- Oracle (San Antonio, TX)
- …with Oracle's policies and business approvals, in response to requests received from Sales . The Deal Specialist follows defined engagement guidelines to liaise ... Sales and multiple Oracle functional stakeholders (ie Deal Specialist , RevRec, Finance, Legal, OFD, Business Practices, Migrations, Order Management, etc.)… more
- Intuit (Plano, TX)
- …SPIN, Solution or Sandler + Work well within a team of various stakeholders ( Sales Engineer, Solution Specialist , Customer Success, Sales Operations) + ... are achievement-oriented and believe in performance rewards for exceeding annual sales goals through strong collaboration with partners and internal stakeholders. If… more
- Intuit (Plano, TX)
- **Overview** As a Partner Development Sales Specialist on our High Value Account Management (HVAM) team, you will be a strategic partner to our top accounting ... and achieve superior results for their clients. **Responsibilities** + **Applies Sales Methodologies to Drive Outcomes:** You will utilize customer insights and… more
- Truist (Houston, TX)
- …equivalent combination of education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products ... of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client… more
- USAA (Plano, TX)
- …us special and impactful. **The Opportunity** As a Mid-level Retirement Income Specialist , you will ensure the financial security of our membership by assessing ... individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate… more
- ADP (El Paso, TX)
- …to ADP's documentation guidelines including configuration of but not limited to: + US Tax Models- linking US Wage-Types to US Tax Models + Linking various ... warning of any slippage/ problems that may occur. + Support pre- sales process, including analyzing and providing answers for technical documentation, performing… more
- Truist (Austin, TX)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for… more
- Truist (Houston, TX)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... Life, Health, and Variable insurance licenses * 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- Truist (College Station, TX)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- ADP (Dallas, TX)
- …an integral part of the client acceptance process. Works directly with our Sales Team. Conducts onsite risk and safety evaluations at prospective client locations ... our other Client Service teams including our HR team and our Sales team. **RESPONSIBILITIES:** + Client Assessment: Provide onsite safety consultation services to… more