Client success jobs in Hoboken, New Jersey - Page 20Create job alerts

Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion Deliver Engaging Presentations : Lead

Skills and attributes for success Consulting with clients on complex accounting issues Collaborating with partners, senior managers and clients to influence strategy, balancing risk and client expectations Ensuring our Engagement team thoroughly understands our clients' unique needs, ambitions and e

About the job Remote Operations & Procurement Manager Job Summary: We are seeking a highly organized and proactive Remote Operations & Procurement Manager to oversee the execution of multiple interior design projects from concept through completion. Experience in project management, client success,

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone.Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robu

As a Client Success Manager at Brave, you should have solid marketing experience combined with a customer service mindset. You will be responsible for the full lifecycle of client campaigns, from discussing strategic solutions with clients to managing live campaigns. Join us! Summary Brave is seeki

A growing coaching firm is seeking driven individuals for a revenue-share coaching role. Responsibilities include onboarding new clients, conducting individual and group coaching calls, and managing retention conversations. Ideal candidates possess exceptional English communication skills, sales exp

Primary responsibilities: manage ongoing client relationships and deliver value-added solutions that drive revenue growth and client satisfaction. Senior Client Success Manager - REMOTE role in the Banking & Insurance vertical. Coordinate with internal teams to enhance client experience and support,

A fast-growing telehealth company is looking for a Client Success Manager to lead partner onboarding and ensure client satisfaction. The role is fully remote, requiring a strong background in health tech and client success management. Ideal candidates will have at least 2 years of experience, excel

A leading employee benefits firm in New Jersey is looking for a Client Success Executive to manage employer client relationships post-sale.This role emphasizes relationship ownership and service excellence, with responsibilities that include retention management, client issue resolution, and coordin

A technology firm in New York is seeking a Project Implementation Specialist to manage client onboarding processes. Responsibilities include onboarding clients, providing technical support, and ensuring effective communication. A commitment to client satisfaction and excellent problem-solving skills

Jobgether is seeking a Senior Client Success Manager for a remote role within the Banking & Insurance vertical. Benefits include generous paid time off and comprehensive insurance coverage.

Success Metrics Within 12 months, you’ll be measured on: Client Retention Rate: 95%+ Member Utilization Growth: 15–20% year-over-year Client Health Distribution: 70%+ green status Revenue Expansion: 10% contract value increase at renewals Client NPS: 65+ (target 70+) Bonuses are tied to the

A travel services company is seeking a remote team member to assist clients with reservations and related arrangements.

A financial wellness platform is seeking an Enterprise Client Success Manager in New York to nurture relationships with enterprise accounts. You will support client adoption, ensure high-quality experiences, and contribute to account growth. The ideal candidate has 3+ years in client-facing roles, a

You will transform how we approach account management and client interactions, making sure our approach is proactive and aligned with client success, creating an impact that resonates deeply within their organizations. Design frameworks that reimagine Account Managers as strategic partners embedded

What You'll DoPartner with client and internal stakeholders to define business questions, success metrics, and measurement strategiesLead analytical projects end-to-end including discovery, data validation, analysis, and presentation of recommendationsDesign and implement scalable dashboards and rep

Errorless Learning templates) Our proprietary Learning Tree System including: Early Session Success Guides Session-flow templates “All About Me” client insights Embedded pairing goals and real-time data tools Continuing Education and Professional Growth Free CEUs twice monthly (ethics, su

Job Description Summary: Are you a strategic thinker with a passion for business development in the maritime industry? Our client is seeking a talented Account Executive to lead the industry-specific initiatives. You’ll work with commercial and military entities worldwide, crafting and executing strategies to foster growth. Salary Range: $120,000 - $180,000 + Bonus Responsibilities: • Develop and implement strategic plans for new industry-specific applications., • Build solid business cases with defined goals, including revenue targets and growth strategies., • Guide and train the industry-specific sales team to improve performance., • Hold a Bachelor’s degree in engineering or business management (preferred)., • Have at least 5 years of experience in senior-level sales or strategic planning., • An MBA or similar advanced degree is preferred., • Outstanding communication and presentation skills., • Proficiency in Microsoft Office suite., • Excellent analytical and problem-solving skills. Enjoy a collaborative and dynamic work setting, with chances for career advancement. This role may involve occasional travel. As an equal opportunity employer, we value diversity and inclusion. If you’re proactive and results-oriented, with a strong interest in the maritime industry’s future, apply now to contribute to innovation and success in this vibrant field.

Educate union and credit union members on the value of life insurance and basic financial literacy.

