- Truist (Dallas, TX)
- …Retail, Wealth, Advisory, and/or Retail Lending experience ) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Paycom Online (Houston, TX)
- …a record of success exceeding goals that may be demonstrated through previous sales experience ** **Skills and Abilities:** + **Ability to influence and ... usage of Paycom software **RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth… more
- Citigroup (Dallas, TX)
- …managing and reporting control issues with transparency. **Skills and Knowledge** + Client facing experience , preferably in the financial services industry. ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client … more
- Truist (Austin, TX)
- …appropriate continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPWA and CPA * 5 or more years of sales and client management experience … more
- Ensono (Houston, TX)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... enterprise architecture processes. Provide guidance on solution architecture to meet client and prospective client requests. Maintain and update documentation… more
- Acxiom (Austin, TX)
- … with database marketing, direct marketing, or interactive marketing environments + Experience working in an external client -facing environment + Experience ... The Agile Business Analyst interfaces with client and internal business teams regarding business problems,...assignments-owner. + Regularly leads self and established as a specialist . Sees the whole picture and adjusts work accordingly… more
- Bank of America (Houston, TX)
- …with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience * Maintains asset quality within the defined Global ... processes to foster a market-leading and operationally efficient platform to improve the client and employee experience * Effective communicator and ability to… more
- Intuit (Plano, TX)
- …Sales Acumen (Innovate and Iterate) + Exceptional financial acumen and prior sales experience with Accounting, ERP, or other Financial Management Software, ... least 5+ years of quota carrying software or technology sales and corporate account management experience +...+ Work well within a team of various stakeholders ( Sales Engineer, Solution Specialist , Customer Success, … more
- ServiceNow, Inc. (Houston, TX)
- …at the right time **To be successful in this role you have:** + 10+ years of sales experience within software OR solutions sales organization + 5+ years of ... personas (eg, CFO, CIO, COO, CDO) across all product sales + Oversee client relationship mapping to...sales experience within the Oil and Gas Industry. + … more
- ADP (El Paso, TX)
- …on client concerns.(MEP) + Provides assistance to the 401(k) Plan Specialist regarding client problem resolution in the technical - compliance features ... **ADP is hiring a 401(k) Client Service Manager.** Manages the day to day...our Support Groups. Utilize extensive 401(K) product knowledge and experience to support staff resolving 401(K) product and service… more