Client Management Resume Samples

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J Schoen

Jettie

Schoen

6374 Maegan Vista

Detroit

+1 (555) 481 9272

6374 Maegan Vista

Detroit

Phone

p +1 (555) 481 9272

Experience Experience

Chicago, IL

Client Management

Chicago, IL

Smitham-Nikolaus

Chicago, IL

Client Management

Develop consistent standards and work flows across the region
Develop first line of defense for Risk Management
Assist to monitor the information in database via creation/modification workflow process
Assist to ensure instruction to create or delete Special Condition codes are duly approved
Assist to ensure all the update of static data in A2 (eg. Change of address, Telephone number etc.) are correctly updated
Track and monitor the Errors and KPI of Service Provider
Manage the RMPM database for Singapore & guide the Regional sites as the Regional RMPM Correspondent|

New York, NY

VP, Client Management

New York, NY

Schmidt, Armstrong and Lakin

New York, NY

VP, Client Management

Develop and maintain professional and productive ongoing client relationships with designated clients, ensuring elevated service levels are met with new and existing clients, including
Maintaining regular contact and developing strong relationships with key decision makers within designated clients, including Human Resources VPs, Directors, Benefit Managers and key Finance team members
Managing, confirming and implementing service and compensation agreements with clients
Ensuring client service, renewal and timing standards are met or exceeded
Work with Case Managers and/or sales teams on client plan design, plan strategy, contribution strategies and new product options
Provide senior level consulting services to clients related to plan strategy, design and financial performance, including
Coordinating plan renewal activities with Account Management teams, Underwriting and other internal departments and

present

San Francisco, CA

Director of Client Management

San Francisco, CA

Corkery-Wolf

present

San Francisco, CA

Director of Client Management

present

Provide leadership in the overall management for growth and development of the Tennessee EB market
Develop excellent rapport with Lockton Producers enhancing the “team” approach for sales and service delivery
Consult and serve as the primary service liaison between Lockton and clients. Assist Producers in sales opportunities with prospective clients
Act as the primary technical advisor to associates on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects
Meet with clients monthly, quarterly, or as necessary
Direct activities and programs for the training and development of Associates in TN offices
Review and sign-off on all agreements and/or documents (fee agreements, etc.)

Education Education

Bachelor’s Degree in Business

Arizona State University

Bachelor’s Degree in Business

Skills Skills

Detail-oriented with good client management & interpersonal skills
Good banking and general product knowledge on Cash & E-banking
A focus on quality with attention to detail
Details-oriented with good client management & interpersonal skills
Good banking and general product knowledge on FI, Trade, Cash & E-banking
Excellent analytical and problem solving skills
Work in close partnership with internal stakeholders to deliver the high quality services to customers
Good experience within financial services
The ability and desire to travel up to 60%
Rigorous to ensure quality

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15 Client Management resume templates

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Head of Client Management, GB Resume Examples & Samples

Delivery of Services - Responsibility for delivery of the full life cycle of client onboarding, due diligence, and servicing activity on behalf of the Global Banking & Markets business. Work closely with business stakeholders and Functional Heads to ensure that the service meets agreed standards of time, cost and quality
Governance – Accountable for formal governance of the Banking Middle office in country, and formal reporting to regional and global governance forums
Service Management – Oversee the measurement and improvement of services provided, collaborating with the regional Service Management team to measure, manage and improve the service proposition. Responsible for the end-to-end cost of Banking Middle Office functions, with a strong focus on continuous improvement cost-efficiency optimization
Manage within agreed headcount and budget
Responsible for controlling operational risk across the Client Management functions, as first or second line of defense, ensuring compliance with all required components of the HSBC GBM Operational Risk framework, and ensuring that adequate procedures and controls are in place
Work with GBM to ensure that transformation plans align with the target operating model, support business objectives, and are achievable within the allocated resource availability
Work closely with the global management team in all aspects of client onboarding to ensure ever increasing standards of client diligence and customer service to both external clients and internal stakeholders
Manage the organizational, process, policy and technology change necessary to create a singular Banking Middle Office proposition from the legacy depts. that contribute resources to the establishment of the function
Across Global Banking & Markets, all customer types managed by GB & all products provided by GM will be supported under this team from an onboarding, servicing, and due diligence perspective. This is a complex operating environment involving both global & local systems, regulations & priorities. The role holder will be expected to be an escalation point for anyone operating in onboarding, client management, KYC, client documentation, servicing, credit services, and client data services
10 years of experience in capital markets, banking operations, sales and relationship management or equivalent with a broker/dealer or diversified financial services organization
Undergraduate degree in Operations, Finance, Business, Engineering or equivalent
Demonstrated ability to be pro-active and results-driven in an uncertain environment
Exceptional client facing (relationship) and leadership skills with the capability to develop the solutions driven, high energy characteristics necessary to support the Group’s businesses
Commitment and focus to delivery to meet the requirements of GBM
Excellent interpersonal skills with the ability to build and maintain global and regional relationships at all business levels
Good business and operational experience – good candidates are likely to have strong relationship management, Risk or operational skills and be change ‘friendly&#8217
Strong strategic thinking skills and the capability to deliver a large change program whilst also managing an important, growing client facing ‘run the bank’ service
Solid planning and organizational skills, with a proven ability to prioritize competing demands and communicate this effectively
Strong leadership and management ability, with good employee motivation skills
Strong collaborative management skills with the many internal stakeholders
Experience of working in a highly-matrixed environment, and accustomed to bridging the gap between disparate organisations and cultures
Possesses a very strong management or programme management and interpersonal skills
Excellent influencer and negotiator with good stakeholder management skills
Proven business and operational experience, with a strong client service record
Able to articulate a challenging strategic vision and motivate people to achieve this, fluent in English and Portuguese
International experience, or experience of dealing with international resources

Client Management Due Diligence Resume Examples & Samples

Excellent client service team managment skills- must have minimum of 5 years of experience in managing client facing teams)
Pristine inter-personal skills and the ability to handle conflict and manage expectations. Demonstrate high energy; be PRO-ACTIVE, extremely positive and have a ‘driver and achiever’ mentality
A proven ability to create and maintain good relationships is essential
Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function), within the banking / financial services industry
Fluency in Spanish is a preference
Demonstrates thorough knowledge and/or a proven record of success in a role within the professional services industry that leverages knowledge of anti-money laundering requirements

