Client Executive Resume Samples
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Client Executive Resume Samples
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MO
M O'Reilly
Modesta
O'Reilly
2901 Miller Spring
San Francisco
CA
+1 (555) 993 5931
2901 Miller Spring
San Francisco
CA
Phone
p
+1 (555) 993 5931
Experience
Experience
Boston, MA
Client Executive
Boston, MA
Stroman-Schmeler
Boston, MA
Client Executive
- Team Development - Attracting, developing and retaining high performance Account Team talent (career development, coaching, performance management and hiring)
- Work with Client leadership to identify improvements in the use of information technology to meet organization goals and improve performance and outcomes
- Developing pitches and working with targeted media on story development
- Manage and mentor associates as a function of performing client management activities and executing on client strategic initiatives
- Manages media relations by identifying and working with target media and demonstrating a network of traditional and online media contacts and influencers
- Work with Field Marketing to develop and execute marketing plan, presenting at industry events and customer briefings
- Develop territory and account plans, and execute on assigned goals
New York, NY
Regional Client Executive
New York, NY
Hirthe-Cormier
New York, NY
Regional Client Executive
- Working knowledge of Salesforce.com
- Provide high touch account management with current client base
- Identify, qualify and close sales opportunities and strategic relationships with broadcasters, networks, affiliates and OTT providers
- Regularly work on-site with member staff on contract portfolio, solutions, and implementation of solutions
- Create and execute strategic account plans
- Develops member account plan, timelines, and tracks member savings to achieve member relevant initiatives and cost reductions
- Excellent knowledge of the digital media ecosystem and live and on-demand video workflow including signal acquisition, encoding, publishing, ad serving, online video platform services, content delivery, subscriber management and client side applications
present
New York, NY
Senior Client Executive
New York, NY
Cummings Group
present
New York, NY
Senior Client Executive
present
- Lead a global account team, developing and executing business plans, driving executive-level contact planning and ensuring effective team communication
- Work with teams to oversee the planning and implementation of multimedia content including liaising with vendors and providing updates to clients/team
- Continuously monitoring the credit profile of a portfolio of borrowers including reviewing compliance items
- Help to analyse data, creating reports and identifying the insight/telling the story for our clients
- Be a team leader; assisting Directors and Supervisors in determining workflow, assignments and deadlines for the team
- Interpret discrimination testing rules and results. Consult on solutions to failed testing
- Development of timely and accurate media outreach and media coverage reports/updates (or reviewing and providing feedback on drafts from AME)
Education
Education
Bachelor’s Degree in Engineering
Bachelor’s Degree in Engineering
University of Illinois at Chicago
Bachelor’s Degree in Engineering
Skills
Skills
- Knowledge of basic sales techniques; good written, verbal, and interpersonal communications skills, good organizational skills
- Critical skills necessary are account strategy planning with an extended team with proficient communication skills to drive profitable business outcomes
- Collaborate with other functions to ensure excellent delivery of service, quality deliverables and the highest level of customer satisfaction possible
- Solid working knowledge Word, Excel for reporting functions
- Excellent communication and research skills, with ability to present facts, opinions and creative ideas clearly verbally, visually and in writing
- ACII qualified (or equivalent) highly desirable
- Ability to act effectively and professionally in a dynamic, fast-paced environment
- Use strong industry knowledge to add value to the clients' operation
- Proven ability to build strong relationships internally and with key partners to deliver outstanding customer service and support
- Strong interpersonal relationship skills in order to build and maintain strong relationships
15 Client Executive resume templates
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1
Senior Client Executive Resume Examples & Samples
- Assist the sales professionals in acquisition of new business; assist in the implementation of direct sales efforts with the goal of growing outsourced investment management (OCIO) solutions
- Conduct investment strategy meetings with endowment and foundation clients (usually quarterly), includes discussion/analysis of performance results, economy/markets, portfolio developments, and investment strategy. Includes meeting preparation and completion of necessary follow-up
- Manage the delivery of services, resources and investment information to add value to the client's investment program. Build and maintain the client's trust and commitment to Russell's investment products and services. Monitor relationship to maintain awareness of any changes
- Assist in the development of sales methods and presentations for prospect audiences; participate in the sales presentations with endowment and foundation prospects
- Bachelor degree required, as are Series 7 and 63 licenses. Advanced degree and/or CFA designation a plus
- In-depth investment industry knowledge, including capital markets theory and investment strategies that relate to the implementation of multi-asset investment philosophy
- 10+ years of investment management industry experience working exclusively with endowments and foundations in client service, sales (only AUM or investment services), investment consulting and/or portfolio management
- Experience working directly for an Endowment or Foundation in a CIO role would also suffice as relevant experience (minimum AUM 25 million)
- 10+ years of working knowledge in advice and investment solutions that encompass the investment management process including governance, asset allocation, pension finance, investment policy, portfolio structure, manager research and performance
- Strong interpersonal and relationship building skills are required
- A high-energy level and the ability to be focused and self directed are essential
- Strong business judgment, resource management, business development and negotiation skills
2
Icg-regional Client Executive Resume Examples & Samples
- Proven experience successfully managing multimillion dollar relationships
- Uses sound judgement
- Manages risk and control
- BS/BA/Master degree
3
Senior Client Executive Resume Examples & Samples
- Consult with clients on high-level strategies, and, in conjunction with teammates, develop and implement strategic PR programs and plans
- Accountable for the day-to-day project management of accounts and client deliverables
- Provide day-to-day senior counsel to clients, and more junior level team members
- Be a team leader; assisting Directors and Supervisors in determining workflow, assignments and deadlines for the team
- Cultivate and constantly continue to build relationships with media, analysts and other industry influencers
- Motivate teammates through diligent and earnest communications and a “lead by example” style
- Mentor team members to help them learn fundamental PR and client service skills
- Assist in providing quality control for all internal and client deliverables
4
Client Executive Resume Examples & Samples
- Place high priority on delivering quality results; goes above and beyond client and management’s expectations
- Develop and edit high-quality written materials that reflect an understanding of the client’s business (objectives, market, competitive position), as well as professional standards
- Responsible for the creation of client content materials, including but not limited to: news releases, fact sheets, backgrounders, biographies, tour reports, briefing books, speaking opportunity abstracts, pitch letters, Q&As, company memoranda, metrics computation and analysis, and general client correspondence
- Serve as primary and ongoing contact on client’s behalf to press and analysts. Identify appropriate target influencers and sees pitch through to successful placement
- Understand influencer needs and coverage areas, including editorial focus, deadlines, audiences and format to build solid, productive relationships with target influencers
- Display a strategic and tactical understanding of social media and its role in the public relations process and ability to identify influential bloggers as they relate to client target market and audience, and engage those individuals to achieve program goals
- Keep programs on track; ensure deadlines and ongoing work requirements of the client are met
- Organize and communicates messages clearly and concisely to support client goals
- Demonstrates excellent listening skills, attentiveness, and intuitiveness about client satisfaction and concerns
- Ability multi-task, all day and every day
- Deadline driven; demonstrate ability to manage projects thoroughly and completely within given timeframes
5
Regional Client Executive Resume Examples & Samples
- 10 years experience in the financial services industry
- Drives and delivers results
- Manages Risk and Control
6
Client Executive, Securities Services Resume Examples & Samples
- Solid working experience in Custody business with sound track record
- Good understanding of Custody product and operational flow of custody business
- Services oriented, can understand client’s need and exceed client’s expectation,
- Familiar with the QFII/RQFII regulation and application process
- Knowledge of international securities market requirements and practices
- Fluent written and verbal English Strong and demonstrated communication, influence, negotiation and problem solving skills
- Recognized for his or her execution/closing skills
- Creative, innovative, dynamic, high energy levels with strong initiative
- Proven ability to deliver on stretch goals
- Multi-cultural exposure
- Leveraging the Citi Network & customer relationships
7
Client Executive, Spanish Speaking Resume Examples & Samples
- Provide support to senior client executives on the execution of all day-to-day client work
- Reports to the Client Executive and Account Supervisor in Voce Winter Have office
- Ability to organize reports, information and communications for an overall understanding of the account as a whole
- Consistently demonstrates attention to detail and quality assurance when conducting these assignments
- Manages editorial calendars and activity reports on behalf of the team
- Participates in internal and external client team meetings and uses this forum to establish workflow, provide project and activity updates, and communicate accurate deadlines
- Able to translate content from English to Spanish with no errors and complete assignments such as monthly reports to include analysis of client campaign metrics
- A deep understanding of the Latin American market and culture, with the ability to demonstrate this understanding via online communication with the existing community
- Able to write concise, thoughtful e-mails to clients and demonstrates a thorough knowledge of the clients’ market and business
- Able to create engaging and relevant content for the Latin American gaming market. This will include blog content (long-form content), social media (Facebook, Twitter, etc.) content and analysis for monthly reports
- An aptitude for multi-tasking and communicating with multiple team members and clients throughout the day
- Good writing and communication skills with an emphasis on being able to communicate well with remote and international teams
- Ability to compile daily/weekly/quarterly reports. Ability to understand basic web analytics, the difference between data sets, etc
- Ability to work within a team. Ability to work on site with the client and maintain a mature professional demeanor while representing Voce Communications
- Must have a basic understanding of lightweight HTML
- Experience with content management programs, specifically WordPress
- Experience with popular social media platforms, including: YouTube, Flickr, Facebook, and Twitter
- Experience with Google Docs
- Experience managing web communities: online engagement, comment moderation
8
Divisional Client Executive Resume Examples & Samples
- Retaining/growing existing client relationships, by engaging in a high touch consultative manner that helps maintain Russell’s relevance to our most valued clients
- Delivering value-added advice, investment solutions, and services that help our clients manage the investment process around planning, asset allocation and investment implementation, and practice management
- Creating and delivering client presentations to support the above responsibilities
- Coordinating internal subject matter experts/resources
- Assisting sales professionals in the acquisition of new business
- Preference for a Master’s and/or the Chartered Financial Analyst designation (or progress towards)
- Eight years experience in the financial services industry in a client service, consulting, consultative sales, and/or portfolio management role
- Strong communication, presentation and interpersonal skills along with the ability to take initiative and prioritize assignments
- Required travel approximately 40-50% of time within the mid-west
9
Client Executive, Emerging Markets Northeast Resume Examples & Samples
- Responsible for asset retention, client satisfaction and loyalty within assigned book of business, primarily 401(k) plans but may also include defined benefit and multiple employer plans
- Responsible for relationship management through proactive, face-to-face client visits, telephone contact and emails. Client Executives will conduct a minimum number of required annual plan reviews, investment reviews and general service meetings with clients, advisors and TPAs
- Support new business by participating in sales presentations, acting as a subject matter expert regarding the TRS service model, installation process, ongoing administration, plan design, process and procedures
- Train clients on TRS processes and procedures and resources, including web-site navigation, reporting, and participant services
- Act as an escalation point for resolution of non-routine issues related to service center performance, including; research to identify root cause, designing strategies to resolve issues and managing resources to resolution
- Consult with clients and advisors on qualified plan design issues. Interpret and explain plan provisions and regulations. Recommend alternative plan design provisions to accomplish clients’ goals
- Consult with clients and advisors on plan investment issues including performance, diversification, style, suitability, etc. Present Annual Retirement Plan Review to plan sponsor committees
- Consult with clients and advisors regarding fees, benchmarking and pricing. Manage internal process for pricing reviews and changes
- Provide interpretation of discrimination testing rules and results, along with consultation on solutions to failed testing
- Consult with clients and advisors on plan enhancements or upgrades. Keep clients and advisors apprised of product and service enhancements, including changes in investment options
- Design participant education campaigns with clients to meet their specific plan objectives
- Contribute to and participate in departmental and organization-wide projects and committees designed to enhance service delivery, improve internal training, make recommendations for service improvement, etc
- 5-10 years of experience working directly with qualified plan sponsors, advisors and/or TPAs, preferably in a relationship management role
- College degree required. Industry credentials from ASPPA and/or SPARK preferred. FINRA Series 6 and 63 licenses preferred at time of hire, and required within 6 months of hire date
- Strong presentation and consultative skills. A thorough working knowledge of ERISA, qualified plan design, recordkeeping, administration, and plan investments is required
- Ability to manage and resolve large volumes of technically complex issues
- Excellent presentation and communication skills, including the ability to interact with C-Suite
- Exceptional organizational and prioritization skills
- Ability to build and deepen relationships with clients, advisors, TPAs and internal colleagues
- Ability and willingness to travel 40% to 60%
10
Client Executive Resume Examples & Samples
- Responsible for the attainment of Fiscal Revenue and Profit Objectives
- Prospects and qualifies both new and recurring business opportunities
- Develop and manage relationships at all levels of Enterprise Account
- Take responsibility for the contract volume, run rate revenue and new revenue growth objectives
- Co-ordinate RFP deliverables for contract retention based services
- Prepares and conducts formal group presentations at senior management levels
- Leads the creation of Customer offer process (internal business case) and manages approval steps
- Leading and negotiating revenue opportunities for all service elements (such as SLA’s, DRP, Maintenance, etc.) working with Service Management
- Responsible for engaging and supporting the Sales Specialists for new business development opportunities
- Aids clients in planning their systems integration strategies/tactics
- University degree in Engineering, Computer Sciences or Business
- Experience with the manufacturing sector
- Adaptability and flexibility
- Demonstrated strength in understanding and influencing team dynamics vision and full grasp of business issues
- Technical breadth coupled with depth (typically acquired through a minimum of 3 years of hands-on experience) in one or more of the following areas: Broadband networks
- Unified communications and Voice over Internet
- Internet Services: Commercial Internet, VPN’s, Voice/Fax over IP, Web Hosting
- Value added services: Hosting, Managed Services, Vertical Applications
- Professional Services: Outsourcing, Network Management, Consulting, Systems Integration and Security
11
Client Executive Resume Examples & Samples
- Ownership of VOC, Run Rate, and new revenue growth objectives
- Aids clients in planning their ICT and systems integration strategies/tactics
- Post graduate degree preferred
- Experience working within large Enterprise, Public Sector or Commercial Accounts
- Outstanding Communication skills, Adaptability and flexibility
12
Client Executive Phoenix Resume Examples & Samples
- Extensive experience negotiating large 7-figure deals with extremely complex terms, conditions, price pressures and considerations
- Accurately forecast license bookings, specific products revenue, PSO bookings and new accounts on a weekly, monthly and quarterly basis
- Strong financial acumen
13
Client Executive, Baltimore Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within a list of approximately 4 Named Select Accounts
- Focus on top tier accounts and collaborate with Systems Engineering, Inside Sales and Channel Partners to ensure complete coverage of entire account portfolio
- Develop a collaborative account plan and enable channel partners to be an extension of VMware sales force
- Domain experience selling in Datacenter Space. Ideally expertise across-compute, network, storage, Management and cloud
14
Client Executive, Dhs Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within the DHS
- Learn and understand the DHS’s extended business model and create offerings and solutions to meet Intel agency goals
- Become as intimate as possible with the DHS and bridge the gap to executives while increasing VMware mindshare
- Solidify existing DHS relationships and elevate VMware to a more strategic position within the DHS
- Manage complex enterprise sales campaigns while managing a diverse set of partners within the DHS
- Match the VMware solution to the DHS’s business needs, challenges, and technical requirements
- Typically a minimum of 8-12 years of experience and history of success in selling IT solutions or products to Intelligence Community customers; specific experience selling to the DHS is highly preferred
- Must have experience or understand model of selling cooperatively with large and small partners to include resellers, OEMs, consulting firms and Systems Integrators
- Clearance: TS/SCI with poly strongly preferred
15
Client Executive, Sled Resume Examples & Samples
- Co-develop a partner strategy for the territory to cover in tandem with ISR and PBM and execute on the strategy with specific revenue and profitability targets
- Effectively communicate and coach ideas and concepts to external partner representatives on how to position and close VMware opportunities
- Coordinate appropriate enablement resources to support partner community within the territory
- Orchestrate territory coverage with both internal and external partner teams to achieve high level results
- Supports and provides guidance to both field and partner marketing events and activities
- 5+ years of documented successful sales experience with a history of meeting and exceeding quotas
- Sales experience within Enterprise Software sales or related IT industry
- Proven track record of cross-functional influence, relationship building, and project management skills toward a broad constituency ranging from customers, channel partners, sales, marketing and technical management
16
HP Exstream Client Executive Resume Examples & Samples
- Develop account business plans for strategic enterprise and commercial accounts to promote software, services and training
- Uses specialty to leverage existing opportunities and branch into more than one business unit in the account
- Establish a professional working relationship with decision makers and C-Level to develop a core understanding of the clients unique business needs
- Builds growth opportunities leveraging the account planning process; actively manages planning process through scheduled client reviews
- Responsible for achieving yearly quota for software and service solutions
- Implements pipeline management practices while maintaining opportunities in Salesforce.com on a weekly basis
- Excels in consultative selling skills
- Business account planning experience and skills
- Financial planning and modeling skills, comfortable to manage high complexity business planning and reporting
- Strong communication skills at senior management both internally and externally
- Excellent communication – Ability to speak/write business English, with excellent oral and written skill sets in Japanese
- Ability to understand the customer's business issues and translate to HP solutions
- Negotiation skills and ability to frame the product value proposition to customers
- Leadership skills and cross functional expertise (sales, supply chain, marketing, IT)
17
Client Executive Belgacom Resume Examples & Samples
- Track record of selling large and complex Technology solutions to Service Providers (Product, Services, Software)
- Self-starter with the ability to build executive relationships, articulate product and business strategies, create demand and close deals
- Good base knowledge of Belgacom business models is essential
- Knowledge of and a contact network within Belgacom, as well as insight into issues and trends affecting Belgacom and their industry sectors
- Ability to lead a virtual team from the various lines of business within Cisco Systems including Sales, Systems Engineering, Consultant Systems Engineering, Field and Product Marketing, Product Management, Services, Business Unit etc
- The ideal candidate possesses strategic technical knowledge, and can succeed as a leader and mentor in a demanding and rewarding sales environment
- Strong leadership skills in a global teaming environment
- Specific examples of closing large, strategic deals
18
Client Executive Resume Examples & Samples
- Increase total penetration by 5%
- Become the drivers of CSC’s Lifecycle Management approach
- Align with each regional Cisco OD and Client Executives
- Build awareness of Cisco Capital and its finance programs
- Identify new products and programs to drive Cisco Capital penetration
- Train the Cisco sales force
- Build, distribute and manage sales pipelines
19
Enterprise Client Executive Resume Examples & Samples
- Enterprise South Area and Operation Strategy & Execution Priorities - Identifying, developing and implementing key initiatives that align with the Enterprise South Area and Operation Strategy & Execution Priorities
- Go to Market Sales Model - Leading /coaching teams through transformation with Account Planning/Opportunity Identification, Business Relevant / Customer Value Selling, Business Disciplines, Challenger Sales Strategy
- Financial Performance - Exceeding bookings goal (by geography, architecture and vertical), managing opex goal, and maintaining forecast accuracy; Providing visibility and in depth knowledge into numbers (customer insights, macro/micro trends, consumption models)
- Building a Winning Capability and Leading Change - Strategically leading and influencing your own team along with an integrated cross-functional teams including the Customer Value Acceleration Team, Services, Capital, Partners, Advanced Technology teams (Collaboration, Enterprise Networks, Data Center), Marketing, and others. Focusing on contributing to the long term success of Enterprise South and US Enterprise by being a collaborative leader amongst your peers. Consistently striving to improve and reinvent yourself
- BA degree - MBA or graduate degree preferred
- 5+ years of management roles selling solutions to senior executives at named accounts
- Understanding a broad range of Cisco technologies
- Business Development and strategy experience required
- Adept at balancing intense short-term pressures with overall long-term goals
- Strong executive presence, polish, and political savvy
- Strong leadership skills in coaching and developing a sales organization for 50+ people
- Excellent communication skills and ability to persuade -- using simple communications that convey complex concepts in a compelling, concise, and creative way
- Demonstrated ability to build and lead in a matrix-managed team culture
- Experience with financial services hardware, software and electronics is a plus
- National travel is required
20
Icg-client Executive Resume Examples & Samples
- 10 years experience in managing client relationships
- Excellent analytical and organization skills
- Uses Sound Judgement
- Innovates and manages change
- Effective negotiation and persuasion skills
- Ability to manage people, client and user expectations
21
Cib Investor Services Client Executive Ed Resume Examples & Samples
- Proactively managing client relationship(s) through a strategic and consultative sales approach
- Working effectively with internal partners in banking coverage and asset management to find opportunities, and maintaining revenues by ensuring client satisfaction across all product groups
- Identifying, pricing and winning new business based on knowledge of a client’s current and future requirements
- Managing the client's and J.P. Morgan’s risk through in-depth calling and understanding of opportunities
- Developing and maintaining industry and market expertise to maximize the client's business strategy
- Serving as client advocate and the liaison between other J.P. Morgan lines of business including Investor Services (product management, client service, operations, tax, legal), Investment Bank, Asset Management and Treasury Services
- Generating cross-sell opportunities by maintaining strong working relationships with other J.P. Morgan lines of business
- Possess a working knowledge of J.P. Morgan’s Investor Services product offering
- Solid understanding of financial markets and products including traditional asset classes and alternative products (e.g., hedge funds, prime brokerage, private equity funds, real estate / property funds) and familiarity with the portfolio management process
- Have an understanding of the pension industry including ERISA and the servicing requirements of Defined Benefit and Defined Contribution plans
- Be proficient in building and maintaining positive client relationships
- Demonstrate capability to identify and close sales opportunities through an active client calling effort and partnership with Product teams, but must have an ability to excel independently
- Possess strong strategic, creative and problem solving skills as well as solid written and verbal communication skills
- Demonstrate excellent time management, organizational, team building and planning skills
- Have strong quantitative and analytical skills with a solid understanding of financial markets
- Active holder of the FINRA Series 7 and 63 securities licenses
22
Client Executive, Sled Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within a list of geographically focused local government (city, county, and education) accounts in Washington
- Manage complex enterprise sales campaigns while managing a diverse set of partners within the same accounts
- 8+ years of experience in related software industry with at least 5-7 years in a selling role (preferably to SLED customers)
- Experience selling in both a direct and an indirect or Channel driven model
23
Regional Client Executive Resume Examples & Samples
- 10 years’ experience in the financial services industry
- 10 years’ experience in managing client relationships
- Uses Sound judgement
24
Client Executive Greater Chicago Area Resume Examples & Samples
- Utilize VMware EPIC2 values (Execution, Passion, Integrity, Customers, Community) to conduct day to day business
- Experience leading a team of professionals in sales campaigns that include sales executives, field SE’s, Inside Sales, Field Marketing, Services, Professional Services, and Channel teams
- Experience selling complex solutions, requiring integration (solutions being sold and with existing customer investments) and Professional Services to execute
25
Icg-regional Client Executive Resume Examples & Samples
- Builds Client Relationships
- 10 years of experience in the financial services industry
- 10 years of experience in managing client relationships
- Proven experience successfully managing multi-million dollar relationships
- Uses sound judgment
- BS/BA/Master's degree
26
Client Executive, State of Virginia Resume Examples & Samples
- Provide overall client development leadership and political strategy for Xerox activities in Public Sector
- Assists the LOB’s in pipeline management and forecasting
- Coordinates governmental relations activities and serves as primary Xerox local resource for contact with political leadership
- Develops and maintains executive-level relationships
27
Client Executive, Civilian Agencies Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services to Civilian agencies including SSA and Department of Commerce
- Learn and understand the Civilian accounts’ extended business models and create offerings and solutions to meet the customer’s goals
- Become as intimate as possible with the customers and bridge the gap to executives while increasing VMware mindshare
- Must exhibit general management style of sale while running a coordinated campaign within all entities of VMware
- 10 + years of experience and history of success in selling IT solutions or products to Federal customers; specific experience selling to Civilian accounts is required
- Domain experience selling - in Datacenter Space. Ideally expertise across- Compute, Network, Storage, Management, Automation, Private and Public Cloud
28
Client Executive, States of Nj / ma / va Resume Examples & Samples
- Assists the LOBS in pipeline management and forecasting
- Works directly with the leadership of other Xerox organizations
- Responsible for community and political involvement, ensures that Xerox is viewed as a good corporate partner to the State and the local community
29
Client Executive EM Resume Examples & Samples
- Conducts required number of proactive on –site annaual plan reviews, investment reviews, and service meetings with clients and brokers, completing all required documentation recording such activities
- Acts as an escalation point for resolution of non-routine issues related to service center performance, including: research to identify root cause, designing strategy to resolve issues and managing resources to resolution
- Interprets discrimination testing rules and results. Consults on solutions to failed testing
- Consults with clients and brokers on plan enhancements or upgrades including conversions of older investment contracts to newer products. Resonsible for managing the conversion process
- Consults with clients on plan termination issues.Advises on what options are available. Handles all related administrative processes
- Assists sales representatives with sales presentaions, acting as a subject matter expert
- Thorough working knowledge of ERISA
- Ability to handle a large volume of technically complex daily inquiries
- Ability to communicate technically complex subject matter to lay people
- Ability to conduct effective presentions in a “board room environment.”
