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Responsible for opportunity identification within the client ecosystem and adjacent environments, including greenfield and whitespace areas within the agency account. Client Relationship Management.
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O Understand, lead, and execute Pactolus’s Client Service Model in support of the firm’s senior management, new business development endeavors, the new client acquisition and onboarding process, providing proactive excellent service to clients, and collaboration and support of the firm’s Investment Team in the execution of their duties.
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Subject matter expert to Operational Leads and Account Management including the research and resolution of complex HR issues as they relate to employment law, wage & hour laws, and compliance.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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The successful candidate will be someone with strong leadership and communication skills, market knowledge, business acumen combined with innovative ideas, and a successful history of client relations and account management.
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Ensure the best client experience for onboarding through our Client Success Management teams. Consistently and diligently maintain accurate sales pipeline forecasts and sales activity data within client management systems.
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Proficiency in company related technology, i.e. Market data & analysis (FactSet), performance reporting and account analysis (BlackDiamond), Portfolio trading software (Tamarac), Mutual Fund/ETF data and analysis (MorningStar), Salesforce CRM.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Create leads for repair and service work through cold calling, referrals, service hand-off, account management, and networking. Service Salesmen are responsible for developing, managing, and maintaining a client base of customers for the commercial repair division.
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Primary client relationship manager for the BPA and associated stakeholders (e.g., client, COR, contracting officer, etc.) Savan is seeking a BPA Deputy Program Director to lead the management and delivery of a multimillion-dollar program management support services BPA within the federal civilian space.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Expertise in B2B account management / relationship management with a knowhow of sales enablement tools such as Salesforce. 4 years’ experience in related field (i.e., B2B business development / sales / account management.
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Red River views account management as an essential role which is directly accountable for client success. Previous account management experience in a technical engagement with focus on Data Center, Network, Cloud Computing, Unified Communications, Cyber Security, Database Management.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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5+ years of experience in Enterprise account management, sales, and/or customer success. Experience using CRM or Account Management software (Salesforce). FranConnect is the leading franchise and multi-unit management software provider.
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Reporting to the C&IS Sales and Strategy lead, this BD has the principal responsibility to develop, maintain, and implement our Account Plans for NGA client and related Geospatial opportunities supporting military services, combatant command, etc.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Responsible for the oversight of all phases of planning and execution of projects, including pre-bid and proposal preparation, contract and subcontractor management, staff oversight, QA/QC, adherence to health and safety requirement, and project financials.
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2+ years previous sales and account management experience; previous sales experience in the fitness industry preferred. Providing management with accurate forecast, funnel and all additional required activity/sales metrics.
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account management client jobs in Herndon, VA
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