Client Management Director Resume Examples & Samples

Role holder will report directly to the US Head of Client Management
The role will work and liaise with multiple areas within the Asset Management business
Asset management is a truly global, matrix organization with strong brand values
Bachelor’s degree in business, Finance, or related field
Series 6 and 63 licenses required. If candidate does not currently have them, must be willing to obtain license registrations
Minimum of ten years proven and progressive Financial Services experience with at least five years’ experience in Asset Management
Experience in working with senior level clients and senior management
Experience working in a controls-driven environment
Detail oriented with strong analytical and problem-solving skills
Self-directed, but also a team player
Strong knowledge of Windows-based applications

Head of Client Management, Americas Resume Examples & Samples

GBM Onboarding & Client Management Services for Global Banking & Markets is responsible for global client onboarding and the on-going management, standards & oversight of related due diligence & maintenance activities through the full client lifecycle with HSBC on behalf of Global Banking & Markets both as a customer group and product provider. It takes full account of costs, customer service, control & regulatory requirements to oversee delivery of high quality due-diligence and client service & process excellence across each onboarding function (Credit due-diligence, Client Documentation negotiation, KYC & Client Identification due-diligence, and Client Data) delivering an integrated global service to the business
A team of client onboarding & client management specialists will operate as a globally consistent function managed out of the regional hubs (London, Hong Kong, New York) with team members employed locally across the 6 GBM Americas sites to provide GBM with a single framework, governance & accountability for client onboarding & life-cycle management of related due diligence & maintenance activities. Off-shore & near-shore support will be sourced from Global Service Centres in Bangalore, Kolkata, Krakow, Kuala Lumpur, Manila & additional sites as determined
Broad overall understanding of the full investment banking value chain and the context within which GBM Onboarding operates
A delivery-focused mindset
Good business and operational experience – good candidates are likely to have strong relationship management or operational management skills
Strong client facing and leadership skills with the capability to develop the solutions driven, high energy characteristics necessary to support the needs of the Business and the new Sector Aligned operating model
Solid and broad experience of working at a senior level with large multi-project and multi-stakeholder programmes in an international investment bank

Client Management Lead Virginia Resume Examples & Samples

Account(s) financial performance / P&L management (planning, forecasting, budgeting) Responsible for delivery of contract requirements to the client(s) Review SLA trends and communicate improvement plans as needed. Drive YOY revenue growth from existing contracts. Monitor and improve operational results. Take necessary actions to meet all financial and contractual targets. Generate highest level of client satisfaction and ensure client referenceability Manage subcontractors performance Effectively manage multiple capabilities - and often multiple contracts - for their assigned client(s) Partner with Capability Leaders to enforce accountabilities and ensure mutual success Account planning activities including conducting SWOT analysis, evaluating resource requirements, and planning for stakeholder engagement Partnering with Sales Executive on key activities such as account planning, portfolio growth strategy, and client relationship management activities Participating in the end-to-end sales process from lead generation through deal approval Managing client relationships, creating account strategies, and conducting periodic business reviews Timely resolution of issues, and communicating client satisfaction results Skills
Client Management Experience
Subcontractor Management
High Performing Team Development
Work in a matrixed environment
Other duties as assigned Qualifications
Medicaid Experience
Account Executive Experience
Proven track record for organic growth

Global Markets Markets Client Management Fixed Income Client Manager Resume Examples & Samples

Ideally 7+ years’ experience in Capital Markets (preferably in Fixed Income) or alternatively an analytical / consulting background with experience in Capital Markets
Experience in working independently and directly with senior managers as a partner, or in project-based settings
Solid experience in business analysis – analysing information and data / identifying issues / building reports / documenting and summarising findings and trends in PowerPoint slides
Good understanding of Fixed Income Market and business model
Strong numerical and analytical skills, including advanced skills with Excel and PowerPoint
Very good attention to detail essential, but also need ability to distill large volumes of data across multiple, sometimes inconsistent, data sources into concise actionable results
Problem-solving skills; ability to adapt and create solutions in absence of existing protocols
Ability to create methodical / scalable analyses and processes on the fly
Ability to work on multiple projects across different constituents simultaneously and keep on track
Pro-active and self-motivated attitude / able to work autonomously but within a team
Ability to work in a pressure environment
Good English language verbal and written skills
Strong undergraduate degree or post graduate qualification

Client Management Lead Resume Examples & Samples

Responsible for maintaining and enhancing the client relationship and ensuring client satisfaction
Partners with the systems development organization and services delivery organizations in bringing the new MMIS into production
Responsible for program governance, contract management and for negotiating and delivering contracts and amendments as required
Works with client to identify and deliver new potential services to the client and its customers
Role will expand into operational and delivery management post-go-live of the new system
All other Duties As Assigned
Strong Medicaid knowledge and overall healthcare industry knowledge are required
8-12 years of professional experience in service delivery management and program operations
Client is located in Bismarck, North Dakota. *REMOTE EMPLOYEE Can work from home office -50% travel is required

Head of Client Management Director Resume Examples & Samples

Develop and lead Client Management in line with business strategy and local client management planning
Develop KYC control framework in line with Japan and non-Japan regulatory requirements
Strengthen client services and management, improving quality of client access and effectiveness of control
Drive key projects in partnership with the business and support growth of business
Be primary point of contact and decision maker in relations to account management
Lead Client Services, Client KYC due diligence and loan service and regional agency teams
Manage the budget building process
Knowledge of architecture design and infrastructure
Leadership – ability to manage the client management department
Relationship/stakeholder management skills
Experience working with regional peers and managers