Job Description We are looking for a Kitchen Manager to ensure all daily activities run smoothly and efficiently. Responsibilities include hiring, managing, and training restaurant team members and ensuring outstanding customer service. To be successful in this role, you should be familiar with restaurant operations and have a good understanding of what makes great customer service. You should also be available to work within opening hours, including weekends and holidays. Ultimately, you will help minimize operating costs, boost our employee retention, and deliver a positive dining experience for our guests. Responsibilities: • Manage and oversee the daily culinary restaurant operations. Perform Open / Mid-Day / Closing duties., • Deliver superior guest service, ensuring guest satisfaction., • Coordinate communication and assist between the front of the house and back of the house staff and managers., • Mentor and coach front of the house and back of the house staff., • Make hiring and termination recommendations to the general manager., • Oversee all financial responsibilities including inventory, ordering food, and hitting all labor targets., • Adhere to company standards and service levels to increase sales and minimize costs, including food, beverage, supply, utility, and labor., • Arrange for new employees proper onboarding (scheduling training, etc.)., • Monitor compliance with safety and hygiene regulations. Job Benefits: • Competitive salary (commensurate with experience), • Performance-based quarterly cash bonus program based off metrics with key financial measures., • 401K with match, • Comprehensive health benefits, • Paid time off (PTO), • Meal benefits, • Excellent room for growth and advancement Requirements: • A minimum of three (3) years of high-volume full service corporate casual dining restaurant., • Familiarity with restaurant management software., • Customer service, communication, and team management abilities., • Ability to work in a face-paced environment and stand and walk for 8 to 10 hours., • Ability to motivate and direct managers and employees effectively. This is more than a job - its a leadership opportunity to make a real impact. If youre ready to bring energy, integrity, and world-class hospitality to the table, we want to hear from you. #STSCompany DescriptionSuperior Talent Source is a niche search agency specializing in executive placement nationwide with leading restaurants, hotels country clubs and resorts across the United States. Our recruiters have decades of experience in recruiting for the Hospitality industry, and they have built up an excellent network of relationships as well as a deep understanding of the marketplace. Our recruiter's expertise together with our approach is focused on finding the right fit for both candidate and client, whilst delivering a quality service. Our success is built on investing in relationships and doing it the right way. Going beyond phone calls and e-mails, taking the time to attend conferences, being active members of professional groups and social media. Getting to know clients and candidates on a personal level and supporting and nurturing the relationships we establish. Lastly, we know what it takes and how to match the right candidate to the right client.Superior Talent Source is a niche search agency specializing in executive placement nationwide with leading restaurants, hotels country clubs and resorts across the United States.\r\n\r\nOur recruiters have decades of experience in recruiting for the Hospitality industry, and they have built up an excellent network of relationships as well as a deep understanding of the marketplace.\r\n\r\nOur recruiter's expertise together with our approach is focused on finding the right fit for both candidate and client, whilst delivering a quality service.\r\n\r\nOur success is built on investing in relationships and doing it the right way. Going beyond phone calls and e-mails, taking the time to attend conferences, being active members of professional groups and social media. Getting to know clients and candidates on a personal level and supporting and nurturing the relationships we establish.\r\n\r\nLastly, we know what it takes and how to match the right candidate to the right client.

An innovative firm is on the lookout for a proactive Client Operations Manager to enhance customer experiences and maximize the value of their cutting-edge platform. This role involves guiding clients through onboarding, providing hands-on support, and ensuring effective communication between custom

A local insurance agency is seeking an Account Manager to enhance client relations and improve customers' lives through tailored insurance solutions. This is a remote position with competitive benefits including performance bonuses and opportunities for growth.

We are currently looking for a Client Success Manager - REMOTE. Prepare reporting for and lead monthly/quarterly client meetings, ensuring client satisfaction. In this role, you will be at the forefront of building and nurturing strong relationships with our client partners.

A leading healthcare marketing agency in New York is seeking a VP, Management Director to drive client success by fostering strategic partnerships and empowering teams. The ideal candidate will have over 10 years in healthcare marketing, proven leadership skills, and excellent communication abilitie

Jobgether is seeking a Loss Control Consultant to work remotely. You will provide vital consulting services, conducting comprehensive risk assessments and recommendations that enhance operational efficiency for commercial accounts. This position offers a chance to significantly impact client success

Lead Associate - Client Success Domestic Representative.As a Lead Associate, Client Success, you'll be instrumental in supporting and expanding our client relationships across a diverse portfolio of our domestic/midmarket clients.This client-facing role combines elements of client success management

Associate, Client Success Manager. The Associate, Client Success Manager is responsible for all aspects of the post-sales relationships and achieving goals with our campuses. Manage the growth and success of each campus, through planning and implementation of market strategies and maintenance of cli

Senior Client Portfolio Manager (CPM). As a Senior Client Portfolio Manager (CPM), you'll translate quantitative insights into client outcomes and answers. You'll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk,

The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. Develop a deep understanding

The Managing Director of Client Success assumes end-to-end responsibility for the current client success team and all existing relationships, including AAA, Comcast Business, College Ave, Yerba Madre, Snowmass, Valley Bank, PenFed, and a pipeline of enterprise pilots in credit card and CPG. The Mana

Jobgether is seeking a Senior Client Success Manager for a remote role focusing on the Banking & Insurance vertical. The ideal candidate will manage client relationships, ensuring service agreements are met, while leveraging data for decision-making.

A financial wellness platform is seeking an Enterprise Client Success Manager to build and nurture client relationships within key accounts.

Jobgether is seeking a Remote Senior Client Success Manager to nurture client relationships and enhance retention rates. This role is pivotal in developing strategic partnerships and maximizing client value. You will oversee client lifecycles, standardize review processes, and lead expansion efforts

A leading privacy-focused company seeks a talented Client Success Manager to join their remote team in New York. The ideal candidate will manage advertiser portfolios and drive campaign success, using their marketing experience and customer service mindset.

