- Truist (Dallas, TX)
- …of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training, ... for partner needs. 10. Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products. 11. Willingness to… more
- Sedgwick (Irving, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Disability Representative **Our teams connect! We collaborate in ... stable and consistent work environment in an office and/or virtual setting + A training program to learn how...benefits package to take care of your mental, physical, financial and professional needs. **PRIMARY PURPOSE** : Provides disability… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Oracle (Austin, TX)
- …account planning, crafting, owning and forecasting. + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle ... few). + Travel as required, as this role may be a virtual position. **Required Skills/Experience** **What You'll Bring** Your passion, knowledge, and… more
- Oracle (Austin, TX)
- …value proposition and uncover upsell opportunities. + Serve as a trusted advisor to DOW stakeholders, build consultative relationships, and provide ongoing account ... with a history of meeting or exceeding quotas through phone, virtual , and digital engagement. + Proven negotiation, communication, and customer service… more
- Huntington National Bank (Dallas, TX)
- …and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. ... or equivalent + 2 years of sales experience in financial services, especially merchant services Preferred Qualifications: + Exceptional...from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability… more
- Wolters Kluwer (Coppell, TX)
- …dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering ... **Client Advocacy & Feedback Management:** Act as a trusted advisor and advocate for clients within the organization. Gather...To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring… more
- Anywhere Real Estate (Houston, TX)
- …and increase market share. + Lead complex consulting engagements involving financial analysis expense management, and business planning to drive revenue growth. ... President for review and approval + Develop and conduct virtual sessions on industry and brand topics. + Manage...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Autodesk (Plano, TX)
- …to drive adoption of Autodesk Solutions + Act as a technical trusted advisor to customers, demonstrating thought leadership and product expertise to help customers ... convey complex technical details coherently to a live or virtual audience + Knowledge of Autodesk Forma Platform and...and your future? Join us! **Benefits** From health and financial benefits to time away and everyday wellness, we… more