- Truist (San Francisco, CA)
- …clients, prepare presentations, follow up on client contacts, and close sales . CTES provides broad transactional expertise to help Commercial, Municipal and ... deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across a variety of solutions and transaction roles… more
- CDM Smith (San Diego, CA)
- …firm policies and practices are followed on all designs. - Collaborating with sales staff to create proposals in response to current and potential client requests ... the visibility of the firm's products and services in collaboration with applicable sales staff. - Providing technical guidance and training to more junior staff.… more
- Mastercard (San Carlos, CA)
- …Management, Agentic Commerce to bring Mastercard's flagship agentic commerce product, Mastercard Agent Pay, from concept to market and scale. The ideal candidate ... among key stakeholders and work with the communications & sales teams to create corresponding sales and...well as the ability to build and deploy an agent . * Strong experience and knowledge of the business… more
- Lumen (Sacramento, CA)
- …performance, accountability, and transformation outcomes. As a trusted advisor and change agent , you will partner with leaders and teams across product, sales ... for results. + Foster alignment and collaboration across functions (Product, Sales , Marketing, Operations, IT, Finance) to ensure all stakeholders are working… more
- PNC (Irvine, CA)
- …West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions for ... a wide range of investment, client reporting, administrative, and sales support. Tasks include: * Prepare client reports, portfolio...document in which PNC serves as trustee, guardian or agent . Assists with compliance of all legal and fiduciary… more
- CRC Insurance Services, Inc. (Elk Grove, CA)
- …for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and ... change from time to time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business.… more
- H&R Block (South Lake Tahoe, CA)
- …Bachelor's degree in accounting or related field + CPA or Enrolled Agent certification + Experience completing complex returns (individual, trust, partnership) + 5+ ... + Experience with tax planning and audit support + Sales and/or marketing experience What you'll bring to the...themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement… more
- H&R Block (Palo Alto, CA)
- …It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing business tax returns + Experience conducting virtual tax ... interviews + Sales and/or marketing experience + Bachelor's degree in accounting...themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement… more
- Medtronic (Los Angeles, CA)
- …and accurate maintenance and reporting of Medical Device Reports (MDRs), Adverse Drug Experience (ADE) data or adverse reaction data as required by regulatory ... leading within matrix organizations requiring strong influence management skills + Change agent --willingness and ability to lead and institute change + Influence… more
- H&R Block (Los Angeles, CA)
- …successful. It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in ... clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll bring to the...themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement… more