- 5-10 years experience working directly with plan sponsors, advisors , and/or TPAs , preferably in a client relationship role
- Ability to build and deepen relationships with clients
- Thorough working knowledge of ERISA, qualified plan design, recordkeeping, administration, and plan investments
- Ability and willingness to travel locally in geographic region. 20-25% overnight travel required
30
NAM Head of Client Executive Resume Examples & Samples
- A minimum of 10+ years of markets and securities services experience
- Bachelor’s degree desired
- Strong leadership skills and ability to manage cross-functional teams
- In depth experience of Markets and Securities Services products, clients and business dynamics
- Strong sales, relationship building and negotiating skills
- Successful understanding and leadership of a diverse and multi-product business
- Strong intellectual grasp of the industry and with the ability to anticipate and lead the organizational response to future changes
- Ability to translate vision into executable plans
- Credibility and gravitas to lead, motivate and influence a diverse population across products and matrix reporting lines
- Proven track record in building high performance teams
31
Client Executive Resume Examples & Samples
- The Client Executive is responsible for the growth and protection of the company’s market share/revenues through identification, development and acquisition of new business opportunities
- He/she will be able to identify new business opportunities by maintaining and expanding the number of contacts from traditional to non-traditional contacts (e.g. HR, Marketing)
- By recognizing and capitalizing on the flow of internal control, power and influence within the customer’s organization and industry, the incumbent develops complex medium and long-term strategies involving a full range of ICT products and services. In addition, through the ongoing development of customer and partner relationships, the incumbent ensures support for the customer. He leads an ICT multi-disciplinary sales team that must ensure complete customer satisfaction
- Develops customized ICT solutions with high margins based on specialized technologies and specific needs of the customer’s industry
- Cultivate an efficient relationship / partnership with key representatives and decision-makers within the organization
- Develops and presents written proposals, both self-initiated and in response to customer requests (RFP, RFQ, RFI), which frequently include cost justification, business case and technical specifications
- Prepares and coordinate formal presentations for the clients at the senior management levels as well as internally
- Ensures the development of customer/vendor account plan, based on customer’s business objectives and future strategies, helping them plan their communications and systems integration plans
- Develops medium and long-term sales strategies related to the I.C.T. (full product line and non-standard products/services (i.e. strategic vendor alliances)
- Advocates broad, strategic and often unprecedented recommendations, taking into account rapidly evolving technology, competitive activities and customer needs, in the pursuit of innovative business applications
- Candidate must develop knowledge and understanding of the competition in place and the existing products in the industry, including evolving technology trends across full range of products and services on a self initiated and company-initiated basis
- Anticipates, recognizes and overcomes obstacles in the decision-making procedures, by capitalizing on in depth knowledge of the customer’s formal and informal decision-making process. Establish internal and external alliances and provide the associated support
- Provide high-level input regarding corporate processes, such as product/service forecasts, competitive intelligence, sales plans and all customer records, including the initiation and development of new business opportunity identification reports. Conducts comprehensive results analysis including wins-losses and executes appropriate action plans
- Customer focus; team player
- Leader and motivator
- Analytical and strategic planning skills
- Solution oriented selling / Added value
- Challenges Status Quo
- Strong organizational skills; upholds commitments
- Excellent knowledge of telecommunications products and information technologies
- Strong capacity to learn and interest in new technologies
- Able to work with tight deadlines
32
Client Executive Resume Examples & Samples
- Experience working within Oil & Gas
- Technical breadth coupled with depth (typically acquired through a minimum of 3 years of hands-on experience) in one or more of the following areas
- Broadband networks
- Value added applications: Hosting, Managed Services, Vertical Applications
33
Assistant Director, Client Executive Resume Examples & Samples
- Consult with clients on legislative changes that impact their plan. If warranted, make recommendations for plan changes to ensure that the client’s plan stays in compliance
- Provide training, guidance and direction to clients for administrative reports, quarterly statements, annual 5500 reporting, Plan Sponsor Online, and Diversified Direct Online
- Meet with client to discuss: Plan Reviews, Investment Reviews, Strategic Action Plans, Communication Plans and other tools and services as applicable to meet client needs and expectations
- Interface with plan administrators and brokers to direct daily plan functions or processes while maintaining our company objectives and profitability
- Accountable for providing a high level of responsiveness, positive and proactive relationships with both internal and external customers to include handling escalated and complex situations
- Proactively identify customer needs, special projects, formulating marketing efforts to clients and client visits
- Represent TRS and present at formal new sales, re-selling and retention opportunities
34
Senior Global Client Executive Resume Examples & Samples
- 10+ years’ experience in alliance and or distribution management with a Global Distribution Partner
- Experience with building key performance indexes (KPIs) and executive dashboards in order to measure and drive VMware priorities with the global distribution partner
- Familiar with software field sales organizations and Global Distribution Partner models
- Global/international experience
- Team player. Strong drive. Self-starter. Ability to take leadership role in driving initiatives, working across virtual organizations, and structuring approaches to new opportunities
- Familiarity with a broad range of application and infrastructure software preferred
- BA/BS degree in related field, MBA a plus
- Minimum of 15 years’ experience in the industry
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Client Executive Resume Examples & Samples
- Work closely with the sales team to maintain a strong relationship with institutional clients in the region
- Proactively manage client issues, answer queries, update on fund performance etc to deliver a high quality of client servicing
- Support the team in preparation of RFP and client pitches, prepare reports for portfolio review meetings
- Keep abreast of market trends and support business development activities
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Client Executive Resume Examples & Samples
- Conducts required number of proactive on–site annual plan reviews, investment reviews, and service meetings with clients and brokers, completing all required documentation recording such activities
- Consults with clients and brokers on qualified plan design issues. Interprets and explains plan provisions and regulations. Recommends alternative plan design provisions to accomplish clients’ goals. Forwards requests for plan amendments through appropriate channels for processing
- Consults with clients and brokers on plan enhancements or upgrades including conversions of older investment contracts to newer products. Responsible for managing the conversion process
- Consults with clients on plan termination issues on what options are available. Handles all related administrative processes
- Assists sales representatives with sales presentations, acting as a subject matter expert
- Ability to prioritize workload
- Ability to conduct effective presentations in a “board room environment.”
- 5+ years experience working directly with plan sponsors, advisors , and/or TPAs , preferably in a client relationship role
- Working knowledge of ERISA, qualified plan design, record keeping, administration, and plan investments
- Ability and willingness to travel locally in geographic region. 40% travel required
- FINRA Series 6 and 63 licenses preferred at time of hire, and required within 6 months
- Industry credentials from ASPPA and/or SPARK preferred
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Director, Client Executive Resume Examples & Samples
- Oversight of all aspects of the client relationship including the responsibility of retaining the client by developing multiple key contact relationships between the client and internal Diversified team members
- Maintain cross-functional relationships between Diversified, Client, and Broker when applicable, including but not limited to client visits and strategic partnerships with senior decision makers
- Proactively consult with clients regarding Diversified’s various products and services, in addition to legislative changes
- Deliver standard client reports, including but not limited to: Plan Reviews, Investment Reviews, Strategic Action Plans, Communication Plans and other tools and services as applicable to meet client needs and expectations
- Proactively analyze the structure and operation of client plans and make recommendations for improvements
- Demonstrate extensive knowledge in plan design, Diversified’s resources and capabilities through the ability to recommend value-creating services to clients and brokers
- Proactively identifies customer needs, special projects, formulating marketing efforts to clients and client visits
- Represent Diversified and present at formal new sales, re-selling and retention opportunities
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Client Executive Resume Examples & Samples
- Big Data Analytics
- Cloud Solutions
- IBM Brand strategies
- Mobile & Security Solutions
- Social Business Solutions
- 10 years plus IT solution sales experience, with strong understanding of ACT government industry and it’s intricacies
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Director, Client Executive Resume Examples & Samples
- Oversight of all aspects of the client relationship with Transamerica Retirement Solutions including the responsibility of retaining the client by developing multiple key contact relationships between the client and internal TRS Team Members
- Maintain cross-functional relationships between Transamerica Retirement Solutions, Client, and Broker when applicable, including but not limited to client visits and strategic partnerships with senior decision makers
- Review the organization’s service solutions regarding TRS’ various products and services
- Partner with clients and brokers to develop initiatives that enhance the retirement readiness of plan participants, including communication campaigns, education approaches and asset gathering strategies
- Demonstrate extensive knowledge in plan design, TRS’ resources and capabilities through the ability to recommend value-creating services to clients and brokers
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Client Executive Resume Examples & Samples
- Build & Maintain Relationships within System Integrator DoD Accounts – Understand the System Integrator business model and sales cycle;, build relationships with the business development and program teams within the System Integrators; be the point of contact for VMWare for System Integrators for DoD Program business
- Understand the Federal DoD market - Know the end-user customers that the System Integrators serve, the relevant System Integrators in the market, and key programs both pre-award and post-award; establish credibility with System Integrators via knowledge of the market
- Understand the VMware portfolio – Understand the VMware story, solutions and technologies; understand & relate specific Federal focused Use Cases for VMware solutions; communicate new end-user mission and technical requirements to VMware
- Push Awareness in the System Integrator Federal Organizations - elevate VMware's strategic status with key System Integrator partners, drive executive capture & technology relationships, push go-to-market solutions that will allow System Integrators to discriminate in the market and influence end-user customer requirements
- Assist with Program Sales Strategies – Engage & coordinate with End-User Client Executives; engage VMware capture management to develop program specific value propositions; identify the relevant System Integrators and points of contact; build ongoing and program specific call plans with integrator accounts; develop program bid strategies with VMware Leadership
- Drive Adoption of VMware technology during Program Capture Phase - Execute program specific call plans; push program focused value propositions; arrange demonstrations and deep dives; negotiate positions on System Integrator teams; ensure System Integrators are getting proper proposal & technical support; help System Integrators win program business
- Drive Adoption of VMware technology in existing DoD Programs – Understand the key existing programs in the Federal market and the System Integrators who hold the contracts; develop relationships with System Integrator program leadership; show how VMware solutions can minimize costs, meet schedules & service level agreements, and/or expand the contract scope
- Manage a program specific funnel of both pre-award & post award opportunities
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Client Executive Resume Examples & Samples
- Highly collaborative and engaged style necessary. Strong, thorough communication skills. Must be comfortable working in a virtual team environment
- Deep thinker
- Occasional travel required, possible exposure to irregular work hours
- Strong advocate for the customer and drives change
- Bold, ability to build constructive tension
- Must have MBA or Tertiary Qualifications and a passion for learning
- Able to share insights with clients and team IBM to drive valued client outcomes
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Securities Service Client Executive Resume Examples & Samples
- To keep abreast of all development of both capital and fixed income market as well as SS products in order to intelligently communicate to clients
- To manage clients such that all requirement, inquiries, issues are handle efficiently so that client’s satisfaction is 100%
- To maintain “Top Custodian bank” perception and A&T key player in the market
- To conform to all policies & compliance in order to retain either self or external audit satisfactory rating
- To co-ordinate operation and product manager in order to streamline and reduce fail or non-STP instruction
- To assist in all matters relating to sales & account management for business manager
- To assist DCC and Investor product manager in finding product solution and requirement for customer
- To maintain, review and update client’s documents per internal and regulatory requirements
- To liaise with regional team on A&T product development, deal approval, A&T agreement, quality survey, i.e. client service review
- To assist business manager analyzing competitive information, market direction and customer behavior for appropriate strategy handling existing client or new client acquisition
- To assist SS sale in preparing proposal and presentation material
- At least Bachelor Degree in Business Administration or related field
- Minimum 4 years working experience in product management or sales and marketing experience in securities business
- Good command of English
- Good communication skill, rational of thinking and innovative
- Computer literate (Microsoft Office: Word, Excel, PowerPoint etc.)
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Senior Client Executive Resume Examples & Samples
- Bachelor’s degree required, Insurance degree a plus
- Excellent communication skills including verbal, written and group presentations
- We seek individuals who take responsibility for their own and others developmental needs and continually improve knowledge and skill proficiency
- Must be able to work in a fast paced and dynamic environment with minimal supervision and be willing to take on additional challenges and tasks to provide best in class service to clients
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Service Client Executive Resume Examples & Samples
- 3) Provide insights on demand and uncover client's specific requirements for effective promotion of specific IS solutions
- 4 ) Take the role of IS virtual leader in assigned territory, personal leadership potential is the key for success
- At least 10 years experience in IT Services industry
- At least 5 years experience in IT services company( or system integration company) sales experience
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Client Executive Resume Examples & Samples
- Proactively conducts selling activities on a face-to-face basis, and pursues initiatives in collaboration with the customer team
- Develops new contacts to ensure growth and leverage business opportunities. He/she will be able to identify new business opportunities by maintaining and expanding the number of contacts from traditional to non-traditional contacts (e.g. Marketing, multiple business units)
- Responsible for maintaining an accurate sales forecast
- Cultivates an effective relationship or partnership with key influencers and decision-makers
- Prepares and coordinates formal group presentations for the senior management teams of larger clients
- Develops medium- and long-term sales strategies related to the I.C.T. (full product line and non-standard products/services
- Conducts ongoing needs analysis across all functional (marketing, finance, administration, production, etc.) and division (individual business units) levels of the company
- Maintains a high degree of competitive and product knowledge including evolving technology trends across the full range of products and services
- Anticipates, recognizes and overcomes roadblocks in the decision-making process by capitalizing on knowledge of the customer’s flow of internal control, power and influence
- Provides high-level input regarding corporate processes, such as product/service forecasts, competitive intelligence, sales plans and all customer records, including the initiation and development of new business opportunity identification reports
- Conducts comprehensive results analysis including wins-losses and executes appropriate action plans
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Investor Client Executive Resume Examples & Samples
- Deliver a high-quality, tailored, service experience across the client organisation to enhance satisfaction
- Working with Melbourne and Hong Kong service teams be the senior 3rd party manager relationship and escalation contact as well as track, manage and coordinate key issues as needed
- Proactively recommend process enhancements within the Client Executive team and follow through on improvement opportunities
- Build a network of Citi contacts in the local markets and regional service centers
- Maintain industry knowledge and inform clients of ongoing market initiatives
- Conversant with basic industry service standards
- Custody, accounting and Australian tax competency
- Securities industry compliance
- Project Management (helpful)
- CitiDirect for Securities & Cash
- Understanding of security types and derivatives
- Understanding of superannuation and managed investment products
- Understanding of fund structure
- Industry based technology
- Custodian procedures and standards
- Organisation
- Customer service / client focus
- Results focussed
- Ability to deal with different levels
- Detail focussed
- Influencing
- Business acumen & industry awareness
- Undergraduate business degree, preferably Accounting stream
- Post Graduate Diploma in finance (preferred)
- 5+ years relevant Australian Master Custodian /Fund Services/ relevant industry experience
- Operational experience in Fund Services highly regarded
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Client Executive Resume Examples & Samples
- Actively participate in Channel 2 CA meetings. Look for account management best practice across other accounts and, where appropriate, suggest how these could be implemented
- Identify and Distribute thought leadership/industry updates
- Understanding of firm’s knowledge sharing tools and portals e.g. Spark, Gateway
- Distribution of broker reports, daily news update, analysis and sharing of annual results presentations
- Proven experience of working within an office environment
- Project management experience in a professional environment
- Minimum of English and Maths GCSE at grades A to C (or equivalent)
- Preferably educated to at least A level standard
- Experience of MS Excel, Powerpoint and Word
- Prepared to travel to visit other PricewaterhouseCoopers (PwC) offices
- Organised approach to performing tasks and prioritising work where there are conflicting time demands
- Good communication and listening skills to ensure that tasks are clearly understood and any queries to or from the client team are efficiently dealt with
- Ability to interpret financial data and produce relevant reports
- Willingness to learn about clients and how to perform new tasks
- Attention to detail required
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Client Executive Resume Examples & Samples
- Responsible for Opportunity Identification and Qualification (70% of the time) and engaging the proper specialist to work on the qualified opportunities
- Accountable to prospect – search and find new opportunities (cold calling)
- Opportunity owner (30% of your time) – pick up qualified opportunities and work through to close (including negotiations and contract signing)
- Prime the account planning process – set strategic direction for the account and author the account plan
- Effectively prepare for client meetings and respond to proposals within your territory
- Establish/manage relationships with key internal and external partners to support delivery of Bell Business Market customers expectations
- Negotiate and interact with customers with Bell’s best interest and account level goals in mind
- Ownership of all success metrics - revenue, gross margin and contract bookings, win rate of sales team (new sales not run rate business)
- Will have a sales quota which focuses on growth services and renewals
- Responsible for growing the business with assigned customers by developing and executing innovative sales strategies
- Experience asking customers for their business, with a history of delivering with discipline, while adhering to the ‘Sales Process’
- Ability to prospect and identify opportunities while developing strong customer relationships
- Strong negotiations skills
- Facility for risk taking
- Demonstrated strength in understanding and influencing team dynamics
- Vision and full grasp of business issues
- Experience in the Telecommunications industry selling technical customer solutions
- Technical and sales breadth coupled with depth in one or more of the following areas
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Client Executive Resume Examples & Samples
- Educated to a bachelor's degree or master's degree
- Solid working experience with sound track record
- Good understanding of custody product and operational flow of custody business
- Service oriented - can understand client’s need and exceed client’s expectation
- Fluent written and verbal English
- Highly motivated self-starter, resourceful, innovative, dynamic and high energy levels
- Able to perform well under stressful conditions, flexible and team worker
- Experience in building and maintaining strong relationships at varying levels of seniority is critical
- Excellent PC skills with specific emphasis on presentation and written client materials
- Strong and demonstrated communication, influence, negotiation and problem solving skills
- Self-starter, team player and exposed multi-culturally
- Leveraging the Citi network and customer relationships
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Client Executive, Inst Trust Resume Examples & Samples
- Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale. Ensures smooth delivery of new services and communicates emerging needs
- Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client¿s activities and the banks¿ services
- Coordinates/leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans
- Interacts with and involves bank senior management in reporting client servicing activities/issues. Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately
- Provides input regarding team members' performance with respect to their overall contribution to team results
- Participates in new business efforts and defined prospecting within a given marketplace
- 10 - 15 years of experience in relationship management, new business development and client servicing with significant exposure to banking/credit underwriting, trust/asset servicing and investments
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Enterprise Client Executive Resume Examples & Samples
- At least 8 years experience in Multiple Industry Exposure
- At least 5 years experience in IT Consulting and IT Consultative Solutions Selling
- At least 5 years experience in Working closely with Client C-Suite (New Buyers) including CEO
- At least 5 years experience in Business Consulting firms OR large Multi nationals with long term transformational agendas
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Client Executive Resume Examples & Samples
- Directly work with implementation and planning for PEO/Association Clients
- Promote and build external and internal relationships
- Partner with external and internal customers on strategic planning and implementation of products and services
- Act as a liaison between the Sales and Account Implementation departments, effectively distributing resources to meet enrollment requirements
- Participate in appropriate activities prior to sale to gain insight on Customer culture and begin building relationships
- Prior sales experience in the healthcare industry
- Comfortable presenting to small and large audiences
- Experience building and maintaining consultative relationships that bring value beyond the service aspect
- Comprehensive knowledge of Microsoft Office applications, Word and PowerPoint
- Willingness to travel 30 - 50%
- Experience with account management
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Client Executive Resume Examples & Samples
- Act as a business partner with the Regional Sales Director, SE Manager, and Services Sales Executive to create, maintain and execute a business plan with goals and objectives for the region, based on opportunity, customer needs, and VMware’s strategic direction
- Be operationally excellent in the day-to-day running of the business including (but not limited to) pipeline development, forecasting, account planning, sales cycle management, collaboration, teamwork, and best practice sharing
- Lead multiple customer sales cycles from qualification through close; effectively orchestrating necessary resources, completing required sales activities (RFI/RFP, customer qualification, requirements gathering, solution development, business validation, TCO/ROI), and developing close plans to execute with account teams
- Work effectively as both a specialist (subject matter expert) in support of a core account exec, as well as, directly leading independent sales cycles
- Develop strong relationships with key decision makers and influencers within customer accounts by providing insights and value that establishes credibility and trust
- Maintain a strong technical knowledge of VMware’s Cloud Management products and services, as well as, industry trends, customer adoption and competitive solutions
- Work with Field Marketing to develop and execute marketing plan, presenting at industry events and customer briefings
- Provide knowledge transfer to field sales on industry/solutions
- 5+ years in enterprise software sales at industry leading companies. With a proven track record of achieve business objective, in a highly competitive environment, working with fortune 1000 companies
- Candidate will possess sound consultative sales skills with demonstrable selling experience at the C-level
- Possess in-depth knowledge of the IT Management business vertical, industry trends, end-user challenges and competitive landscape
- Strong business management, planning, execution, and sales skills
- Strong services acumen to drive solutions (product and services) that reduce cost, improve agility, and delivery reliability to IT stakeholders
- Advanced knowledge of value selling methodologies, processes and tools
- Strong business analytical skills including developing business cases and Financial Models including ROI/TCO
- Ability to understand and present VMware's vision, strategy and organization
- BA/BS degree or equivalent experience
- Ability to travel a minimum of 50% of the time
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Client Executive, Intel Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within the Intel Agencies
- Learn and understand the Customer’s extended business model and create offerings and solutions to meet Intel agency goals
- Become as intimate as possible with the Intel Agencies and bridge the gap to executives while increasing VMware mindshare
- Solidify existing Intel Agency relationships and elevate VMware to a more strategic position within the Intel Agencies assigned
- Manage complex enterprise sales campaigns while managing a diverse set of partners within the Intel Agencies assigned
- Match the VMware solution to the Customer's business needs, challenges, and technical requirements
- Accurately forecast license bookings, specific products revenue, PSO
- Typically a minimum of 8-12 years of experience and history of success
- Must have experience or understand model of selling cooperatively with large
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Markets & Securities Services Client Executive Resume Examples & Samples
- Develop and cultivate client contacts
- Actively pursue the completion of follow-up tasks as a result of client calls
- Educate and train clients to properly use Citi products
- Organize calls with Product, Technology and/or Operations partners to identify solutions, roll out technology enhancements and ensure that client requirements are met
- Help to coordinate and update global account planning, communication and information exchange with internal partners
- Provide onsite guidance to clients for complex securities and cash solutions, handle onerous documentation process
- Very strong Client Service and communication skills
- At least 3 years’ experience in securities services
- Fluency in Spanish and English required
- Performance driven person
- Very strong ability to achieve results working through others
- Works well collaborating across functional lines
- Drive for perfection
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Junior Client Executive Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within a list of approximately 50 Named Select Accounts
- 4+ years of experience in related software industry with at least 5 years in a selling role to large select accounts
- Proven track record of over achieving quota in a highly competitive, fast paced environment
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Client Executive, Disa Resume Examples & Samples
- 8+ years of experience in related software industry with at least 5-7 years in a selling role to DoD Agencies – DISA strongly preferred
- Must have experience selling cooperatively with IBM, HP, and / or Dell
- Experience leading a team of professionals in sales campaigns that include Sales Executives, Field SE’s, Inside Sales, Field Marketing, Professional Services, etc
- Must have experience in selling in or around ‘platform’ sales such as ERP, CRM, Apps, etc
- Top Secret Clearance preferred
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Client Executive Resume Examples & Samples
- Solution Selling: The identification, development and progression of solution sales. Ability to market complex IBM solutions, products and services specific to the Federal Government with particular attention to:- Big Data Analytics - Cloud Solutions- IBM Brand strategies- Mobile & Security Solutions- Social Business Solutions
- Relationship Building: A requirement to engage and build relationships at C-suite level (CEO, CFO, CIO, Board of Directors or committees) and functional teams within the client. Drive executive relationships, manage and conduct contract negotiations on complex issues and gain customer commitment to IBM solutions at the senior executive level
- Industry/Customer Knowledge: An in-depth understanding your client’s business needs and goals. Understand the framework within which the client operates and the underlying competitive strategies within the Federal Government
- Problem Solving/Creativity: Anticipate future customer problems in industry and IT trends and develop realistic visions and strategies
- Leadership: Develop and implement market strategy and plans for the customer. In-depth knowledge of industry trends, directions and goals as well as competitive strategies and offerings
- Contribution to IBM Business: Accountable for client and specific personal objectives, including revenue, profit, and other measurables (eg: customer satisfaction). Develop strategies and tactics to win business, including overseas resourcing/expertise, alliances, competitive strategies and other relationships. Ability to manage multiple opportunities concurrently to a high level of customer satisfaction.Experience Required
- Self-motivated, high-energy and driven person, you will as effective in a team as you are alone
- Strong advocate for the customer – drive change and solve issues quickly
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Client Executive, Insitutional Trust Resume Examples & Samples
- Manages complex master trust, custody and trust/asset services clients. Evaluates, designs, implements and oversees clients' total relationship plan. Ultimate responsibility for all aspects of the relationship including worldwide custody, multinational, investments, banking, credit/treasury management services and proper introductions to Wealth Management as appropriate
- Reviews individual client relationships to determine the banking, trust and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships
- Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client’s activities and the bank’s services
- Manages client profitability. Understands competitive environment and anticipates opportunities. Develops pricing strategies and works with team to enhance profitability
- Interacts with and involves bank senior management in reporting client servicing activities/issues
- Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately
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Client Executive Resume Examples & Samples
- Handling escalation items directly from the client or operations
- Tracking and escalating changes in client behaviour
- Extensive prior experience of equity financing (both cash and synthetic) is essential
- A good cross product knowledge covering, equities, fixed income, FX and swaps
- A strong understanding of the risk and control environment impacting our business
- A good understanding of global markets, including market regulations, investment limitations and operational/settlement procedures
- A good understanding of hedge fund strategies including; equity long/short, risk arbitrage, convertible arbitrage, event-driven, global macro, merger arbitrage and distressed
- Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with clients