With our comprehensive case management system for attorneys and intuitive case tracking tool for clients, we help attorneys handle cases more efficiently while keeping clients informed at every step of their legal journey. Overview Are you a proactive, tech-savvy, client-obsessed professional who wa

Primary Responsibilities Support clients by organizing and coordinating customized service arrangements Research and review available options to match client needs and preferences Secure and verify reservations to ensure details are accurate Maintain professional communication through phone and emai

Jobgether is hiring a Senior Client Success Manager (REMOTE) to enhance client relationships and drive revenue growth in the Banking & Insurance vertical. The role involves managing client interactions, coordinating with internal teams for service excellence, and leveraging data for business decisio

What We're Looking ForClient Success Data Engineer who will excel at helping our clients get the most out of our products. In this role, you will partner closely with the Client Success team to address clients' concerns and requests, ensuring their needs are met efficiently and effectively.

A leading insurance firm seeks a Client Service Manager to provide exceptional service to Personal Lines clients in a remote position.

Primary responsibilities: manage ongoing client relationships and deliver value-added solutions that drive revenue growth and client satisfaction. Senior Client Success Manager - REMOTE role in the Banking & Insurance vertical. Coordinate with internal teams to enhance client experience and support,

About Us We offer complete building controls and engineering solutions, including precision design, software programming, graphics, and commissioning. Combining leading-edge technology, open-protocol solutions, and customized service, we help clients improve building management for greater efficiency, comfort, and security. Job Summary Scope: Control Solutions Group, an EMCOR Group company, is seeking a highly motivated BMS Service Sales Executive to join our team and drive sales for our Building Management System Service Department. As a Service Sales Executive, under the direction of the Service Manager, you will be responsible for developing and maintaining relationships with new and existing customers to identify the scope of work, provide solutions and close sales.Familiarity with controls, BMS, BAS, DDC, Building Automation, Building Management, EPMS and Energy Management Systems are preferred Company overview: Control Solutions Group, Inc. specializes in the design, installation and maintenance of building automation systems, BMS, BAS, DDC, building management, EPMS and energy management systems ranging from the latest Internet-based open-architecture technologies to complex process systems .We provide turnkey building automation, critical and electrical facilities system monitoring and energy management systems installed by our construction contracting department as well as full service preventative maintenance, system upgrades and repairs to end users and clients through our Service Department Essential Duties & Responsibilities * Identify, target, and recommend potential opportunities to Service Manager. * Arrange meetings, initiate sales momentum, collect necessary information to build estimates and proposals using standardized tools and procedures * Estimate and develop proposals for service, retrofit control projects and service contracts that the Service Manager deems as having the requisite potential. * Work with and negotiate with EMCOR/CSG vetted electrical sub-contractors for control installation and wring estimates. Same applies to other vendors providing sub-contract services on projects. * Assist CSG's Service Manager on selling service contracts on new accounts. * Attend pre-bid project meetings, walkthroughs and client meetings to record and compile information needed to assess project requirements. * Relationship Management: o Establish and maintain relationships with Building Owners/Operators and Mechanical Contractors with the intent to sell and grow our Building Management Systems Service Business. o Collaborate internally with the Administrators, Operations/Installation, Engineering and Service teams to ensure 100% customer satisfaction. o Manage our customers on every level with the highest level of integrity and sense of urgency. o Develop and maintain a cooperative working relationship with members of the company, clients, subcontractors, and other trade contractors. Qualifications * B.S. in Mechanical, Electrical Engineering or Computer Science preferred. * Minimum of 4 years' previous sales experience and a proven track record of sales success in Building Management Systems or Control Systems, integration, and EPMS in mission critical and commercial facilities. * Fluent in Microsoft Office, Word, Excel and PowerPoint. * Knowledge of Visio and/or AutoCAD a plus. * Knowledge of CRM and Bid Tracer a plus. * BACnet Control Systems Sales experience a plus. * Excellent communication and interpersonal skills. * Strong negotiation and closing skills. * Ability to work independently and as part of a team. * Willingness to travel as needed. * Minimum 3-5 years field experience in the HVAC controls industry including DDC Systems commissioning, software integration operation, service, retrofit, and calibration. * Extensive knowledge of networking protocols, hardware, configuration, management, security and diagnostics As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, EMCOR Group offers employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled. Compensation Range: 80K to 140K depending on experience + commission Benefits: We are committed to providing employees with a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program. Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent. #CSG Equal Opportunity Employer As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled Affirmative Action Policy Please review ourAffirmative Action Policy () . Notice to Prospective Employees Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companieslist open positions here () . Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent. Email a Friend Email a Friend Job Locations US-NY-New York ID 2026-49748 Company Control Solutions Group, Inc. Category Marketing/Sales Position Type Full-Time Location Type Onsite Posted Date 2 days ago (5/5/2026 11:54 AM)

