- LinkedIn (New York, NY)
- …Deal Desk Strategists will understand the ins and outs of our policies, processes, and systems . They will advise, coach, and train Sales Reps on a day-to-day ... , and/or team. Responsibilities: + Serve as the trusted advisor and go-to resources to the Sales ...and reporting + Identify, scope, and deliver process and systems changes that improve operations for the Sales… more
- Nutanix (Boise, ID)
- …aptitude and ability to communicate effectively and efficiently. **About the Team** Our Systems Engineering & Solution Sales organization is made up of 800+ ... play a critical and pivotal role in driving the sales & customer adoption of Nutanix solutions and products....of technical and executive audiences. As the trusted technical advisor , you'll not only build demos and execute proofs-of-concept… more
- Bank of America (Portland, OR)
- …to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and ... as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and...+ Leverage of a wide range of data and systems , including Salesforce, to drive consistent client engagement and… more
- Neuberger Berman (New York, NY)
- …Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- KeyBank (Cohoes, NY)
- …and documents key steps of the risk management process and associated procedures + Systems Thinking: Analyzes the dynamics of a system to determine key ... individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer...calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database:… more
- PenFed Credit Union (San Antonio, TX)
- …mortgage products, member engagement, compliance, mortgage rules and regulations, loan origination systems and sales techniques. At the end of the training, ... job is to learn how to become a trusted advisor to our members and assist with the appropriate...+ Learn how to navigate the LOS (Loan Origination System ) and automated Underwriting systems . + Communicate… more
- HUB International (Boston, MA)
- …for producing new 401(k) and other employer sponsored retirement plan sales , and for client retention and strengthening existing client/plan relationships, in ... the opportunity to engage in individual insurance, wealth management sales and develop group benefit relationships. Responsibilities: **Producer -...on new leads or warm prospects as identified by advisor ; use lead advisor to close plans,… more
- Zebra Technologies (Holtsville, NY)
- …including customers, partners, and industry influencers. + Serve as a trusted advisor , providing thought leadership on how to navigate industry disruptions and ... with cross-functional teams (eg, product development, engineering, marketing, and sales ) to co-create innovative, industry-specific solutions. + Use data analytics… more
- Zaelab (Westport, CT)
- …architectural blueprints, guide cross-functional teams, and serve as a trusted advisor to clients throughout their digital transformation journey. The Architect ... Commerce Architecture & Solution Design: Define and maintain commerce platform system architecture including product data models, module and capability selection,… more
- Amalgamated Bank (New York, NY)
- …customers or potential customers for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work both the Teller and ... Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics + Actively promote the Bank… more