- TIAA (Redwood City, CA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements ... materials as need up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status reports, coordinates with client… more
- SF Fire Credit Union (San Francisco, CA)
- …94114* What You'll Be Doing + Performs all the duties of a Financial Service Consultant I without supervision + Meets established individual and team sales and ... as required + Operates the branch greeter station as required + Notifies Branch Manager of any service concerns by being attentive to branch volume and service… more
- BMO Financial Group (Los Angeles, CA)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- IQVIA (San Francisco, CA)
- …clients. Identifies and elevates potential new business opportunities and assists in the sales process. In addition, with the oncology expertise, this team is relied ... develops Oncology specific subject matter expertise. + When acting as Project Manager , proactively manages project timelines and manages day to day communication… more
- The Cigna Group (Irvine, CA)
- …**Essential Functions & Scope of Role:** + Support Middle Market Client Manager 's strategic selling approach that best demonstrates Cigna Healthcare's value + ... + Effectively leverage Expert Advisors (eg Client Service Executive, Implementation Manager , Strategic Wellbeing Advisors and others) to deliver on client… more
- Deloitte (Los Angeles, CA)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile Software Engineer +… more
- Optiv (Los Angeles, CA)
- …Acquisition Client Manager (ACM) you'll be responsible for new business sales for Optiv security services and security technology solutions to **new Enterprise ... responsible for owning and coordinating all aspects of the sales cycle within your assigned accounts, and leading a...developing relationships with new customers and serving as a consultant + Proven ability to build and execute territory… more
- ICF (Sacramento, CA)
- Description ** Sales Enablement Manager - State & Local Government** **Location:** Remote (US-based) | Preferred Locations: California, Florida, North Carolina ... as needed **About the Job** ICF is seeking a ** Sales Enablement Manager ** to join the Business...directly supporting state and local government pursuits-either as a consultant , contractor, or sales enablement lead. **What**… more
- Comerica (Los Angeles, CA)
- …assist with Enrollment Form. Manage exception pricing approval process. Work with TM Sales Officer and Relationship Manager to prepare documents and rationale ... client issues. Engage business partners and communicate with customer, TM Sales Officer and/or Relationship/Portfolio Manager . Identify, evaluate and mitigate… more
- BlackRock (San Francisco, CA)
- …to all roles within the team + Collaborate and strategize with a Divisional Field Sales Manager and the broader Sales Desk leadership team to implement ... that together form BlackRock's premier Client Businesses Group. **Responsibilities** As a Divisional Sales Desk Manager , you will develop a team of Sales… more