Next-Generation Private Markets Platform Business Analyst A process-driven, platform-agnostic Business Analyst who excels at upfront problem definition, workflow decomposition, and automation-ready design—able to partner with Product, Engineering, and vendors to unlock scalable private markets operations. About the Role We are building a next-generation private markets platform designed to eliminate manual fund administration and client servicing workflows. This role sits at the core of platform design, translating complex, real-world operational processes into clean, structured, platform-agnostic workflows that can be automated, orchestrated, and scaled. This is not a documentation-only BA role and not a developer role. Success requires strong upfront process decomposition, business-rule modeling, and systems thinking, with the ability to partner closely with Product, Engineering, and external vendors to enable automation-led delivery. What You'll Do Process & Workflow Architecture • Lead platform-agnostic current-state and future-state process analysis across private market fund administration and client servicing, • Decompose complex workflows into states, triggers, exceptions, and business rules suitable for automation, • Identify failure modes, manual handoffs, control gaps, and data inconsistencies, • Define workflows with automation in mind (event-driven, rules-based, API-compatible), • Propose how workflows should work, not just how they work today, • Collaborate with Product and Engineering to translate operational logic into clear functional specs, not UI mockups or code, • Support GP onboarding by defining standardized implementation patterns, data models, and mapping approaches, • Help prioritize product backlog based on operational impact (hours saved, errors reduced, scalability unlocked), • Lead structured workshops with internal teams and clients to align on:, • What's broken, • What's manual, • What must be standardized vs configurable, • Manual, exception-heavy workflows are replaced by clearly defined, automatable processes, • Product and Engineering receive precise, unambiguous process logic and business rules, • Vendor teams can configure and deliver without reinterpreting requirements, • GP onboarding becomes faster, standardized, and repeatable Must Have • 3–5+ years as a Business Analyst, Platform BA, or Process-focused Product BA, • Experience in private markets, fund administration, fintech, or complex financial operations, • Strong process-first mindset (workflow decomposition > solution design), • Comfort working with states, events, exceptions, SLAs, controls, and audit trails, • Experience partnering with Product and Engineering in automation-led environments, • Exposure to workflow engines, case management platforms, or operational automation, • Experience supporting vendor-led delivery models, • Familiarity with AI-enabled workflow concepts (decisioning, orchestration, exception handling)

Data And Ai Product Manager You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Data and AI Product Manager focusing on Knowledge Management, you are an integral part of the Chief Data & Analytics Office that innovates new solutions for the firm's AI use cases. You will build platform products to leverage the firm's incredibly rich proprietary data assets and enable RAG, while collaborating with product leaders, data scientists and engineers across lines of businesses. As a core leader, you are responsible for acting as the voice of the customer and developing products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. Job Responsibilities • Drive the product vision and strategy of enterprise Knowledge Management, enabling RAG and agentic workflows across unstructured data, • Partner closely with all lines of business to identify, prioritize and solution key AI and data use cases, • Drive the end-to-end product management lifecycle, including integration of data sources – from requirements gathering, prioritization, solutioning, writing clear PRDs and partnering with designers and engineers on execution, • Own, maintain, and develop a product backlog to support the overall strategic roadmap and value proposition, • Work with client engagement and product marketing teams to refine product positioning and messaging, • Draft communication materials for stakeholder discussions at varying levels of seniority and technicality, • 5+ years of experience or equivalent expertise in AI and data platform product management or a relevant domain area, • Advanced knowledge of the product development lifecycle, design, and data analytics, • Track record of leading product management lifecycle activities including discovery, ideation, strategic development, requirements definition, and value management, • Strong ability to communicate complex technical materials to technical and non-technical stakeholders, in both written and verbal forms, • Excellent ability to collaborate with senior stakeholders and technical leads, • Organized with a great sense of ownership and accountability, • Demonstrated prior experience working in a highly matrixed, complex organization, • Technical expertise in retrieval-augmented generation and advanced RAG, such as GraphRAG and search JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Epic Ehr Director Of Delivery, Growth & Market Expansion We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are currently seeking an Epic EHR Director of Delivery, Growth & Market Expansion to join our Healthcare Technology Consulting Services team. The Director will operate with a national purview across Epic EHR opportunities and will be responsible for building, scaling, and sustaining the firm's Epic-related advisory, implementation, and optimization services. The Director will leverage deep technical expertise in the Healthcare IT industry, with a focus on Epic EHR implementations, advisory, and optimization, combined with strong leadership, sales, and relationship-building skills. The successful candidate will have demonstrated success selling Epic-related services, mentoring business development teams, and overseeing complex outsourced and co-sourced engagements with hospitals and health systems. This role requires a leader who can effectively drive growth through both external client relationships and internal firm collaboration, building a sustainable book of business and positioning the firm as a trusted advisor across the Epic ecosystem. This role can be based near any major RSM office. As a Healthcare Consulting Director, you will need to: • Draw upon your demonstrated technical and industry knowledge to become a trusted advisor to our clients., • Drive the national growth strategy for Epic advisory, implementation, and optimization services., • Lead the sales and proposal process for Epic opportunities from qualification through contract execution., • Leverage your existing network and personal brand to identify, pursue, and secure new Epic opportunities., • Lead and support delivery of EHR implementations and optimization initiatives. Provide strategy, and planning guidance to implementation teams., • Develop and maintain executive-level relationships with CIOs, CFOs, COOs, CMIOs, and other healthcare leaders., • Represent the firm at client meetings, industry conferences, executive briefings, and speaking engagements to build brand awareness and generate new opportunities., • Travel regularly to client sites, conferences, and internal leadership meetings to support relationship development and strategic pursuits., • Establish strong internal relationships across service lines to create sustained referral channels and pipeline growth., • Partner with leaders across the firm to identify, shape, and pursue Epic-related opportunities within existing and prospective client accounts., • Mentor and coach business development teams, partners, and account leaders on how to effectively position and sell Epic services., • Help build and scale an Epic practice focused on implementations, optimizations, and advisory services., • Oversee development of client-facing materials, including proposals, statements of work (SOWs), and executive presentations., • Partner with the Practice Leader and delivery leadership to align scope, pricing, staffing, margin, and risk expectations., • Support the development and negotiation of MSAs, BAAs, and related engagement agreements in coordination with legal and risk teams., • Translate client needs into clearly defined, defensible SOWs aligned with firm standards and delivery capabilities., • Oversee a healthcare IT book of business across Epic implementations, optimization, advisory, and change management engagements., • Effectively manage and mentor multidisciplinary teams to deliver high-quality, client-centric solutions., • Design and deliver innovative service offerings aligned with market needs., • Manage multiple client engagements while providing leadership on proposals and internal initiatives., • Model the firm's core values of respect, integrity, teamwork, excellence, and stewardship in all interactions, • Leverage your existing network and personal brand in the marketplace to drive growth for RSM, which includes identifying and securing new opportunities, • Oversee a healthcare IT book of business focused on EHR implementations, optimization, advisory services, change management, and engagement risk of all client related work within the portfolio, • Design and deliver innovative service offerings, • Manage multiple client projects simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives, • Recruit and retain a talented Epic consulting team, • Bachelor's or master's degree in business, computer science, informatics, public health, healthcare administration, or a related discipline., • Minimum of 10 years of experience in healthcare IT, healthcare consulting, or related leadership roles., • Prior consulting/client facing experience around EHR implementation, and optimization services, • Demonstrated success selling Epic-related services, including advisory, implementation, and optimization engagements., • Proven track record of meeting or exceeding annual sales or revenue targets., • Experience leading complex Epic pursuits, including proposal development, pricing strategy, and contract execution., • Strong understanding of the Epic ecosystem, including health system implementations, Community Connect models, and optimization initiatives., • Experience presenting to and building relationships with senior healthcare executives (CIO, CFO, COO, CMIO, etc.)., • Proven ability to mentor and enable business development teams, account leaders, or partners on how to sell Epic services., • Strong business acumen, including knowledge of healthcare operations, financial drivers, and technology strategy., • Experience working in or with large, complex health systems or multi-entity healthcare organizations., • Demonstrated ability to build and scale consulting teams and service offerings., • Exceptional interpersonal, written, and verbal communication skills., • Team-oriented mindset with strong collaboration and leadership capabilities., • Active Epic certification(s) or prior hands-on Epic implementation experience., • Experience in a large national or global consulting firm., • MBA, MHA, or related advanced degree., • Experience building or scaling a healthcare or Epic consulting practice., • Established relationships within the Epic ecosystem, including health systems, Community Connect hosts, or strategic partners., • Experience developing go-to-market strategies, alliances, or industry programs. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role

