Sales advisor jobs in Jersey City, New Jersey - Page 6Crear alertas

As the Style Advisor, you are an exceptional salesperson who provides outstanding customer service, excels in developing strong, long-lasting client relationships and succeeds at increasing sales volume. Salary and Other Compensation:. If you share our love for the clients we serve and the wide sele

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As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Our Gucci community is committed to provid

As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Together, we'll create the real fabric of

The Diamond Sales Specialist will act as a trusted advisor, leveraging extensive product knowledge, clienteling skills, and relationship-building to achieve and exceed sales goals while embodying the Ring Concierge aesthetic. Consistently achieve and exceed individual sales goals and KPIs while cont

We are looking for smart and creative people who are interested in helping businesses develop cutting-edge energy management strategies and to navigate the energy transition. Successful candidates must be self-starters and entrepreneurs who are committed to delivering superior energy advice to compa

What Youll Do/h3pAs an Account Advisor, youll support and accelerate commercial sales growth by managing leads, coordinating accounts, and ensuring smooth execution between customers, stores, and field sales partners. In This Role, You Will:/h3ulliProactively engage professional customers through ou

The Client Success Advisor role is key to Diligent's Customer Success retention strategy. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. We thrive in exploring how things can be differently

Set up advertising displays and arrange merchandise to highlight sales and promotional events. The Sales Associate/Beauty Advisor will focus on one primary objective creating a memorable shopping experience for our customers.

Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader;. As a Gucci Senior Client Advisor, you will assist the Store Director in the driving of sales results, training a

Grow the Value Advisory practice by improving on current practices / adding to it. Successfully pitch value engagements to customers. The Value Advisor is a strategic role supporting general industry business to grow sales, pipeline, customer adoption and satisfaction.

As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Using knowledge of Gucci and our products,

We are looking for smart and creative people who are interested in helping businesses develop cutting-edge energy management strategies and to navigate the energy transition. Successful candidates must be self-starters and entrepreneurs who are committed to delivering superior energy advice to compa

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need passionate and talented people to make this happen!!.The Sales Associate/Beauty Advisor will focus on on

This role is open to candidates located in the New York City metropolitan area and reports into the Sales, Artistry & Education Account Executive, NY Metro. ILIA Sales and Education Advisor's responsibilities include:. Develop brand advocates in stores by training them on key selling and service beh

The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives.Creating an outstanding client experience is a critical aspect of this job.It is accomplished by creating a positive, inviting and elevated environment for the discerning client

Reporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant (external wholesaler) to promote and sell Neuberger Berman investment products

We're looking for a Manager, Field Leadership & Advisor Growth to design and deliver programs that strengthen the capabilities of sales managers in the financial services/wealth management industry. Your manager will provide additional details relative to the specific number of days you are expected

The Sales Associate/Beauty Advisor will focus on one primary objective creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that want to help our customer through their beauty experience. At Sally Beauty Holdings, we find beauty in di

As a Sales Specialist - Cyber Risk Solutions, you will be a trusted advisor and subject matter expert supporting the sales organization in driving adoption of the Qualys TruRisk Platform. You will partner closely with Account Executives, Sales Engineers, and Customer Success teams to influence strat

Join in pre-selling and sales-boosting events to increase sales and reach personal sales targets. As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to support the Beauty needs of our customers to drive sales. Ability to build relationships with customers, achieve sales goa

As a Sales Desk Manager within our Advisor Business, you will work with our team of Internal Client Advisors (ICAs) that focus their efforts on Bank owned brokerage advisors.

The knowledge of the company's offerings, client applications, use cases and market trends and the skill to apply them to individual client and prospect situations that positions the sales team member as an expert client advisor. As a senior client manager at ntt data, you will be instrumental in ma

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll also work on garment refill & care, presentation and contribute to a clean and ti

Smart investments begin with sustainable relationships.Greysteel is a leading advisor for private, middle market, and institutional real estate investors.Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, ca

Asesor de Ventas (Sales Advisor).

