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Cultivate relationships with MMI investment sales professionals in Austin and San Antonio to generate staple financing opportunities. Internal clients include working very closely with MMI investment sales agents to secure staple financing opportunities.
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The Customer Success Manager (CSM) will be responsible for driving adoption of the system and increasing the perceived value of our customers’ NetSuite investment by providing functional advice and strategic guidance to his/her customer portfolio.
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Additionally, the CSM will coordinate with the Account Manager (Sales) by creating and sharing roadmaps on customers' functional use of NetSuite and contributing to long-term strategic planning.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Passion for customer success and the drive to help customers fully utilize NetSuite for maximum return on investment. 401(k) Savings and Investment Plan with company match. Hands-on experience with an ERP software (NetSuite, Oracle Fusion, Acumatica, Infor, SAP, Microsoft Dynamics, Intacct, etc.
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As a Customer Success Manager (CSM), you will join a collaborative team of business process and industry experts, driven to develop and present strategic guidance and advice to our existing customers on the most effective use of NetSuite.
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We hire individuals that are fearless trail blazers. Collaborate with other stakeholders in the organization who are responsible for ensuring Customer Success: Account Management (AMO), Solution Consulting, Professional Services, Advanced Customer Support (ACS) Delivery teams, and Technical Support.
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As is required of employees in all jobs at Oracle in North America, candidates for this position are required to understand, and communicate, in English so that in the course of performing their work, they can interact with teammates in other locations who are not fluent in the French language.
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Or other business and accounting software (SalesForce, Concur, Quickbooks etc.) The CSM's goal is to act as the Strategic Advisor to their customers by having a deep understanding not only of NetSuite functionality but also of each customer's business needs and objectives.
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The CSM will meet with customers on a regular basis to discuss business and system challenges they may be facing, to understand their definition of success with NetSuite, and to offer proactive advice on how to optimize or enhance the use of their NetSuite account.
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Unused balance will carry over each year up to a maximum cap of 112 hours. Founded in 1998 as THE cloud ERP pioneer, today NetSuite has transformed the business operations of our customers without the high costs and inefficiency of on-premise systems.
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NetSuite is literally transforming business around the globe by providing a cloud-based, unified system that delivers unprecedented capabilities to drive business forward. We are looking for experts to join our NetSuite family to accelerate the evolution of our technology.
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Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. The CSM will not personally perform hands on configuration or issue resolution for the customer, but will have to work closely with Delivery teams who are responsible for this.
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First learn, then leverage your functional knowledge of NetSuite and NetSuite internal resources to encourage customers' adoption of NetSuite and deepen this expertise over time. At NetSuite, we believe the cloud is here to stay and so do our 20,000+ customers.
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This may include purchasing additional NetSuite functionality, engaging NetSuite technical teams for work to be executed, or making recommendations for 3 rd party solutions or services. Voluntary benefits including auto, homeowner and pet insurance.
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investment sales jobs
FEATURED BLOG POSTS
Virtual Reality Job Interviews
With the advent of desktop computers, the arduous task of scouring through weekly job classifieds became a thing of the past. The mid-1990s brought about a new era where job seekers could easily search and apply for jobs online. The introduction of AOL's Instant Messaging feature provided an even faster means for employers and candidates to communicate and schedule interviews. As smartphones became more pervasive in the early 2000s, hiring managers increasingly used phone calls for screening and interviewing candidates. Despite this trend, over 80% of interviews still took place in person.
A Potential TikTok Ban?!
As you may already know, there has been a lot of talk lately about the possibility of a TikTok ban. While this has not yet come to fruition, it's important to consider the implications this could have for businesses and recruiters who rely on TikTok as a platform to market their brand, recruit new talent, and connect with their audience.
The Effects of Workplace Racism and Sexism
One day it's a covert statement to a mother returning to work after maternity leave. Another day it's a lingering gaze at an employee enjoying a culturally rich meal. These microaggressions (or sometimes macroaggressions) can take an employee from a confident, high-performer to one that feels insecure being themselves at work. Your employees engage with people with different ideas and feel most comfortable and valued when they can work without losing their cultural, racial, and gender identity. While most employers know this, why have workplace racism and sexism often been neglected?
When Rage Applying Strikes: How to Identify Unserious Candidates
As the job market remains highly competitive, we have seen a surge in "rage applying." This is when candidates apply to multiple jobs, often without considering whether they are truly interested in the role. Rage applying goes hand-in-hand with quiet quitting. Often, employees want to entertain the thoughts and feelings of leaving their job, but they aren't necessarily serious about leaving yet. Meanwhile, other employees engaging in this trend are actually trying to find a better role. As a recruiter, it can be hard to identify who are the real applicants in a sea full of quiet quitters, but understanding rage applying and identifying red flags will certainly help.
How to Increase Job Ad Exposure
In today's competitive job market, writing quality job ads is critical for attracting top talent to your organization. While networking and candidate referrals are prime real estate for finding qualified candidates, nothing beats the tried-and-true method of writing an extraordinary job ad. But while writing a great job ad is the first step, what's more important is increasing visibility. You could have the most detailed, well-written ad on the internet, but if no one sees it, then you are wasting time (and potentially money!). Employers often believe that job boards are the root of the problem, but you can learn how to increase job ad exposure by tweaking a few steps of your recruitment process.
How to Navigate Hiring Out of State
The job market has shifted significantly in recent years. The accelerated adoption of technology has not only pushed many companies into remote working arrangements but also increased the availability of supporting tools and technologies (i.e., video conferencing and collaboration software).
Building a Candidate Pipeline Through Internships
Building a candidate pipeline through a great internship program for local college students and recent graduates at local universities is a great and cost-effective way to attract and retain top talent. By offering meaningful and impactful work experiences, regular feedback, coaching, and mentorship, you can create a positive internship experience that will make your organization a sought-after destination for future employees. This not only benefits the organization in the short-term but also in the long-term, as you'll have a pool of well-trained and experienced candidates who may be interested in full-time employment once they graduate. Furthermore, building relationships with local universities and college students can increase brand awareness and build a positive reputation for your organization in the local community.