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Client Executive Resume Examples & Samples
- Gathering/collation of financial information from both electronic and manual (documentary) sources
- Document collation, evidencing paper trail of transactions
- Data input of key information into spreadsheets and or proprietary systems
- Case, contract and documentation review - analysing documents to identify key facts, anomalies, etc
- Reporting - detailed and summary analysis (by transition, time period or categorisation)
- Complaint handling and customer redress
- Regulatory remediation and quality compliance testing
- Research - collating and preparing reports
- Preference for graduates (preferably Economics / Finance / Accountancy / Business / Legal / Compliance or similar)
- Candidates without degrees may also be considered if they possess the required skills and/or relevant experience
- Candidates should ideally possess relevant work experience, preferably in a corporate environment. Please note, this is not essential
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Client Executive Resume Examples & Samples
- Relationship Building: A requirement to engage and build relationships at C-suite level (CEO, CFO, CIO, or committees) and functional teams within the client. Drive executive relationships, manage and conduct contract negotiations on complex issues and gain customer commitment to IBM solutions
- Leadership:Develop and implement market strategy and plans for the customer. In-depth knowledge of industry trends, directions and goals as well as competitive strategies and offerings
- Industry/Customer Knowledge: An in-depth understanding your client’s business needs and goals. Understand the framework within which the client operates and the underlying competitive strategies within Government
- Collaboration/Partnering: Strong collaborative skills in building alliances and partnerships internally within IBM and with IBM partners where required. Teamwork at highest levels leading complex, multi-disciplined engagement teams responsible for the development of deliverables, such as client proposal and presentations
- Solution Selling: The identification, development and progression of solution sales. Ability to market complex IBM solutions, products and services specific to Government
- Contribution to IBM Business: Accountable for client and specific personal objectives, including revenue and other measurables (eg: customer satisfaction). Develop strategies and tactics to win business, including overseas resourcing/expertise, alliances, competitive strategies and other relationships. Ability to manage multiple opportunities concurrently to a high level of customer satisfaction
- 10 years plus IT solution sales experience, with Government and Education background
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Client Executive Resume Examples & Samples
- Meet or exceed revenue, profitability and client satisfaction goals
- Interact with and provide direction to client services to ensure effective execution of account plan
- Acquire new customers
- Lead in the development and execution of Client Satisfaction initiatives to meet or exceed Customer Value Index (CVI) targets
- Action and resolve customers request and complaints
- Sales and account management experience in the Telecommunications industry with proven success managing small to medium accounts
- Extensive knowledge of the Wholesale Community needs
- Extensive knowledge of the Internet Industry and emerging technologies
- Proven team leadership ability
- Flexible and antonymous
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Investor Services Client Executive Resume Examples & Samples
- A good cross product knowledge covering, Custody, Fund Services, Lending, Futures, OTC Clearing and Prime
- Extensive client relationship management experience
- Ability to take ownership and execute solutions with appropriate urgency
- Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients
- Attention to detail and the commitment to deliver an excellent service to a demanding global client base
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Client Executive Resume Examples & Samples
- Leads development of account plan taking into consideration marketing strategy and Customer business objectives in a collaborative fashion
- Develop and manage relationships at all levels of this Account
- Strategic understanding and proactive engagement of the client’s planning of their ICT and systems integration priorities
- Co-ordinate RFP deliverables for contract retention based services with extended team members
- Develop strategies and tactics which leverage competitive advantage and profitability
- Prepare and conduct formal group presentations at senior management levels
- Leading the sales strategy and negotiating revenue opportunities for all service elements
- Responsible for engaging the Sales Specialists (working as a team) for new business development opportunities
- Provide consultation on concepts, products and services while engaging the right team members to complete the solution
- Acts as the authority for overall Customer network solutions with the proactive engagement of the technical account architect dedicated to this account
- Takes an active interest in continued development to further strengthen industry expertise
- Experience in the Telecommunications or ICT industry selling technical Customer solutions. Adaptability and flexibility
- Motivated with a positive ‘can do’ attitude
- Strong listening and negotiation skills
- Proven track record in Strategic Selling and managing a large account with tight sales process disciplines
- Preference will be given to experience in managed services including contact centre
- Additional considerations for proven track record in any of the following
- Data networks
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Client Executive Resume Examples & Samples
- Accountable for day-to-day service and client satisfaction
- Drive continuous enhancement of Citi products and services
- Work in partnership with support groups and the client in order to ensure Citi is a top 3 provider
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Client Executive Resume Examples & Samples
- Solution Selling: The identification, development and progression of solution sales. Ability to market complex IBM solutions, products and services specific to the Distribution sector with attention to areas such as Strategic business consulting, Business process and IT Outsourcing, IT services including Cloud, Software, Hardware, Finance and Research
- Industry/Customer Knowledge: An in-depth understanding your client’s business needs and goals. Understand the framework within which the client operates and the underlying competitive strategies within the Commercial sector
- Contribution to IBM Business: Accountable for client and specific personal objectives, including revenue, profit, and other measurables (eg: customer satisfaction). Develop strategies and tactics to win business, including overseas resourcing/expertise, alliances, competitive strategies and other relationships. Ability to manage multiple opportunities concurrently to a high level of customer satisfaction
- 10 years plus IT solution sales experience, with strong understanding of the Distribution sector and it’s intricacies
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Senior Client Executive / Client Executive Resume Examples & Samples
- A Client Executive candidate should possess a minimum of 5+ years of related work experience in real estate lending; with specific real estate market experience and knowledge working with private sector and institutional clients in the assigned market
- Undergraduate degree required; MBA preferred
- Highly motivated, independent worker within a team-oriented culture
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Client Executive, SLG Mountain States Resume Examples & Samples
- Responsible for selling the complete VMware solution, products, and services within a territory of geographically focused SLG Accounts
- Learn and understand the assigned accounts’ extended business models and create offerings and solutions to meet SLG goals
- Solidify existing customer accounts and elevate VMware to a more strategic position within all accounts
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Partner Client Executive Resume Examples & Samples
- Engage with partners, and end-customers to support sales cycle and opportunities
- Engage with other internal Bell resources (territory channel manager, gateways specialist, CSEs, hosting specialists, network specialists, product managers, delivery teams and other) with pre and post sales activities
- Work with partners to ensure team has proper tools and knowledge
- Maintain high levels of knowledge and expertise regarding our targeted customer base, their industries, outsourcing, managed services and information technology
- Handle and forward any technical and operational questions or issues that may arise during a sales pursuit, and properly manage partner and customer expectations throughout the sales cycle, ensuring Bell’s role as trusted advisor
- Assist in preparing proposals, presentations, quotations, contracts and supporting documentation as required
- Track and report on deal status and keep accurate records
- Ensure proper forecasting and reporting
- Meet sales objectives
- Requirement to work from Bell campus
- Requirement for regular travel to partner and client locations
- Business acumen / ability to align technology to business objectives
- Solution selling / ability to launch, lead and execute a sales pursuit
- Knowledge and awareness of industry standards and norms
- Ability to construct a convincing business case, express it clearly and gain consensus around decisions, plans and actions
- Ability to excel in a cross-functional team environment and link internal objectives and goals to external partners business objectives
- Ability to prioritize tasks, and manage requests in a fast pace environment
- Ability to establish and manage weekly cadence with partners and sales representatives
- Ability to manage sales team and ensure accurate reporting and measurements
- Ability to plan, coordinate and monitor a significant numbers of functions/tasks simultaneously
- Ability to listen, communicate and effectively build rapport with partners and customers
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Client Executive Sled-nc / SC Resume Examples & Samples
- 10+ years of experience in related software industry with at least 10+ years in a selling role (preferably to SLED customers)
- Must have experience or understand model of selling cooperatively with IBM, HP, Dell, or other partners
- Experience selling complex solutions, requiring integration (solutions being sold and w/existing customer investments) and Professional Services to execute
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Client Executive Resume Examples & Samples
- Ensure revenue and profit objectives are met
- Prospect and qualify both new and recurring business opportunities
- Lead the development of the account plan taking into consideration the customer’s marketing strategy and business objectives
- Develop and manage relationships at all levels of the Enterprise account
- Assume responsibility for revenue run rates and growth objectives
- Coordinate deliverables regarding unsolicited offers and calls for tender
- Develop strategies and tactics that leverage competitive advantages and profitability
- Prepare and conduct formal group presentations
- Develop and present proposals including cost justifications, a business case and technical aspects in response to demand for integrated solutions that offer substantial value for the customer and that are profitable for the company
- Spearhead the creation of the customer offer process (internal business case) and manage approval steps
- Lead and negotiate revenue opportunities for all service-related elements (such as service level agreements, disaster recovery plans, maintenance, etc.) in collaboration with Service Management
- Engage and support Sales Specialists in new business development opportunities
- Provide expert advice on concepts, products and services
- Help customers plan their strategies and tactics regarding information and communications technology (ICT) and systems integration
- Act as the authority for all of the customer’s network solutions and be their primary technical point of contact
- Advocate for the customer within Bell to drive support and development opportunities aligned with their business requirements
- Spend the necessary time on continuous training, by researching and studying new technologies, both internally and externally, in order to provide a single point of contact for the customer during the sales process
- Three to five years of experience selling technical solutions in the telecommunications or ICT sector
- Skill in identifying business opportunities while building solid customer relationships
- Proven ability to understand and influence team dynamics; in-depth knowledge of business issues
- University degree in Engineering, Computer Science or Business
- Post-graduate degree preferred
- Positive attitude, dedication and commitment; willing to surpass requirements
- Keen to learn on an ongoing basis and to develop technical skills
- Ability to adapt to change in a fast-paced environment
- Able to work effectively as part of a team, with internal and external partners
- Creative and innovative approach to problem-solving
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Client Executive Resume Examples & Samples
- Expertise in the development with major enterprise business is essential
- Professional and relational experience with major clients is essential
- Candidate must be fluent in English and French spoken and written
- 10 years of experience in selling complex solutions
- Highly skilled in RFP responses
- Capacity to rally and mobilize internal support teams to meet expected objectives
- Bilingualism is required (English and French)
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Key Client Executive Resume Examples & Samples
- Responsible for orchestrating the deployment of corporate-wide resources to provide comprehensive solutions and services to the determined strategic client
- Defines and sets the strategic direction, functions as a thought leader and strategic business partner with the client and provides leadership to the Fiserv Key Client Executive Team(s) for their accounts
- Develops a strong understanding of the client that includes their business drivers and strategies, competitive position in the marketplace, industry trends, key strategic partner relationships, as well as key executives and decision makers, etc
- Builds, enhances and executes the long term client relationships and communication at the C-level, with other key executives, key decision makers and influencers and acts as a trusted advisor to senior executives within the client organization
- Analyzes and keeps abreast of significant market changes (trends, issues, M&A activity, and corporate developments) that would be valuable information to the client and that mitigates and manages risk to Fiserv and the client
- Builds cooperation and collaboration with the Fiserv business units to realize revenue growth, client value and satisfaction
- Qualifies client specific opportunities and develops pipeline jointly with the Business Units
- Helps to win new business, with high level relationships, sales and negotiation skills and client oriented communications
- Structures and leads large bundled pan-Fiserv deals
- Manages, measures and accurately predicts financial outcomes
- Drives Delivery Service Excellence
- 10 years of deep Financial Services/Credit Union expertise preferred
- 10 years of experience managing P&L
- 10 years of experience structuring large bundled deals ($1M+) in the technology industry
- 10 years delivery, sales and account management experience
- Experience working for a Product or Services company
- A history of meeting/exceeding financial commitments
- Experience working in a large, matrix organization with hundreds of products/services
- 70% domestic travel
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Client Executive Resume Examples & Samples
- Develops new contacts to ensure growth and leverage business opportunities. He/she will be able to identify new business opportunities by maintaining and expanding the number of contacts from traditional to non-traditional contacts (e.g. HR, Marketing, multiple business units)
- Maintains a high degree of competitive and product knowledge including evolving technology trends across the full range of products and services on both a self-initiated and company-initiated basis
- 5 years of experience in selling complex solutions
- Knows the lay of the land: knowledge of finance and political issues in the Large Enterprise group
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Client Executive, Institutional Trust Resume Examples & Samples
- General knowledge of trust/asset services, products, investments and business segment specific issues (e.g. plan design, unique reporting/ structure requirements)
- Broad knowledge of Northern Trust, industry issues and a strong understanding of the marketplace clients, prospects and competitors
- Demonstrated proficiency in Interpersonal skills, negotiation, delegation and sales are necessary to service the client relationship
- Leadership and organization skills are required to determine clients' needs and assess resources needed
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Client Executive Resume Examples & Samples
- Solution Selling: The identification, development and progression of solution sales. Ability to market complex IBM solutions, products and services specific to the FSS(Financial Services Sector) with attention to areas such as Strategic business consulting, Business process and IT Outsourcing, IT services including Cloud, Software, Hardware, Finance and Research
- Industry/Customer Knowledge: An in-depth understanding your client’s business needs and goals. Understand the framework within which the client operates and the underlying competitive strategies within the FSS sector
- 10 years plus IT solution sales experience, with strong understanding of the FSS sector and it’s intricacies
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Client Executive Resume Examples & Samples
- Promptly and proactively address incoming inquiries generated through web advertising and marketing campaigns
- Keep current with industry trends that are relevant to targeted vertical markets
- Have a complete technical understanding of and ability to articulate and demonstrate our products and value proposition
- Maintain sales pipeline with weekly reports to sales management
- Provide high touch account management with current client base
- Determine potential up sell and other revenue opportunities within an account
- Minimum 2-3 years of sales experience; B2B technology sales experience a plus!
- Strong computer skills, proficient with standard software, Internet, and web applications
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Regional Client Executive Resume Examples & Samples
- Leverage existing relationships with media and entertainment industry contacts to achieve revenue goals
- Identify, qualify and close sales opportunities and strategic relationships with broadcasters, networks, affiliates and OTT providers
- Create and execute strategic account plans
- Build and maintain a robust sales pipeline
- Develop and present professional sales presentations and proposals
- Maintain SalesForce.com records, aggressively close deals and finalize contracts, meet/exceed sales quotas and revenue goals
- A proven record as a sales professional with experience selling complex digital media solutions to the media and entertainment industry
- Excellent knowledge of the digital media ecosystem and live and on-demand video workflow including signal acquisition, encoding, publishing, ad serving, online video platform services, content delivery, subscriber management and client side applications
- History working in a start-up like environment
- Working knowledge of Salesforce.com
- Proven track record of success
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Regional Client Executive Resume Examples & Samples
- Aggressively prospect, qualify and close potential clients generated through outbound calling, email initiatives and attending appropriate industry events defined by sales management
- Generate your own sales targets via research, industry articles and specific targeted verticals defined by the sales and marketing strategies
- BA/BS preferred
- 5+ years of sales experience; B2B technology sales experience a plus
- Background in technology (infrastructure, web hosting, CDN) highly preferred
- Proven experience in a quota carrying sales role with a track record of exceeding goals
- Able to effectively prospect, qualify, and solution sell to the right decision makers
- Excellent presentation skills with the ability to succinctly present our services via phone/web conference, trade shows, etc
- Salesforce.com experience is a plus
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Client Executive Resume Examples & Samples
- Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment, an understanding of the services provided by Citi and the ability to bring all elements together seamlessly to deliver solutions for the client
- A good cross product knowledge covering, Custody, Fund Services, Lending, Futures, OTC Clearing
- Advanced analytical skills, as well as the ability to break down problems and proactively own the problem by recommending and/or implementing solutions. The ability to multi task and constantly assess and change priorities in line with the demands of the business and Client base
- FCA approved (not necessary on appointment, training/exams required)
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
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Client Executive Resume Examples & Samples
- Bachelor degree required; Master’s degree or CFA an asset
- Completion of CSC and Exempt Market Products exam
- 10+ years of experience with a proven success record of dealing with institutional investors - experience with retirement plans, endowments and foundations highly preferred
- In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy
- A high-energy level with the ability to influence and lead
- Ability to work self-directed and also be a contributing team member
- Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience
- Strong business judgment and resource management
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Client Executive Resume Examples & Samples
- Manages the total customer relationship; integrator of IBM
- Maintains senior executive relationships
- Leads account planning and opportunity identification
- Plans and facilitates and/or conducts complex negotiations for assigned accounts
- Responsible for planning of ibm.com activity for assigned accounts
- Drives growth in assigned accounts
- Opportunity prioritization and overall account plan for assigned accounts
- Responsible for revenue, wallet share, and customer satisfaction on assigned accounts
- Applies expert understanding of sales processes, including the IBM Client Value Method
- Applies a mastery of business acumen, including an understanding of the customers’ business, industry, economic trends, issues and competition
- Demonstrates a deep understanding of organizational resources, priorities, needs and policies, both IBM and clients
- Demonstrates comprehensive knowledge of IBM strategies, offerings, and technologies. Applies knowledge of information technology and leading edge solutions related to the client’s business
- Demonstrates effective use of channels
- Masters the required proficiency levels of the Relationship Discipline skills for this position
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Senior Client Executive Resume Examples & Samples
- At least 10 years of experience in public sector
- Documented success with responding to large public sector RFP’s
- Danish: Fluent
- Master's Degree in Business/Management
- Documented network within the public sector
- Track record within analytics software and solutions
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Client Executive Resume Examples & Samples
- Proven ability to effectively manage client relationships
- Proven ability to effectively manage workflow
- A thorough working knowledge of ERISA (from the client/plan sponsor perspective)
- A thorough working knowledge of investments
- Proven ability to handle a large volume of technically complex daily inquiries (primarily phone calls)
- Proven ability to communicate technically complex subject matter
- FINRA Series 6 preferred at time of hire, and required within 6 months. Industry credentials from ASPPA, NIPA, and/or SPARK preferred
- Four years industry experience
- Two years client servicing experience
- Four year college degree or comparable experience
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Cib-china Client Executive Resume Examples & Samples
- Assist the Head of Client Coverage in developing clients and marketing total business solutions to clients in Mainland China
- Identify and develop new business opportunities with existing clients under coverage
- Identify and explore new business opportunities with new clients
- Work with the financial solutions and execution teams to advise clients on integrated financial solutions including pre-IPO, IPO, M&A, leveraged finance, capital raising, corporate financing and other financial advisory
- Follow up and coordinate all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
- Provide timely market information to the Head of Client Coverage and related business teams
- Participate in business and company events to identify new business opportunities and pitch for new clients
- As circumstances may require, lead and/or participation in execution meetings with support of execution/product departments
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Client Executive, Civilian Agencies Resume Examples & Samples
- 8 + years of experience and history of success in selling IT solutions or products to Federal customers; specific experience selling to Civilian accounts is required
- Domain experience selling in Datacenter Space
- Ideally able to network to LOB leader, CxO – but at a minimum able to work across IT, Ops, AppOps/Dev-admin
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Global Client Executive Resume Examples & Samples
- Develops customer account strategies and tactical penetration plans
- Develops customer relationships
- Develops compelling value propositions based on ROI cost/benefit analysis
- Executes against the major steps of the sales process
- Strong sales/product background highly preferred (i.e. PM or technical product experience)
- Successful and demonstrable sales/ revenue and gross margin accomplishments in working with large and complex organization
- Experience selling C Level decision makers
- Experience in selling to digital media and software industries
- Experience in selling to content providers
- Experience in product positioning and pricing
- CDN/Networking experience
- Prior successful experience in sales management of named strategic accounts (Preferred)
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Citibank Berhad Kl-client Executive Resume Examples & Samples
- Deliver a high-quality, tailored, service experience across the client organization to enhance satisfaction
- Deepen client wallet through cross selling new opportunities in Securities Lending , Global Custody etc
- Be a central point of contact - track, manage, and coordinate all key issues for the client and Citi seniors
- Conduct regular service reviews and develop action plans to confirm commitment and optimize service levels
- Proactively recommend process enhancements, and follow through on improvement opportunities
- Maintain industry knowledge, and inform clients of ongoing market initiatives
- Coordinate due diligence visits and periodic client meetings
- Degree in Business/Finance
- Understanding of investment products and attributes, custodian procedures and standards
- Financial management and statistical skills
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Client Executive Resume Examples & Samples
- Previous experience in the Healthcare Industry
- Strong capacity and drive to develop career
- Excellent verbal and written communication skills in local language as well as good command of English
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Client Executive Resume Examples & Samples
- Maintain up to date market and competitor knowledge related to their product/solutions/services
- Continuously update their understanding the customers changing clinical and/or operational issues and challenges
- Create viable product configurations which meet customer needs effectively, while achieving optimum margin for GE
- Differentiate assigned product offering during the various stages of the sales process, effectively using GE resources and approved product marketing and product promotion material to actively support the customer through their decision making process towards a successful outcome for GE
- Represent the company at relevant medical conferences and technical exhibitions to promote product/solution and company
- Create and maintain opportunities in the applicable sales funnel tool and/or CRM tools
- Ownership of order and configuration quality at the point of entry to ensure accuracy, configuration integrity and that all requirements are tied to documented customer inputs
- Estimate date of delivery to customer based on knowledge of the company's production and delivery schedules ensuring fulfillment of the order is according to customer expectations and enhances customer satisfaction
- One GEHC teamwork
- Contribute to account plans where applicable at accounts covered by account managers/executives
- Continuously educate and coach account team members on their product/service/solution strategy and offerings
- Collaborate with and leverage subject matter experts and other resources within GEHC channels to build relationships and secure business
- Share and follow-up identified leads to other product lines within own accounts and or One GEHC accounts
- Maintain knowledge of and understand all applicable Global Privacy and Anti-Competition Policies and operate within them to ensure that no company policy or Local/ Int'l Law is broken
- Maintain knowledge of and understand all applicable Environmental Health Policies (including but not limited to GE Healthcare EHS Policies, GE Healthcare Fleet Rules, etc.) and operate within them to ensure that no company policy or local / Int'l Law is broken
- Drive continuous improvement on all related processes, work instructions, and procedures to ensure ongoing standardization and simplification of the Quality Management System
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Client Executive, Gateway Resume Examples & Samples
- Bachelors Degree and minimum 5 years of selling experience in a medical, healthcare or healthcare IT field
- Ability to interface with both internal team members and external customers as part of solutions based sales approach
- Ability to energize, develop and build rapport at all levels within an organization
- Ability to synthesize complex issues and communicate in simple messages
- Valid motor vehicle license
- Software sales experience in Healthcare industry strongly preferred
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Client Executive Resume Examples & Samples
- Strong academic background in a relevant discipline – degree or equivalent
- Excellent communication and research skills, with ability to present facts, opinions and creative ideas clearly verbally, visually and in writing
- Passion for the communications and public relations industry
- Interest in or experience with social media and digital channels
- Team player with an enthusiasm for learning from peers and senior team members
- Demonstrated knowledge of and interest in digital communications, social media and blogging
- Ability to prioritise workload and manage time effectively, working to deadlines with minimal supervision
- Proficient user of Microsoft Office packages
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Client Executive Resume Examples & Samples
- Researching and monitoring client’s business and industry to maintain knowledge base
- Minimum of 2 to 3 years (for CE) of previous public relations work experience
- Proficiency in the use of office computer programs to include MS Office Suite
- Good hands-on knowledge of major social channels including developing content, developing platform strategies
- Experience of being client facing, with relevant supervision
95
IT Client Executive Resume Examples & Samples
- The Client Executive builds and directs a team of Service Delivery Managers, whose role it is to work directly with Stanford Hospital & Clinic clients as their champion and communication services solution provider. The Client Executive effectively interacts with, provides leadership to, and supports clients of all levels; they keep the SHC CIO and other SHC leaders advised of current activities that affect or have potential impact on SHC and its business lines. They ensure that relationships are built and maintained with leadership throughout SHC and IT Services
- Leads the coordination and communication with IT Services functional and operational teams
- Creates and executes business and technical plans, and revises as appropriate to meet changing needs and requirements
- Evaluates and assesses metrics and program effectiveness; reviews trends and monitors proactively
- Establishes and manages financials for a program, organization, and/or facilities
- Evaluates the effectiveness of the organizational structure and programs to ensure success, development of employees, and appropriate use of staff resources
- Leads, hires, coaches, and evaluates performance of staff
- Other duties may also be assigned
- Detailed understanding of relevant business and technical knowledge
- Ability to resolve issues quickly and make decisions that meet university objectives, in a collaborative culture
- Demonstrated ability to lead, motivate, and develop staff
- Exceptional customer relationship skills, consensus building skills, and ability to establish effective working relationships in a diverse environment
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VP, Client Executive Resume Examples & Samples
- Solid understanding of trade finance products and markets including Supply Chain finance, Commodities finance, ECA finance, Letters of Credits, Pre-Export Finance etc
- Proven track record of successful sales and origination in trade finance or related field
- Knowledge of the West Coast market and high level contacts at major corporations
- Possess the discipline to achieve given targets with due consideration for corporate policies and procedures
- Basic understanding of corporate finance and working capital management concepts
- Professional demeanor and conduct and good interpersonal skills
- Effective team player with strong persuasion skills
- Ability to connect with customers to derive desired results
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Client Executive Resume Examples & Samples
- Prepare commercial and technical service proposals and ensure such proposals are technically and commercially sound
- Negotiate complex contractual terms and conditions
- Generate new sales consistent with monthly and quarterly targets
- Strategic selling experience to global organizations, ideally within the cloud/SaaS/PaaS space
- Strong knowledge of the Enterprise IT workloads, requirements, and future technology trends
- Excellent communication skills, both verbal and written. Must be able to effectively communicate to senior management both within and outside the company
- Successful track record of selling high profile solutions to national and global clients
- Strategic selling experience to large organizations