Client Management Liaison Resume Examples & Samples

Assists in the coordination and compilation of all data management, analysis, reporting and metrics supporting the firm- wide corporate location strategy program
Manages the Occupancy portfolio including validation and review of allocated expense across front office and technology and operation hubs
Daily interaction with Corporate Sector teams; Capture and fully comprehend Real Estate Strategy working closely with CFOs; Coordinate RE strategy meetings with internal GRE resources to ensure business requests are being managed appropriately
Work closely with fellow GRE Corporate Sector client managers to accommodate requests; Liaises on a daily basis with Corporate Sector team/BAU contacts, GRE teams and Corporate Sector CFOs for all requests and projects; Captures and fully comprehends Corporate Sector real estate strategy
Works closely with the Design & Construction and Technology teams to coordinate construction projects for the Corporate Sector Responsible for ensuring Corporate Sector relocations are executed smoothly and provides guidance and support to Corporate Sector representatives for moves
Maintains thorough knowledge of Corporate Sector key objectives globally
Resolves issues expeditiously and ensures all key stakeholders are informed
Prepares standard and ad hoc management reports communicating the status of Corporate Sector RE projects
Completes various presentation decks and data compilation for programs that are complex and/or sensitive in nature such as Capital Committee; Monthly and Quarterly reporting to both the Corporate Sector and GRE
Travels as needed to assigned to assigned geographies to ensure Corporate Sector occupancy supply and demand is managed and tracked appropriately
7-9 years in financial services/construction project management real estate/client management; 4 year degree (finance, construction, marketing or architecture)
Possess a high degree of drive with a proven track record of achieving results; able to make decisions with a strong bias for action
Strong financial and analytical skills with great attention to detail and the ability to operate at a strategic level
Excellent project management, communication and presentation skills
Field-based position with the ability to travel and heavy participation in conference calls which may be at off-peak hours
Computer proficiency: Microsoft PowerPoint, Excel, Word, Microsoft Project, Visio, etc
General understanding of Corporate Sector and other LOB operations, job structures and JPMC corporate culture

Client Management Resume Examples & Samples

Develop KYC and Due Diligence control in response to change in legislation from different countries across the region
Complete daily client on-boarding
Work with compliance to ensure control infrastructure is sufficiently robust
Develop consistent standards and work flows across the region
Work with business stakeholders to understand the client requirements
Develop first line of defense for Risk Management
Escalate issues to senior management
Good experience within financial services
Understanding of market rules and regulations
Experience of managing relationships with stakeholders
Compliance and AML experience

Specialist Client Management & Mobile Device Management Resume Examples & Samples

Client Management process from procurement, image install and asset management
Mobile device management from the approval to the delivery of the devices
Challenges the current processes in order to find efficiencies and cost savings
Participates actively with the global teams acting like the “voice of NAM” for any client specific needs
Works closely with the Global MDM team on defining the NAM strategy for mobile devices and procurement
Train 2nd level support staff on basic troubleshooting for mobile device support and configuration
Interacts with other infrastructure areas on delivering projects
Give end user support for mobile device management
Identify and develop efficiency opportunities for client management and mobile management activities
Overall technical experience in infrastructure services
Good experience working with automated client management solutions and MDM processes
Hands-on approach
In depth understanding of IT services areas
Good technical background in computers, Windows Operating systems and mobile device support
Ability to train IT external staff
Ability to interact and manage good relationships with internal customers and global IT colleagues
Fluency in English, both spoken and written
Should have minimum 3-5 years of infrastructure technical experience
Experience in project and/or service management processes is a plus

Senior Client Management Manager Resume Examples & Samples

Serve as liaison between Client Management and other project stakeholders including: Sales – Financial Institutions Group (FIG) / Corporate / CMB, GBM Global Management and CMB regional teams
Ensure the performance objectives of the business are achieved
Work beyond the scope of the regional PCM CM function, as an integral part of the Regional PCM senior team
Contributions encompass a wide range of activities including (but not limited to) sales, product, operations and the overall strategic direction of the business
Act as the executive client service relationship sponsor for all top tier clients
Minimum 10 years general banking experience in an executive position with exposure in sales, commercial lending and trade finance
Minimum of 6-8 years experience in managing commercial relationships
Strong understanding of all commercial banking products & services, credit assessment processes, approvals, etc
Strong working knowledge of complex transactions and credit structures
Robust understanding in all banking products, especially GM, GB , PCM, Trade, Private Banking, Insurance, and wealth management products
Good commercial lending, risk assessment, trade finance experience
Wide personal connections both internally and externally
Excellent level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
Ability to interact with business customers at a senior and strategic level
Excellent interpersonal skills and ability to build strong working relationships with internal and external stakeholders

FI Client Management Director Resume Examples & Samples

Represents company to face clients at various levels including "C level" teams
Understands what the company offers and the clients' business domains and associated challenges
Becomes fully conversant with the existing & newly negotiated contracts
Able to identify the client organization as well as the key stakeholders
Attending meetings as company's senior representative
Plans the client roadmap and identify opportunities or potential issues for the company's cross sell
Understands the revenue profile of the various client engagements