Prove is looking for a Banking Account Executive to join our rapidly expanding sales organization. Develop a deep knowledge of how Prove solutions meet the client/prospect's use case to become a trusted advisor. Translate data study results to an executive summary that clearly articulates how Prove

Join in pre-selling and sales-boosting events to increase sales and reach personal sales targets. Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events. As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is

ActionLink is looking for a dynamic, high-energy beauty enthusiast to join our team as a Dyson Beauty Advisor! Picture yourself in the vibrant beauty aisles of Sephora; showcasing Dyson's cutting-edge hair-styling technology. Beauty Experience: Retail beauty sales, product demonstration, or hair sty

Senior Account Executive/Director of Sales. We're looking for a motivated and entrepreneurial Senior Account Executive/Director of Sales to join our team and help us accelerate our revenue growth. Become a trusted advisor: You'll use data and industry insights to create compelling sales presentation

Join in pre-selling and sales-boosting events to increase sales and reach personal sales targets. Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events. As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Loqate US Sales Team The Loqate sales team at GBG in the US region plays a pivotal role in driving growth through strategic partnerships and direct sales initiatives. Focused on location intelligence and address verification solutions, the team operates within a newly formed Partner Sales Development function designed to accelerate market penetration across key industries such as eCommerce, logistics, and financial services. With a strong emphasis on SaaS-based offerings, the team is responsible for building robust pipelines, cultivating relationships with prospective partners, and delivering revenue through both virtual and in-person engagements. Their efforts are supported by Loqate’s advanced technology stack and global data capabilities, enabling businesses to improve customer experiences, reduce delivery errors, and make informed decisions with confidence. The Role As the Loqate Americas team continues to grow and evolve, we are seeking a Client Success Manager to help drive engagement and retention across our diverse customer base of 1,100+ accounts. This role will be instrumental in developing scalable processes to identify growth opportunities and deliver an exceptional customer experience across key, enterprise, mid-market, and self-serve segments. The ideal candidate will bring a proactive, strategic mindset to client relationships—ensuring value realization, fostering long-term partnerships, and contributing directly to revenue expansion. This is a high-impact role at the intersection of customer advocacy and business growth within a dynamic, data-driven organization. This is a hybrid position for candidates in the New York area. Travel for team collaboration, process workshops, and stakeholder meetings may be required (estimated 20-25%). What you will do • Lead the customer onboarding process to ensure a seamless and successful implementation experience, • Identify and track customer KPIs, partnering with clients to help them achieve their business goals, • Build and maintain trusted advisor relationships with customers and key stakeholders across all segments, • Conduct regular account reviews to assess performance, identify opportunities, and reinforce value, • Monitor customer usage proactively and address success-related issues to support accurate forecasting and mitigate renewal risk, • Manage annual account renewals, focusing on revenue retention and identifying growth opportunities, • Collaborate with Sales and Marketing to develop targeted strategies and campaigns that drive GROW revenue Skills we are looking for • 7+ years of proven experience working within a sales or customer success organization, preferably in a SaaS or technology-driven environment, • Exceptional communication and presentation skills, with the ability to engage effectively both in-person and virtually, • Strong organizational and time management skills, with the ability to prioritize tasks based on account tier, urgency, and business impact, • Self-motivated and collaborative team player who brings a proactive mindset and challenges the status quo, • Detail-oriented with a strong focus on process improvement and operational excellence, • Comfortable working in a fast-paced, evolving environment with multiple stakeholders, • Experience using CRM tools (e.g., Salesforce) and customer success platforms is a plus Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we’re a great place to work, drop an email to and we’ll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Warby Parker was founded with a mission: to inspire and impact the world with vision, purpose, and style. Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. In supporting our retail locations across the coun

A leading publishing company in Hoboken seeks a Senior Sales Engineer for AI/ML solutions. This role involves serving as a primary technical advisor during complex sales cycles, delivering tailored demonstrations, and architecting proof-of-concepts for corporate clients.

We are currently looking for a Remote Executive Sales Partner. In this impactful role, you will serve as a trusted advisor to senior sales executives, guiding them to exceed their organizational goals through strategic insights and research. This position allows you to leverage your extensive experi

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills

Position Summary: As a Sales Specialist - Cyber Risk Solutions, you will be a trusted advisor and subject matter expert supporting the sales organization in driving adoption of the Qualys TruRisk Platform. Sales Specialist - Cyber Risk Solutions. You will partner closely with Account Executives, Sal