- Ability to prepare and deliver professionally structured and written client proposals with limited supervision
- Flexibility to work outside of standard 9am-6pm US time zone hours
- Very strong negotiation and closing skills
- Experience managing a global customer with key stakeholders around the world
- Proven ability to function at a high level in a global organization
- Proven ability to work well as part of an extended sales team
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Client Executive Resume Examples & Samples
- Focus on profitable revenue generation in product and services
- Expanding Cisco presence driving relevance to customer's key business objectives
- Building and maintaining executive level relationships at customer and Cisco
- Creating Value for client account
- Determining the optimal coverage model
- Lead the selling strategy creating short and long term plans based on research and a deep understanding of business and technology trends
- The successful candidate will have demonstrated strategic, business development, and sales/account development experience working within the industry. Essential skills include
- 5+ years Senior Management experience, ideal candidate should possess both sales leadership and cross functional/general management experience
- 8+ years in management roles selling solutions to senior executives preferable in the Service Provider marketplace
- Demonstrated track record managing significant revenue responsibility and or profit/loss center and overachieving targets to meet stretch goals
- Demonstrated ability to provide thought leadership, think strategically and effectively communicate vision (both written and verbal) and influence cross-functionally
- Proven ability to work closely with engineering development organization to drive timely delivery of feature and functionality for their customer requirements
- Strong executive presence, polished, and politically savvy
- Strong leadership skills in coaching and developing a sales organization for 20+ people
- Education: BA/BS or equivalent required
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Client Executive Resume Examples & Samples
- Uphold and support the values and brand of Schroders to our clients
- Demonstrate role model behaviour and attitude
- Support and contribute proactively to the account planning process
- Gather client intelligence, sharing and generating insight about the client needs
- Be able to add value to client reporting given your understanding of the client
- Support and proactively identify continual improvements to our service
- Take a broader perspective than just day-to-day tasks: business, client service and clients
- Participate in client events and meetings where relevant (Trustee Training, client review meetings, conference calls, due diligence meetings etc)
- Passionate about client service quality
- Has either prior Client Service experience working with DC platform providers or DC clients specifically
- Has a good understanding of DC Platform and Client Service operations and processes
- Displays confidence, passion and is inquisitive
- Is able to be a role model of excellence in attitude and behaviour
- Builds positive working relationships and makes a difference
- Collaborative and team driven
- Is able and willing to lead and manage small client service and project initiatives
- Challenges themselves and others constructively
- Seeks and values coaching development / management rather than being told what to do / operating under prescriptive instruction and guidance
- Is able to manage competing demands and workloads
- Will work hard, show commitment and “go the extra mile”
- Has a desire to develop and grow beyond their current role
100
Client Executive Resume Examples & Samples
- Manage ad-hoc requests for social content creation and incoming assets from the client seamlessly
- Develop social content and strategies
- Implement or support publishing on major platforms (Facebook, Twitter, LinkedIn in particular)
- Manage reporting including the collection and tracking of results
- Maintain working knowledge of client’s business and the industry to maintain a solid knowledge base as it relates to clients
- Responsible for program execution and daily client service, and attending/inputting on client calls
- Draft activity/status reports; meeting agendas, plans
- Minimum of 1-2+ years in social, digital or public relations work experience, Agency experience a must
- Strong research and analytical skills (and ideally with experience of social measurement tools eg Radian6, Synthesio etc)
- Ability to complete projects within budgeted time
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Client Executive Resume Examples & Samples
- Be able to add value to the QIR given your understanding of the client
- Participate in client events and meetings (Trustee Training, client update meetings, conference calls etc)
- Thoroughly understands Client Service operations and processes
- Displays confidence and passion
- Can influence and change thinking of others
- Ensure knowledge of key areas is maintained to ensure the queries can be answered in an efficient manner
102
Client Executive Resume Examples & Samples
- Expand our account penetration for existing customers
- Develop and monitor client financial performance including renewal planning, negotiation and profitability levels
- Establish and maintain 'strong and appropriate' level relationships with customers and consultants; ensure UnitedHealth Group senior management has customer specific 'board level' contacts
- Work collaboratively with UnitedHealth Care internal counterparts on assigned accounts
- Demonstrate marketing and technical expertise through: Client, broker and consultant meetings. Assessment of approach, resources, and contacts needed to complete RFP's
- 5+ years’ healthcare experience dealing with clients directly
- 5+ years’ experience handling complex and difficult accounts
- Proficient with the Microsoft Office Suite to include Word, Excel, PowerPoint
- 5+ years’ experience working in healthcare delivery system
- Must have reliable transportation to and from job sites
- Willingness to travel as required
- Resides in Nashville, TN or surrounding areas
- Prior experience within health and wellness
- 3+ years Behavioral Health / EAP experience
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VP, Client Executive Resume Examples & Samples
- Drive growth with assigned strategic and key clients; Responsible for overall senior client relationship management, partnering with sales, consulting, and the business units to drive new growth and successful delivery execution
- Develop deep relationships with the client executives (C-Suite and decision makers), providing strategic, thought-leadership on the client's industry and market. Understand the client’s unique business environment and challenges; Utilize consultative selling and collaboration skills to architect organization wide solutions
- Ensure we understand the client's strategic objectives and the initiatives that support the business strategy; Partner with client delivery teams to ensure client expectations of service and execution are clearly understood, communicated and met; Provide input to relevant Optum colleagues on market trends as represented by our clients
- Direct strategic, client specific initiatives which deliver "value add" services through the execution of client business plans. Lead the annual client planning process and work with the Optum team to execute, update and refresh the plan throughout the year. Develop and monitor client financial performance and profitability
- Overall accountability for client retention and satisfaction; Partner with client management to drive incremental improvement in client loyalty, renewals, organic growth, and clearly demonstrate to the client the return on their investment; Serve as an escalation point for client issues and remove barriers to ensure high quality service
- 15+ years of strategic business development or senior level consulting experience with 5+ years of experience in driving deep, productive relationships with C-Suite and senior-level client executives
- Proven experience and expertise in the healthcare market
- Undergraduate degree required; an advanced degree (e.g., MBA, MHA) is preferred
- Demonstrated success accessing and influencing senior level clients
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International Client Executive Resume Examples & Samples
- Understands client needs and maximises opportunities for change/improvements in our service delivery
- Strong communication skills with both clients and team
- Able to generate creative approaches to derive insights from consumer panel
- Strong data visualisation skills
- A self-starter with energy, enthusiasm and the ability to work on own initiative
- Collaborative approach with clients and colleagues of various personalities and cultures
105
Client Executive Resume Examples & Samples
- Use strong industry knowledge to add value to the clients' operation
- Maintain an ongoing knowledge of clients' business; as well as their contract with OptumRx
- Provide positive alternatives to complex situations encountered by client and manage expectations
- Perform systems analysis to determine source of technical issues, and act as liaison between external clients and internal departments to resolve these issues
- Act in project coordinator capacity to ensure accurate and timely completion of client projects, to the client's satisfaction
- Complete service requests to translate customer needs and requirements for OptumRx’s product support and development teams
- Escalate client concerns where appropriate
- Communicate with clients via face-to-face meetings, conference calls and written correspondence
- Interfaces with internal OptumRx departments
- Associates Degree or Higher
- 3+ years related experience (equivalent combination of education and experience in the PBM industry (with specific emphasis on team development and account management)
- Client facing experience
- Experience with various software products
106
FCC Client Executive Resume Examples & Samples
- Extensive prior experience of Futures and OTC Clearing essential
- A good cross product knowledge covering, equities, fixed income, Custody, Fund Services, FX and Swaps. Should cover trading, market regulations; short selling rules (stock lending and repo), risks and corporate actions
- A strong understanding of the regulatory, risk and control environment impacting our business
- A good understanding of global markets, including Market Regulations, Investment Limitations and Operational/Settlement Procedures
- A good understanding of Hedge Fund Strategies to include; equity long/short, risk arbitrage, convertible arbitrage, event-driven, global macro, merger arbitrage and distressed
- Advanced analytical skills, as well as the ability to break down problems and proactively own the problem by recommending and/or implementing solutions
- The ability to multi task and constantly assess and change priorities in line with the demands of the business and Client base
- Client facing
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Client Executive Resume Examples & Samples
- Develop new and foster existing relationships with media and entertainment industry contacts to achieve revenue goals
- Identify, qualify and close sales opportunities and strategic relationships with OTT providers, content creators and media providers
- Drive revenue from list of targeted accounts
- Keep apprised of changing market conditions, competitive landscape and new technologies
- Gather and report customer feedback on product and service portfolio
- 3+ years a sales professional with experience selling scalable and complex digital media solutions to the media and entertainment industry
- Excellent knowledge of the digital media ecosystem and live and on-demand video workflow including encoding, publishing, ad serving, online video platform services, content delivery and client side applications
- Extremely self-motivated, attention to detail and desire to deliver results
- Excellent written and oral communication, including formal presentation skills
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Client Executive Resume Examples & Samples
- Afgeronde academische opleiding, eventueel aangevuld met 1 - 2 jaar werkervaring en bent op korte termijn beschikbaar
- Uitstekende communicatieve vaardigheden in het Nederlands en het Engels
- Outgoing persoonlijkheid, houdt van klantencontact en met mensen in gesprek te gaan over uiteenlopende onderwerpen
- Passie voor communicatie- en branding-onderzoek
- Affiniteit met digitale onderzoekstechnieken, zoals apps en communities
- Houdt van variëteit in projecten, bent in staat om te multitasken
- Goed ontwikkelde analytische vaardigheden
- Goed bekend met MS Office pakket
- Full time beschikbaar
- Creatief en nieuwsgierig naar wat mensen denken, voelen en vinden
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Senior Client Executive Resume Examples & Samples
- Understand the delivery implications of consulting opportunities and sell complex solutions
- Work in a highly ambiguous, dynamic environment with a proven ability to balance competing demands and priorities as well as operate independently while building a successful sales pipeline/channel
- Promote cross-brand solutions to promote the overall portfolio
- Understand key partner and competitor offerings which overlap the VES solution space
110
Senior Client Executive Resume Examples & Samples
- Demonstrates the ability to further develop existing business and executive level client relationships, cultivate new relationships, align with IT and Business Groups to uncover opportunities and develop solutions
- Demonstrate a detailed Demonstrates a detailed understanding of business finance and a high level of awareness of customers business / industry sector. Full understanding of how an investment adds value to the business, how to produce a business case that delivers a compelling financial argument to purchase a solution/service offering, and understanding the principals and application of an ROI model
- Demonstrates a detailed knowledge of functionality, features and benefits of VES core Voice, Data and IP products and is capable of working independently on non-complex sales opportunities
- Demonstrates good knowledge/understanding of customers’ environment as it relates to their specific sector. Identify sector trends and drivers, understand key applications that solve business problems in sector and deliver solutions that meet customers’ specific needs/requirements
- Demonstrates a good knowledge/understanding of VES Outsourcing Strategies and underpinning product sets/solutions. Able to effectively and consistently vocalize/present value/benefits of a VES Outsourced solution
- Creates and maintains detailed and accurate Account/Oppty plans and reviews/updates and communicates these on a regular basis. Has clear strategy and set of objectives where relevant
- Understand the delivery implications of consulting opportunities and sell solutions that VES can deliver
- Promote cross-brand solutions to promote the overall VES portfolio requiring an understanding of VES and VzW offerings
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Senior Client Executive Resume Examples & Samples
- Demonstrates good knowledge/understanding of customers’ environment as it relates to their specific sector.Identify sector trends and drivers, understand key applications that solve business problems in sector and deliver solutions that meet customers’ specific needs/requirements
- Demonstrates a comprehensive understanding of VES Strategic Solutions.Capable of identifying, qualifying & closing opportunities with minimal support.Demonstrates expertise in this competency and could support/coach others
- Understand the delivery implications of consulting opportunities and sell solutions that VEScan deliver
- Team with VEScolleagues and vendors to develop creative solutions
- Promote cross-brand solutions to promote the overall VESportfolio requiring an understanding of VES and VzW offerings
112
Senior Client Executive Resume Examples & Samples
- Identify and develop C-level executive relationships with newly identified customers and within assigned account portfolio
- Bachelor's degree or equivalent directly related work experience required
- 5+ years proven industry experience with quantifiable successful sales track record
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Senior Client Executive Resume Examples & Samples
- Bachelor's degree or equivalent, and 6+ years of successful strategic/solutions and/or systems integration sales experience or related discipline. Must be able to manage, lead and influence others outside of their department/functional area as needed. Experience with Government Education - K-12; Public Sector (local and state government) is highly preferred
- Demonstrated effective ability to think strategically and develop and follow set of objectives. A proven track record in consultative selling solutions, in addition to broad knowledge and expertise in the industry
- Experience with interfacing at “C” level contact and demonstrates a detailed understanding of both the customers' sector and business drivers/challenges
- Has good understanding of Solutions Selling methodology and tools and applies these regularly to both gain a better understanding of the customers' environment and manage the relationship
- Ability to articulate value-focused selling approach
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Client Executive Resume Examples & Samples
- Has a detailed understanding of business finance and a high level of awareness of customers business / industry sector. Full understanding of how an investment adds value to the business, how to produce a business case that delivers a compelling financial argument to purchase a solution/service offering, and understanding the principals and application of an ROI model
- Demonstrates a detailed knowledge of functionality, features and benefits of Verizon core Voice, Data and IP products and is capable of working independently on non-complex sales opportunities
- Demonstrates a comprehensive understanding of Verizon Strategic Solutions. Capable of identifying, qualifying & closing opportunities with minimal support. Demonstrates expertise in this competency and could support/coach others
- Establishes "C" level contact within Accts/Opptys and demonstrates a detailed understanding of both the customers’ sector and business drivers/challenges. Has good understanding of Solutions Selling methodology and tools and applies these regularly to both gain a better understanding of the customers’ environment and manage the relationship
- Understands effective negotiation techniques and seeks to apply them in most situations. Is focused on achieving mutually beneficial, "win-win" results and is alert to customer buying signals and identifies and acts on closing opportunities
- Articulate client business value with consultative selling approaches and ability to successfully interact/communicate with C-level executive of client organizations
- Understand the delivery implications of consulting opportunities and sell solutions that the organization can deliver
- Assist with developing proposals and oral presentations
- Have the ability to identify and work to achieve short and long term goals for self/team/Company
- Team with colleagues and vendors to develop creative solutions
- Promote cross-brand solutions to promote the overall portfolio requiring an understanding of VZ and VZW offerings
- Understand key partner and competitor offerings which overlap the enterprise solution space
- Must have proven track record of exceeding annual revenue plan
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Senior Client Executive Resume Examples & Samples
- 5-10 years experience working with large health care organizations or large enterprise wide software systems
- A minimum of 4 years working as a Senior Client Executive or Sales Executive in Health Care Informatics
- Deep understanding of the Healthcare Industry with applicability to provider organizations. Hospital revenue cycle experience is a plus
- Sufficient technology application or technology product understanding in order to learn and understand software products at a detailed level
- Understanding of enterprise software deployment a plus
- Strong communication skills, relationship building and conflict management skills
- Good listening skills
- Able to multi task and prioritize
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Client Executive Resume Examples & Samples
- Concurians are well taken care of. Here are some office perks and top benefits to highlight
- Medical, dental and vision options, including for domestic partnerships
- 401(k) plan with match
- Commuter and health club benefits
- Over 4 weeks of vacation and holiday time
- Pre-tax flexible spending accounts for health and dependent care
- Employee Stock Purchase Program
- Concur Cares Days to dedicate paid time every quarter to a non-profit of your choice
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Client Executive Resume Examples & Samples
- Managing customer financials based upon business objectives and service level agreements, while meeting revenue goals
- Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures
- Sets strategy within sphere of responsibility and contributes to long-term strategy of overall business unit
- Collaborating with delivery leaders who manage and coordinate tasks and resources, to ensure the customer needs and contract requirements are satisfied. Engaged in all phases of selling and provides direction for delivery of customer solutions
- Expected to spend 75% of time focused on account growth and innovation, the remaining 25% split between directing account activities and Service Delivery
- Directs the efforts of others in the achievement of the strategic and operational objectives of the group, including the hiring, staffing and development of a diverse and effective workforce
- Owns small to mid to large scale engagement(s) with annual revenue generation of $15M up to $50M
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Director Client Executive Resume Examples & Samples
- Oversight of all aspects of the client relationship including the responsibility of retaining the client by developing multiple key contact relationships between the client and internal team members
- Maintain cross-functional relationships between Transamerica, Client, and Broker when applicable, including but not limited to client visits and strategic partnerships with senior decision makers
- Proactively consult with clients regarding various products and services, in addition to legislative changes
- Oversee administration and servicing of defined contribution, defined benefit and non-qualified retirement plans, including problem resolution and directing efforts between internal departments
- Manage and communicate solutions to complex issues regarding all facets of the client’s retirement plans
- Provide training, guidance and direction to clients for administrative reports, quarterly statements, annual 5500 reporting, Online services
- Partner with clients and brokers to develop participant solutions, including communication campaigns, education approaches and asset gathering strategies
- Interface with plan administrators and brokers to direct daily plan functions or processes while maintaining company objectives and profitability
- Analyze the structure and operation of client plans and make recommendations for improvements; recommend value-creating services to clients and brokers. Identify customer needs, special projects, formulating marketing efforts to clients and client visits
- Represent Transamerica and present at formal new sales, re-selling and retention opportunities
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Client Executive Resume Examples & Samples
- Four years retirement industry experience
- Proven ability to handle a large volume of technically complex daily inquiries (primarily phone calls and emails)
- Designations with ASPPA or NIPA
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Client Executive Resume Examples & Samples
- Conducts required number of proactive annual plan reviews, investment reviews and service meetings with clients and brokers. Brings consultative element to relationships with the goal of enhancing client, advisor and TPA loyalty
- Acts as escalation point for resolution of non-routine issues related to service including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
- Consults with clients and brokers on qualified plan design issues. Interprets and explains plan provisions to accomplish clients’ goals. Forwards requests for plan amendments through appropriate channels for processing
- Consults with client and advisor on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submits conversion approval requests. Prepares analysis of a client’s current service agreement and investment contract to the provisions under the proposed conversion. Submits a client’s conversion application for processing
- Keeps clients and advisors apprised of product and service enhancements, including changes in investment options
- Trains clients on TRS processes, procedures and resources, including all systems/technology for participants and plan sponsors
- Consults with clients on plan termination issues. Submits plan termination requests for processing
- Consults on participant communications strategy and options with client and advisor. Schedules workshops, facilitates fulfillment of enrollment materials. Reports back to client and advisor on success of strategy and program
- Consults with clients and advisors on plan options in advance or following a corporate action such as a company merger or acquisition
- Assists the Sales team with finals presentations, acting as the subject matter expert on topics such as TRS service model, installation process, ongoing administration, plan design, communications programs and procedures
- Contributes to and participates in departmental and organization-wide projects designed to enhance service, improve internal training, make recommendations for improvements with the intent of increasing client satisfaction and retention
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Senior Client Executive Resume Examples & Samples
- Managing quick-turn projects from start to end, including the provision of insight and analytics
- Working with internal departments to ensure smooth and timely delivery of projects
- Supporting the senior directors with key client conversations and business development for a new and developing sector team; The Transformation Brands unit
- Successfully manage client relationships, whilst quickly building rapport and establishing a ‘trusted partner’ status
- Have some experience within the Market research industry and applying market research skills
- Be exceptional with clients from a current or previous client facing role. You will have exceptional rapport building abilities
- Strong communication and presentation skills are essential
- Good academic background
- Highly organised with exceptional time management
- We are also looking for someone who has a hunger for progression and thirst for learning and development
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Client Executive, NSP Resume Examples & Samples
- Develop a detailed strategic territory plan as well as individual account plans with the goal of strategically selling into your territory
- Develop and maintain strong relationships with business executives in both prospective and client organizations
- Develop a sales plan consistent with Equinix objectives. Track, manage, and report ongoing activity relative to plan. Deliver an global account plan to senior executives on a semi annual basis
- Develop successful partnerships with internal organizations including Solutions Architects, Sales Engineering, Contracts, Billing, FP&A, Product Marketing, etc
- Maintain Accurate Salesforce.com forecasts and activity records
- A track record of over-achieving sales quotas
- Accurately forecast new sales and revenue projections on a monthly, quarterly and annual basis
- 15+ years of experience selling technology solutions
- Strong solution selling skills, including extensive experience calling on key executives in large accounts
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Senior Client Executive Resume Examples & Samples
- Develop strategic business plans – in alignment with the Organizations strategic objectives, align the Divisions goals to ensure we meet company sales and financial objectives
- Drive profitability of Division – develop target initiatives that improve profitability of Division including evaluation of product coverage and price, claims cost and discretionary expense, and constant review of the market share per each region rolling up into the division
- Financial analysis, sales forecasting – plan and submit annual fiscal strategic plans and quarterly sales forecasts. Review income and expense statement by state for real estate sales channel and identify possible solutions to mitigate issues
- Region development – ensure Regional Managers are provided with targeted strategic development objectives to help identify regions which need to increase profitability and market share as well identifying opportunities for process improvement , sales training, and proper use of technology
- Talent acquisition – assist Regional Managers in the selection of Area Managers for assigned territory. Provide guidance with the interviewing and selection ensuring the best candidate is selected for the role
- Talent management – ensure all staff are provided with a detailed onboarding plan; Each role has goals and targeted objectives to foster professional growth and create accountability; Monitor external and internal customer feedback to measure performance and identify best practices
- In concjunection with the Regional Managers, help to create and implement sales contests and incentive programs which can motivate the sales force to increase their sales opportunitites
- Evaluate business marketing agreements or affinity opportunities
- Partner with with other First American Business Segements to cross sell products and services
- To perform this job successfully, an individual should have knowledge of Microsoft Office applications
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
- Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
- 2- 4 years related experience with 3+ years experience directly handling escrow transactions as an escrow assistant
- Escrow Officer certification from the Escrow Association or completion of escrow officer training program by a title company or bank
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Elavon Client Executive Resume Examples & Samples
- Bachelor's degree in Business or Finance, or equivalent work experience
- Eight to 10 years of client management experience in the Payments industry
- Candidate must have strong presentation skills, ability to engage at C-level, and prior sales experience with large, national businesses
- Strong contract negotiation, account management and project management skills
- Working knowledge of ROI and P&L calculations
- Strong problem-solving and negotiation skills
- Proven customer service/relations skills
- Excellent presentation, interpersonal, verbal and written communication skills
- Some knowledge of Elavon products and systems helpful
- Travel is required 40%-50% of work time
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Client Executive, Worldwide Resume Examples & Samples
- Work alongside our Global Chief Client Officer and Managing Director of the Global KCR Program(Key Client Relationship) on all operations and processes
- Planning and scheduling all KCR and Training Development meetings and calls, coordinating meetings and all requests as it relates to all active programs
- Maintain detailed project trackers and pipelines for organic growth and training opportunities and setting up agenda/follow up items for each call
- Develop executive summary reports and updates for the Senior Leadership and Global Training and Development Teams
- Provide excellent customer service by supporting all requests, needs and opportunities across all programs
- Creating first drafts of emails and marketing materials that will be posted to the intranet and sent out to senior leads and employees worldwide
- Opportunity for independent program ownership
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Senior Client Executive Resume Examples & Samples
- Verizon is a Federal Contractor
- Verizon requests veteran priority referrals
- Verizon is an equal opportunity and affirmative action employer M/F/Disability/Vet
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Client Executive Resume Examples & Samples
- Has a higher education within economics and / or marketing and experience with sales
- Has a minimum of 2-3 years of experience in the retail industry from sales, marketing, analysis, or purchasing functions, or as a management consultant
- Has a good commercial understanding and awareness
- Has a strong focus on sales and has experience in creating and finding new business opportunities
- Has the ability to see and understand customer issues and build strong relationships and costumer value
- Are team oriented and appreciate to help the team develop your knowledge, your experience and your prospects
- Are independent and competent to initiate and monitor projects
- Are passionate about marketing, consulting, sales and market analysis
- Are good with numbers, have good analytical and IT skills and are good at forming relationships
- Thrives in an extrovert role
- Have great communication skills and the ability to communicate complex analyzes in a simple and efficient way
- Are proactive, ambitious, committed and challenges the status quo
- Is fluent in English and Swedish (written and spoken)
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RMS Client Executive Resume Examples & Samples
- Excellent verbal and written communication skills in English and local language desirable
- Expertise in servicing customers and in-depth knowledge on RMS methods and products, analysis and techniques
- Computer Literate
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Business Client Executive Resume Examples & Samples
- Five years related business-to-business sales experience
- Five years related technical solutions sales experience in the Enterprise environment
- Five years experience in solutions/applications selling leveraging research and strategic account planning skills
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Technologies Client Executive Resume Examples & Samples
- Overall account growth, profitability, and customer NPS across Dell Technologies
- Influencing decision makers
- Develops, executes and communicates strategic plan to all constituents; Communicates organizational and functional strategy and translates it into goals
- Serve as the trusted advisor to customer executives and establishes strategic-partner status within their account
- Responsible for identifying the appropriate coverage model and resourcing levels for their account
- Responsible for attracting and retaining talent specifically aligned to their account
- Leads activities of all aligned resources to ensure compliance with tactical and strategic objectives
- 10+ year’s measurable quota carrying experience in a strategic account resulting in annual revenue generation of ~$100m or more
- Demonstrated strong leadership, partnership and influencing capabilities. Including consultative strategic selling experience
- Strong interpersonal, written and verbal skills which allow you to interact with confidence and credibility at all levels within the DT family of companies, customers, partners and vendors
- Experience working in a matrixed, complex, fast-moving and constantly changing sales environments within an extremely competitive market
- Practical understanding of virtualization, big-data, security, data storage, private cloud and hyper-converged solutions, as well as the solution’s value when mapped to an account’s business needs