This role can sit anywhere in the US as long as it is near an Accenture Corporate Office We areWe are Industry X: We embed innovation, intelligence, and sustainability in the way the world makes things and the things it makes. Industry X enables leaders to act quickly and confidently as they pivot to the future. We define Industry X as digital reinvention of manufacturing / engineering and believe that smart, sustainable, connected digital products and assets are about to create hyper-personalized industrial experiences, completely new levels of operational efficiency, transparency and traceability, tangible impact on sustainability and brand-new sources of revenue growth. Known for our ability to execute at speed, we help clients determine clear, actionable paths to competitive agility by bringing them new thinking on business and technology. Join us and become an integral part of our experienced Industry X team with the credibility, expertise, and insight clients depend on. Visit us here to find out more about Industry X.0 You areWork with clients of a various industries in the areas of product development, electrical/mechanical/software development, integration with manufacturing, and impacts on supply chain. * Go deep to get the lay of the land of the industry, product development, impacts on manufacturing, and supply chain challenges that clients are facing to grasp clients' transformation opportunities in the context of global, economic, technology, and industry trends. * Apply strong analytical skills to dig deep into clients' R&D and PLM capabilities to identify where clients can leverage Digital Thread & Twin technologies for the greatest strategic impact and to drive business outcomes. * Help your team pinpoint the right Digital Thread & Twin strategies, capabilities, and technologies to meet the needs of clients and help draw up practical transformation road maps that position clients for long-term success. * Utilize foundational and emerging technology in advanced topics such as environmental and regulatory compliance, product variance, bill of process, sustainability, and product service management. * Lead your and the clients' teams through large Digital Thread & Twin transformation journeys * Build relationships with clients to maintain Accenture's profile as a long-term trusted advisor and partner. * Keep deepening your prowess in business and technology strategy to reinforce Accenture's reputation as a thought leader. * Perform Product Engineering and Manufacturing & Digital Operations. Generate your own plans, manage logistics, and provide internal and external status. Familiar with methodologies such as waterfall and Agile. * Work closely with the Accenture team and key stakeholders to understand requirements, owning specifications and design documents, and deploy the applications. * Assist in the analysis, design and development of a roadmap and implementation based upon a current vs. future state in a cohesive architecture viewpoint * Lead customer workshops and facilitate process and technical discussions. * Accountable for quality deliverables such as traceable requirements, process maps, user stories, and functional specifications * Lead global functional and technical teams * Coach the implementation team with members from internal Accenture and the client * Provide Functional system solutions for PLM/ ALM / MES systems. * Lead in the functional design and the functional Architecture of the solution. * Design and implement application configurations to meet business process and application requirements. Review and approve functional specifications and conduct code walk-through. * Gather and analyze data and develop architectural requirements at project level. * Act as an advocate of Product Lifecycle Management best practices, methods, and processes. * Develop test plans to assure that developed solution satisfies client requirements. Job Requirements PLM Technical Solution Delivery - Teamcenter:Minimum 4 years of professional experience in delivering PLM technical solutions using Siemens Teamcenter, including solution architecture design, system configuration, and customization to support client-specific engineering and product lifecycle requirements. * Engineering/Manufacturing IT Systems (ERP, PLM, MES, ALM, QMS):2 years of hands-on experience with Engineering and Manufacturing IT systems, with cross-functional knowledge of ERP, PLM, MES, ALM, and QMS platforms, supporting digital thread initiatives and enterprise integration. * Teamcenter-SAP Integration (T4S / SAP R/3):Proficient in Teamcenter to SAP (T4S) integration architecture and configuration, with in-depth experience integrating Teamcenter with legacy SAP R/3 systems using IDoc and BAPI frameworks to enable accurate and synchronized master and transactional data exchange. * Teamcenter Versions (TC13, TC14, TC2312):Practical experience working with the latest Teamcenter releases including TC13, TC14, and TC2312, with proven capability in upgrading, validating, and leveraging new features for improved performance and user experience. * Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate degree, must have minimum 6 years' work experience). * Experience with 3D visualization, AR/VR, IoT, Blockchain, compliance, sustainability * Systems Implementation methodology knowledge (Agile Methodology, Waterfall) * Good analytical & troubleshooting skills * Proven ability to work creatively and analytically in a problem-solving environment * Excellent interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted until 04/06/2026. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture () Role Location Hourly Salary Range California $30.67 to $98.940 Cleveland $28.41 to $79.130 Colorado $30.67 to $85.480 District of Columbia $32.69 to $91.01 Illinois $28.41 to $85.48 Maryland $30.67 to $85.48 Massachusetts $30.67 to $91.01 Minnesota $30.67 to $85.48 New York $28.41 to $98.94 New Jersey $32.69 to $98.94 Washington $32.69 to $91.01 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement () Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