VP, Client Management Resume Examples & Samples

Develop and maintain professional and productive ongoing client relationships with designated clients, ensuring elevated service levels are met with new and existing clients, including
Maintaining regular contact and developing strong relationships with key decision makers within designated clients, including Human Resources VPs, Directors, Benefit Managers and key Finance team members
Managing, confirming and implementing service and compensation agreements with clients
Ensuring client service, renewal and timing standards are met or exceeded
Leading and directing ProView and Account Management teams as applicable, on plan implementations for new clients
Work with Case Managers and/or sales teams on client plan design, plan strategy, contribution strategies and new product options
Provide senior level consulting services to clients related to plan strategy, design and financial performance, including
Coordinating plan renewal activities with Account Management teams, Underwriting and other internal departments and
ProView teams, as applicable
Presenting client annual plan audits, advising clients on strategies for managing cost, improving business results and enhancing plan value
Meeting with clients and key contacts (at minimum) quarterly to review plan performance and service levels
Conducting employee and/or manager focus groups with appropriate reporting back to the client
Managing the delivery of all client claims and plan financial reporting, meeting with clients on a quarterly basis to provide commentary on financial implications
Providing clients with timely updates on industry trends and/or changes that can impact plan design, strategy, compliance, communication and/or administration
Conducting employee enrollment meetings
Advising clients on strategies and innovative approaches for technology, strategic integration of benefits and overall rewards strategy and administrative services
Developing a thorough understanding of internal processes, team member responsibilities and internal timelines so services can be accurately and effectively presented to the client
Understanding and presenting CarePlus programs and our enterprise-wide services
Develop and implement strategic and operational plans for the optimal delivery of client services in collaboration with internal departments and ProView Account Managers, including
Planning and developing systems, processes and procedures to effectively implement or renew client benefit plans
Managing project teams for effective and timely coordination of enterprise-wide services
Manage the operational and fiscal activities of the department staff depending on client demands and budgetary availability, including
Managing staffing plans, applicant selection and new hire job-specific orientation, coordinating with Finance and HR for recruitment and/or temporary help
Managing departmental budgetary forecasting, department spending, employee compensation, employee expenses and budget adherence
Oversee employee operations and activity, taking corrective action as necessary, ensuring compliance with all external regulatory agencies and organizations for all areas of responsibility, including
Maintaining up-to-date job descriptions, performance expectations and communication of job duties with employees
On-going assessment, coaching and development of employee performance, knowledge, skills, career progression, workload and job-specific expertise, including conducting performance appraisals
Working with team members to create and set SMART goals that support the overall Company goals and objectives
Motivating and recognizing employees
Proactively providing training and education to ensure compliance requirements are met
Communicating with supervisors, managers and Vice Presidents regarding department operations and pending issues effecting other departments
Collaborating with other departments and/or department supervisors to develop effective cross-functional team workflows
Overseeing productivity and quality goals within the department, taking corrective action as needed
Ability to travel hours at a time both in cars and by other modes of transportation
Able to carry materials weighing 30 lbs
Excellent written and oral communication, interpersonal and relational skills, with the ability to quickly develop relationships of trust and confidence with a variety of people and personalities, at all levels within an organization
Ability to influence decisions makers and drive activities to generate new revenue
Ability to be an effective team leader
Self-motivated with the ability to effectively multi-task and work collaboratively in a fast-paced, team environment
Ability to evaluate complex employee benefit programs, diagnose potential problems and identify opportunities for Company products, services and/or solutions, communicating solutions for complex challenges to clients in a manner that can be easily understood and assessed by decision makers
Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs
Ability to make clear, logical decisions based on facts, taking into consideration the big picture, long and short term effects, and exercising sound judgment when handling complaints, confidential and sensitive issues
Advanced skills in Microsoft Word, Excel, Access and PowerPoint, with working knowledge of Publisher and MS Project
Bachelor’s degree strongly preferred, or combination of applicable experience and education
Minimum ten (10) years of experience working for a benefits broker or insurance carrier in an Account Management or Sales position
Minimum six (6) years supervising employees
Strong working knowledge of health and welfare plans, including medical, dental, vision, STD, and LTD insurance with demonstrated ability to explain, apply and understand of analysis techniques, benefit plan design and employee benefit laws
Active Life Agent License is required or must be obtained within three (3) months from hire date
HIPAA Certificate must be obtained within one (1) week of hire date
Demonstrated ability to deliver consistent positive results through influencing, coordinating and managing the efforts of others

Client Management Resume Examples & Samples

Manage client order and activity
At least 3-5 years of banking experience, preferably in Customer Service or Marketing Support
Good banking and general product knowledge on FI, Trade, Cash & E-banking
Proficiency in Microsoft office applications including Word & Excel
Work in close partnership with internal stakeholders to deliver the high quality services to customers
Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance
Fluent in English and Mandarin, written & verbal. French would be a plus

Head of Client Management Resume Examples & Samples

Manage a team of Client Managers ensuring that the quota targets are achieved both individually as well as organizationally
Acting as a strategic, thought leader for the EMEA Client Management team; responsible for the professional development/mentoring and coaching of all Client Managers as well as the performance management/compensation process
Developing strategic client relationships and ensuring client gets optimum value from the product to maximize client satisfaction
As needed, manage the business relationship and contractual agreements between OpenLink and multiple clients in order to achieve add-on sales and services revenue goals
Regularly assisting team-wide progress to achieving goals as well as developing solutions to address gaps; adjusting the planned course of action, as required
Working effectively as part of the senior management team and taking a company-wide perspective to managing issues
Bachelor’s degree in Finance, Accounting, Engineering, or related IT field or equivalent experience in a related field
7+ years of leadership experience in a sales/account management leadership role ideally in enterprise software within the financial or energy sector
Proven track record of exceeding target team quota goals
Strong client facing/executive presence/influencing capability
Excellent leadership and team management skills
Highly ambitious and entrepreneurial with a strategic approach to long-term success

VP, Client Management Resume Examples & Samples

Responsible for developing and implementing client retention, value, growth, and service, satisfaction, and relationship enhancement strategies
Defining and executing management processes, initiatives, organizational & reporting structures and disciplines, directly and through staff, to continuously improve the effectiveness, efficiency, professionalism, and strategic value of AIMs programs and people
Oversees staff to ensure client deliverables are being met including compliance with contractual obligations; performance review meetings with clients are taking place, program design/configuration parameters and key program components are set up correctly and are adjudicated properly
Works with Marketing and Sales to maintain and increase product sales with new and existing customers and achieve account retention and growth goals
Ensures that client service, reporting, analytics, and sales/customer support requests or issues/questions are addressed and resolved promptly
Ensures staff is supporting system migrations, participation on committee/work groups to provide subject matter expertise to health plan and to ensure connectivity and alignment so that client expectations are met
Develops training materials/forums to educate Health Plan Sales/Account Mgmt. associates on programs how to effectively sell groups on the AIM value proposition
Management responsibilities include hiring, training, coaching, counseling and evaluating performance of direct reports
BA/BS required, MBA strongly preferred
8-10 years of account mgmt and/or operations experience in the health plan and /or care management technology or services industry, with 3 to 5 years of management experience strongly preferred
Must have thorough understanding of account management and sales principles/tools/disciplines
Excellent analytical, negotiation, managerial and leadership abilities and experience required
Excellent understanding of health plan, employer group benefits, and provider business/clinical practices, and service delivery model required
Ability to travel 20 - 40% required