Job DescriptionSalary: Who are we? Finance teams need clear visibility into their cash flow, but most still rely on Excel to manually track data across multiple bank accounts. This makes it hard to see real-time cash positions, spot trends, and drive smarter financial decisions. Nilus changes that. We're building an AI-powered cash management platform that gives finance teams real-time cash visibility, forecasting, and reconciliationall powered by AI, eliminating manual work and unlocking insights that help businesses grow. Backed by top VCs including Bessemer, Felicis, BTV, and Symbol - Nilus is a fast-growing fintech startup led by a team of ex-fintech pros passionate about transforming the finance function. What Were Looking For: Nilus is looking for a Customer Success Manager (CSM) to join our growing team and lead the post-sales experience for our B2B customers. Youll be responsible for driving customer adoption, retention, renewals, and expansionensuring customers continuously realize value from Nilus This role requires someone who is passionate about helping customers succeed and can act as a strategic partner, guiding executive teams through onboarding, demonstrating the value of our platform, and ensuring long-term satisfaction and growth. Youll become a key voice of the customer internally and help influence product, marketing, and support strategies. This is a hands-on role focused on driving measurable results for our customers and for Nilus. Were looking for Customer Success professionals who understand what our customers are dealing with - complex, manual cash management workflows - and want to help others modernize them through technology. Experience working with treasury / finance teams is a big plus. What youll be doing • Partner with internal teams to support customers through onboarding and implementation, ensuring a smooth and engaging experience., • Drive product adoption and engagement by helping customers align their goals with platform capabilities., • Serve as the primary point of contact for your portfolio of accounts throughout the customer lifecycle., • Monitor customer health metrics to proactively identify risks and opportunities., • Deliver and communicate ROI to customers and ensure they realize the full value of our product., • Act as a trusted advisor, guiding customers on best practices and use-case optimization., • Support renewals and identify expansion opportunities in collaboration with the sales team., • Collaborate cross-functionally with product, marketing, and operations teams to champion the voice of the customer internally., • Provide feedback and insights to improve customer experience and inform product development., • Create and deliver training, documentation, and support resources to enable customer success. Your qualifications 2+ years of experience as a Customer Success Manager / Account Manager (ideally in B2B SaaS) Strong communication skills with the ability to lead and support executive and end-user stakeholders Experience working with finance, treasury, corporate finance, or accounting teams big plus Basic technical understanding and ability to work with modern tools (including AI-powered platforms) to troubleshoot, analyze data, and support customer workflows Excellent problem-solving abilities and a proactive approach to customer needs Excited to enable customers with product training and support Ability to juggle multiple priorities and work in a fast-paced, dynamic environment Proven track record in managing customer relationships and driving adoption and retention - bonus

Job DescriptionDescription: Sells and services products and solutions directly to group clients or through broker/consultant relationships. Builds and maintains strong relationships to foster sales growth. Key Responsibilities: • Working independently, sells and services products to group customer accounts/territories. Maintains and grows the book of business through aggressive product and solution sales, upsells, and renewals through partner brokers/consultants., • Advisor broker/consultants on Technology Platforms and Enrollment Solutions based on client’s needs, • Perform Demos to broker/consultants and/or potential clients, • Assist broker/consultants on enrollment strategies for their clients to ensure employees are educated on their benefit programs, • Develop new business opportunities and sales growth by initiating and maintaining strong relationships with carrier rep partners, • Assist in or lead case implementations for new sales, • Must be able to work in a fast paced environment and learn quickly, • The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar., • Must have drive and competitive spirit, • The candidate has a sense of urgency and takes pride in their work., • Must be comfortable in a team environment, • At least one year of professional work experience, • Employee Benefit, Payroll, Ben Admin sales industry experience is not required but preferred., • Self-motivated and goal oriented with a “figure it out” attitude, • Very Strong Organizational, time management and follow-through skills, • Excellent skills with Powerpoint, Excel and Word, • Excellent communication skills both written and verbal, • Undergraduate Degree (Preferred, but not required), • Desire to continually learn new products and services, • Life and Health License

