- Nectar Social (New York, NY)
- …using Nectar. This is not traditional account management-you'll act as a customer strategist, AI advisor , and success architect , helping brands fully adopt ... -facing role. What You'll Be Doing Own the full customer lifecycle: onboarding, workflow integration, account health...the full customer lifecycle: onboarding, workflow integration, account health monitoring, and renewals Act as the main… more
- MITREC (New York, NY)
- …and professional services. Account Strategy & Growth Enablement Create and execute account plans focused on empowering the customer to obtain a high level ... looking for a Director of (Pharma and Biotech) Strategic Accounts . Location: Remote - USA or Canada Compensation: $180,000-$220,000...Director-level | Client-Facing The Opportunity We're hiring a Key Account Director to lead one (or more) of our… more
- NextMed (New York, NY)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... targets. Collaboration: Work closely with other sales professionals, operations, and customer service teams to ensure a seamless onboarding process and high… more
- Aaron's Inc (Perth Amboy, NJ)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- ServiceNow, Inc. (New York, NY)
- …architecture patterns for integration + Interact at multiple levels within a customer account (Enterprise Architects, Domain Architects, Directors, VPs, and ... by leveraging best practice and industry standards to build customer trust and architect best in class solutions. While...get to do in this role:** + Engage with customer executives to identify pain points and opportunities to… more
- Comerica (New York, NY)
- …ability to multi task, meet service standards and are focused on the customer . Position Responsibilities: Manages more routine accounts in accordance with the ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming correspondence and any other… more
- SAP (New York, NY)
- …a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our innovative ... Management (BRIM) and Configure, Price, Quote (CPQ) solutions. As a trusted advisor , you will engage C-level executives and senior stakeholders, align SAP's Finance,… more
- Raymond James Financial, Inc. (New York, NY)
- …proactively identify, investigate, and resolve transition-related challenges, including Mass Account Transfers (MAT). This individual ensures a smooth and ... **Responsibilities:** + Deliver a white-glove onboarding experience by managing account openings, coordinating transfers, and ensuring all documentation is complete… more
- SAP (New York, NY)
- …from. **What you'll do:** In Solution Advisory, we listen and get to know a customer 's business. We learn what needs to change and why. We help business leaders ... technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for...go-to person for any solution or product questions in customer -facing presentations and demonstrations. You will leverage your deep… more
- CIBC (New York, NY)
- …**Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Communication, Customer Experience (CX), Estate Accounts , Group Problem Solving, ... whether NTC or DTC can accept a prospective new account . Responsible for the timely pre-acceptance review of new...Team to assess unique asset properties held in trust accounts + Working with the Portfolio Oversight Team to… more
- Research Foundation CUNY (New York, NY)
- Job Title: CSTEP Student Success and Program Advisor PVN ID: QB-2502-006723 Category: Managerial and Professional Location: QUEENSBOROUGH C. C. Job Description ... placements, and opportunities for civic engagement. The Student Success and Program Advisor will play a vital role in advancing CSTEP's mission by advising… more
- Touro University (New York, NY)
- Overview The Academic Advisor plays a critical role within the advising team, providing comprehensive academicsupport and guidance to students enrolled at Touro ... hours or the next business day, documenting responses via email or Zoom phone account . + Documentation and Reporting: + Summarize meeting outcomes in TC1. + Report… more
- PNC (Red Bank, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a part of one of the fastest growing ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Zoom (New York, NY)
- …Develop and execute strategic campaigns to drive Zoom Phone adoption within accounts . + Create and implement competitive displacement strategies to replace incumbent ... UCaaS solutions with Zoom Phone + Partner with Account Executives to identify opportunities, develop account strategies, and drive complex sales cycles + Design… more
- Truist (New York, NY)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… more
- Bank of America (Freehold, NJ)
- …High School Diploma / GED / Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * ... Financial Solutions Advisor - Ocean NJ Market Red Bank, New Jersey;Wall Township, New Jersey; Lakewood, New Jersey; Freehold, New Jersey **To proceed with your… more
- Sedgwick (New York, NY)
- …Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental (Professional Liability) **Job Description Summary** To analyze complex ... and to manage the total claim costs while providing high levels of customer service. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or… more
- MongoDB (New York, NY)
- …to leadership on key signals within MongoDB Atlas that indicate healthy or unhealthy customer accounts ; as our product evolves, we'll need to be constantly ... candidate will have** + 7+ years experience working in Customer Success, Account Management, Client Services or...this role you will:** + Work as a strategic advisor to your customer providing them with… more
- Hackensack Meridian Health (Neptune City, NJ)
- …obtaining necessary documentation to support clean billing. Demonstrate optimum customer service skills. Perform authorization and verifications for identified ... updates on a continuous basis. Answer calls and questions utilizing excelling customer service skills. Assist with outside referrals if organization is unable to… more
- Microsoft Corporation (New York, NY)
- …added by innovative ideas grounded on digital technologies for accounts based on account needs and customer 's expectations. Is sought out by the customer ... plan and leads the customer plan delivery for large, critical, and/or strategic accounts . Captures all Account Planning input in MSX D365 Account Plan.… more