VP Client Management Resume Examples & Samples

Creating and driving an account strategy to maximize customer satisfaction acquisition, retention, and profitability as measured by referenceability, contract renewals, and Net Promoter Scores, and pipeline development for future upsells
Overseeing account management functions for 75+ client accounts and holding key responsibilities around client referenceability, retention, and growth
Leading team responsible for overall account planning and engagement, building client relationships, and managing a portfolio of clients, aiming to achieve the highest levels of customer satisfaction as measured by referenceability, contract renewals, Net Promoter Scores, and pipeline development for future upsells
Directly managing and building the Client Management team to proactively engage and lead client relationships and become a trusted advisor to the client base through understanding and articulating how Optum Analytics solutions will drive an organization forward through
Consultatively understanding our clients’ business, strategy, and short and long-term objectives and present how the Optum Analytics solution aligns with strategic imperatives
Facilitating strategy and planning sessions with clients to best understand how Optum Analytics can have the greatest impact clinically, financially, and operationally
Helping the client form a C-level sponsorship team to prioritize key initiatives and supporting solutions driven by Optum One
Helping the client govern the use of Optum One analytics, forming permanent cross functional clinical and administrative working teams to identify, measure, track, implement, and improve key care process models
Understanding and defining services and solutions needed by clients that reside outside of the current solution set to inform product strategy and roadmap
Providing the operational and strategic framework and tools for the Client Management team to meet goals
Expanding success measures and setting quantifiable goals to manage performance and evaluate Client Management team success
Reviewing financial results and identifying revenue capture or efficiency opportunities within Client Management that may require changes in Client Management strategy and operations
Scaling operations across the Client Management team and developing a team structure and plan to support future growth with an eye towards ongoing process improvement
Maintaining workload balance across team and participating in budget and resource planning
Working closely with the Sales and Product teams to convey market needs and client requests
Working closely with the Client Implementation and broader Operations team to understand overall client experience and context that will impact overall client satisfaction and product use
Managing escalation of client concerns and interfacing with cross-functional teams to proactively address client issues and develop mitigation plans and possible solutions
Proactively and clearly articulating overall client status across through dissemination of ongoing reporting to key audiences, including Management team, Client Services leadership, and other internal stakeholders
Developing mature partnerships with teams across the broader Optum organization to identify, scope and triage opportunities for other Optum offerings from the current client base
M.B.A., advanced degree, or equivalent experience
Minimum 10 years’ healthcare experience, with a strong working knowledge of client services areas of responsibility, the provider and payer markets
Proven ability to quickly understand the Health Systems ecosystem, and analyze and define opportunities
Demonstrated experience operating within the population health and accountable care framework
An understanding of the analytic and business intelligence solutions within the payer and provider markets
Exemplary client management experience, having demonstrated an ability to identify, communicate and manage risks
Strong communication and negotiation skills; ability to anticipate and manage conflict resolution
Ability to lead and support team through tenuous situations
Strong decision - making capability
Can digest complex information to understand core issues
Develop proposed solutions that align with company and client interests
Willingness and ability to travel (up to 35% travel)
Energy and flexibility in a fast changing environment
Healthcare analytics solutions experience

VP, Global Client Management Resume Examples & Samples

Extensive customer/client facing experience globally, demonstrated ability to engage and influence at senior levels within large global organizations, and must possess a strong understanding of the principles of driving and communicating client value
10 year’s account / client management or consulting or leadership experience required
Demonstrated Strategic vision and ability to understand broad issues and capitalize on global market conditions impacting customers along with strong knowledge of the marketplace/Industry vertical, is required
Excellent and proven business and financial acumen and the proven ability to drive results and achieve targets are required
Innovative thinking and proven problem-solving abilities and decision making skills required, in addition to project management, prioritization, and planning skills with a proven ability to drive and affect change is required
Strong negotiation skills required, including the ability to handle objections and achieve mutually beneficial solutions
Proven track record in building performing organizations, developing large teams and coaching People Managers
Change Agent, Excellent knowledge of organizational change and negotiation to drive forward results both internally and using those skills externally to influence key decisions makers across the portfolio

Senior Client Management Director Resume Examples & Samples

Leads, develops and maintains the client Account Business Plan
Develops the documentation and execution of the long term client account strategy that is updated routinely resulting in growth, profitability, superior client satisfaction, improving Acxiom product penetration within assigned account(s) as well as selling into client's lines of businesses
Develops and presents Acxiom solution strategies that align with the client’s business strategies
Meets and exceeds revenue growth targets, profitability targets and other sales related goals
Manages accounts receivables collections
Proactively monitors accounts and determines avenues for account growth and profitability acceleration including new business, up-sell and cross-sell opportunities
Assists in creating accurate forecasts for assigned account(s)
Engages in extensive client communication, strategic planning and troubleshoots account complications to promote client satisfaction
Develops and improves executive level relationships within assigned account(s). Promotes the Acxiom-Client relationship by providing consultation and expertise by aligning client business needs to products, solutions and services offered
Leads client quarterly business reviews
Creates value and differentiates our services and products from competitor campaigns
Leads or facilitates contract negotiations for new and existing business within named accounts
Engaging sales, lines of business and delivery regarding new sales, account growth and contract renewals as appropriate
Ensures account contract compliance
Works closely with the Delivery teams and Sales Executive and is ultimately responsible for ensuring solutions are implemented and projects are completed on budget, in scope and on time
Provides on-going client relationship status changes to affected associates such as technical and delivery groups
Engages with Solution Executives to ensure seamless integration of overall solution
Leads volume management process resulting in accurate volume forecasting and leading to increased accuracy in revenue forecasting for the month, quarter and year
Owns SalesForce forecasting and ensures accuracy of sales entries
The Client Management Director does not have direct reports but may be expected to mentor less experienced Sales executives and client management directors
Experience in account management, sales or similar client-facing function
Experience managing large complex accounts
Experience managing multiple accounts
Solution selling experience in Industry
Demonstrated success closing large TCV deals
Experience and temperament working in high-pressure, fast-paced environments
History calling on all levels of client organizations, including senior level executives
Previous account management experience or equivalent client interaction in delivery or operations
B2B knowledge
Data product experience
Acxiom experience in Marketing Services is preferred

Client Management Resume Examples & Samples

Alerts are generated by the SUN system, a global AML monitoring tool of BNPP, if there any hits on sanctions or Politically Exposed Persons
Candidate performs first level screening of alerts generated by the SUN system
Following the requirements set out in the SUN SOP, he/she will determine if the potential hit is a real violation or false positive. Real violations will require further investigations
For any alerts that require further investigations, he/she will have to forward it to the local onsite Due Diligence team for the investigation and clearance of such alerts as required by the SUN SOP
In doing the first level screening, he/she is to validate the alert details against the existing information in the KYC database
Update the status in SUN and insert comment as appropriate for alerts cleared at SUN Hub level
For alerts sent to local onsite teams for further investigations, he/she has to notify the respective Due Diligence Team to update information in the KYC database accordingly if the status has changed after validation
Minimum 2-3 years of experience in Due Diligence or Compliance area related to KYC, AML, CFT