- Able to clearly demonstrate executive presence and the ability to engage in business level discussions with C-Suite
- Ability to quickly articulate the value of the DT 50
- Strong technical acumen and the ability to discuss all components of Dell Technologies portfolio and how, combined, they can solve identified business problems and opportunities
- Track record of conflict resolution within extended team
- Track record of consistently out performing business goals (revenue, margin, product mix)
- Excellent communications skills inclusive of executive communications and presentations; comfortable selling to all levels of an organization including extensive experience in the “C” suite
- Strong negotiating skills to close opportunities
- Proven strength in inspiring others to success. Leads with focus and teamwork to accomplish goals. Demonstrable skills in leading teams to success when not all parts of team agree on the process, able to make tough decisions
- Educates team through clear direction, partnership and communications
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Client Executive BHP Billiton & Rio Tinto Resume Examples & Samples
- Builds and maintains executive level relationships at client and Cisco on a global basis. The role would require significant travel - primarily, but not limited to, the United States and Australia
- Directs all sales processes and manages short term (annual) and long term (strategic) revenues for infrastructure and services, and channels strategy
- Leads creation of and executes a coordinated and synergistic strategy to maintain and build wallet share, improve margins, productivity and bookings for the company
- Determines the global coverage model for the client based on the selling strategy
- Manages a cross-functional team of employees with diverse skill sets and representing diverse internal requirements to achieve the client strategy
- Manages all direct and indirect expenses associated with the client to maximize account profitability and margins
- Sets the pricing strategy for all Cisco products and services for the client account
- Creates short and long term plans for the client based on research and deep understanding of mining and resources business and technology trends
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Client Executive Resume Examples & Samples
- Enterprise and Global Industries Strategy & Execution Priorities - Identifying, developing and implementing key initiatives that align with the NY Enterprise Operation Strategy & Execution Priorities
- Financial Performance - Exceeding bookings goal (by geography, architecture and vertical), managing Opex goal, and maintaining forecast accuracy; Providing visibility and in depth knowledge into numbers (customer insights, macro/micro trends, consumption models)
- Team Development - Attracting, developing and retaining high performance Account Team talent (career development, coaching, performance management and hiring)
- Building a Winning Capability and Leading Change - Strategically leading and influencing your own team along with an integrated cross-functional teams including the Customer Value Acceleration Team, Services, Capital, Partners, Advanced Technology teams (Collaboration, Enterprise Networks, Data Center), Marketing, and others. Focusing on contributing to the long term success of NY Enterprise and Global Enterprise Segment by being a collaborative leader amongst your peers. Consistently striving to improve and reinvent yourself
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Senior Client Executive Resume Examples & Samples
- Preparing periodic reviews
- Continuously monitoring the credit profile of a portfolio of borrowers including reviewing compliance items
- Responding to ad hoc information requests
- Analyzing and seeking credit approval for consent/amendment requests
- KYC renewals
- Act as Administrative Agent on a transaction
- Continuously monitor the analyst’s portfolio of borrowers with a view to identifying deteriorating situations early
- Prepare detailed, well-organized, error-free periodic reviews of the analyst’s portfolio of borrowers
- Analyze and, if appropriate, seek credit approval for amendment and consent requests sought by borrowers. In preparing applications for credit approval, the analyst must have a good understanding of the request, the impact of the proposed consent on the credit risk of the borrower/transaction, any mitigants to the increased risk and the justification for approval of the request
- Update KYC information for borrowers
- Respond to ad hoc information requests
- Previously held a position (5+ years) in either the credit department or the portfolio monitoring department of a lending institution
- Previous and/or current experience within project finance
- Ability to speak/read business Portuguese and/or Spanish preferred, but not required
- Financial statement analysis; Excellent understanding of accounting and be able to apply this to financial statement analysis
- Good familiarity with using Microsoft Excel
- Proactive/self-motivated approach to tasks with a demonstrated desire to continuously improve his/her understanding of all aspects of the role (i.e. demonstrate intellectual curiosity); A high degree of intellectual curiosity to research and ask questions
- Clearly articulate an argument in writing which is well-organized and which flows logically
- Strong ability to balance competing deadlines; Able to work under tight time deadlines
- Strong ability to read and understand financing and project legal documents; Strong understanding of legal documents
- Highly self-motivated and proactive in the his/her approach to work
- Very detail focused
- Adaptable to unexpected situations
- Able to cultivate junior analysts and review their work product
- Ability to communicate clearly and logically (written and verbal)
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Client Executive Resume Examples & Samples
- Work on the full research project lifecycle, helping to set up projects, but also learning how to manage them effectively at all stages of execution
- Carry out tasks and meet deadlines in an effective, results orientated manner
- Verify data, and analyse and prepare results ahead of presentation to our clients
- Manage a varied workload, coordinating multiple projects across different clients and learning and using different research methodologies (online surveys, telephone, face to face)
- Build relationships with both internal and external stakeholders, effectively fielding client queries and attending briefings and meetings where relevant
- Work to understand the commercial environment of our clients and the context surrounding our work for them
- An appropriate degree, minimum grade 2.2, or equivalent experience
- Numerical aptitude, with the ability to work with data effectively, and a high degree of attention to detail
- Good written and spoken communication skills, and the ability to build rapport with clients
- Excellent organisational skills, with the ability to work on a project basis, and the tenacity to get things done
- An effective team member, possessing positivity and a ‘can do’ attitude
- An interest in the subject matter you would be working with, ie brands, advertising. Also an interest in the wider market research industry
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Client Executive Resume Examples & Samples
- Bachelor’s degree in Business Administration or other applicable business discipline required; MBA preferred
- Minimum of 7 years’ experience in client and account management within the financial services industry; digital channels and electronic payments solutions preferred
- Experience managing mid-market to large financial institutions in the areas of relationship management, service delivery, and sales
- Experience managing a book of business related to license, maintenance, professional services, and outsourcing technology solutions
- Experience leading consumer digital adoption & usage growth initiatives
- Experience developing complex account strategies and plans leading to increased client referenceability, revenue growth, sales, and end customer product usage
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Senior Client Executive Resume Examples & Samples
- Lead on client engagement, resolving issues and presenting to clients
- Take the lead on a wide variety of projects across different clients, ensuring work is delivered to time, quality and budget
- Act as a point of escalation in the team, helping to coach and mentor more junior colleagues, and stepping in to assist with any issues they might have
- Help to analyse data, creating reports and identifying the insight/telling the story for our clients
- Help to manage our project finances, ensuring that budgets are met and that costs are reconciled
- Experience in the Market research industry and a sound knowledge of market research methodologies AND/OR experience with digital advertising
- Excellent attention to detail, and the ability to work effectively with data
- Experience presenting to clients and good communication skills. Proficiency in a second language other than English would be beneficial, but is not essential
- The confidence and rapport building skills to be able to deal with clients and internal stakeholders effectively
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Client Executive Resume Examples & Samples
- 10 years experience in the lending or financial services industry with an emphasis in sales, sales support or account management. Professional services or implementation experience preferred
- Experience managing a variety of contemporary financial service related technology / software accounts. Understands complex functionality and is able to effectively communicate it to a diverse client audiences
- Results Focus. Track record of exceeding sales targets greater than or equal to $5M
- Experience maintaining revenue stream by proactively working renewal strategy with Clients
- Strategic Orientation. Demonstrated experience creating strategic account plans that drive value for clients. Experience working with white space and manifesting opportunities
- Problem Solving. Ability to independently solve complex client problems and make decisions based on limited precedents
- Client Focus. Track record of building trusted advisor relationships. Adept at diffusing client escalations
- Business Acumen. Can articulate an understanding of client’s business, including revenue, financial drivers, etc
- Client Acumen. Demonstrated experience understanding clients’ business and helping them identify solutions that meet their needs and add value to Company. Able to clearly articulate value proposition of services and both construct and deliver ROI for client and Company
- Market Insight. History of actively pursuing new information and knowledge about market-place and helping clients understand implications of industry trends
- Collaboration & Teamwork. Establishes clear expectations for levels of support. Actively engages with colleagues and allow input from team. Maintains positive attitude under pressure. Builds positive relationships across Functions and Business Units
- Program Management. Experience organizing activities/projects and handling multiple projects simultaneously with effective and timely follow-up. Facilitated seamless hand-offs
- Must be able to travel extensively; must maintain an excellent driving record; must be willing to fly
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Client Executive Resume Examples & Samples
- Demonstrates a comprehensive understanding of VES Strategic Solutions. Capable of identifying, qualifying & closing opportunities with minimal support. Demonstrates expertise in this competency and could support/coach others
- Articulate client business value with consultative selling approaches
- Team with VES colleagues and vendors to develop creative solutions
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HS Client Executive Austin Resume Examples & Samples
- Focuses on helping clients receive the full benefits of their relationship with Humana through proactive outreach, education, and engagement strategies
- Develops strategies with clients and brokers to improve key business performance metrics
- Works with the CEC on engagement strategies, and activation and enrollment activities
- Coordinates necessary resources: activation and engagement resources drive wellness solutions with clients, and their associates and families
- Collaborates with the Agency Relationship Manager to identify potential 300+ opportunities, and develop engagement strategies
- Provides insights that generate interest in add-on lines and well-being services with in-force customers
- Shares reports, data, and thought leadership to employers regularly throughout the year per defined schedule of events and expectations (Plan Compass, PVC, Scorecards)
- Executes the strategies developed by the Market VP and meets or exceeds retention goals
- Prior sales experience in the health solutions industry
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Client Executive Resume Examples & Samples
- Must have the ability to develop relationships and articulate to clients IBM strategic values as it relates to customer needs; multi client tasking; ability to solution and resolve difficult client situations
- Must be able to think strategically and meet the needs of customers
- Must be able to manage and build relationships at a major account
- 5 to 7 years in Sales Role
- 10 plus years of Software Sales
- Experience Selling into Media & Entertainment, Telecommunications, Energy & Utilities and/or Computer Services Companies is highly desired
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Client Executive Resume Examples & Samples
- Developing the Pipeline: Applying knowledge of sales trends, market drivers, and key customer
- Building Influential Relationships: Working collaboratively with customers, channel partners, and
- Negotiation: Effectively exploring interests and options to reach outcomes that gain the agreement
- CXO Relevancy: Adding value by proactively identifying business opportunities for the
- Direct Sales
- Product/Practice Management
- Go to Market Planning
- Experience in building new offerings
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Client Executive, Consumer Resume Examples & Samples
- Strong writing and media relations skills and the ability to translate client’s needs into media opportunities
- Professional and pleasant interpersonal communications skills
- Proven large program project management abilities
- Ability to work on a team and handle multiple projects simultaneously
- Ability to handle high priority and pressure situations
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Client Executive Resume Examples & Samples
- Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing
- Drive cross sell opportunities to enhance individual client and enterprise profitability
- Consult with clients on plan termination issues. Submit plan termination requests for processing
- Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition
- Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
- Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention
- Five years of retirement industry or similar experience
- FINRA Series 6 and 63 licenses, or obtain within six months
- Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions
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Senior Client Executive Resume Examples & Samples
- Origination: Identify ancillary business opportunities with insurance clients by offering the full spectrum of SMFG products. Minimum incremental annual revenues expected to be $5-7m in the first year
- Client interaction: Act as a trusted advisor to clients by developing strong relationships, communicating industry knowledge and capital markets expertise
- Product knowledge: Develop a thorough understanding of SMFG products (Debt Capital Markets, Equity Capital Markets, Deposits, Project Finance, Capital Call Finance, Interest Rate Derivatives, FX) and services relevant to the Insurance industry
- Relationship reviews: Organize teams of product partners and generate relationship reviews detailing coverage plan for product teams
- Internal Relationships: Develop close working relationship with product partners, ensuring that there is full coordination across SMBC and SMFG
- Idea generation: Assist in the generation of ideas and strategies for new business opportunities and convert such ideas and strategies into solid relationships globally and origination of mandates
- FIG experience is preferred
- Significant client interaction and transaction experience
- Deep knowledge of the Insurance industry, specifically within the property & casualty sector
- Detailed understanding of Debt Capital Markets and hedging products for the non-bank financials sector
- Strong interpersonal skills, ability to be a team player
- Ability to understand complex financial products
- Solid communications skills, both written and verbal
- Effective leadership skills
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IC Client Executive Resume Examples & Samples
- Provide a strategic view of the Intelligence Community (IC) customer base. Provide clear understanding of key customer and market changes that will affect CACI’s long term (3-5 years) market position and approach
- Maintain key senior relationships in IC that help brand CACI and maintain situational awareness of market changes
- Develop and maintain a long range opportunity pipeline that will shape and inform current year execution plans
- Represent CACI at trade shows as a panel member, key note speaker, booth activities and other events that promote the CACI brand
- Identify potential key hires that CACI should consider based upon on their experience, government relationships and where they can fill a critical customer requirement or need
- Maintain active participation in professional organizations as applicable (e.g. NDIA, AFCEA, etc.). Serve as conference panel member, keynote speaker and other activities that help promote CACI’s brand
- Collaborate closely with BD and Capture leaders to ensure messages communicated, information acquired and overall contact plans result in consistent key customer interactions and results
- Provide opportunity advice and counsel to the Business Development and Line as they formulate their next and future year opportunity roadmap
- Function at a more tactical level, when necessary, to support key captures and business development activity. Maintain relationships that also facilitate these tactical engagements
- Participate in key business development activities such as “Black Hats”, “Competitive Assessments”, “Mid-Course Reviews” and solution development
- For Priority Opportunities, such as CEO priorities or key A orders, be the “voice of the customer” throughout the lifecycle of the opportunity. This would include attending all milestone reviews, proposal color reviews and responding to post RFP customer questions (ENs, Discussions, etc)
- Provide and maintain a strategic overview of IC Industry base capabilities and their customer relationships
- Provide a clear understanding of competitor footprint within the IC and how it affects CACI’s position and approach on current and future opportunities
- Collaborate with PMs and technical leads to understand state of current programs with in the IC, to ensure that we are providing ‘operational excellence’ and are meeting/exceeding customer needs on current programs
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Client Executive Resume Examples & Samples
- Demonstrated experience selling to state agencies and have good current relationships within those agencies
- Demonstrated experience selling BPO services, Child support services, electronic payment solutions and/or customer service solutions
- Experience and preference to do both “hunter” sales and “farm” and manage existing accounts
- This role requires someone who has broad knowledge / experience including strong business political acumen and financial and services knowledge
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Client Executive Resume Examples & Samples
- Create and maintain effective partner relationships with partner principles located in assigned territory
- Accurately assesses general contract terms, customer requirements, and product capabilities to ensure VMware is chosen as the preferred vendor
- Must have experience working in a channel driven model in either a direct or indirect capacity
- Track record of developing sales through Partners covering a geographic territory
- Proven ability to recognize, analyze, take action on go-to-market approaches, marketing programs, joint value propositions and business cases around strategic partnerships
- Strong relationships with top tier partners
- Experience in selling a ‘platform” as a solution within an account such as ERP, CRM, Apps, and SAAS
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Client Executive Resume Examples & Samples
- Sells software, solutions and services to current and prospective customers; works with other sales personnel to position and leverage sales opportunities to acquire, grow and retain customers within assigned territory
- Fulfills wide range of requests for information from prospective customers. Qualifies level of opportunity and type of account
- Prospects within a territory or account to uncover business needs
- Implements aspects of territory and account management and development; identifies accounts with high "close" potential, qualifies, and forecast time frames to close business
- Works closely with account managers and executives to facilitate timely response to highly qualified, high revenue potential leads
- Prepares standard quotations and proposal information as needed; works with other departments to create and finalize contracts and set time schedules for services
- Follows up with customers to track satisfaction levels and to discover additional revenue opportunities
- Develops a basic understanding of company pricing and licensing procedures
- Additional
- May work on tactical sales within major accounts
- Lead research within a territory or account to uncover business opportunities
- Support senior account executives in developing account plans
- Research on reference customers and appropriate solutions
- Knowledge of basic sales techniques; good written, verbal, and interpersonal communications skills, good organizational skills
- Ability to work and learn independently; ability to work effectively in a team environment; ability to travel occasionally; ability to work in a fast paced, high volume sales environment
- Knowledge of SAS products, solutions and services preferred
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VP, Client Executive Resume Examples & Samples
- Drive growth with assigned strategic and key clients
- Responsible for overall senior client relationship management, partnering with sales, consulting, and the business units to drive new growth and successful delivery execution
- Develop deep relationships with the client executives (C-Suite and decision makers), providing strategic, thought-leadership on the client's industry and market
- Understand the client’s unique business environment and challenges
- Utilize consulting selling and collaboration skills to architect Optum wide solutions
- Ensure Optum understands the client's strategic objectives and the initiatives that support the business strategy
- Partner client delivery teams to ensure client expectations of service and execution are clearly understood, communicated and met
- Provide input to relevant Optum colleagues on market trends as represented by our clients
- Direct strategic, client specific initiatives which deliver “value add” services through the execution of client business plan
- Lead the annual client planning process and work with the team to execute, update and refresh the plan throughout the year
- Develop and monitor client financial performance and profitability
- Overall accountability for client retention and satisfaction
- Partner with client management to drive incremental improvement in client loyalty, renewals, organic growth, and will clearly demonstrate to the client the return on their investment
- Serve as an escalation point for client issues and remove barriers to ensure high quality service
- Minimum of 15 years of strategic business development or senior level consulting experience
- 5+ years of experience in driving deep, productive relationships with C-Suite and senior-level client executives
- Strong, established network of executive level sponsors within the healthcare industry (payers, provider, employers and/or government)
- Proven ability to analyze complex market opportunities and develop creative solutions to a wide variety of unique market problems
- Advanced consultative selling skills with the ability to successfully construct solutions
- Demonstrated ability to effectively message, position and present information for client impact and influence
- Excellent negotiation, influencing, collaboration, and listening skills
- Proven ability to operate and effectively navigate in a highly complex, matrix environment
- Ability to successfully negotiate complex internal operating environments with a high level of collaboration
- Role models an enterprise point of view
- An advanced degree (e.g., MBA, MHA)
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Client Executive Resume Examples & Samples
- Assists the LOBs in pipeline management and forecasting
- Demonstrated experience selling to state & local agencies and have good current relationships within that arena
- Demonstrated experience selling BPO services, call center / customer service services, transaction processing/ imaging services and/or eligibility services
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Senior Client Executive Resume Examples & Samples
- Prepare accurate sales forecasts, account status reports, and recommendations to enhance account growth and new revenue potential
- Work in a dynamic environment with a proven ability to balance competing demands and priorities as well as operate independently while building a successful sales pipeline/channel
- Strong interpersonal and communications skills coupled with the ability to act independently and as part of a large team
- Excellent communication skills, able to interact with C-Level executives, polished and professional, ability to work effectively on their own and work well under tight deadlines. Able to effectively work on multiple projects at a time. Must be organized. Must be able to identify short and long term goals to achieve overall team/company objectives
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Junior Client Executive Resume Examples & Samples
- Translate and coordinate client needs into instructions for others to take care of
- Respond to clients technical queries (linked to database, production process, methodologies, new products)
- Follow up changes in databases and monitor specific databases with necessary feedback towards client
- Communicate in a clear way the steps that will be taken for processing of client needs and demands
- Introduce clients to innovations and improvements for their databases
- Follow the technical implementation and client deployment and participate in project teams
- A University degree or equivalent in Engineering, Technical related or Economy
- You are fluent in English and Dutch
- You are client oriented, have strong communication skills and listening capabilities to secure the deliveries on clients and projects to be in line with client expectations and their potential needs
- You would like to develop good management and leadership skills in order to liaise with Clients, Client Service team and Operations team both locally and cross country
- Knowledge of Project Management is an advantage
- Possess well developed planning capabilities and an analytical mind
- You have an open mind set to learn about the technical side of the End To End operations production platform
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Client Executive, Wholesale Resume Examples & Samples
- The account manager is responsible for the growth and protection of the company’s market share/revenues through identification, development and acquisition of new business opportunities
- Manages high-risk, complex larger accounts with significant revenue opportunities and/or protects the company’s market share
- Responsible for attainment of established sales objectives
- Sells complex IT solutions to all levels of management, particularly senior levels
- Works with the customer teams to better define customized solutions to accelerate the internal decision process
- Manages high visibility strategic proposals that impact political internal challenges across the organization
- Develops medium- and long-term sales strategies related to the I.C.T. (full product line and non-standard products/services (i.e. strategic vendor alliances)
- Provide high-level input regarding corporate processes, such as product/service forecasts, competitive intelligence, sales plans and all customer records, including the initiation and development of new business opportunity identification reports
- Develop a strategic account plan and strategic opportunity plan (TAS)
- University degree or work equivalence
- 5 years of experience in selling complex solutions for private sector
- Highly skilled in private sector RFP responses
- Political insight
- Business acumen and entrepreneurial flair
- Enjoys challenges
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Client Executive Resume Examples & Samples
- Identifying through discovery, new prospective client solutions
- Qualifying prospective customers for the corporate solutions offered by Fiserv’s Weiland Corporate Solutions
- Reaching out and engaging potential customers in conversation regarding business requirements
- Conducting software demonstration sessions (working with Weiland SME’s)
- Creating proposals for prospective customers
- Negotiating Price Proposals with Prospective Customers
- Managing meetings as required and negotiating contracts
- Working with Fiserv Legal to resolve any/all legal issues with contracts
- Working with the VP, Weiland Commercial Solutions to resolve any/all business issues with contracts
- 5 Minimum years’ experience required
- Sales Executive experience required
- Treasury Management Workstation Software
- Treasury Management Products
- AFP Codes and how they are used
- 20 % travel required
- 180 day accomplishments
- Learn the value proposition for the corporate applications
- Be able to deliver a power point presentation highlighting the value proposition for both BA and BRMedge products
- Close at least one sales contract for each of the two corporate solutions
- Education: BA Business Administration or Sales
- Certifications: CTP
- Experience: 10 years of experience in a similar role
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Senior Client Executive Resume Examples & Samples
- Ensure customer satisfaction at all levels
- Promote value added services such as network, cloud, managed security, mobility, digital media, etc
- Lead a global account team, developing and executing business plans, driving executive-level contact planning and ensuring effective team communication
- Develop and propose complex solutions, encompassing products and services, across multiple towers of technology
- Develop long term, strategic relationships with accounts, securing strategic sales opportunities that drive profitable revenue growth
- Background in telecommunications industry
- Ability to work with international teams cross-functionally
- Deep experience in creating and selling global complex IT solutions, exceeding targets
- Ability to present and speak at senior executive levels
- Familiarity in value focused selling methodology
- Well-developed presentation and problem solving skills to help solve customer issues
- Ability to work independently and handle product-related discussions with customers
- Excellent interpersonal and communications skills; native Japanese and business level English required
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Client Executive Resume Examples & Samples
- Develop formal proposals for additional products & services that address the client’s needs
- Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question
- 5+ years proven success, with sales quota experience, in a sales position servicing accounts within the financial services industry
- Credit Union Industry experience
- Proven ability to interface with senior management or executives and requires minimal supervision and direction
- Proven experience structuring and leading complex deals
- Demonstrated success in negotiating with CEO/President and other senior executives
- Competitive sales renewal ability
- Proven track record in attaining/exceeding quota based metrics
- Strategic account planning experience required
- Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages
- Demonstrated leadership coupled with strong business acumen
- Requires ability to influence at multiple levels internally and externally to accomplish business goals
- Proficiency in working with Microsoft tools: Word, Excel, PowerPoint and Outlook
- Must be able to travel at least 50%
- Knowledge of Fiserv systems
- Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems
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Client Executive Resume Examples & Samples
- A minimum of a 2.1 in any subject, or equivalent professional experience
- 12-18 months experience in a market research role
- A passion for advertising and digital media
- Excellent written and spoken communication skills. Proficiency in a second language other than English would be beneficial, but is not essential
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Client Executive Resume Examples & Samples
- Develop strategic solutions based on industry trending and customer analysis, which includes preparing executive profiles, and continuous study of assigned accounts’ industry, business challenges and trends
- Participate in contract negotiations
- Develop strategic solution proposals and recommendation to present directly to your clients
- Team with colleagues and channel partners to develop creative solutions
- Strong relationship building skills, presentation skills and negotiation skills
- The preferred candidate must have demonstrated in previous roles, strong leadership skills and an ability to operate in positions requiring significant self-direction and motivation
- Ability to understand and demonstrate effective negotiation techniques and then apply them in most situations. Is focused on achieving mutually beneficial, "win-win" results and is alert to customer buying signals and identifies and acts on closing opportunities
- Creates and maintains detailed and accurate Account/Oppty plans and reviews/updates and communicates these on a regular basis
- Experience with Saleforce.com or CRM equivalent Forecasting and Customer Relationship Management
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Client Executive Resume Examples & Samples
- Financial Industry expertise
- Excellent interpersonal, communication skills, time management, decision making and organizational skills required
- Proven ability to build strong relationships internally and with key partners to deliver outstanding customer service and support
- Expertise with Microsoft Word, Excel and PowerPoint
- Minimum 10+ years of account management experience required
- Heavy to moderate travel for client visits and internal meetings
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Client Executive Resume Examples & Samples
- Develops/cultivates senior level relationships with existing clients ultimately leading to a more robust relationship with consequential sales growth. Responsible for account strategy, profit and loss, plan execution, program management, lifecycle management, escalations, stewardships and customer satisfaction
- Works to grow the client relationship by identifying new business opportunities
