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Manage CD & Sales Potential Issues intake process and perform meeting facilitator tasks (e.g., compiling agenda, validating attendees, completing intake workflow, and providing meeting notes). This includes managing issues wing-to-wing from time of identification, identifying the applicable teams across the Synchrony Client ecosystem, managing the remediation process, documenting appropriately, and collecting evidence to close action items.
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Applies knowledge of instructional design and adult learning theory to create virtual webinars, facilitator guides, participant guides, coaching guides, and PowerPoint slide decks. Communicate with client stakeholders about the progress of programs, milestone completion/participant success, roadblocks, and how it got back on track.
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Relevant work experience of 5+ years in one or a combination of the following: middle office, collateral, documentation, client onboarding, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance and SSI setup.
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Ability to travel to client locations roughly 15%. We are focused on empowering leaders and employees to move through their careers and embrace a clear path forward. Coaching experience, facilitation experience, and instructional design skills are highly regarded.
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Our client is a disruptor in the health insurance industry by changing the way self-funded/stop loss and PBM’s work. Act as an extension of the CFO and an information funnel, filter, and facilitator with internal and external stakeholders.
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This position serves as a master facilitator and brand strategist partnering with Clients, Client Services and Sales to build their brands leveraging SiriusXM's platforms; be the internal client advocate.
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The AVP, CD & Sales Governance Issue Manager is responsible for the management of issues aligned to CD & Sales L3 (Level 3) Processes in cooperation with the broader CD & Sales Issue Management team. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
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General client supervision including facility operations, planning and scheduling therapeutic activities. This factor is required to complete paperwork for many of the employees essential job functions and to observe client behavior and activities in and out of the facility.
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7 years of experience in advertising/marketing agency or financial services industry managing client relationships. You are an experienced brand champion, agency facilitator, and trusted partner to both clients and your extended agency team.
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Overall project manager and facilitator relative to solution design, delivery and execution. My client is standing up a new ecommerce platform from a legacy solution. Work with BAs to facilitate the gathering of client requirements and documenting functional specifications.
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Defining the data architecture framework, standards, and principles, including modeling, metadata, security, reference data such as product codes and client categories, and master data such as clients, vendors, materials, and employees.
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Ability to analyze results of behavioral assessment tools, experienced presenter and facilitator, and familiar with principles of adult learning. You'll report to the VP. You'll impact the business through your client relationships, team building and leadership development.
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Enter client information into Orbis Youth Assessment Screening Instrument (YASI) system within 72 hours of intakeCollaborate and network with law enforcement, probation, employers, family members, schools, health providers and any other providers involved in the client’s service planning.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Our client is looking to bring on a high-level Instructional Designer to their Learning team for a contract assignment. Workshops, including PowerPoint, Facilitator Guide, Participant Guide, Group Activities and Practice.
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Oversee and provide intake and program orientation for the client and family members. Maintenance of individual client treatment files in accordance with agency policies and procedures, including documentation of vocational/educational activities as well as all other pertinent documentation.
$24 an hourFull-timeExpandApply NowActive JobUpdated 4 days ago
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