VP Client Management & Solutions Resume Examples & Samples

Delivery and deployment of solutions, ensuring that they are on time, within budget and to the required standard
Work with business teams to gather requirements, create specifications and develop new solutions or enhance existing applications within the front-end sales support ad reporting and risk analytics functional disciplines
Preparation in collaboration with the Growth teams
Oversees development of innovative approaches for answering client’s needs
Assumes financial and P&L responsibility for C&S accounts
Manage the relationships with all internal and external stakeholders and matrix partners
Oversees and manage all communications related to the contract
Report of the potential contract risks
Contribute to the team members training
Ensure correct realization of the contract in terms of client’s requirements and claims, performances, security, environmental and legal constraints, quality of the deliverables
Ensures functional requirements are completed and document deliveries are met
Effectively manage, and where necessary coach, direct reports, project team resources and matrix resources
Exhibit strong initiative, problem solving and management skills
Provides oversight management of regional direct reports
5 years Managed Care Experience
10+ years of experience in account management, finance, operations, product or similar functions
Experience in developing strategy, clinical initiatives that provide a path to profitability
5+ years’ experience of success leading teams
Demonstrated business acumen
Proven track record of operating and navigating in a highly-complex, matrix environment
Ability to showcase UHGs culture and value
Self-motivated, able to work with little direct supervision and drive results with disciplined follow-though
Adaptable and flexible style of collaborating with key stakeholders
Proven ability to quickly gain credibility, influence and partner with employees and business leaders
Excellent communication skills and ability to bridge communications styles
Master’s prepared in Accounting, Finance or Business or a behavioural health clinical discipline
P&L experience
Prior Medicaid experience
Mental Health and Substance Use Health Experience
Experience working with State Governments

Director, Global Client Management Resume Examples & Samples

Experience in global Payments
Excellent global influencing and collaboration skills, internally and externally
Proven ability to drive results in a highly complex and dynamic external marketplace
Strong strategic thinking, analytical and problem resolution skills
Strong experience negotiating partner agreements and contracts
Demonstrate a strong will to win with a positive “can do” attitude
Solid relationship management and consultative selling skills with an ability to establish, maintain, and deepen relationships with external customers
Ability to develop and implement creative solutions to marketing, financial, operational and other business problems
Excellent oral/written communication and presentation skills a must
Thrives in an ambiguous environment and quickly changing external marketplace
Prior client management experience within Merchant Services preferred
Proven ability to manage a high performing team

Client Management Resume Examples & Samples

Act as the main point of contact for ITO 3C within the Risk Corporate scope
Ensure timely and accurate update of risk data after credit decisions
Documentation control to ensure that terms & conditions of Facility Documents conform to credit decision and legal requirement
Validate fulfilment of conditions precedent, control limit availability in systems (Atlas II and CAT) in conformity to credit decisions and documentations, follow up on condition subsequent, documents/temporary waiver
Validate the framework of required covenants in the ‘Covenant Manager’ tool, against executed credit agreements
To certify/validate the risk data integrity in risk systems, Atlas II, CAT, and CRF and provision in MIRO in conformity with credit decision and of risk data related to Guarantors and guarantee records
Monitoring of genuine excess or exceptions for both financing métiers products and for capital market products for corporates (based on control result of the Risk I2S team)
Monitoring of genuine excess or exceptions for financing lines to Bank/FI (GTS exposures excluded from this scope)
To regularly report and monitor any anomalies in legal documentation, collateral shortfall, late annual review overdue or breached covenants, underwriting, put option expiry, watchlist and doubtful assets
To alert Risk Corporate, Business Head and Management on any indication of drift of risk profile during the control missions
Contribute to successful delivery of systems and control reports enhancement with adequate UATs
Promote and contribute to the implementation of a common culture and approach within ITO 3C, and promote individual initiative, autonomy and versatility
Minimum 7 years of relevant experience with an international bank
Degree holder or equivalent qualification in Banking or Finance

AVP Client Management Services Transformation Resume Examples & Samples

Support the delivery of Process Transformation projects that span the Client Lifecycle using Process Improvement, Project Management and Lean techniques
Perform end-to-end study of various Current State Client Lifecycle processes to identify dependencies/linkages synergies/variations/pain points and root causes of inefficiencies
Develop proposals for future state and required implementation plan with key owners identified
Monitors project plans and ensure transparency with the Program Sponsors and Workstream Leads
Assist in the development and management of the initiative communication strategy and plan
Support the program governance structure and meetings. Provide assistance work stream leads in the preparation and co-ordination of materials
Provide accurate status reporting on key initiatives (progress on key deliverables, delivery roadmaps, key issues and risks) is regularly shared with senior stakeholders

VP SMB Client Management Resume Examples & Samples

Directly accountable for increased retention and revenue from the client portfolio
Responsible for the development of programs for the owned client portfolio, in partnership with marketing, product and service
Measure, monitor and improve client satisfaction levels and revenue generation through consultative servicing
Drive an integrated team approach to deliver a differentiated high and targeted service level to support the specific needs of the clients
Drives strong performance and talent management and ensures bench strength development
Strong relationship management leadership experience and skills, with proven results of increased retention and revenue growth
Experienced leader with proven ability to provide appropriate leadership, coaching, feedback and resources to develop team to fullest potential
10 years of experience leading large teams
Background in a majority of these areas is required: merchant processing, payments and/or banking; and experience in technology software or services are desirable
Strong product and platform knowledge across First Data businesses or ability to learn quickly based on previous parallel experience
Experience successfully managing in a matrix environment and the ability to partner and build effective relationships at all levels
Skills to effectively identify client needs, nurture and provide solution consulting
Analytical skills to identify critical trends and opportunities across the client portfolio, leverage client data to plan and prioritize activities
Proactively focuses on results and outcomes
Strong interpersonal skills and excellent written, verbal and presentation skills
Ability to manage multiple priorities and maintain a high attention to detail

Manager, Client Management Resume Examples & Samples

Manages ongoing contract relationships and service delivery to clients for large complex commercial clients
Responsible for the assigned book of business comprised of over 750 Thousand lives
Bachelor's Degree or Higher or relevant work experience
5+ years PBM experience
5+ years client management experience
5+ years direct client facing roles
Successful in client escalation resolution
Ability to interpret data and successfully manage from data
Experience with Rx Claims
Experience with continuous improvement processes
Client Risk Management Planning