- Drives team to execute on contract terms and conditions and works to ensure on-time delivery of projects that support the client's business
- Manages the work efforts of supervisors with responsibility for hiring, firing, performance appraisals, and pay reviews
- It is desired for the Client Executive to have an Advanced degree; PMP certification; ITIL Certification; Managed services experience in a multiple service provider environment; MS Office proficiency; Customer service goal oriented; Excellent oral and written skills; ability to work independently; Familiar with customer, service partners, and architecture system
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Senior Client Executive Resume Examples & Samples
- Retention of existing client business through delivery of innovative ideas and superior client service
- Oversight and ultimate accountability for product/service quality and attention to critical deadlines
- Assisting clients in the identification and analysis of risk through a deep understanding of their businesses, industries, and specific goals and objectives
- Project management of insurance renewals and risk management initiatives, including ensuring seamless communication and synergies across practices, geographies, and MMC sister companies
- Analysis and reporting to assist clients with internal communication of goals, strategies, initiatives, and outcomes
- Active stewardship of client-insurer relations
- Timely communication of industry intelligence related to client’s near- and long-term goals and objectives
- Profitability of client portfolio through aligned scopes of service and compensation strategies, and efficient and appropriate use of team resources
- New business development
- Regular coaching and mentoring of developing talent
- Strategic input surrounding office growth and retention plans, office operations, and long-term succession planning
- Visible engagement within the local business community, key aligned industry groups/associations, boards, and charities
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Client Executive Resume Examples & Samples
- Develop and pro-actively seek out personal lines New Business opportunities
- Handle a portfolio of personal lines business as per guidelines
- Handle client personal queries and instructions
- Do client personal renewals
- Put together appropriate proposals and present these to clients timeously
- Provide clients with technically sound advice
- Secure letters of appointment and place cover as required by clients
- Attend all meetings as agreed
- Meet or exceed agreed income targets
- Ensure effective cross selling within divisions
- Develop relationships with relevant insurer markets
- Minimum of 3 years appropriate experience in the personal lines insurance market
- Relevant formal qualification and Personal Lines Credits
- Date of First Appointment Certificate from Financial Services Board
- Must have passed Regulatory Exams level 1
- Must be FAIS compliant
- Should have own transport and drivers licence
- Customer Oriented individual
- Excellent Interpersonal skills
- Planning and organisation skills
- Results driven person
- Good Presentation skills
- Verbal and Written communication skills
- Self management skills
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Client Executive Resume Examples & Samples
- Drives Marsh institutional relationships with clients through collaboration across practices, geographies, and MMC companies
- Builds and maintains effective and sustainable relationships with clients on an enterprise-wide basis. Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives
- Understands the client’s business objectives and leads the development of custom solutions to address the client/prospect needs
- Effectively presents the solutions to the client/prospect and negotiates compensation, ensuring that the full scope of services is priced appropriately
- Reviews Marsh performance with Client, using client satisfaction/loyalty survey. Compares performance to Client Service Agreement and client goals and objectives
- Responsible for monitoring overall client satisfaction
- Develops a strategic business plan for portfolio of clients and prospects to meet specific retention and sales goals
- Leads communication between the client and the service team members locally, nationally and/or globally
- Oversees quality of deliverables and enforcing critical deadlines
- Documents the scope of service and compensation in a Client Service Agreement
- Responsible for pricing of services; including Marsh network services/capabilities, managing POS, and qualitative review of values and hours
- Presents both renewal proposals to existing clients and proposal responses for prospective clients
- Reviews quote status with client and determines final negotiating points (NB only; in GRM this is completed by Brokerage)
- Reconfirms renewal strategy with team, based on client dialog
- Reports at-risk and lost accounts and executes Zone client retention strategies
- Acts as a visible leader in an industry and actively participates in industry associations, organizations, boards and charities, as appropriate
- Understands and complies with Marsh Compliance and Transparency Standards
- Must be fluent in Japanese and English
- 5-10 years of insurance experience required
- Some travel required, approximately 25%
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Client Executive Resume Examples & Samples
- At least 5 years of experience in the insurance broking or insurance industry, with preference in underwriting and account management experience
- Independently handles primarily small- to medium-sized accounts
- Has solid experience with more senior client advisors on the more complex accounts
- Has prior general insurance experience
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Client Executive Resume Examples & Samples
- Responsible for service delivery to the client
- Ensure successful renewal of insurance contracts
- Assist the Divisional Manager in the preparation of budget and understand the importance of client profitability
- Keep abreast with the local insurance markets
- Familiarity and compliance with all company policies, statutory and regulatory requirements
- Travelling to service accounts will be required
- Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems
- Comprehensive knowledge of all standards applicable in respect of the client service delivery function
- Ensure all products and services available are marketed to the client as appropriate
- Negotiation of annual fee with client in accordance to the budget
- Ensure that premiums are collected and properly matched internally
- Minimum of 5-10 years’ experience in short term Commercial insurance sales and client service delivery function, in a Broking environment
- Matric certificate to be attached to application
- Insurance certificates AIISA (or similar) to be attached to application
- Proof of credits from INSETA to be attached to application
- Latest payslip to be attached to application
- DOFA (Date of first appointment) certificate from FSB to be attached to application
- Must have a valid driver’s licence and a car
- Self-management skills
- Enthusiastic
- Self Starter
- People orientated person
- Self-disciplined
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Client Executive Resume Examples & Samples
- Manage a portfolio of complex large corporate and multinational clients
- Identify, and agree strategies for, client risk management, risk financing, insurance needs and objectives
- Lead and sign off programme design activities
- Host client and insurer meetings in conjunction with specialist brokers and client servicing colleagues
- Strive to deliver best practice, market-leading service and solutions for all clients
- Property-Casualty (Combined) insurance experience essential
- Excellent client relationship and management skills with experience of dealing with large corporate and multinational clients preferred
- Previous experience within the Engineering or Transportation sectors would be an advantage but is not essential
- ACII qualified (or equivalent)
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Elavon Client Executive Resume Examples & Samples
- Using knowledge of Elavon business and brand strategies, recommends appropriate Elavon solutions to the client’s needs and uncovers additional needs and opportunities
- Collaborates with relevant subject matter experts and clients to create solution opportunities, asks pertinent questions to help quantify potential benefit to build a compelling business case for the sales opportunity and justify internal resources to meet client needs
- Works in collaboration with various Elavon operations, systems, and product departments to identify needed improvements; recommends solutions and escalates items to Director as appropriate
- Conducts strategic account reviews with related Elavon internal departments, obtaining commitments and results from counterparts and supporting departments
- Is responsible for negotiating all contract terms and renewals within their portfolio to obtain optimal revenue retention and revenue growth. Identifies & pursues opportunities for future revenue generation
- Proactively identifies, develops and maintains relationships with key contacts in the client organization through proactive, attentive, accurate and timely service
- Maintains a thorough understanding of the client industry, including industry trends, industry business processes, industry best practices, industry financial measurements, performance indicators, key client competitors and Elavon competitors
- Generates and delivers custom reporting; investigates and conducts research and facilitates external and internal communication on the related matters
- Stays current on required paperwork & supporting documentation, operating systems, procedures, rules/regulations, industry trends, updates, and events. Communicates current events and relational updates, and identifies opportunities for future revenue generation
- May be responsible for providing operational service & support by answering client inquires, developing and providing client education, conducting research and resolving issues
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Client Executive Resume Examples & Samples
- Ensure all products and services available within Marsh Africa are marketed to the client as appropriate
- Experience in dealing with I-connect and the red carpet facility is a prerequisite
- Minimum of 5-10 years’ experience in short term insurance sales and client service delivery function
- Matric & relevant formal qualification and AIISA (or similar)
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Client Executive Resume Examples & Samples
- Provide exceptional OOH planning that generates sophisticated, data driven and optimised outputs
- Support the team and International Client Services Director to implement PSI’s vision and business objectives
- Working collectively with team to deliver PSI’s financial targets under agreed agency remit. Deliver revenue, profit and diversified income targets
- Assist the team to ensure exemplary client service delivery across client accounts and PSI business
- Develop strong client & agency relationships to ensure on-going collaboration and client satisfaction. External focus is key
- Actively build industry knowledge and develop the relevant skill set to progress in the business at the fastest possible pace
- Be an ambassador for PSI – both internally and externally, developing and building PSI’s brand reputation
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Client Executive Resume Examples & Samples
- Develops initial and on-going business/consultative relationships with clients, prospective clients, carriers and organizations
- Serves as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues
- Handles and manages accounts effectively on an ongoing basis, performing essential functions such as completing applications, preparing submissions, negotiating coverage, pricing with markets and preparing proposals
- Assists in the marketing, service and retention of larger, complex accounts with the goal of decreasing producer involvement allowing producers to focus on sales activity
- Follows up regularly with producers as needed to discuss status of new business, upcoming renewals and renewals in process, and to determine appropriate action
- Performs customer service and account management responsibilities, as needed, which may include resolving issues related to billing, making changes to policies, and responding to policy coverage related questions
- Performs and monitors client profitability analysis; oversees development of coverage analysis and risk management recommendations
- Effective oral and written communication and relationship building skills essential
- Must possess and demonstrate sales aptitude and leadership skills with the ability to develop and mentor employees
- Must demonstrate a mastery of expertise in coverage, underwriting, rating and risk analysis
- Possess expertise in industry operations and market to effectively manage, maintain and service clients with the ability to communicate to other team members and the division
- Must demonstrate strong analytical skills and working knowledge of Microsoft Office products
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Client Executive Resume Examples & Samples
- Responsible for directing strategy for a large, global account including driving and coordinating executed selling and relationship activities
- Quota responsibility aligned to a specific multinational account
- Manage forecast accuracy on a monthly/quarterly/annual basis
- Preferably more than 10 years external experience with proven consultative sales, preferably experience in high technology (services, software or hardware), with evidence of prior success in Sales
- Proven ability to understand enterprise-wide issues and to structure innovative, integrated solutions that provide IT decision support to global companies
- Extensive and relevant industry knowledge, specific to vertical markets per territory
- Strong computer proficiency
- Knowledge of the full life cycle of the sales process from prospecting to close
- Fluent German skills are a must
- Bachelors degree, with strong evidence of success in school
- Masters or advanced degree a plus
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Client Executive Resume Examples & Samples
- Consult with C-level executives to develop and implement an effective, enterprise-wide strategy that maximizes the value delivered by Gartner’s products and services
- Quota responsibility of $800,000+of contract value within a territory of major account sized client accounts
- Proficient in account planning and understanding of territory management
- Ability to demonstrate senior sales member leadership through coaching, mentoring developing more junior team members
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Client Executive Resume Examples & Samples
- Account management with outcome of increased customer satisfaction and increase in retention and account growth
- Quota responsibility of $1.3 Million+ of contract value within a territory covering a Global Fortune 50 organization
- Maintain competitive knowledge and focus
- Ability to demonstrate senior sales member leadership through coaching, mentoring developing sales Account Executives
- 8- 15 years of proven consultative sales experience in high technology (services, software or hardware)
- Must have consistent track record of overachievement of annual sales quota
- Ability to prospect and manage C-level and senior level relationships within global Fortune 100 organizations
- Previous technology sales experience managing large global strategic accounts, while navigating through complex organizational charts
- Strong demonstration of intellect, drive, executive presence, no-limits mindset, and sales acumen
- Ability to develop and conduct effective presentations with contract decision makers (C-Level)
- Proven experience building excellent client relationships, offering value added, insightful and strategic vision into their business
- Bachelor’s degree is required, with strong evidence of success in school
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Client Executive Resume Examples & Samples
- Consult with C-level executives to develop and implement an effective, enterprise-wide strategy that maximizes the value delivered by Gartner's services
- Quota responsibility aligned with specific accounts
- Mastery and consistent execution of Gartner's internal sales
- In-depth knowledge of Gartner's services
- 10+ years external experience with proven consultative sales, preferably experience in high technology (services, software or hardware), with evidence of prior success in Sales
- Ability to prospect and manage C-level and senior level relationships within large multi-national organizations
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Senior Client Executive Resume Examples & Samples
- Manage a portfolio of clients within the public entities sector
- Lead and sign off insurance programme design activities
- Produce budget proposals and negotiate fees
- Host client and insurer meetings in conjunction with specialist broker and client service teams
- Proven corporate client executive / account management experience
- Negotiating and Influencing skills
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Senior Client Executive Resume Examples & Samples
- Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
- Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
- Adhere to process and documentation standards to minimize operational risk and loss
- Interpret discrimination testing rules and results. Consult on solutions to failed testing
- Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing
- Keep clients and advisors apprised of product and service enhancements, including changes in investment options
- Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors
- Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs
- Proficiency using MS Office (Word, Excel, PowerPoint)
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Client Executive Resume Examples & Samples
- Grow footprint of all Stanley Healthcare Solution Products within new territory
- Establish territory priorities based on Company direction and overall goals
- Managing and supporting relationships that follow up on operational and senior levels
- Establish a trusted advisor role with C suite and Departmental leaders
- Become experts on SHS products and the value proposition they offer to healthcare
- Provide timely updates to activity and forecast through SalesForce.com
- Meet or exceed quarterly and annual quota
- Manage to and meet defined activity, conversion, pipeline and revenue objectives
- 5-7 years of enterprise HIT sales experience
- Ability to manage several sales cycles simultaneously
- Customer service skills to help solve customer satisfaction issues to increase sales
- Ability to deal well with ambiguity and function in a rapidly growing, dynamic business
- Experience with selling solutions into the acute care setting
- Intelligent individual who can represent the company professionally and articulately
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Client Executive Resume Examples & Samples
- Execute a client relationship and business development plan with the goal of identifying opportunities that will drive revenue /signings growth
- Demonstrate a high level of business acumen and apply a thorough understanding of the client’s culture, industry, business, organization, strategy and financial position
- Demonstrate a technical aptitude and ability to lead complex solution sales efforts, particularly around Cloud and Cognitive Computing
- Collaborate across IBM business units, leveraging other subject matter experts as needed to deliver maximum client value
- Build relationships with client leadership, earning a reputation as one of the client’s trusted advisers
- Understand IBM business and brand strategies and how these translate into solutions which address client needs. Provide opportunity leadership across IBM business units to get transactional business done
- Advance IBM’s industry eminence via thought leadership
- 3 years in consultative selling, possessing both business acumen and technical aptitude
- 3 years in Finance Industry acumen with an understanding of the industry, trends, opportunities and threats
- 3 years proven sales track record and demonstrated proficiency in developing client relationships
- 3 + years working in a top tier professional services firm
- 3 + years with a global financial services firm
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Client Executive Resume Examples & Samples
- Serves as the marketing and sales contact for the assigned solutions or geography
- Maintains up-to-date knowledge about competitor’s solution offering
- Identifies prospective client needs and potential solutions
- Tailors presentations to the client organization
- Develops and maintains a consultative relationship with clients
- Demonstrates return on investment for the client organization
- Engages support resources
- Assists in overall strategy development and client messaging
- Participates in territory management
- Works with Cerner executives to negotiate contracts
- Forecasts and projects sales opportunities
- Stays current on business trends, technology, and innovation trends in healthcare
- Completes all deliverables assigned in the Client Executive curriculum
- Represents Cerner in a professional manner at all times
- Performs other responsibilities as needed
- Excellent written and verbal communication skill
- Minimum of 3-5 years’ sales experience
- Healthcare industry knowledge
- Ability to manage multiple projects simultaneously
- Ability to travel 80%
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Client Executive Resume Examples & Samples
- Bachelor degree in Business Administration / Marketing / Economics is required. A relevant Master degree will be considered as an asset
- Minimum 1 year of experience, ideally in the FMCG in a sales or marketing/trade marketing role
- Revenue target oriented
- Negotiation skills and ability to work under strict deadlines
- Fluency in English as well as excellent communication skills
- PC competency
- LI - EU
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Client Executive Resume Examples & Samples
- Builds relationships with senior client executives, earning a reputation as one of the client's trusted business advisers
- Demonstrates a high level of business acumen and applies a thorough understanding of the client's business, organization, strategy and financial position
- Understands and navigates IBM to identify, acquire and coordinate a team of critical resources needed to address client needs and drive transformational client outcomes
- Integrates IBM in front of the customer, providing one face and one IBM strategy for the client. Understands the IBM business and our Cloud, Analytics, Mobile, Security, Social (CAMSS) and Cognitive strategies / offerings, and how to translate these into compelling value propositions addressing client needs
- Maintains a thorough understanding of the client's industry, including industry trends, business processes, industry financial measurements and performance indicators, and key IBM competitors / partners
- Leads the development of the overall long, mid and short term account plan, identifying / prioritizing IBM-relevant opportunities, and development of a rolling 6 quarter pipeline of 3x anticipated target to drive sustained year to year growth. Also leads and supports cross-brand teams in a matrix environment to drive winning solutions and proposals
- At least 5 years U.S. Centers for Medicaid and Medicaid (CMS) and/or Social Security Administration (SSA) Business / Consulting Services Sales and Delivery experience
- At least 3 years CMS and/or SSA Business / Consulting Services Account Management and/or Business Development experience, and related track record of revenue growth
- Demonstrated knowledge / understanding of CMS and/or SSA ecosystem (e.g., Strategy, Priorities, Opportunities, Acquisition Environment, Organization/Decision Makers/Influencers, and Influential Federal Systems Integrators, Small Businesses and Business Partners)
- Current relationships with top CMS and/or SSA Line of Business and IT executives aligned with IBM-relevant opportunities
- At least 1 year demonstrated leadership in a matrix environment
- Based in the Washington, DC/Baltimore, MD area
- Readiness to travel 10% annually
- At least 7 years CMS and/or SSA Business / Consulting Services Sales and Delivery experience
- At least 5 years CMS and/or SSA Business / Consulting Services Account Management and/or Business Development experience, and related track record of revenue growth
- Demonstrated knowledge / understanding of CMS and/or SSA ecosystem (e.g., Strategy, Priorities, Opportunities, Acquisition Environment, Organization/Decision Makers/Influencers, and Influential Federal Systems Integrators, Smalls Businesses and Business Partners)
- At least 3 years demonstrated leadership in a matrix environment
- Based in the Baltimore, MD area
- At least 5 years U.S. Centers for Medicare and Medicaid (CMS) and/or Social Security Administration (SSA) Business / Consulting Services Sales and Delivery experience
- Preferred Technical and Professional Experience
- At least 7 years U.S. CMS and/or SSA Business / Consulting Services Sales and Delivery experience
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Senior Client Executive Resume Examples & Samples
- Four or more years of successful strategic/solutions and/or systems integration sales experience or related discipline
- Demonstrated ability to manage, lead and influence others outside of their department/functional area as needed
- Experience with Government Education - K-12; Public Sector (local and state government) is highly preferred
- Demonstrated effective ability to think strategically and develop and follow set of objectives
- A proven track record in consultative selling solutions, in addition to broad knowledge and expertise in the industry
- Good understanding of Solutions Selling methodology and tools and applies these regularly to both gain a better understanding of the customers' environment and manage the relationship
- Proven ability to articulate value-focused selling approach
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Client Executive Resume Examples & Samples
- Understands the client’s business objectives and leads the development of custom solutions to address the client/prospect needs. Effectively presents the solutions to the client/prospect and negotiates compensation, ensuring that the full scope of services is priced appropriately
- Reviews Marsh performance with Client, using client satisfaction/loyalty survey. Compares performance to Client Service Agreement and client goals and objectives. Responsible for monitoring overall client satisfaction
- Leads communication between the client and the service team members locally, nationally and/or globally. Oversees quality of deliverables and enforcing critical deadlines
- Documents the scope of service and compensation in a Client Service Agreement. Responsible for pricing of services; including Marsh network services/capabilities, managing POS, and qualitative review of values and hours
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Senior Client Executive Resume Examples & Samples
- Maintain a thorough and current understanding of the client’s business, products and category
- Develop a positive and partnering relationship with all clients and agency colleagues
- Prepare contact reports and weekly status reports
- Develop project briefs, and help conduct in the initial research with relation to brand, audience, category and competition, etc
- Work closely with planning and creative and manage the workflow
- Collaborate with practice teams on integrated projects
- Source/Work with 3rd production teams on creative/digital projects
- Timeline development & management of digital campaigns from brief through to market implementation
- Provide community management and apply creativity to grow and galvanise community
- Propose social content in collaboration with creative and copywriter
- Prepare monthly social/digital reports and propose optimization
- Must be passionate about keeping up with industry trends and news
- At least one and half to two years of previous agency experience
- Hands-on experience with social publishing and listening tools
- Working knowledge and command of social media channels
- Digital knowledge e.g. CRM platforms, CMS a plus
- Managed or participated in digital/social campaigns
- Must be passionate about all things digital
- Must possess good communication and presentation skills
- Must have the ability to write clearly and concisely
- Must have the ability to manage projects effectively and efficiently
- Must be able to carry oneself in client meetings
- Must be able to present and clearly articulate challenges/solutions
- Must thrive in a fast paced working environment
- Must be detail oriented, organized and passionate about the business
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Client Executive Resume Examples & Samples
- Daily coordination with clients about TAM data, Arianna usage and ad hoc reports
- Organizing the data to be reported on a daily, weekly, monthly and yearly basis
- Ability to acknowledge the receipt of any concern immediately (or as soon as possible out of working hours) and communicate this concern to the responsible personnel within AGB Nielsen
- Follow up with AGB Nielsen technical resources to ensure that concerns are resolved and communicate promptly to client/user once issue has been successfully resolved
- Ensure that client meetings are held in order to fully understand client needs
- Maintaining a deep knowledge of the market – client activities, competitors
- Maintaining a strong relationship with agencies and clients
- Having relevant dashboard training to answer client/user questions and to manage various product training and workshop sessions independently
- 3+ years experience in a Client Media Service/Research role
- Service minded, diligent and meticulous
- Preferably a university degree in research, mathematics, sociology, psychology OR compensated by relevant experience in media research
- Strong communication skills and fluent English (oral and written)
- Have a high stress threshold
- Able to listen attentively to client needs
186
Client Executive Resume Examples & Samples
- Bachelor's or Graduate degrees in Business, Finance , Healthcare Administration, or relevant work experience
- Approximately 10+ years’ experience with healthcare solutions in a sales, services, consulting, or client management environment
- Previous project/customer management experience
- Strong team building and leadership skills
- LI-CM1
187
Senior Client Executive Resume Examples & Samples
- Demonstrates a detailed understanding of business finance and a high level of awareness of customers business / industry sector. Full understanding of how an investment adds value to the business, how to produce a business case that delivers a compelling financial argument to purchase a solution/service offering, and understanding the principals and application of an ROI model
- Demonstrates good knowledge/understanding of customers’ Environment as it relates to their specific sector.Identify sector trends and drivers, understand key applications that solve business problems in sector and deliver solutions that meet customers’ Specific needs/requirements
- Proven track record of exceeding annual revenue plan
188
AVP Client Executive Resume Examples & Samples
- Develops/cultivates senior level relationships with existing and new clients ultimately leading to a more robust relationship with consequential sales growth. Responsible for account strategy, profit and loss, plan execution, program management, lifecycle management, escalations, stewardships and customer satisfaction
- Works to grow the client relationships by identifying new business opportunities. Drives team to execute on contract terms and conditions and works to ensure on-time delivery of projects that support the client’s business
- Responsible for the financial performance of all assigned accounts
- Must possess extensive knowledge of the Fed Government Marketplace with emphasis on member agencies in the national security space (e.g., NRO, ODNI, Service Intel Centers), including applicable regulations and policies; must understand relevant capabilities of competitors plus the breadth and depth of AT&T products/services/capabilities
- Must have an in-depth understanding of key information, communications/networking, and related technologies as well as in-depth understanding of associated Federal Government IT and Networking requirements
- Previous experience selling to, or managing client relationships with Federal agencies in National Security
- Bachelor’s or advanced degree
- 10+ years’ experience capturing complex technology/IT programs with large professional services components
- Intelligence Community experience, clearances, and badge
- Proven P&L experience delivering growth; executive level relationships with Government leaders
- Ability to assemble cross-functional teams of technical subject matter experts to build network and IT solutions for National Security customers
- Strong interpersonal, communications, and writing skills; and demonstrated leadership skills
189
Client Executive, OEM Resume Examples & Samples
- Engage OEM customers and prospects gaining mind share with key decision makers to progress opportunities to successful close in a timely manner. Driving revenue and achieving key sales objectives
- Communicate Telogis value proposition to varying technical and non-technical clients, including executive “C” level management, VP, and Director level, and end-users
- Propose solutions to meet prospect’s business, technical, and/or financial goals
- Communicate effectively the status of opportunities and provide feedback to sales leadership on a routine basis
- Collaborate with sales team members to create winning sales strategies and build opportunities leveraging Telogis product and platform capabilities
- Background in selling enterprise class software solutions and/or SaaS based software solutions
- Experience in cab technologies, including mobile communications, navigation, and GPS
- Knowledge of OEM business processes including partner selection, and procurement
- Experienced working as a remote member of a team
190
Client Executive Resume Examples & Samples
- Establish and maintain executive relationships with clients to become the trusted advisor in all their primary locations
- Management of remote sales associates
- Comprehensive understanding of technology buying centers
191
Senior Client Executive Resume Examples & Samples
- Coordinate and influence superior customer service delivery by developing and maintaining strong intercompany relationships
- Secure new business through marketing and effective product and service expansion
- Preparation for, and participation in new business site visits
- Provide feedback to management on market trends as represented by our clients
- Maintain a high level of healthcare industry knowledge as well as customer's industry
- Strong data analytics experience
- 5+ years experience working in healthcare delivery system
- Sales insurance license must be maintained as required by state law
- Willingness to travel as required (25-50%)
192
Client Executive Resume Examples & Samples
- Define, get 3DS team endorsement and customer commitment on the Customer Value Roadmap for the assigned accounts to generate incremental revenue over a specific timeframe
- Build and develop trusted relationships at executive level and within all layers of client organization to ensure sustainable business for 3DS
- Involve 3DS teams and/or C&SI as appropriate to maintain a high-end 3DS consulting presence at customer and to create new growth opportunities
- Identify and transform leads into Opportunities
