- BMO Financial Group (San Ramon, CA)
- …on market trends and industry conditions. + Identifies and recommends or defines ideal pricing structures and sales funnels for a portfolio of products in ... prices based on models, market intel and client relationship. Analyzes competitor pricing , assesses market share and margins, and tracks customer engagement to gain… more
- Citizens (San Francisco, CA)
- …ensure timely delivery of financial commitments. + Work with Liquidity Product, Liquidity Pricing & Analytics , and client services teams to respond to customer ... Description The Sr Liquidity Sales Specialist role is responsible for meeting the deposit...commitments. + Strong collaboration skills with Liquidity Product, Liquidity Pricing & Analytics , and client services teams… more
- Citizens (Irvine, CA)
- …ensure timely delivery of financial commitments. + Work with Liquidity Product, Liquidity Pricing & Analytics , and client services teams to respond to customer ... Description The Liquidity Specialist role is responsible for meeting the deposit...by optimizing customer liquidity. This is achieved through sales, portfolio management, and forecasting activities in partnership with Treasury… more
- Winland Foods (Sacramento, CA)
- …and region AOP. + Develops the customer and region Sales and Pricing initiatives aligned to Winland's key business initiatives. + Enhances/delivers Winland's ... / region level. + Works closely with Insights and Analytics to identify Whitespace opportunity and to develop annual...best customer/Winland outcome. + Works with the Customer Data Specialist (CDS) to create and enter product opportunities into… more
- Fiserv (San Francisco, CA)
- …Finance, Treasury, HR, Security, Fraud, IT, marketing, and operations, product specialist , product management, pricing , compliance, risk + Maintain regular ... space. You will align prospect's vision and requirements with our solutions portfolio to deliver differentiated customer value and understand the client's business,… more
- WTW (Los Angeles, CA)
- …advisory services, outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), Specialist Portfolio Solutions (SPS) and analytics & tools ... multi-year pipeline in the designated region + Work with growth, pricing teams to recommend effective pricing decisions + To put the interests of clients and the… more