Country Head of Client Management Resume Examples & Samples

HSBC Global Payments and Cash Management was established as a global functional business in 1997. The Group strategic plan and those of the customer groups recognise the importance of PCM as a core value-added service for GBM and CMB clients, generating revenues with low capital usage whilst providing attractive returns
Market demand for cash management services continues to rise rapidly. However the desire by clients to reduce the number of bank relationships, and the recognition by banks of the attractiveness of cash management services as a provider of low risk, low capital intensive, recurrent income has resulted in intense competition (principally Citibank, JPMorgan Chase, BoA, Standard Chartered Bank and Deutsche, as well as local banks). Deals demanding huge commitment in time/human/system resources become business norm. The now established trend of Corporate’s aggressively expanding outside of own country into the country has reinforced PCM’s position to overcome the challenges and capture such business opportunities
Client demand is increasingly focused on the provision of regional/global, broad ranged integrated cash management solutions encompassing receivables, payables, accounts and liquidity management and delivery channels which can be seamlessly integrated to the client’s ERP/accounting systems. Solutions must recognize local/regional tax and legal issues as well as banking practices, regulatory considerations and the Bank’s own evolving product/service capabilities
The jobholder will proactively contribute and advise on the regional PCM strategy. The jobholder has the flexibility and scope to draw on wide experience and to initiate activities that contribute to the revenue and NPBT increase for PCM in Canada
Minimum of ten years proven, progressive and broad based Payments and Cash Management experience or equivalent, including a proven track record in Client Management
Strong managerial, strategic leadership, communications, organizational, decision-making, lateral thinking, analytical and interpersonal skills
Excellent knowledge and direct experience of service provision and how customer service impacts client perception
Marketing, client engagement awareness including experience in selling and relationship management preferred
Ability to lead people and connect at all organizational levels
Change Agent with a good track record of implementing a large-scale organizational, procedural, technology and people transformation program
University/College degree in business or finance would be an asset

Client Management Resume Examples & Samples

5+ years in financial industry, with successful experience selling Fiserv products or financial services, and/or related financial institution leadership experience
Working knowledge of banks, credit unions, and/or other types of financial institutions
Good organizational and presentation skills
Excellent written and oral communication skills--the ability to communicate effectively (clear, concise and professionally) with all levels internally as well as within the Client organization
The ability to review, interpret and implement contracts and service agreements in the course of maintaining the relationship with the client
The ability to develop, coordinate and lead teams comprised of employees from various areas of the company
Excellent analytical and problem-resolution skills
Financial acumen sufficient to convincingly analyze and present ROI calculations for clients, and to analyze and model client revenue/profitability for use in price negotiations and contract renewals
A focus on quality with attention to detail
The ability to work in a team environment to ensure common goal of providing exceptional client service
Proficiency in working with Microsoft tools: Word, Excel, Outlook and PowerPoint
The ability and desire to travel up to 60%

Senior Manager, Client Management Resume Examples & Samples

Experience developing and executing successful sales strategies and demonstrating thought leadership
Demonstrated abilities in effective pipeline management
Experience partnering with senior level decision makers across organizations, up to the C-level
Experience with direct business-to-business sales/account management with exceptional relationship management skills
Strong skills in written and verbal communication
The ability to manage and drive multiple projects simultaneously
Disciplined worker who will thrive working in a virtual environment
Good sense of humor and willingness to laugh at your boss’ jokes (don’t worry she’s incredibly funny, so this won’t be hard)
Candidate must live in the San Francisco Bay area
Willingness to drive (in your company car) up to 2 hours away in order to lead 2-3 merchant meetings each week
Develop your consultative selling skills in the incredibly dynamic payments industry
Be part of a sales organization that prides itself on tenured employees (our people don’t want to leave!), strong commitment to customers and people leaders who inspire their teams
Work from home and be part of a high achieving team comprised solely of virtual employees, who value flexibility and work life balance
Benefit from a company car*

Senior Manager, Client Management Resume Examples & Samples

Drive charge volume growth, revenue and profitability using in-depth knowledge of merchant’s business/industry and Global Merchant Services
Increase spend on American Express products through innovative marketing and partnership opportunities and through creation of profitable deal constructs, value levers, and pricing scenarios
Consult with merchants on how to capitalize on the fast-paced evolving payments environment
Safeguard the merchant’s relationship across all aspects of American Express, ensuring merchants’ positive experience across all Blue Box partners
Cultivate and leverage relationships across the Blue Box to identify and implement solutions to create net new CV and expand share within the accounts
Champion operational excellence and seamless merchant experience
Extensive experience in relationship management and business development with a proven ability to develop strong client relationships, generate new opportunities and lead all components of the sell-in process at senior levels such as business case framing, development of partnership constructs and negotiations
Proven ability to uncover new opportunities to grow revenue and share
Executive presence with ability to lead and senior/C-level discussions with clients
Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners
General management skills should include several of the following: strategy formulation, marketing, sales, financial management, operations, customer servicing and negotiation
Project management skills and excellent ability to excel in a fast-paced environment and simultaneously drive multiple project in different phases
Highly developed communication skills with ability to tailor messages to different audience types internally and externally
Demonstrated analytical and creative problem solving skills and proven financial acumen understanding product P&L drivers
Expertise in uncovering insights using various quantitative data analysis methods and translate findings into meaningful business insights and relevant value propositions
Strong driver of results with both strategic thinking and tactical execution skills
Possess the ability to understand the unique challenges facing Auto merchants
Energetic, enthusiastic, team player

Manager, Client Management Resume Examples & Samples

Experienced relationship manager with proven ability to develop strong client relationships, sell-in programs and initiatives, and demonstrate tenacity to uncover new opportunities to grow
Outstanding analytical and creative problem solving skills; proven financial acumen
Strong executive presence with ability to lead and influence senior/C-level discussions with clients
Ability to work collaboratively across a wide variety of external and internal partners
Strong negotiation, and project management skills, with excellent ability to prioritize effectively and drive results
Outstanding client-facing presentation skills, both oral and written
Energetic and enthusiastic team player, with strong will to win
Knowledge of Construction industry, B2B payments landscape and/or experience in B2B Issuing organizations a plus
New York City / WFC candidates preferred, however open to qualified virtual candidates with prior B2B experience
Role requires ~30% travel

Glcm Client Management Manager Resume Examples & Samples

Communicate with stakeholders at a regional/global level; ensure effective internal and external communication and sharing of such projects
Serve as liaison between Client Service and other project stakeholders
Support the Regional Head of CM to ensure the performance objectives of the business are achieved
Work beyond the scope of the Service function, to support sales, product, operations and the rest of Client Management to deliver the strategic objectives of the business
Must have strong VBA and/or Excel skills
Minimum of 8 years working in the banking industry
Experience with or knowledge of local regulatory requirements related to Anti-Money Laundering
Strong leadership and team motivational skills