The Primary Care Sales Representative is responsible for driving strong brand performance by effectively engaging targeted health care providers and key accounts within an assigned territory. This role executes against sales objectives, brand KPIs, and financial targets by delivering a compelling and differentiated value proposition while building trusted, long-term customer relationships. Through disciplined pre-call planning, effective objection handling, and thoughtful post-call evaluation, the representative continuously improves performance and closes with clear, appropriate calls to action. * Consistently achieve sales performance, brand KPIs, financial objectives, and marketing goals, meeting or exceeding all established targets. * Develop and implement an effective call plan to meet call metrics, ensuring optimal coverage and frequency with key customers to maximize access and sales potential. * Clearly articulate the client value proposition to assigned healthcare providers, and identify, engage, and maintain relationships with disease state experts and speakers/advocates to optimize brand performance. * Continuously enhance understanding of customer needs, market landscape, competitors, segments, account dynamics, disease areas, product knowledge, clinical insights, and sales expertise; share relevant market intelligence with field teams, brand team, and sales management to foster alignment, anticipate market changes, and refine brand strategy and execution. * Proactively address customer needs and expectations, manage challenges, cultivate trusted relationships, and facilitate mutually beneficial agreements between AbbVie and its customers. * Prepare pre-call strategies using SMART objectives and conduct post-call evaluations to drive continuous improvement in sales performance. * Effectively address objections, clarify misunderstandings, and respond to concerns, consistently achieving logical calls to action and closing every sales call. Qualifications * Demonstrated history of success in sales within relevant therapeutic areas; prior experience in pharmaceutical industry roles such as physician/account-based selling, training, managed health care, specialty pharmacy, or marketing is preferred. * Consistently upholds high standards and delivers exceptional performance. * Generates impactful ideas for organizational growth and responds proactively to change. * Provides innovative solutions to optimize business outcomes and resolve challenges. * Takes ownership in problem-solving, considering broader organizational implications. * Identifies customer styles and adapts selling approaches accordingly. * Collaborates effectively within a matrix environment, fostering partnerships across district and matrix teams. * Supports the team's efforts in identifying information resources and learning opportunities, both internal and external. * Applies findings to inform and develop evidence-based sales strategies. * Possesses strong business acumen, proficiency with business tools, and advanced strategic and critical thinking skills. * Demonstrates comprehensive scientific, therapeutic, product, and competitive expertise and is recognized as an expert by stakeholders. * Exhibits strong presentation skills. * Proficient in English, both written and verbal (for non-English speaking countries). Job Requirements: Holds a bachelor's degree in biological sciences, pharmacy, business, or a related field, or has equivalent qualifications. Willingness to travel with some overnights Preferred Qualifications: 1+ years Primary Care/Immunology/Dermatology/Pharmaceutical Sales Experience 3+ years of business-to-business sales experience, military experience, healthcare sales experience #LI-CES IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism. The potential base pay range for this role is 100,000-120,000 annually. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide. To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us. EEO Minorities/Females/Protected Veterans/Disabled