- Perform full sales engagements consistent with the LEVERAGE process to overachieve revenue plan
- Provide an accurate forecast for Q, Q+1, Q+2 and FY creating the appropriate pipeline to reach business objectives
- Manage negotiation with the customer by complying with all 3DS engagement processes (SBO, IOC, CLOSA, Revenue recognition), government and local regulations, DS policies and ethical standards
- Manage 3DS and Client ecosystems all along the customer experience to ensure global satisfaction
193
Trainee Graduate Client Executive Resume Examples & Samples
- Opportunity to work across a portfolio of the world’s greatest brands
- Demonstrating a passion for brands, a willingness to learn and a desire and hunger to improve your skills
- You will be expected to contribute to our collaborative culture, with a can-do attitude and a positive approach to your work
- You will work through various client projects from Design through to Delivery, with varying degrees of ownership (from taking the brief to client presentations)
- Contribute to the production of client deliverables, such as questionnaires and presentations. You will help to ensure the smooth running of research projects, and give input into insight presentations
- You will also learn how a project works from a financial standpoint, and progress to be responsible for the fiscal management of the project
- Successful candidates will learn to apply our world class techniques in measuring brand equity, evaluating advertising and getting the best return on investment possible for media spend
- Communicate to a high standard consistently with internal and external stakeholders
- Build effective relationships internally, and with clients, to ensure the smooth running and timely delivery of work
- A 2.1 in a relevant subject, and a minimum of C grades in Maths and English at GCSE, or relevant experience
- Analytical ability, and aptitude working with data in order to understand and evidence arguments or trends
- An interest in brand communications, advertising and marketing
- The ability to function effectively in a teamwork environment
- Must be eligible to work in the UK
194
Client Executive Resume Examples & Samples
- Responsible for the formulation of Strategic Account Plan using the account planning methodologies, which outlines strategies and measures to secure and develop the level of revenue within the account, in coordination with all areas of the business
- Ensures execution of the above Plan to sell software solutions and services within the assigned account; Responsible for achieving an individual sales quota, as well as providing the leadership required for the team to achieve the team quota for the assigned account
- Handles management responsibilities including hiring, training, reviewing performance, giving feedback, delegating work assignments, and communicating department and company goals
- Collaborates with their management team to analyze staff needs and plans, coordinate, and implement needed activities/resources for staff development
- Demonstrates application of SAS sales methodology, process and skills
- Anticipates internal and external business issues that will impact sales targets and business development plans. Develops contingency plans to address issues as they arise
- Applies SAS contractual and pricing policies to a client situation with full appreciation of implications and commercial risk
- Provides a lead role in all aspects of account management
195
Global Client Executive Resume Examples & Samples
- Define, get 3DS team endorsement and customer commitment on the Customer Value Roadmap to generate 15+M€ in incremental revenue over 3 years
- Plan and commit with Geo Channel Sales Managers on geo resources allocation to sustain 3DS Customer Value Roadmap implementation
- Involve and drive 3DS teams and/or C&SI to maintain a high-end consulting presence at customer and to create new business areas by leveraging 3DS solutions
- Focus on 3DS to achieve the trusted advisor role for the customer
- Lead global client business reviews with 3DS extended team to ensure proper execution of the worldwide sales strategy agreed with customer, in accordance with the LEVERAGE process
- Drive revenue delivery on target in accordance with his/her committed revenue plan
- Provide an accurate forecast for H, H+1, H+2 with the appropriate pipeline in line with business objectives
196
Client Executive Resume Examples & Samples
- Retains and expands existing client relationships and is responsible for the integration and implementation of new clients
- Identifies key decision makers and determines the services, products and combinations that will best serve and address the client issues and objectives
- Leads the development of custom solutions for the client
- Negotiates with the client/carrier for the efficient delivery of services at profitable fee levels
- Ensures the full scope of services are priced appropriately for client expansion opportunities
- Presents the solutions to clients and negotiates compensation effectively
- Documents the scope of service and compensation in a Client Service Agreement by working with legal and
- Handles high volume, most complex accounts with multiple lines of coverage. Identifies additional opportunities for cross selling and expanding Marsh products. Effectively develops opportunities, client relationships and gains new business. Responsible for year over year growth of business through preservation of renewal business, appropriate pricing, and a new and expanded goal with experience and the budget goals of the organization
- Minimum of five years industry experience with background in client management, sales, or administration
- Experience managing complex client relationships
- Ability to set and manage client expectations
- Demonstrated ability to lead others a in a high visibility client environment
- Ability to work independently and lead cross-functionally
- Proven ability to exercise sound judgment and strong problem solving skills
- Effective written and verbal communication skills, including the ability to communicate information concisely internally as well as externally with satellite locations and external clients
- Demonstrated negotiation and presentation skills
- Strong financial acumen and analysis skills
- Proven project management skills with the ability to execute and follow through on projects to completion
- Demonstrated ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required
- Must demonstrate strong active listening, sensitivity to audience, and follow-up skills
- Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
- Strong computer skills and the ability to navigate through multiple systems without assistance
197
Client Executive Resume Examples & Samples
- Attending bank meetings and presentations from other origination sources (sponsors, other financial institutions, club deal meetings) with respect to potential new transactions
- Screening deals internally, evaluating credit worthiness, review of credit structures, analysis of historical and projected financial statements/modeling, managing the credit application process from preparation through funding
- Processing new transactions and handling the deal from inception through closing – performing detailed diligence and analysis of risks and mitigants. Results include increasing the overall portfolio as well as enhancing the team’s reputation in the market
- Internally managing the credit process including application preparation, internal bank systems/grading, financial statement analysis, modeling, application preparation, credit approval, documentation
- Ensuring close coordination with directors to ensure coordination with Agents and sponsor coverage
- Some portfolio management responsibilities for newly originated transactions
- Occasional travel required (averaging one trip per month)
- 10+ years working in lending, preferably with experience in a middle market leveraged lending environment
- Bachelors degree required, or its equivalent. Advanced degree preferred
- Excellent credit, lending and analytical skills
- Must be a team player - ability to coordinate and work with credit professionals, originators, senior management and operational professionals
- Must have strong management skills - ability to manage and train junior staff
- Must have strong marketing skills - ability to communicate effectively with external parties to assist in winning new business/ability to represent the team in the market and assist in generating new business
- Must have strong time management - able to work under relatively tight deadlines
198
Client Executive, Sled Resume Examples & Samples
- Manage all aspects of VMware solutions sales life cycle within a territory of geographically focused SLED Accounts
- Achieve aggressive revenue and growth goals
- Effectively leverage internal and external resources
- 3+ years of experience in related software industry with at least 3 years in a selling role (preferably to SLED)
- Domain experience selling in Enterprise Datacenters, and CLOUD computing environments
- Experience selling complex solutions, requiring implementation, integration and Professional Services
- Experience negotiating large 7-figure deals with extremely complex terms, conditions, and price pressures
- Proven experience in a Business Development role identifying and building strategic program opportunities
199
Client Executive Resume Examples & Samples
- Demonstrates expertise in relationship skills which promote and enable a deep understanding the customers’ strategies, business goals and objectives
- Mentors and provides guidance to others in the development of their strategies and plans
- Plans and facilitates and/or conducts complex negotiations reaching lasting agreements and commitments
- Anticipates customer problems and develops realistic visions and strategies
- Anticipates and clearly defines problems, logically diagnoses causes, identifies solutions and creates action plans
- Applies creativity and judgment in developing new approaches and solutions
- Continued below..
200
Client Executive Resume Examples & Samples
- Develop territory and account plans, and execute on assigned goals
- Develop a deep understanding of client goals and objectives to help them succeed
- Meet assigned add-on sale, renewal, and customer satisfaction goals following Fiserv sales principles
- Inform and interact with Fiserv leadership and client partner team on overall client relationship health where appropriate
- Own the Card Services client relationship
- Conduct strategic and operational reviews with clients
- Identify and manage opportunities while following Fiserv reporting and forecasting standards
- Support the operational needs of clients where appropriate
- Advocate for clients while balancing Fiserv’s desired business outcomes
- Help the larger Fiserv team win by actively contributing new ideas, owning your results, being accountable for your decisions and actions, and delivering quality in every interaction
- Required Qualifications
- 5+ years sales/account management experience in the financial services field
- Excellent written and verbal communication/presentation skills
- Ability to effectively prioritize issues and work independently with a strong sense of accountability
- Professional demeanor and demonstrated experience effectively interacting with all levels of clients and Fiserv associates including executive level management
- Highly motivated and self-assured; hands-on problem solver
- Knowledge of card management, on-line security, settlement and processing system parameters strongly preferred
- Knowledge of network operating rules, plastic card requirements, PIN generation methodologies and related vendor relationships preferred
- Previous project management, EFT, bank/credit union operations or data processing experience strongly preferred
- 50% travel required
201
Client Executive Resume Examples & Samples
- Large healthcare informatics sales
- Experience with long sales cycles (1+ years)
- Experience selling at high levels in the healthcare market (CEO, COO, CFO level)
- Proven history of exceeding large quotas
- Self-motivated, well organized and used to working on own initiative
- Ability to manage multiple project simultaneously
- Must be legally authorized to work in Canada without sponsorship
- Minimum 5 years’ experience in healthcare or healthcare IT sales
- Must be located near a major airport in Canada
- Currently located in or willing to relocate to Toronto
- Ability to read and write in French
202
Senior Client Executive With Italian Resume Examples & Samples
- Experience of working in the Market research industry and applying market research skills
- MB solutions and techniques
- Global research experience
- High degree of fluency (written and spoken) in English and Italian
203
Client Executive Resume Examples & Samples
- 5 to 7 years in a Sales Role and Account Management
- C-Suite experience developing value propositions across a broad portfolio of software and solution sales, including consulting engagements. Experience selling to executives in the oil and gas industry, both upstream and downstream is required. A highly collaborative style is required
- 10 plus years in Sales and Account Management
- Proven track record of success in sales with large clients in the oil and gas industry
204
Client Executive San Fran Resume Examples & Samples
- Responsible for detailed understanding of large, global account client business strategy, drivers, goals and initiatives and translating these into Gartner selling opportunities
- Account management with outcome of increased customer satisfaction and increase in retention & account growth
- Mastery and consistent execution of Gartner’s internal sales methodology
- Proficient in global account planning and understanding of territory management
- Maintain competitive knowledge & focus
- Fiscal responsibility with regards to expense management
- In-depth knowledge of Gartner’s products and services
- 10-15 years external experience with proven consultative sales, preferably experience in high technology (services, software or hardware), with evidence of prior success in Sales. Internal candidates should have a demonstrated track record of successful financial performance (preferably evidenced by WC/Eagle) 3+ years of Gartner MA/SAO sales experience
- Ability to prospect and manage C-level and senior level relationships within large multi-national companies
- Strong demonstration of intellect, drive, executive presence, sales acumen
- Proven experience building excellent client relationships, offering value added, insightful and strategic insight into their business
- Excellent written and oral/presentation skills
- Ability to develop and conduct effective presentations with contract decision makers (c-level)
- Language requirements as determined by territory needs
205
Client Executive Resume Examples & Samples
- Manage the relationship between Atos and the client for both IT and Revenue Cycle/HIM Management by meeting contract SLA’s. Work closely with the client to review and modify SLA’s on a regular basis
- Develop and maintain a general understanding of the Client’s primary operations, business environment, daily operational priorities and current information technology trends in healthcare
- Facilitates communication between staff, management, vendors, and other technology resources within the organization
- Manage multiple information and communications systems and projects, including applications, voice, and data, imaging, and office automation
- 15 plus years of health care experience in the health solutions industry (with increasing responsibilities)
- Healthcare and specifically Healthcare Information Technology services, business process solutions experience is highly desirable. CHCIO and/or CHIMSS certification highly preferred
- Demonstrated ability to provide thoughtful and effective counsel on business issues to a management team
- Proven leadership skills and demonstrated ability to attract, build, mentor and direct a high performing cohesive team
- Superior technical, analytical and project management skills
- Successful implementation of innovative ideas and strategies
- Experience with deployment, operation and optimization of enterprise EHR solutions
- Knowledge of Cerner EHR and PeopleSoft ERP would be ideal
206
Client Executive Resume Examples & Samples
- Work on our federal USMC team pursuing and driving strategic programs
- Forecast and execute on calculated areas within USMC; assist team with deal program qualification & strategy
- Account planning, plan execution and competitive market positioning of WWT
- Work with various WWT team members on business solutions which will both enhance the role of WWT with our customer as well as drive profitability
- Engage our company “Subject Matter Experts”
- Formal RFP strategy
- Customer presentations of solutions or proposals
- Proposal, Contract review, development and negotiations
- Opportunity pricing and financial modeling
- Develop new service offerings and solutions
- System demonstrations to customers
- Develop and maintain strategic relationships with OEM’s (Cisco, NetApp, Dell EMC, VMware, HP) and key service providers/partners
- Solid relationships and proven business development experience within the USMC
- Technologist with proven success driving technical solutions: Unified Communications, Data Center, Virtualization, Mobility and Security as it relates to the USMC
- Exceptional organizational, communication, presentation, collaboration and leadership skills
- Flexible schedule with the ability to travel as needed
207
Client Executive Resume Examples & Samples
- Overall ownership of assigned customer relationship(s), negotiates and owns the customer contract (non-government)
- Ensures positive customer experience and satisfaction as reflected by continuously improving NPS scores
- Builds strong collaborative relationships with Consultants, Account Executives, Domain Sales Executives and others to maximize customer utilization of Dell products and services, establishes and meets growth plans and targets
- Engages in all phases of selling and provides direction for delivery of customer solutions
- Ensures contractual expectations are met and exceeded
- Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures, sets strategy within sphere of responsibility and contributes to long-term strategy of overall business unit
- Directs the efforts of others in the achievement of the strategic and operational objectives of the group
- Provides input to the hiring, staffing and maintaining of a diverse and effective workforce, responsible for career development/planning, performance and pay discussions of account based associates
- Services and solutions include partial outsourcing using one or two service components and small-mid project portfolio
- Accountable for all phases of account expansion and delivery of low to moderately complex solutions and expansion / growth; owns large engagement(s) with annual revenue generation of $15M up to $50M
- Engagements are typically local or limited regional operations that may include some limited global elements in service operations; typically, customer team of between 250 to 500
- Manages multiple teams and significant assignments; establishes budgets, operational plans and performance requirements
- 10+ years of relevant experience or equivalent combination of education and work experience. (Like to see experience in infrastructure and applications managed services accounts experience, Global Delivery experience with onsite and offshore models, experience in managing remote teams.)
- CXO relationship experience at CIO, CEO, COO, CFO level is a MUST
- 8+ years managerial/leadership experience
- Advanced knowledge of finance, contract management, customer relationships, people management, project management and relevant industry information
- P&L experience
208
Watch Client Executive Resume Examples & Samples
- Acts as primary point-of-contact for client
- Leads day-to-day management of client campaigns
- Aims to deliver superior customer’s experience
- Leads account penetration, adoption and usage to achieve account growth targets
- Proactively finds new ways to build the clients’ businesses and to grow accounts
- Masters and maintains knowledge of client's business, competition, and latest industry news and trends
- Bachelor’s degree of related field is required
- Minimum 3 years of relevant experience, ideally in the digital industry
- Understanding of the overall media and measurement/analytics landscape in advertising and marketing trends
- Experienced with running/overseeing online advertising campaigns and media operations
- Strong project management and analytical skills
- Presentation as well as excellent communication skills
- Fluency in English & PC competency
209
Client Executive Resume Examples & Samples
- Team Lead for Treasury and Financial Regulatory Accounts
- Manage all aspects of VMware solutions sales life cycle within the Department of Treasury
- Mentor Junior Sales Representative
- Demonstrated Team Leadership and Major Account Management skills
- Experience managing a matrixed team of sales specialists
- Provide leadership to cross-functional team
- Develop, implement and drive sales strategy across the Department of Treasury
- 10 + years of experience and history of success in selling IT solutions or software to Federal customers; 5 years’ specific experience selling to Treasury
- Proven track record with working with the channel and System Integrators
210
Client Executive, Sled Northeast Resume Examples & Samples
- Initiate and build strong relationships at all levels within the account base
- 5+ years of experience in related software industry with at least 5 years in a selling role (preferably to SLED)
- Must have experience in selling cooperatively with IBM, HP, Dell, or other partners
- Experience leading a team of professionals in sales campaigns that include Sales Executives, Field SE’s, Inside Sales, Field Marketing, and Professional Services
211
Client Executive Resume Examples & Samples
- Working through sales teams and other subject matter experts to drive revenue for the company
- Expand and grow key customer relationships
- Meet client satisfaction goals
- Develop comprehensive understanding of IBM technology, software, services and cognitive industry solutions
- 5 or more years experience in Senior level Sales or Client roles with a proven track record of success
- Skilled in consultative selling, with a deep understanding of the Financial Services industry
- FSS ( Financial Services Sector) thought leader with a thorough understanding of the industry, trends, and our competitors
- Proven sales track record and demonstrated proficiency in developing FSS client relationships
- A background selling into the Financial Services Sector is highly preferred
- 5 or more years experience with a top tier professional services firm (preferred)
212
Client Executive, Banking Resume Examples & Samples
- The Client Executive will have demonstrated that he/she masters and applies expert knowledge of information technology and associated leading edge solutions and strategies. In addition, the Client Executive will have demonstrated that they understand and master the organizational resources, priorities, needs and policies
- The Client Executive will also have expert knowledge of the Financial Services Industry, its business drivers and objectives in order to identify, validate and quality large services opportunities for IBM
- Proficient in positioning and selling IBM’s Smarter Financial Services value propositions, solutions, and business partner offerings and be able to position them to C level executives at a Large Canadian Financial Institution. Specific focus is transforming Financial Institution's infrastructure delivery model (Cloud, Agile, Mainframe, Storage, Field Services) which defines the skills / experience required
213
Client Executive Resume Examples & Samples
- Highly capable individual, with skills and experiences equivalent to Sales Regional Vice President
- Deep understanding of market, vertical, and customers’ business and competitors
- Experience managing major (often global) accounts, long-term account strategy, relationship selling
- Experience negotiating complex contractual terms and conditions
- Proven track record of over-achieving sales quotas
- General Manager (GM) business skills with focus revenue acquisition and P&L
- 15+ years of experience in business management and selling technology solutions
214
Client Executive Resume Examples & Samples
- Review client/prospect exposure loss experience and current coverage, and analyze the risk to determine the product/service requirements
- Communicate client needs and binding instructions to Client Representatives
- Implement and maintain a quality post-sales service plan, including ensuring the accuracy of binders, policies, and other relevant documents
- Create and present renewal proposals to existing clients
- Conduct stewardship meetings with client participation
- Generate new sales through existing clients and client referrals in accordance with the business plan
- Responsible for growth of assigned book of business, plus specific retention goals relating to the number of accounts serviced and revenue
- Grow and/or expand current book of business at a target growth rate consistent with the current business plan by increasing the amount or types of service or coverage for each account or working with sales professionals to develop new accounts
- Perform sales professional function (if required)
- Prepare cost analysis to determine pricing of services and monitor account profitability, in conjunction with the Practice Leader
- Manage revenue, profitability, and timely billing/collection (working capital) for each client
- Develop a working relationship with all functions within the company to improve client service and increase cross-selling opportunities
- Engage the appropriate industry group and Marsh resources to offer best in-front resources for each client/prospect
- Utilize and contribute to the company’s network that builds and shares sales and placement information and make use of company’s network resources to enhance productivity and economic benefits to both Marsh and the client
- Obtain feedback on Marsh’s execution of projects and renewals through Client Satisfaction Surveys and ongoing client dialogue
- Participate in professional development activities/courses
- Comply with Marsh Excellence and Professional Standards to ensure quality service to all clients
- Post secondary education or equivalent work experience, preferably within an insurance and risk consulting environment
- Possess a minimum of 5-7 years experience as a Client Executive; ideally as a Senior Client Executive; or history managing large and complex accounts, with some background in Real Estate, Hospitality or construction
- Possess a minimum of 10-15 years experience in commercial insurance
- Holds appropriate Broker License
- Excellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
- Demonstrated ability to independently service medium- to larger-end (somewhat complex) accounts
- Possess solid insurance brokerage account management, servicing, and sales skills, and is considered a leading Client Executive within the local marketplace
- Develop client relationships with Economic Buyer and Risk Manager
- Possess good knowledge of client risk issues and Marsh solutions
- Effectively manage and retain renewal business
- Conduct annual stewardship review for each client
- Provide direction, coaching, and mentoring to Client Representatives, with feedback on performance
- Proactive in solving client needs, with a sense of urgency in all client matters
- Strong organizational skills in prioritizing work, multitasking, and consistently meeting deadlines
- Results oriented with a strong customer service orientation
- Computer literate with proficiency in email, spreadsheet software, as well as in-house proprietary financial and sales-reporting systems
215
Client Executive Resume Examples & Samples
- Work on our Intelligence team pursuing and driving strategic programs
- Forecast and execute on calculated areas within Intelligence community; assist team with deal program qualification & strategy
- Must have an active TS/SCI Full Scope Poly
- Solid relationships and proven business development experience within the Intelligence Community
- Technologist with proven success driving technical solutions: Unified Communications, Data Center, Virtualization, Mobility and Security as it relates to the Intel Community
216
Service Client Executive Resume Examples & Samples
- At least 10+years IT services company( or system integration company) sales experience; Experience in selling Strategic Outsourcing or Managed Services is preferred
- Fluent English Skills
- 1) Oversee and manage the Infrastructure Services sales pipeline from demand generation to contract closure by working closely with client facing sellers, solution design experts to achieve sales results in assigned territory/accounts
- 2) Personally take responsibility to develop IS business, cultivate trusted relationship with CIOs/IT Directors/LoB(line of business) Executives and closure of large/complex deals (focus on managed services / Annuity business) at assigned focused accounts/Territory
217
Client Executive Resume Examples & Samples
- The Client Executive- Card Services is responsible for managing a geographically-based portfolio of regional clients, ensuring client satisfaction, and continuously promoting Fiserv to maximize client renewals and cross-sales
- The Client Executive provides clients with industry best practices and strategic input, partnering with the client to deepen the overall partnership,
- The Client Executive will sell add-on products and services, and manage those opportunities through to close and implementation, using the Fiserv sales process
- Clients will leverage the account executive as an operational point of escalation when appropriate
- The Account Executive will continually illustrate the value of the Fiserv partnership by providing measurement data such as ROIs and program performance updates. This role requires strong territory planning skills, C-suite and operational level relationship building and the ability to link our value proposition to client goals
- HS Diploma required, Bachelor’s degree preferred
- 3+ years sales/account management experience in the financial services field with EFT/Debit exposure
- 50% Travel
218
Senior Client Executive Resume Examples & Samples
- At least 2 years of relevant experience in Communications Marketing and/or related fields, including research, advertising, management consulting, media or publishing
- Superior writing and verbal communications skills, specifically with the purpose of writing to persuade; demonstrated ability to effectively multitask, delegate and manage assignments and accurately evaluate others’ work
- Understanding of global technology sector trends, with a focus on Asia / South East Asia region and the ability to draw insights from this understanding to counsel clients
- Familiar with best-practice integrated Marketing Communications tactics and tools and the ability to appropriately recommend them to executive-level clients and lead the execution of all related projects in house
- Stays up to date with emerging technologies and trends and demonstrates understanding of how they integrate into Communications Marketing programs
- Ability to act as a daily client contact for multiple clients simultaneously and possesses a track record of responsible, client-related finance management, including comprehensive managing within client budgets
- Bachelor’s degree in a relevant field from an accredited college or university
219
Client Executive Resume Examples & Samples
- Consult with C-level executives to develop and implement an effective, enterprise-wide strategy that maximizes the value delivered by Gartner's products and services
- In-depth knowledge of Gartner's products and services
- 11-15+ years external experience with proven consultative sales, preferably experience in high technology (services, software or hardware), with evidence of prior success in Sales
220
Private Banking Client Executive Resume Examples & Samples
- Owning all client queries through to completion, via a number of communication methods
- Ensuring that quarterly external surveys are conducted and that clients are invited to feedback on their service experience
- Responsibility for the reporting of all risk events and complaints
- The ability to handle data in large quantities, in a variety of formats, used to satisfy client requirements
- Strong communication skills, you will have excellent written and verbal communications skills to deliver against our commitment to providing a world class service and drive our dedication to the client experience
- Being a strong negotiator with influencing skills to ensure the best service possible is provided to our clients
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Client Executive Resume Examples & Samples
- 15+ years of field based consulting or service sales experience from in high technology environment
- 5+ years in a leadership role and experience driving a $100M+ business
- 3+ years' experience/exposure in networking product applications, network management techniques, collaboration and data center architectures and related service strategies
- 3+ years in strategic planning, customer relations and retention, contract development and negotiation, support operations and business management
- Proven track record of collaboration across multiple organizations in order to accomplish significant achievements driving customer satisfaction and Cisco revenue
- Must be excellent communicator, team builder and motivator with a proven ability to provide leadership while exhibiting outstanding interpersonal communication skills
- Practical experience in managing by influence
- Able and willing to travel frequently
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Client Executive Resume Examples & Samples
- Develop and maintain strong relationships with business and engineering executives
- Manage the engagement with the customer as a strategic alliance relationship
- Develop a detailed strategic account plan with the goal of strategically selling to this hyperscale cloud customer. Present the plan with Equinix senior executives on a semi-annual basis
- Develop and gain the CSP customer’s buy-in to a long-term strategic cloud infrastructure plan
- Develop successful partnerships with internal organizations to support the strategic customer relationship including Solutions Architects, Sales Engineering, Contracts, Billing, FP&A, Product Marketing, etc
- Develop a sales plan consistent with Equinix objectives. Track, manage, and report ongoing activity relative to quarterly and fiscal year plan
- Prepare commercial and technical service proposals, working closely with Equinix business development and sales teams around the world. Ensure such proposals are technically and commercially sound
- Strategic selling experience to global organizations, ideally within the IaaS/SaaS/PaaS space
- Strong knowledge of public and hybrid cloud workloads, cloud infrastructure, and future technology trends
- Successful track record of selling high profile solutions to global CSPs
- Strategic selling experience to large, complex organizations
- Ability to prepare and deliver professionally structured and written client proposals, in partnership with a variety of teams and functions
- Flexibility to work outside of standard 9am-6pm US time zone hours and ability to travel globally
- Bachelor’s degree in engineering, business or related discipline
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Client Executive Resume Examples & Samples
- Experience in managing & growing long term complex multimillion dollar accounts; services or solutions
- Broad functional knowledge within the sector and the ability to connect with a variety of executive level stakeholders on their specific pain-points; build meaningful internal and external relationships
- Strong sales process & operations skills (pipeline, forecasting, budgeting, etc.)
