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CSA will drive the creation of client's KYC profile in Citi's KYC systems and will establish client's relationship and account(s) opening with IPB US. CSA will interact with different teams in order to onboard client as efficiently as possible while providing the best client experience.
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As a Sr. Client Success Manager you will take a proactive approach in seeking to develop a positive customer experience and support brand loyalty, providing onsite visits to each account on a regular basis requiring up to 75% travel based on the business requirements.
$75,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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With assistance from senior members of the team and/or Product partners, gain basic understanding of our technical and complex services including Bank Check Xpress, Banking Without Borders, FTP and other file transmissions, Image Cash Letter, Integrated Payables, Lockbox (Retail, Wholesale, Wholetail), Multi-Bank Data Xchange, Payment Consolidators (VANCO and FIS) Payment-Link, SWIFT, Virtual Account Manager, and other esoteric services.
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The Client Success Manager is responsible for client onboarding, retention, and satisfaction, effectively serving as the main point of contact for study pipeline review, client questions, client capabilities/metrics, and site strategy and execution.
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We are looking for a Client Success Manager to join our fast growing sales organization. Partner with Chief Revenue Officer, VP of Sales and Head of Client Success to identity areas of growth and ways to strategically grow the partnership with national accounts.
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Onboard, maintain and grow assigned client base; coordinate with Account Management & Media Strategy on long term strategic roadmap. This individual will act as a subject matter expert on Programmatic strategy and execution, assuming a client facing role during pre-sales activity and enterprise-level client meetings.
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Standard products include ACH origination, Account Reconciliation, Agent Deposit Reporting, Bill Pay, Brinks Cash Services, CINC/TOPS, Controlled Disbursement, Remote Deposit Capture, E-Treasury online banking, Insured Cash Sweep, Check and ACH Positive Pay, Mobile Deposit, Wire, and Zero Balance Accounts.
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Equity Experts is a local, hyper-growing company looking to add a driven and professional Account Manager / Client Service Specialist to our team. While managing and developing client accounts, a successful Account Manager / Customer Service Specialist will be able to initiate and maintain favorable relationships with clients and grow their portfolio.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Demonstrate excellence in communicating internally with the Regional Director of Sales, General Manager, and Operations teams to ensure the vision of the client is thoroughly reflected in all operations notes and executed properly onboard.
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Ensure guests are billed correctly for all extra services provided according to the signed contract with the support of Account Manager. Act as a resource for the account managers for any questions related to events, such as general floor plan questions, food servicing timing, and enhancements inquiries.
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Take the lead on wedding events by serving as the on-site wedding coordinator for wedding ceremonies and when required, being present and helping the operation’s team execute highly detailed wedding receptions.
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Work closely and regularly with the Senior Manager, Client Services and Client Account Managers (CAMs) assigned to clinician customers once they begin utilizing CND's products.
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Develop individual territory plan to target and onboard new clinical customers for CND, with specific focus on top neurology practices covering movement disorders, cognitive impairment, autonomic dysfunction, sleep disorders and general neurology.
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City Experiences is seeking a Event Coordinator for our City Cruises operation in San Francisco. Coordinate the cruise event details with the Sales, Food & Beverage, Operations, and Administrative Departments once the sale has been finalized.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Senior Strategic Partnership Manager (HR Tech) demonstrates a thorough understanding of Nayya’s products and will be responsible for driving engagement and expansion through all stages of the client life cycle and renewal process.
$145,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago
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