By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice () and Terms of Use () . I further attest that all information I submit in my employment application is true to the best of my knowledge. Job Description Job Posting Description Are you looking for a patient-focused company that will inspire you and support your career? If so, be empowered to take charge of your future at Takeda. Join us as a Specialty Business Manager for our Manhattan, Brooklyn and Staten Island territory . Here, everyone matters, and you will be an important contributor to our inspiring, bold mission. As a Specialty Business Manager working on the Gastroenterology Specialty Sales Team, you will be empowered to drive product demand in targeted physician offices, key clinics and hospital accounts. How you will contribute: * Research prospective Health Care Professionals (HCPs) to identify the right customer stakeholders to present complex clinical and business information on products and services including Gastroenterologists HCPs and professional or patient groups. * Use insight and consultative selling techniques to teach HCPs about their industry and offer unique perspectives on their business, which link back to Takeda's solutions. * Engage in clinical discussions with HCPs to discuss patients' needs, execute brand strategies and maximize sales growth within a specific geography. Coach customer stakeholders and build consensus for Takeda's solutions within their organization. * Collaborate with partners on routing and resource utilization to maximize overall footprint performance. * Independently and collaboratively strategizing for solving deal-level challenges. * Attend all company-sponsored sales and medical meetings as directed by company management. * Actively pursue learning and professional development on efficient sales, communication and product knowledge training. * Perform company business in accordance with all regulations and policies and procedures. Demonstrate high ethical and professional standards at all times. * Strategically manage allocated resources provided including financial/budgets, managed markets, medical affairs, home office, etc. Minimum Requirements/Qualifications: * Bachelor's degree - BS/BA. * 3+ years of successful selling experience in pharmaceutical, biotech or medical device and/or relevant clinical or industry experience.; OR 2+years of successful selling experience at Takeda. * Ability to discuss therapeutic strategies to inform and influence decision makers * Ability to successfully develop and apply clinical and business expertise, and effective selling skills * Strong verbal, influencing, presentation and written communication skills * Reside within or close proximity to assigned geography * 5 years experience selling in pharmaceutical, biotech or medical device and/or relevant clinical or industry experience. * Execution of marketing strategies at the local level * Demonstrated business and strategic planning skills to identify unique selling opportunities and adaptability to changing market conditions * Demonstrated understanding of managed care landscape and how it influences/impacts business * Strong collaboration skills and success working in teams * Experience with injectable/infused IBD (Inflammatory Bowel Disorder) products * Experience with managing and communicating complex reimbursement issues * Biological product launch experience * Experience in calling on Gastroenterologists LICENSES/CERTIFICATIONS: Valid Driver's License TRAVEL REQUIREMENTS: * Ability to drive and/or fly to meetings and client sites * Some overnight travel required - 25-50%, depending on geographic assignment TRAINING REQUIREMENTS: * This position and continued employment is contingent upon the employee successfully passing mandatory product training which includes written and oral examinations. * External Takeda Hires Only: During that training period, the employee will be classified as a non-exempt employee and will be eligible for overtime during the training period only in accordance with applicable federal and/or state law but the employee will not be eligible for any Takeda related sales incentive programs and/or other production based bonuses. The training period will consist of live instruction, independent study, role play, and other training related activities which should take no more than 8 hours per day and 40 hours total in a workweek. * After successful passage of the mandatory product training examinations, the employee will be transitioned to exempt status and will no longer be eligible for overtime. They will then be paid on a bi-weekly basis and eligible to participate in various Takeda related sales incentive programs and/or contests. Takeda Compensation and Benefits Summary We understand compensation is an important factor as you consider the next step in your career. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. For Location: New York - Virtual U.S. Hourly Wage Range: $63.51 - $87.31 The estimated hourly wage range reflects an anticipated range for this position. The actual hourly wage offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location. U.S. based employees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation. EEO Statement Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law. Locations New York - Virtual Worker Type Employee Worker Sub-Type Regular Time Type Full time Job Exempt No #LI-Remote