- Strategically minded and able to create a consultative and solution-minded sales environment
- Demonstrated ability to work in a multicultural global environment
- Experience in a similar vertical / domain; having managed relationship at CXO level
- Proven track record of success meeting revenue goals and managing multiple clients
- High level of proficiency with Microsoft Excel, Word and PowerPoint Strong verbal and written communication skills with keen
- Ability to think strategically, creatively, and analytically
- Exceptional work ethic, ability to perform under pressure, meet deadlines Ability to build effective working relationships with others inside and outside the organization
- Bachelor’s degree from an accredited institution, graduate degree a plus
- Preferably MBA
- 10-12 years of US P&C experience in client services, account management and/or relationship management required
- Prior experience in Travel & Transportation account management required
224
Client Executive Resume Examples & Samples
- Acting as an ambassador for Marsh, seek and build strong relationships at executive and operational levels and communicate the client’s strategy across internal Marsh resources
- Agree and implement client service agreements
- Act as a referral point for the resolution of complex client queries internally and externally
- Host client and insurer meetings in conjunction with specialist broker and client service team
- Agree and set renewal client service and rolling risk management strategy with the client
- Lead new business initiatives including referral generation
- Proven background in Energy insurance including large, complex and/or multinational clients
- Significant experience in successfully managing major client relationships
- Exceptional inter-personal and relationship management skills
- ACII qualified (or equivalent) highly desirable
225
Client Executive Resume Examples & Samples
- Proven background in wholesale Energy insurance
- Significant experience in successfully managing client relationships
- Ability to act effectively and professionally in a dynamic, fast-paced environment
226
Client Executive Resume Examples & Samples
- Experience of working in consumer brand PR
- An understanding of the media landscape and current trends
- Proven media relations skills with ability to deliver coverage across mainstream media tabloids/lifestyle mags as well as social media channels
- Great understanding of digital and how it fits into a fully integrated programme
- Proven creativity and strategic ability
- Drafting media lists and tracking media coverage
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Client Executive Resume Examples & Samples
- Monitoring and daily reporting of traditional and social media
- Developing and maintaining media lists, and participating in internal business team meetings
- Writing and distributing pitch letters, news releases, fact sheets, bios, newsletters, prepared remarks and standby statements
- Developing relationships with external audiences (media, third party constituencies, vendors) to provide the best service possible to client
- Preparing monthly activity reports, and maintaining calendars and travel itineraries
- Provide day-to-day support to our US Corporate Practice Chair and NY Market Leader, on all operations and processes for both the US Corporate Practice and the NY office
- Efficiently manage PC’s calendar, schedule all internal and external meetings, and coordinate all travel arrangements
- Manage internal meetings and communication for roughly 80 practice members across the US, and with other senior leaders across the firm, including the US leadership team
- Work alongside our Practice operations team to help with recruitment efforts, the summer internship program, marketing initiatives, and training & development for our team members
- Provide assistance prepping briefing materials, coordinating on-site IT support, and ordering food & beverages for new business and client meetings
- Support the Practice new business & marketing lead with coordinating industry salon dinners, networking events and various NY office events
- Participate in internal business team meetings and strategy sessions
- Write and distribute Practice-wide newsletters, prepared remarks, and standby statements
- Assist the Practice with special projects and research as needed
- Minimum of 1-3 years’ experience in Public Relations or related field
- Proficiency in office computer programs to include MS Office Suite
- Strong proofreading and editing skills
- Excellent interpersonal, organizational and oral and written communication skills; ability to sit in on all leadership meetings and develop well-crafted notes, action/agenda items
- Proven experience with prioritization, problem-solving, and decision making with respect to scheduling and frequent last-minute changes
- Must have a positive, “can-do” attitude and the ability to multi-task and thrive in a fast-paced office environment
- Extremely detail oriented and proactive, with the ability to anticipate senior executives’ next moves and ensure they are well prepared at all times
- Interest in event management to coordinate all internal Corporate practice and NY office meetings and events
- Ability to work collaboratively, maintain professionalism, and communicate with our Corporate practice leadership team and US leadership team on a daily basis
228
Client Executive Resume Examples & Samples
- Manage a portfolio of predominantly large, complex and/or multinational clients
- Identify, and agree strategies for, clients’ risk management, risk financing and insurance needs and objectives
- Property-Casualty (Combined) insurance experience
- ACII part/fully qualified (or equivalent)
229
Client Executive, Public Sector Resume Examples & Samples
- Responsible for the attainment of Revenue and Profit Objectives
- Leads development of account plan taking into consideration marketing strategy and Customer business objectives
- Ownership of Run Rate, and new revenue growth objectives
- Develops strategies and tactics which leverage competitive advantage and profitability
- Develops and presents proposals including cost justification, business case and technical portion of response for integrated solutions which represent high value for the Customer and profit for the company
- Provides expert consultation on concepts, products and services
- Acts as the authority for overall Customer network solutions and is the primary technical point of contact for the Customer
- Advocate within Bell to drive support and development opportunities align with customer’s business requirements
- Spends the appropriate amount of time continuously learning by researching and learning new technologies, both internally and externally, to provide single point of contact to the Customer in the sales process
- 3-5 years experience in the Telecommunications or ICT industry selling technical Customer solutions
- Experience working within the public sector a strong asset, but not required
- Ability to prospect and identify opportunities while developing strong Customer relationships
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Client Executive Site Manager Resume Examples & Samples
- Participate with Client management in strategic and tactical planning, development, improvement, evaluation, and coordination of the information and technology systems for the healthcare network
- Have fluent knowledge of healthcare business and clinical processes and their interrelationship
- Work with Client leadership to identify improvements in the use of information technology to meet organization goals and improve performance and outcomes
- Maintain open and frequent communication with Atos management team in order to facilitate good communication between client and Atos
- Provide a productive and motivating work environment within the organization including developmental programs to continuously improve, develop and motivate the global team
- Exposure to both shared and outsourced solutions, as well as support of in-house information and communication systems in a multi-site client-server environment. Specifically experience with practice management, Cerner financial management and clinical management information systems a plus
- History of balancing thought leadership/best practices with strong results-orientation
231
Multinational Client Executive Resume Examples & Samples
- Actively promote and support compliant and executable program design and service delivery in accordance with standard and/or agreed account specific SLAs
- Work closely with external/internal stakeholders (including but not limited to: underwriters, local Issuing Office team, Distribution, Network Partners, Network Partner Practice, Shared Service teams, broker and clients) to deliver a timely and compliant multinational service
- Support completion of required Multinational Underwriting Support Tools (MUST), confirm programme structure with the responsible Multinational executive(s) & underwriters, and calculate all overseas taxes via use of Knowledge Exchange, IPT and other relevant systems
- Keep up to date on all changes across group, particularly in relation to system development issues
- Attend meetings with necessary Multinational executive(s), underwriters, clients & brokers to design programmes prior to inception, ensuring all overseas programme details are in place and recorded prior to binding of accounts
- Working collaboratively to increase communication of multinational concepts/ principals, and to ensure that all pre-bind work is completed prior to inception on all assigned programs/Clients
- Monitor and escalate service issues as required. Serves as a team resource for the resolution of multinational program related issues
- Support establishment, deployment and ongoing accuracy/currency of myAIG Portal for assigned multinational clients
- Provide administrative support for documentation of Claims Bulletins/Protocols and corporate hierarchy for effective use of IntelliRisk
- Provide weekly updates of internal customer scorecards. Updates to include dates when overseas policies issued and premiums collected. Work with MAS team and underwriters / brokers where necessary to ensure monitoring and status updates on accounts provided to ARM’s
- Look to take lead and if necessary run monthly passport team meetings. These meetings will involve F & A, MNCE, MAS and Underwriters
- Take ownership of multinational service delivery and encourage active engagement from all relevant stakeholders
- Act as the internal and external administrative support for assigned complex multinational programs/clients, working to ensure all issues are resolved in accordance with set KPI’s
- Ensure close communication, regular updates & coordination with relevant zonal Multinational colleagues
- The job involves direct communication with a wide range of internal and external parties
- May also function as trainer for other staff
- Adhere to corporate standards and requirements per L1 SOS are met including those related to (21) L1SOS Sales Practices, (22) L1SOS Policy Administration,(23) L1SOS Complaint Handling,(32) L1SOS Product Development, (33) L1SOS Marketing, (37) L1SOS Underwriting
- Manage personal workflow
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Regional Client Executive Resume Examples & Samples
- Serves as primary point of contact for specific members in an assigned territory
- Develops member account plan, timelines, and tracks member savings to achieve member relevant initiatives and cost reductions
- Responsible for same store sales growth for GPO including both maintenance and new revenue growth, as well as lead generation
- Works with AVP using sales approach to determine member’s needs
- Match organizational solutions to member’s needs
- Connects the members to the relevant tools and resources within Vizient to achieve corporate, individual, and member-specific goals
- Regularly work on-site with member staff on contract portfolio, solutions, and implementation of solutions
- Up-sell programs, i.e., standardization programs, committed programs, physician preference products, outsourcing vs. in-sourcing
- Sell the value of the contract to suppliers
- Develop and maintain strong working relationships with members and suppliers
- Maintains territory pipeline and updates ICE weekly
- Confers with others to reach resolution, explores alternatives and positions to reach outcomes that gain support and acceptance of all parties
- Displays through understanding of applicable products, services, and their value proposition to meet customers and/or industry requirements
- Bachelor’s degree desired; advanced degree preferred
- Deep sales/negotiating experience – minimum 5-7 years in an account management or sales role
- Ability to understand member needs and objectives from a programmatic, financial, technical, organizational, and /or political perspective
- Ability to interact with executives, and the ability to influence decisions at both the C-suite and department head levels
- Ability to examine and interpret data to find trends, matching Newco solutions to those needs
- Ability to drive and close sales – both strategic and product sales
- Trusted advisor // strong executive presence / complex business problem solving skills
- Great facilitation skills – ability to drive decision and bring to conclusion
- Must be collaborative – team sales approach
- Works independently
- Travel up to 50% within a defined sales region
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Client Executive, Sled PA Resume Examples & Samples
- Develop, implement and drive sales strategy across a defined SLED territory
- Possess strong sales discipline; build and manage accounts; plans; qualification of opportunities; accurate management of CRM system; Pipe-line management and forecast accuracy within 5%+/- of landing
- Provide leadership to cross-functional sales and technical support teams within assigned accounts
- 8+ years of experience in related software industry with at least 5 years in a selling role (preferably to SLED)
- Must have good working knowledge of current enterprise-level information technology products, solutions, and providers
- Ability to network with LOB leaders, CxO – And able to work across IT, Ops, AppOps/Dev-admin
234
Enterprise Client Executive Resume Examples & Samples
- Demonstrate high level of business acumen and apply a thorough understanding of the client’s culture, business, organization, strategy and financial position
- Develop and execute client relationship plan
- Lead cross brand IBM Team to achieve/exceed assigned revenue and other measurement objectives
- Collaborate across IBM Business Units, leveraging other subject matter experts as needed to deliver maximum client value
- Build relationships with senior client executives, earning a reputation as one of the client’s trusted advisers
- Understand IBM business and brand strategies and how these translate into solutions which address client needs
- Facilitate helping the brand team get transactional business done
- Will advance IBM’s industry eminence via thought leadership
- 8 or more years of sales leadership experience in a senior level role
- Skilled in consultative selling, with experience and success in leading complex matrixed teams
- Experience and success in building and leveraging C-Suite relationships at large enterprise clients
- Experience in selling consulting and technology services in large enterprise clients
- Demonstrates experience with and a thorough understanding of the industry, trends, and our competitors
- Experience with a professional services firm
- Communications industry experience
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Senior Client Executive Resume Examples & Samples
- Maintain awareness and knowledge of market trends and industry developments to build strategic relationships within TNS and the client
- Interpret data and develop insightful actionable recommendations for the client
- Develop and present reports to client in order to demonstrate a positive impact on their business
- Manage client’s expectations and consistently deliver results
- Develop and take ownership of work-streams and manage timelines and changes
- Act as the liaison between the client and our Data Processing group
- Design research instruments including questionnaires, analytic and crosstab plans
- Manage and support the growth of junior team members
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Client Executive Resume Examples & Samples
- Create account strategies and plans for key customer accounts in order to achieve stated customer and Cornerstone business objectives
- Attain or exceed sales quota by identifying customers’ business challenges and aligning Cornerstone products and services to create world-class solutions that deliver significant value
- Manage and expand relationships “high and wide” in customer organizations in order to expand the relationship footprint
- Collaborate with other functions to ensure excellent delivery of service, quality deliverables and the highest level of customer satisfaction possible
- .. and being the rockstar you are, will be willing to take on additional responsibilities as needed
237
Communityworks Client Executive Resume Examples & Samples
- Proficient with Microsoft suite of applications
- Ability to work overtime and irregular hours as needed
- Ability to travel up to 80%
- 2 years’ experience selling HCIT solutions into critical access or community hospitals
- Located in Kansas City area
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Client Executive Resume Examples & Samples
- At least 5 years of experience in the Telecommunications industry selling technical customer solutions
- Experience and knowledge in selling to Federal Government
- Network: understanding of Telecommunication networks (MANs, WANs), including IP, Frame Relay, LAN, Internet Interconnectivity leveraging Wired and Wireless technologies
- Systems and Storage: Services & Solutions, Hardware platforms, Virtualization
- Managed Services: Hosted Solutions, Network Management, Contact Centres; Wireless
- Professional / Consulting Services: Security, Outsourcing, Systems Integration, Converged Communications
- Routing and Switching Technology: related to various Hardware platforms
- Have received a Level of Federal Government Security Clearance
239
Client Executive Resume Examples & Samples
- PROACTIVE CLIENT SERVICE
- Develop effective business relationships with assigned clients in conjunction with producer through in-person visits, entertainment opportunities, telephone and electronic contact at multiple levels within client organization
- Act as primary contact for all day-to day service issues and other inquiries for all assigned clients; act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
- Manage client PREVENT Service Plan with corresponding activities and deliverables in conjunction with producer
- Review internal compliance and client disclosure requirements, external vendor/carrier contracts, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements in conjunction with producer
- Develop strong understanding of health & welfare benefit products, services, technical tools, and vendor/carrier markets. Includes developing relationships with vendors/carriers in order to understand and compare products and services being offered and recommend solutions to clients
- Perform claims and utilization analysis to look for trends and patterns; may involve use of Decision Master Warehouse and actuarial tools to develop claims projections, set rates and model employee cost-sharing scenarios in conjunction with producer and Health Management Consultant
- Request Schedule A information and coordinate the preparation of Form 5500 filing
- Manage implementation of new business. Oversee implementation project plan and facilitate internal/external resources, communications and meetings
- Conduct employee communication meetings when appropriate
- MANAGING CLIENT RENEWALS/MARKETING
- Analyze carrier reports, benefit plan structures, plan design and industry trends and make appropriate benefit plan recommendations in conjunction with producer
- Prepare client renewals and negotiate rates with carriers in conjunction with producer, and present alternate benefit options when appropriate
- Conduct marketing of benefit plans when necessary; negotiate rates with carriers in conjunction with producer, and present alternate benefit options when appropriate
- BUSINESS DEVELOPMENT INITIATIVES
- Participate in the IMPAX Process of bringing in new revenue
- Identify additional business opportunities and cross sell
- ADDITIONAL RESPONSIBILITIES NECESSARY TO SUCCESSFULLY COMPLETE ROLE
- Any other duties that may be assigned
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Client Executive Resume Examples & Samples
- Account management – manage a portfolio of accounts to ensure high quality customer service is provided at all times
- Develop and maintain long term relationships with key decision makers and senior stakeholders
- Work closely with colleagues to ensure clients are effectively serviced ensuring account retention and develop new opportunities
- Maintain an awareness of clients claim related matters
- Taking ultimate responsibility for issuing accurate, efficient and timely review of all policies and related documentation
- Be able to demonstrate financial services experience of at least 12 months, ideally from the insurance industry
- Hold strong communication skills to enable you to provide a high level of insurance services to clients
- Have a proactive approach to all aspects of account management & negotiation skills
- Be hardworking and results orientated with ability to drive sales with new and existing clients
- Have the skills to analyse data and policies, with the ability to be able to present the outcomes to clients Be able to work successfully in a multidisciplinary team
241
Client Executive Resume Examples & Samples
- Extensive experience in Marine Liability Insurance, ideally across both Wholesale and Retail
- Proven background in effective relationship management, both internally and externally
- Significant client management experience across large and international Wholesale and Retail Marine business
- ACII qualified (or equivalent qualification/experience) highly desirable
242
Client Executive Resume Examples & Samples
- Demonstrate a technical aptitude and ability to lead complex solution sales efforts, particularly around Cloud and Cognitive Computing including IoT
- Contribute 'out of box' thinking and contemporary sales approaches in solving the client's most complex business problems and challenges
- 4 years experience Solution selling within industry verticals; ie insurance
- 1 year experience IoT experience
243
Investor Services Client Executive Resume Examples & Samples
- Solid knowledge of banking products and operations, preferably securities related services
- More than 5 years of extensive experience in the financial and/or funds industry
- Formal legal or auditing training
- Experience in dealing with regulators is preferred
244
Client Executive Resume Examples & Samples
- Provide overall client development leadership and political strategy for Conduent activities in Public Sector
- Works directly with the leadership of other Conduent organizations
- Responsible for community and political involvement, ensures that Conduent is viewed as a good corporate partner to the State and the local community
- Coordinates governmental relations activities with the Conduent Government Affairs Office and serves as primary Conduent local resource for contact with political leadership
245
VP Client Executive Resume Examples & Samples
- Responsible for managing client relationships with a workload of existing HM Health Solutions commercial clients
- Retain and grow existing business while managing the profitability of the assigned accounts. As such, the candidate is responsible for managing a client-based P&L, meeting sales and profitability targets. The incumbent works with clients to develop clear, value propositions that meet the specific needs of each client
- Manage the priorities of the client while simultaneously serving as a leader and mentor to other staff who may wish to be considered for this level of client management in the future. In addition to client management responsibilities, this position must have the ability to use established relationships within Highmark to manage large scale change and initiate projects in a manner that demonstrates familiarity with proven change models
- Lead initiatives to marshal all appropriate and necessary resources to achieve results and meet client deadlines
- Find alternate ways to complete typical client management tasks when one (standard or known) approach fails (challenging internal support systems to “raise the bar”)
- Ensure that client issues and problems are heard at the right levels of Highmark management and champion client interests as one of Highmark’s most valued revenue drivers
- In-depth knowledge of Highmark products, solutions and financial arrangements
- Excellent written and spoken communications skills
- Must possess strong leadership and interpersonal skills
- Expertise in the health insurance industry and a working relationship with the major consulting companies
246
Client Executive Resume Examples & Samples
- The Key Accounts group within Card Services manages account relationships with financial institutions that have at least a relationship of 17,000 active debit cards. Each Client Executive in this group handles around 15 accounts in their portfolio
- The Client Executive is responsible for managing a geographically-based portfolio of clients in the Eastern region of the United States, ensuring client satisfaction, and continuously promoting Fiserv to maximize client renewals and cross-sales
- The Client Executive provides clients with industry best practices and strategic input, partnering with the client to deepen the overall partnership
- The Client Executive will continually illustrate the value of the Fiserv partnership by providing measurement data such as ROIs and program performance updates. This role requires strong territory planning skills, C-suite and operational level relationship building and the ability to link our value proposition to client goals
247
Client Executive Resume Examples & Samples
- Strong relationships with Fortune 500 companies, skills in developing new relationships with customers and the ability to understand client business challenges and needs
- Track record of meeting and exceeding sales quotas
- Experience and track record of closing deals that drive significant value to both the individual, company and our customers
- Proven track record of hunting, creating new opportunities and establishing new customer relationships
- Professional appearance, presentation and communication skills appropriate for C-level
- Individuals should have a minimum of 10 years of sales experience in the information technology market selling Cisco Advanced Technology solutions and a successful sales track record managing accounts in a growing business environment
- Candidate should have Data Center selling experience with a solid understanding of EMC Federation
- Candidate must be an aggressive self-starter with ability to build executive relationships, understand complex business problems and be able to position multivendor solutions
- Critical skills necessary are account strategy planning with an extended team with proficient communication skills to drive profitable business outcomes
- Managing a P&L with financial acumen to increase Revenue, Gross Profit and Net Contribution for assigned Program
- Experience calling at all levels with customer’s organization and maintaining multiple customer contacts
- Managing key OEM partner relationships
- Demonstrate critical thinking and problem solving skills
- Strong Leadership Skills to create and preserve a High Performance Team
- Must represent the WWT Core Values and understand the “World Wide Way”
- Positive attitude with a customer first mentality
- Experience selling IT services
- Position will require travel
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Client Executive Resume Examples & Samples
- Prospects and qualifies new and recurring business opportunities
- Co-ordinate unsolicited proposal and RFP deliverables
- Prepares and conducts formal group presentations
- University degree preferred
- Experience working within F&I industry
249
Multinational Client Executive Resume Examples & Samples
- Retention of accounts and development support for new lines and programme structures are the key deliverables
- Work closely with underwriters, relationship managers, broker and clients to deliver a timely and compliant renewal process
- Agree, implement and monitor the Service Declaration/Scope of Service Agreement in conjunction with account relationship manager, on all allocated accounts
- Management of Allocation to ensure all information is accurate and up-to-date on assigned portfolio
- Work closely with and direct activities of Account Coordinator on your assigned accounts
- Understand and advise the client in regard to their requirements of a globally compliant programme
- Management of renewal pipeline and immediately escalating issues in regard to renewal, bookings, service or compliance
- Management and delivery of the Account Service Plan
- To deliver the agreed service protocols and gain a thorough understanding of the programme structure
- Take ownership through working with the broker and client to ensure delivery and execution of all necessary documentation for AIG legal / credit requirements
- Close and regular liaison with all internal staff, contributing to service delivery on the assigned programmes
- To ensure that performance objectives are set and assessed against the relevant FSA TCF outcomes
250
Multinational Client Executive Resume Examples & Samples
- Obtain all necessary technical programme servicing information through liaison with the Broker, Client, Senior and Account Executives
- Collate and provide necessary territorial information as required in relation to global regulation requirements
- Support the Client, Senior and Account Executives in completion of the Account
- Check, agree, validate and communicate global premium allocations and use them in conjunction with reinsurance structures to establish and complete account profiles
- Liaise on technical service issues with appropriate departments to expedite resolution
- Regular liaison with Team Manager / MCoE Management to manage pipeline of account activity on a monthly basis
- Issue clear instructions for all premium bookings and reconcile Reinsurance arrangements with all front end and back end systems
- Organise issuance of all necessary insurance programme certification
- Coordinate captive premium movement or policy tracking
- Communicate to relevant parties (internal & external) and meet service requirements on all allocated accounts as specified in SLAs
- Preparation (profiles), issuance and co-ordination of NOC’s, OMeGA Requests, QUEST, Structures and Network Instructions
- Resolution of accounts queries / OMeGA Rejects and other post bind programme discrepancies
- Ensure completion of Pipeline and Joint Booking Databases
- To carry out your accountabilities and objectives within the framework of AIG Europe Ltd’s TCF policy