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Reposted 28 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
As a Client Advisor, you'll drive business growth, deepen client relationships, and leverage technology for customer insights and solutions. Responsibilities include achieving sales goals, developing growth strategies, and managing client portfolios while utilizing CRM and analytics tools.
Top Skills: Ai ApplicationsCRM
Reposted 28 Days AgoSaved
In-Office
3 Locations
90K-115K Annually
Senior level
90K-115K Annually
Senior level
Fintech • Software • Financial Services
The Senior Account Manager will support marketing accounts, negotiate coverage with underwriters, maintain client relationships, and mentor team members.
Top Skills: Acord FormsApplied Epic
Reposted 28 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
Drive new business, deepen client relationships, and expand sales using data insights, CRM, and technology to achieve revenue goals.
Top Skills: Ai ApplicationsCRM
Reposted 28 Days AgoSaved
In-Office
Corpus Christi, TX, USA
Junior
Junior
Fintech • Software • Financial Services
The Client Advisor will drive new business and deepen client relationships by leveraging data-driven tools and a consultative sales approach while collaborating with service teams and conducting market research.
Top Skills: Ai ApplicationsCRM
Reposted 28 Days AgoSaved
In-Office
Cleveland, OH, USA
Entry level
Entry level
Fintech • Software • Financial Services
The Associate Payroll Tax Specialist provides client support for tax maintenance, processes payroll corrections, amends tax returns, and interacts with tax agencies.
Top Skills: Payroll SoftwareWindows Pc Environment
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