- Validity (Boston, MA)
- …with internal stakeholders to deliver world-class client experience across your Book of Business. + Build consultative relationships with clients by understanding ... teams to drive continuous improvement. Required Experience, Skills, and Education + 1-2 years of experience in a Customer...of experience in a Customer Success role, managing a Book of Business and building strong client relationships while… more
- Safran (Wall Township, NJ)
- …comfortable and accessible. Safran has a global presence, with 100,000 employees and sales of 27.3 billion euros in 2024, and holds, alone or in partnership, ... The position is a focal point between Customers and Sales , maintaining the customer relationship by providing the best...audit weekly to ensure accurate order entry in Order Book . * Customer Communication: Notify customers of potential delays… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …combined to form a functional group. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Assists Resident Manager at ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...and procedures. + May service clients in his/her own book of business. + Participates in community affairs as… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more
- Paychex (Sarasota, FL)
- …a dedicated account manager, licensed broker, and internal liaison for a specific ' book of business' that is based on revenue and/or enrollment. Account Manager II ... customer service. + Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service… more
- Skidmore College (Saratoga Springs, NY)
- …Banner system so the student account is charged. + Produce and load funds on Book and Supply cards. Financial Aid gives some highly aided students funds on a ... separate ID card called a book and supply card so they can purchase books...+ Reconcile and process journal entries for department monthly sales for Print Services, Media Services, Health Services, Art… more
- S&P Global (Boston, MA)
- …growth and product development within Market Intelligence. You will be working along-side sales experts as part of a team delivering strong net growth rates and ... can be achieved through: + Renewing and growing a book of existing subscriptions. + Research, develop and execute...Include for roles that are bonus plan eligible, including sales commission plans. **What We're Looking For:** **Basic Required… more
- MAPFRE Insurance (Webster, MA)
- …agencies in a territory to identify potential concerns or trends within their book of business. + Works closely with Business Development Reps and/or Supervisor and ... the overall profitability, quality and composition of each agency's book . **Skills/Abilities:** + Demonstrate ability to exercise business judgment, effective… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when...behalf of the firm; not required to build own book of business * Commitment to culture requires a… more