- Guardian Life (Bethlehem, PA)
- …to further transform the producer's experience. By utilizing AI-powered solutions such as Customer Relationship Management ( CRM ) systems and financial ... wealth product lines. This position reports directly to the Head of Distribution and Wealth Management Technology...needs in relation to IT systems. + Experience with Customer Relationship Management implementations including… more
- Vanguard (Malvern, PA)
- …to deliver a more seamless, data-driven, and advisor-centric experience. As the Senior Manager , Head of Sales Process & Efficiency for our Financial Advisor ... the industry's most respected advisor sales forces. This role reports to the Head of Learning & Enablement and partners across product, technology, data, and… more
- Vanguard (Malvern, PA)
- …ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager , Head of Go-to-Market Strategy for our Financial Advisor Services ... and differentiated advisor experiences. This newly created role reports to the Head of Distribution Strategy & Planning and leads a multi-functional team responsible… more
- Zoom (Harrisburg, PA)
- What you can expect The Head of Sales Strategy & Planning is a senior leadership role focused on driving sales strategy, planning, and performance management ... analytical, financial modeling, communication, and problem-solving skills, with experience using CRM and analytics tools to inform decisions. + Demonstrate expertise… more
- Wondr Health (Harrisburg, PA)
- **JOB** **DESCRIPTION** **DEPARTMENT** **:** **Sales** **POSITION** **:** ** Head ** **of Sales Enablement** **REPORTS TO** **:** **Chief Sales Officer** ... is a digital behavioral change program focused on weight management , that helps participants improve their physical and mental...can still lose weight. Through the app, online community, certified coaches, and series of weekly videos that offer… more
- The Hartford (Wayne, PA)
- …theirs, too. Join our team as we help shape the future. Overview of the role: The Head of Strategic Relationship Management (SRM) is a key member of Hartford ... promoting our brand within the marketplace and increase platform exposure Client Relationship Management + Build and maintain senior-level relationships with key… more
- Cengage Group (Philadelphia, PA)
- …Proficient in CRM system workflows and data, particularly in pipeline management and forecasting (Salesforce preferred) + Ability to travel 30-40% overnight by ... Sales Support team. Each District consists of a District Manager , Sales Growth Specialists, and Account Executives or Strategic...goal achievement. At the direction of the VP - Head of Institutional Sales, the Sales Leader builds and… more
- Encore (Conshohocken, PA)
- …all customer information is up to date and accurate in the Customer Relationship Management system ( CRM ) at all times. * Maintain knowledge of new ... with key venue personnel to enhance the overall business relationship with the venue. The DET promotes high performance,...at all levels of their organization and provide outstanding customer service while focusing on customer retention.… more
- Treatspace, Inc. (Pittsburgh, PA)
- …and clearly articulates PracticeBeat's value proposition + Maintain detailed prospecting records in CRM system, tracking all touchpoints, responses, and ... CRM systems + Leadership development preparation for future management or senior individual contributor roles Compensation & Benefits Competitive Compensation… more
- Genetec (PA)
- …quality of end-user references + Participation and effectiveness in user groups + CRM management and discipline + Product and industry knowledge + Forecasting ... team's dynamic: Genetec is a leading provider of video management , access control products and license plate recognition. A...- Lead and support regional/national user groups to deepen customer engagement and insight Administrative (10%) + CRM… more