- Insight Global (New York, NY)
- …optimization, price optimization, SKU rationalization, and process automation * Travel to client sites (up to 40%) for onboarding , discovery workshops, and ... Team Lead to build the function from the ground up and scale our client project delivery. Our Data and AI strategy has three pillars: People (internal… more
- Zions Bancorporation (Las Vegas, NV)
- …to expand client engagement across the bank's offerings. + Lead onboarding efforts for major client relationships and complex industry segments, ensuring ... that it matters WHO you work with. We are seeking a dynamic and client -focused **Treasury Management Sales Officer** to join our team. This role is responsible for… more
- Bank of America (New York, NY)
- …skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client /advisor experience. **Job Responsibilities:** * Partner ... a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents. Has extensive, in-depth… more
- Iron Mountain (Austin, TX)
- …and target systems. + Data Integrity & Verification: Accurately input and verify client data in CRM systems and onboarding platforms. Ensure data consistency ... root causes. Troubleshoot technical issues and implement solutions promptly to minimize client disruption, escalating complex problems when necessary. + Client … more
- JPMorgan Chase (New York, NY)
- …reviewing information for underwriting, and collaborating with internal teams to complete onboarding , including Know Your Client ("KYC") due diligence. + Partner ... partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible...manage deal progression and closing ensuring an overall excellent client experience. + Act as primary owner of the… more
- Fox Rothschild LLP (Philadelphia, PA)
- …and testing for ARCS/3E. + Develop training materials for new collectors and conduct onboarding sessions. + Partner with Client Intake and Billing teams to ... leadership with documentation and recommendations. + Prioritize workload for maximum client coverage. + Collaborate with attorneys to optimize collection efforts. +… more
- Autodesk (Denver, CO)
- …leader responsible for driving customer adoption and success through world-class onboarding and coaching experiences. This role leads the global operations of ... technical adoption services-including **Expert Coaching** and **Fast Track Onboarding ** -for Enterprise and Business subscribers. In addition to overseeing service… more
- Truist (Atlanta, GA)
- …with client teams to help drive fiduciary new business identification and onboarding . 3. Meets or exceeds client service standards, aligned by Truist Wealth ... segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax,… more
- DESC (Seattle, WA)
- …Solution Center procedures as well as DESC ethics policies in maintaining appropriate client -staff interactions. + Attend a 2-week onboarding process upon hiring ... + Re-make beds and clean the cubicles after a client discharges from the facility. + Work scheduled hours...areas, including meal services and clean up. + Document client interactions and other shift occurrences as needed and… more
- Mitsubishi Chemical Group (Commerce Township, MI)
- …strong, consultative relationships with existing customers while actively identifying and onboarding new opportunities. Ensure client needs are understood and ... with internal technical and engineering teams to align solutions with client requirements. Translate technical product features into practical business value for… more