- Citigroup (Chicago, IL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Citigroup (San Francisco, CA)
- …in the area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- BMO Financial Group (New York, NY)
- …clear commercial agenda, develop and convert a high-quality client pipeline, and lead a high-performing team in a highly competitive global prime services ... Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high...at scale. + **Leadership, Talent Development & Culture** + Lead , coach, and develop a high-performing origination team… more
- Hapana (CA)
- …records, and ensuring timely, clear engagement to build confidence and satisfaction. + Guided Onboarding Delivery - Lead V2 hybrid onboarding for SMB ... reputation that spans more than 17 countries. We're a fast-growing, collaborative team driven by innovation and results. We value accountability, creativity, and… more
- CBRE (San Francisco, CA)
- …to increase quality, efficiency, effectiveness, obtain client and account team buy-in, and lead others through process improvements. Develop operational ... the initial focus will be on facilitating the smooth onboarding of new client accounts to CBRE.... satisfaction. + Transaction Director responsibilities for a specific client will include team leadership, implementation of… more
- Publicis Groupe (New York, NY)
- …Adobe Workfront, Confluence, JIRA, Box, MS Teams, etc.) to meet project and client requirements. * Tracks and manages team permissions and processes within ... to conduct regular reviews of project deliverables with key team members/ client , works with senior delivery ... team or Knowledge of how to onboard team members or Ability to create formal onboarding… more
- Baesman Group, Inc. (Columbus, OH)
- …improvements that increase efficiency, accuracy, and team collaboration across client and production operations. 3. Lead strategic or analytic projects ... prospects and help drive new prospects from selling to onboarding . Lead the sales process for.... Bring prospects through the journey of selling and onboarding to a client and ensure success… more
- Cognizant (Plano, TX)
- …Program at our Plano, TX, Delivery Center. This role goes beyond onboarding -it requires strategic planning, stakeholder alignment, and flawless execution. You will ... lead workforce planning, talent deployment, and engagement initiatives, ensuring...initiatives, ensuring that all relevant stakeholders work as one team to deliver a world-class experience for campus hires.… more
- BlackRock (Chicago, IL)
- …new hires, ensuring rapid ramp-up and team integration. + Oversee the client onboarding experience, partnering with operations, sales and service teams to ... We are seeking a dynamic and experienced VP/Director to lead our internal sales and client service...play a critical role in driving firm-wide sales initiatives, team development, client engagement, and internal enablement.… more
- Cypress Creek Renewables (Durham, NC)
- …We are seeking a dynamic and results-driven Senior Account Manager (AM) to lead client relationships, drive business growth, and ensure strategic alignment ... with internal stakeholders to set clear expectations and deliver an excellent client onboarding experience. Qualifications Education and Experience + Bachelor's… more