- Wells Fargo (Altamonte Springs, FL)
- …gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across ... internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual… more
- Kyndryl (Tallahassee, FL)
- …and managing large-scale client engagements + Extensive experience in client engagement and relationship management at the CXO level + Demonstrable ability to ... satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; Secure client references **Operational Excellence:** + Achieve individual… more
- Elevance Health (Tampa, FL)
- …and align activities to achieve the future state capabilities with Business Relationship Management (BRM) skills, and confirm solutions work as intended ... and align activities to achieve the future state capabilities with Business Relationship Management (BRM) + Leads Reference architectures, Strategic Business… more
- UGI Corporation (Jacksonville, FL)
- …environment. This role will follow up on customer cases utilizing our customer relationship management system to ensure customer inquiries and requests are ... and complaints by recording clear, complete and concise documentation in case management logs. + Attend and collaboratively participate in staff meetings and… more
- Truist (Davie, FL)
- …state health and life insurance licenses. 4. Securities sales and client relationship management experience. 5. Organized and self-motivated individual, with ... strong analytical, problem-solving, interpersonal and relationship management skills. 6. Competent skills in Microsoft Office software products. Preferred… more
- Charles Schwab (Orlando, FL)
- …is preferred + FINRA Series 9 & 10 licenses preferred + Superior relationship management and client retention experience + Polished interpersonal, communication ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …meetings for the financial advisor. + Create notes and other records in Client Relationship Management software. + Perform other tasks as assigned. Knowledge of: ... Sie/Series 7 and Series 66 preferred + Experience in using Client Relationship Management software + Proficient n Microsoft Office software _Th_ _akar Financial… more
- Continental (Orlando, FL)
- …approval, and executing on major business cases. + Sales and Customer Relationship management and development + Presentation skills including working knowledge ... 3% above the industry, margin, accounts receivables and cost management . To be a key part of the segment...Commercial negotiation. + Develop and maintain strategic and cooperative relationship with customers. + Leads the business to achieve… more
- Celestica (Orlando, FL)
- …Solutions Selling methodologies is highly preferred + Strong communication, interpersonal, relationship management and professional sales skills + Have the ... business priorities to our value propositions + Manages the overall customer relationship process while supporting business development in the planning and execution… more
- Abbott (Miami, FL)
- …stakeholders within the hospital, driving product utilization, support on contracting, relationship development, relationship management , market development ... company product training sessions. + Prepare and submit reports to sales management by analyzing and compiling data, projections, and other relevant information.… more