makes referrals to other business...Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer… more
- BMO Financial Group (Los Angeles, CA)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... all areas of the firm and transitioning them into sales . + Provides deal structuring expertise and additional expertise...issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- Amazon (San Francisco, CA)
- …collaboratively to drive results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, ... meet customer business outcome and goals * Partner with Sales and PE BD to manage Success Criteria and...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more
- City National Bank (Beverly Hills, CA)
- …and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- Capital One (Sacramento, CA)
- …our passion for success. Within the Business Cards & Payments organization, our Field Sales teams work with Small and Mid-Sized Business owners to create long term, ... their business and their entire B2B wallet. Our National Sales Team, through a consultative approach, is able to...customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom… more
- Palo Alto Networks (Santa Clara, CA)
- …involved in the agreement process (finance, legal, order management, etc.) on behalf of sales . Personally services as a trusted advisor to field sales ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...customers and increase the effectiveness and productivity of our sales teams. The right person for this job has… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... by building strong relationships with the customer alongside our sales teams. This individual will consult on data center,...team and customers. + Act as a trusted IT advisor for customers, partnering with Field Account Executives. +… more
- Wells Fargo (San Francisco, CA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions.… more
- Cognizant (San Francisco, CA)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... client base, this role supports the entire customer lifecycle - from pre- sales solutioning through post-go-live adoption and expansion. You will bring deep industry… more
- BMO Financial Group (Los Angeles, CA)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...expert on relevant regulations and policies. + Advises on sales strategy based on a deep understanding of the… more