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Product Manager Location: New York, NY or Kansas City, MO | Hybrid Get To Know The Team: SS&C is seeking to hire a Product Manager for its rapidly growing Distribution Solutions business. In this exciting and highly visible role, you will be interacting with both clients and prospects regularly as well as managing the product roadmap, including AI initiatives related to the Alts data set. Responsible for managing the WalletShare for Alternatives product, as well as other WalletShare new and existing services, including the user interface. Responsible for coordinating with other product managers and relationship managers to capture client feedback, develop requirements and manage the sprint process with your technical partners. The WalletShare product is used by asset managers to identify opportunity and is an essential part of the sales team's workflow. Developing the strategic and technical vision for the product roadmap will be an essential role as our clients leverage data to meet their strategic goals. The Distribution Solutions business is a rapidly growing and innovative business with new clients, new products and many opportunities. Given the rapid and dynamic growth of the business, we are seeking a talented professional with multiple skills, who is seeking a role with more interaction with clients as the core of your work. This exciting team is in growth mode and is a key opportunity for someone who craves client interaction and can push the team forward in the areas of development, strategy, project management, tech implementation, data processing, custom tech engagements, upselling, and more! You will work with Product Management, Product Development, Sales teams, and Leadership to develop and maintain the product roadmap. Working with senior executives, sales teams and support functions, you will have responsibility for the ongoing engagement across clients, which includes managing client contact and product deliverables, driving the product roadmap, and onboarding new clients. This opportunity calls for a Product Manager that is passionate about learning and growing the business, managing client interactions across the product portfolio, and taking Financial Services companies in the area of Asset Management to the next level. Advance your career with an outstanding new role and competitive compensation plan that rewards top performance. If you would like to learn more about the opportunity, please feel free to apply. We are excited to meet you. What You Will Get To Do: • Product Management: Responsible for managing the WalletShare for Alternatives data and user interface, coordinating with other product managers and relationship managers to capture client feedback, develop requirements and manage the sprint process with your technical partners., • The WalletShare product is used by asset managers to identify opportunity and is an essential part of the Sales teams workflow. Developing the strategic and technical vision for the product roadmap will be an essential role as our clients leverage data to meet their strategic goals., • Client Management: Responsible for relationship development and management with key individuals and senior decision makers at each client in the areas of analytics and business intelligence. The successful candidate will have excellent communication and relationship management skills to provide clients with the support and technical assistance they need to be successful with the Distribution Intelligence Solutions product suite., • The Product Manager works closely with the Client Relationship team to ensure client needs are met. The Product Manager contributes to relationship management via demos to prospects, meeting with internal and external Sales team members to further gather feedback from clients and provide expertise on the use of WalletShare products. The Product Manager will also assist in managing strategic relationships, enhancing client services solutions, and helping lead clients through the on-boarding and training process., • Account Planning: Coordinate across the WalletShare teams to ensure that product feedback is gathered, new clients are onboarded and any technical issues are resolved., • Cross Team Coordination: Align SS&C resources (e.g., Product Development, SMEs, Customer Support, Customer Success) to respond to client needs and maximize client "stickiness" and value delivered, • Capture client feedback: Communicate client feedback across the teams to ensure feedback informs the product roadmap and that the SS&C Sales team can capture product value and benefits with prospects., • Training & Client Onboarding: Partner with the Client Relationship team to ensure they are able to explain new enhancements and onboard clients successfully. Review all training activities, training plans and other training requirements to ensure they encompass key product benefits and align with customer training needs, internal requirements and product release rollouts. Develop and maintain participant and instructor materials (course manuals, workbooks, handouts, job aids, etc.) and plan for ongoing client outreach. Track usage before and after training activities to ensure clients are fully onboarded and able to actively use the product suite. What You Will Bring:, • 5-10 years of related experience, • Bachelor's Degree (major in Economics or Finance preferred but not required), • Focus - at ease weighing different views and making smart, quick decisions, especially under pressure. Ability to organize and keep track of multiple clients while maintaining individualized relationships with key stakeholders. Be detail-oriented and understand client strategic objectives., • Excellent Communication - you know what to say and more importantly, how to say it. Comfortable having difficult conversations without impacting the integrity of the established relationship. Strong communicator, both verbal and written. Ability to establish and maintain long term relationships, in person and over the phone., • Go-Getter - willing to go the extra mile with a strong work ethic; self-directed and resourceful. Knows how to take initiative to propose solutions or solve problems. Ability to look back at history and forward to possibilities to create solutions for our clients, • Achiever - committed to achieving results, independently and as part of a team. Responsive to client's needs, big or small, so that each one feels as if they are the most important. Capable of understanding the strategic impact of decisions while operating effectively at a tactical level to achieve results., • Ability to:, • Gain a full understanding of all Distribution Intelligence Solutions services offered, and effectively communicate this information to prospects, clients, and all internal and external stakeholders, • Prioritize, multi-task, and perform effectively under pressure, • Manage, administer, and track usage analytics with goal of increasing usage and ensuring clients are able to effectively use data and user interface., • Communicate with management on progress and performance of trainees and provide reporting to all levels of management., • Continually develop new aspects of all the products and services offered by the division by participating in ongoing product development, capturing enhancements in training documentation, and providing training to clients. Skills Required:, • Excellent Communication skills, • Excellent reporting and presentation skills are a must. Ability to speak to stakeholders from all aspects of business and add value to decision-making., • Strong organization, communication, and collaboration skills. Can multitask with ease., • Demonstrated success in planning and controlling account-related activities; use of delegation and effective communication., • Demonstrated leadership qualities such as strategic thinking and issue resolution, • Attention to detail and strong organizational skills to manage client contact, • Ability to manage multiple customer relationships; previous customer experience a must-have;, • Creative thinking and out of the box solution mindset, • Ability to understand client's business model and proactively create opportunities to drive value., • Deep understanding of Agile and Scrum methodology, • Understanding or experience in the Salesforce platform is nice to have, • 5+ years of experience in the financial services industry., • 5+ years of experience in a customer service or training capacity. Why You Will Love It Here!, • Flexibility: Hybrid Work Model, • Your Future: 401k Matching Program, Professional Development Reimbursement, • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave, • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents, and Experiences of Our Employees, • Training: Hands-On, Team-Customized, including SS&C University, • Extra Perks: Discounts on fitness clubs, travel, and more! Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at #LI-DS3 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.