- UMB Bank (Leawood, KS)
- …their investment strategy on a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors and Managing Partners with analyzing portfolios ... key macro-economic and market factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to… more
- US Bank (Boston, MA)
- …you excel at-all from Day One. **Job Description** Reporting to the ABF Sales and Originations Market Leader, this client facing role is primarily responsible for ... .Develop and maintain center of influence referral sources such as accountants , attorneys, equity and mezzanine sources, peer banks, and affiliates. .Develop… more
- Intuit (Mountain View, CA)
- …verticals + Engage and develop deep partnerships with external stakeholders (eg Accountants ) to inform and influence the platform vision and capability requirements ... Time to deliver top-tier seamless enterprise solutions + Support the marketing and sales teams in developing the value proposition and benefits of our mid-market… more
- Intuit (San Diego, CA)
- …awareness campaigns to drive adoption of the QuickBooks portfolio through accountants . The US Online Accountant Marketing team in Intuit's Small Business ... bring** + 10+ years of business experience in product and/or sales marketing within SaaS/Technology companies. + Go-to-Market Expertise: Proven experience driving… more
- City National Bank (San Diego County, CA)
- …relationships and calls on prospective clients and industry experts including lawyers, accountants and brokers. * Develops a strong understanding of clients and ... needs and offers solutions, many of which will result in additional cross- sales . * Develops relationships and supports other CNB departments and colleagues to… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants , asset managers and management professionals with deep industry specific expertise to help ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets… more
- Citizens (Chicago, IL)
- …clients. + Cultivate relationships with key contacts including relationship bankers, accountants , attorneys, equity and mezzanine sources. + Network at industry ... screening memos, pitch materials and approval memos. + Maintain accurate sales activity and networking records, potentially using Salesforce. + Additionally,… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …training, and coaching + Be an ongoing resource to Managers and Accountants What You Bring + Operational/managerial accounting/finance experience a must + Experience ... to create processes and deliver financial information, including class or departmental sales /expense info + Experience overseeing a team that delivers ongoing and… more
- FocusKPI Inc. (Boston, MA)
- …we build domain-specific AI solutions to solve real problems in finance, marketing, and sales . One example is BookPilot, our AI assistant for accountants that ... What You'll Do + Design and run go-to-market experiments across marketing, sales , and onboarding + Help shape our messaging and positioning through competitive… more
- Small Batch Standard (FL)
- …Online. In the primary function of this role, you'll work alongside the Brewery Accountants on your team to process all inbound invoices, receipts, credit memos, and ... Accountant teammates. This includes but is not limited to: reconciliation, accruals, sales and excise tax filing prep, journal entry adjustments, and monthly close… more