- Google (Sunnyvale, CA)
- …the Small and Medium-sized Business (SMB) customers realize the full value of their investment . The team serves as a trusted advisor , partnering with customers ... years of experience in a leadership position. + Experience in Customer Success , Account Management, or in a similar function. **Preferred qualifications:** +… more
- Confluent (Sacramento, CA)
- …One Data Streaming Platform. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor ... primary objective of this role is to ensure the success , retention & expansion of our customers by providing...their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity… more
- Confluent (Sacramento, CA)
- …the Department of Defense. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and ... primary objective of this role is to ensure the success , retention & expansion of our customers by providing...their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity… more
- DataVisor (Mountain View, CA)
- …collaborative, and results-driven. Come join us! Position Overview: As a Senior Customer Success Manager (CSM), you will serve as a strategic partner to key ... + Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption, and long-term… more
- DataVisor (Mountain View, CA)
- …Position Overview As a Director of Technical Account Management (TAM) & Customer Success (CS), you will manage a portfolio of client relationships and establish ... yourself as a trusted technical advisor and solution partner for the key leaders within...to ensure they extract the maximum value from their investment . You will engage in broad ranging topics from… more
- PNC (Los Angeles, CA)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... and have an opportunity to contribute to the company's success . As a Summer Intern within PNC's Asset Management...of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients… more
- JPMorgan Chase (Temecula, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- HUB International (San Rafael, CA)
- …**:** Global Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under ... the Director of Compensation of Global Retirement Partners, LLC, an SEC registered investment advisor , and is responsible for various RIA operational procedures… more
- Deloitte (Los Angeles, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more