Job DescriptionWalkMe, an SAP company, pioneered the Digital Adoption Platform (DAP) to enable business leaders to fully harness technology in today's complex digital landscape. By leveraging WalkMe's features—guidance, engagement, insights, and automation—employees boost efficiency, executives gain greater visibility into digital usage, and organizations maximize their digital assets, driving successful digital transformation. Together, SAP and WalkMe form a powerful partnership that revolutionizes the digital transformation journey. This collaboration allows businesses to unlock the full potential of SAP's robust ERP solutions while seamlessly enhancing user experience and productivity with WalkMe's intuitive digital adoption platform. WalkMe pioneered the Digital Adoption Platform (DAP) to empower business leaders to realize the promise of technology in today's overwhelming digital world. Through WalkMe's guidance, engagement, insights, and automation, employees are more efficient, executives have better visibility into digital usage, and organizations maximize the full value of their digital assets to empower digital transformation. The CSE will combine advising, implementation experience, customer success engineering, enablement, and proactive engagement to drive adoption, retention, and growth. Proactivity is demonstrated through analyzing reports, leveraging AI insights, and anticipating customer needs. This role bridges the gap between product capabilities and business outcomes, serving as both a trusted advisor and a hands-on resource for strategic initiatives.What You'll Own • Deliver consulting, implementation, and enablement services—guiding customers through best practices, solution design, rollout, and adoption., • Lead strategic projects and initiatives to help customers maximize value and achieve desired outcomes., • Develop and maintain deep expertise in WalkMe products, including platform capabilities, features, and best practices., • Understand each customer’s business case, objectives, and pain points to ensure solutions are tailored for maximum impact., • Provide customer success engineering by proactively identifying risks, removing barriers, and driving measurable outcomes., • Lead onboarding, configuration, and integration enablement for new initiatives or advanced workflows., • Host enablement programs such as workshops, office hours, and training sessions to accelerate adoption., • Monitor customer health, usage, and workflows to proactively drive adoption and value realization., • Partner with Customer Success Managers (CSMs), Sales, and Product teams to align customer needs with product capabilities., • Create scalable resources such as documentation, guides, and playbooks to strengthen customer enablement and success maturity.What You Need To Succeed, • 3+ years in a customer-facing or strategic enablement role (Customer Success Engineer, Solutions Engineer, Consultant, etc.)., • Proven experience with consulting, solution implementation, and customer enablement., • Basic understanding of CSS, HTML, JavaScript, and APIs., • Strong understanding of SaaS platforms, integrations, and data workflows., • Ability to understand customer business cases and pain points and translate them into effective WalkMe solutions., • Comfortable analyzing reports and leveraging AI insights to proactively drive adoption and maximize customer value., • Excellent communication and relationship-building skills with both business and product stakeholders., • Strong project management and organizational skills., • Passion for helping customers succeed and driving measurable business outcomes.What Sets Us Apart, • At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace., • We seek to hire and develop the best talent, bringing a range of perspectives, experiences and background to the DAP category. This helps us better meet the diverse needs of our global communities and clients with creativity, insight, and market innovation. We welcome and encourage applicants from across different genders, gender identity and expression, sexual orientation, race, age, national origin, citizen status, religion, body size, socioeconomic status, ability, neuro(a)typicality, physical appearance, veteran status or any other characteristic., • We value collaboration and understand the importance of a healthy work-life balance . To support, we offer:, • Flexible Work Arrangements: We offer hybrid and flexible hours to help manage work commitments and personal life effectively., • Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community., • Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering., • Comprehensive Health Care Coverage for our Employees and Families, 401(k) program with company matching (up to $5,000), and a vacation policy to encourage a healthy work-life balance., • WalkMe is recognized as a Star Performer in DAP for the 2nd year in a row!

Job Description JOB TITLE: Customer Success Manager / Associate REPORTS TO: Associate Director, Customer Success DEPARTMENT: Customer Experience HOURS: 40 Hours FLSA STATUS: Exempt EFFECTIVE DATE: January 2026 POSITION SUMMARY: We are seeking a proactive and relationship-driven Customer Success Manager (CSM) with proven experience in the healthcare industry. This is a dual capacity role, driving engagement, satisfaction, product adoption and customer retention while supporting new customer acquisition efforts. The primary focus will be on enhancing engagement with community and health industry partners, both existing and prospective, across various initiatives and services. On site support extends to Customer, Community, City and State initiatives serving as a trusted advisor, deeply understanding the unique needs of healthcare organizations, research, and public health collaborations. The key priority is creating opportunities to generate revenue and deliver greater value through helping them align our solutions with their business goals. KEY RESPONSIBILITIES: QUALIFICATIONS:  Bachelor’s Degree in Healthcare Administration, Business or related field.  Minimum of four (4+) years experience in a customer success, account management, relationship management or business development role, preferably in a healthcare or health IT environment.  Experience supporting large health systems, payers or provider networks.  Five to ten in-person customer visits required per quarter with a minimum of 20 visits per calendar year (customer visits meet criteria)  Ability to travel to local/nationwide conferences as required.  Excellent verbal and written communication skills to effectively convey information to customers.  Comfortable presenting to senior leadership, including C-suite executives.  Strong understanding of healthcare organizations, operations, terminology and technical concepts.  Skilled in managing multiple customer accounts and competing priorities in a dynamic environment.  Strong analytical and problem-solving abilities to address challenges and provide effective solutions.  Experience working with EHRs, clinical portals or health data systems.  Self-motivated with the ability to work independently in a hybrid work environment.  Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook) and Salesforce. Company DescriptionHealthix is a non-profit organization that works to improve patient care and manage population health. We securely aggregate patient health data from hospitals, labs, ambulatory care facilities and more and we share it amongst providers to improve clinical outcomes and enhance value based care delivery.Healthix is a non-profit organization that works to improve patient care and manage population health. We securely aggregate patient health data from hospitals, labs, ambulatory care facilities and more and we share it amongst providers to improve clinical outcomes and enhance value based care delivery.

Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution ce

Collaboration with experienced engineers, architects, product leaders, and sales professionals. Senior Sales Systems Engineer (Northeast). As an Enterprise Pre-Sales Systems Engineer at Veeam, you will act as a trusted technical and strategic advisor to large enterprise customers facing complex data

Solutions Architect, Sales Engineer, or Technical Account Manager. Experience designing scalable cloud architectures and integrating with enterprise systems. As an Applied AI team member at Anthropic, you will be a Pre‑Sales architect focused on becoming a trusted technical advisor helping large e

Job Description Position Overview Finlay medical Training Institute is seeking a Bilingual Career Services Advisor to support our Student Operations team. You will guide prospects through enrollment, prepare students for internships and interviews, and help place graduates in rewarding healthcare positions. Key Responsibilities: • Sales & Enrollment: Engage prospects, present our Medical Assistant, Phlebotomy, and EKG programs, close enrollments, and manage admission requirements., • Internship Coordination: Manage partnerships with clinics, labs, and hospitals; assign and track student placements. Qualifications: • Fluent in Spanish and English (spoken and written)., • Minimum of 1 year experience in sales, customer service, or career services (education or healthcare a plus)., • Strong organizational skills and a commitment to excellent customer service., • Self-starter who thrives both independently and as part of a team. Contact and send your CV to email:

Job Description About Dreamdata Dreamdata is the industry leader in B2B marketing attribution, optimization and automation. Founded by ex-Trustpilot (TRST:LSE) product and engineering leaders starting in 2019 after building the platform internally, Dreamdata is now taking on the complex world of B2B marketing by storm by helping marketing leaders optimize and connect their efforts across all marketing channels to real revenue - something that wasn’t fully possible until now. With product market fit achieved, Dreamdata is experiencing over 100% YoY growth. To maintain this momentum, we are expanding our team to further empower our customers and ensure their success. This is where you come in. We are scaling our US team and seeking a third Customer Success Manager for our NYC office. The Opportunity As a Customer Success Manager at Dreamdata, you will shape the success journey for our customers. This position is perfect for individuals passionate about CS and data-driven results, offering the opportunity to help companies solve their most challenging problems around revenue and marketing attribution. You will become an expert on the Dreamdata platform and its integrations, supporting both existing customers and the sales team during pre-sales. If you’re excited about this opportunity, you might be the CSM we are looking for! This is initially a non-commercial role focused on being a day-to-day contact and strategic advisor, driving adoption and usage, and involves technical acumen as well as marketing expertise. For candidates with commercial experience, there is the opportunity to grow into a commercial CSM and/or Account Management role. Requirements 5+ years of experience as a CSM within B2B SaaS, preferably MarTech or Big Data A proven track record of driving results for your customers and your company A strategic approach to customer management, with strong business acumen Ability to navigate complex organizations to accelerate product adoption, influence collaboration and evangelize opportunities for growth. Entrepreneurial mindset. You will have to wear many hats, all while operating independently SQL, JavaScript, and/or Website Script Tracking skills would be a significant advantage. This is a hybrid role, in office at our Hudson Yards Manhattan location Tuesday, Wednesday and Thursday each week. No exceptions for a full-time remote environment. Benefits Base Salary of $110,000-$125,000 with Customer Retention Bonus up to $30,000 Health/Dental/Vision Insurance 100% Covered Equity

Job DescriptionAmalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, and community and CRA activities, • Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Manager, • Monitor customer preferences to determine focus of sales efforts, • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services, • Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc., • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR’s with complex work-related matters (i.e. check cashing), • Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner, • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications, • Bachelor’s degree or equivalent work experience, • Must have State Life Insurance license, • Three years of branch operations experience and strong aptitude for sales, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.