Senior Manager, Client Management Resume Examples & Samples

Create a business and account management strategy leveraging business functions and lines of business to open doors to these priority accounts, driving incremental charge volume, accelerated share growth, and improved profitability
Open doors to C-suite and key decision makers establishing value of AXP acceptance and creating buy-in on business building opportunity
Collaborate with and leverage industry groups and associations to grow AXP presence in the Supermarket industry
Oversee contract negotiations, operations, pricing and a variety of other ongoing needs for your accounts
Ability to drive results while owning responsibility for major clients, projects, and/or executive relationships
Strong ability to establish buy-in across key areas, influencing both vertically and laterally
Excellent collaborator – across American Express and with client contacts
Demonstrated capacity for strategic thinking – analytical & quantitative
Strategic thought leadership in formulating and successfully executing account business plan
Smart risk-taking, innovative thinking, driving “out-of-the-box” concepts
Systematic, organized problem-solving
Excellent executor – detail-oriented with seamless follow-through
Navigating within a highly matrixed organization
Comfort with ambiguity; sees opportunity in change
Understanding a complex, frequently changing, highly regulated industry
Leading successful client negotiations and creating mutually beneficial outcomes - Solid collaborative and influence management skills
Eagerly supporting market leaders in an innovative, technology-driven industry
Strong listener; ability to draw insights and formulate action steps
Bachelors degree required, MBA highly preferred
Role includes up to 25% travel
Preferred candidate must reside in the Tri State area

Client Management Resume Examples & Samples

Possesses strong analytical skills with an eye for accuracy and details
Good communicator with proficient writing and presentation skills
Team player that supports his/her colleagues in times of stress
Strong understanding of due diligence and local Anti-Money Laundering requirements
Fluent in English (spoken and written)
Possesses strong fundamental and technical skills
Ability to work independently, eager to learn and with attention to detail
Able to deal with complex and high volume of requests
Strong sense of risk

Client Management Manager, Strong Resume Examples & Samples

Lead initiatives that support and grow existing business relationships through frequent communication with internal and external customers. Develop and assess key metrics to track the status of client relationships and the completion of projects
Guides, advises, trains, and assists the Client Managers and support staff in managing customer database logistics, addressing regulatory changes, and coordinating standardized customer support. Identify team functions and prepare for future needs
Support the development of new business by working with interdepartmental resources to identify, specify, and implement solutions which support existing and target clients
Lead the recruitment of Client Services staff: conduct interviews and assess skill set and competencies of candidates
Coordinates changes/implementation of project outcomes based on mutual agreement with HR management team and business objectives
Perform administrative tasks in support of the Client Services staff including performance reviews, motivation, and coaching
Support company goals of RMS business unit by participating in strategy meetings, pipeline opportunities, and current challenges
Ensures all safety plans and programs are implemented, reviewed, and updated according to changes in regulations or process/policy/equipment as acting Environmental Health and Safety Manager

Wm-client Management Fatca Resume Examples & Samples

Be part of the Group FATCA and AEOI Project Team
Review KYC files and update database if applicable per the project timeline of AEOI
Attend to query/clarification related AEOI from FO
Working with FO to follow up the internal and external Tax documents
To support the team including
Degree from a recognized university or professional qualification in finance, law or accounting
At least 2 years banking experience

Manager, Client Management Resume Examples & Samples

Customer, industry, market and Amex product/operations and MIS system knowledge
Strong consultative selling skills including excellent relationship building, time management and presentation skills
Effective conflict resolution and negotiation skills
Demonstrated project management skills and ability to drive results
High analytical and conceptual skills
Ability to use quantitative data and analysis to drive fee based revenue
Strong team player who can work effectively in a matrix environment
Ability to differentiate American Express Value to influence customer/client decisions
Ability to manage an effective pipeline of accounts and opportunities
Demonstrates leadership in executing strategic account plans
Excellent team player and superior in driving results across both functional and cross-functional units

Senior Client Management Director Resume Examples & Samples

What you will do
Leads, develops and maintains the Account Business Plan for each assigned account
Develops the documentation and execution of the long term account strategy that is updated routinely in salesforce.com resulting in growth, profitability, superior client satisfaction, improving Acxiom product penetration within assigned account(s) as well as selling into client's lines of businesses
Proactively monitors the account and determines avenues for account growth and profitability acceleration including new business, up-sell and cross-sell opportunities
Creates and maintains accurate forecasts
Develops and improves executive level relationships
Creates value and differentiates Acxiom services and products from competitors
Leads or facilitates contract negotiations for new and existing business
Works closely with the Delivery teams and Sales Executives and is ultimately responsible for ensuring solutions are implemented and projects are completed on budget, in scope and on time
Owns Salesforce.com forecasting and ensures accuracy of sales entries
Experience in Retail account management and sales or similar client-facing function
Experience managing large, complex accounts
Experience managing multiple accounts, i.e. multiple sales opportunities simultaneously
Solution selling experience in the Industry
Demonstrated success closing large, complex TCV deals
Strong presentation skills, both developing the story and presenting to C-level executives
Experience and temperament working in high-pressure, dynamic and fast-paced environments

Manager, Client Management Resume Examples & Samples

University graduate with 5 years insurance or strategic relationship management experience in a corporate (B2B) environment
Knowledge in Group Insurance segment of business and ability to analyze claims data
Able to perform under pressure and tight timelines

Director, Head of Client Management Resume Examples & Samples

Establish business building growth strategies and for leading the Hong Kong Global Merchant Services CLM team
Drive strategies that can increase market/industry share and volume growth
Ensure an efficient and profitable relationship for the CLM's organization and Amex through understanding the needs of merchants across all channels and industries; has the ability to reinforce core value and delivery the values against those needs
Drive significant partnership deals with merchants
Maintain existing accounts relationships to prevent key account loss and explore new acceptance opportunities from existing accounts relationships
Build critical relationships especially with external trade bodies, industry groups and key merchant partners
Drive strategic initiatives that are specifically designed to improve merchant satisfaction as measured by NPS score
Drive profitability through ensuring Pricing reviews and integrity; lead CLM team to meet/exceed discount revenue targets
Suppression and Surcharge: support initiatives and identify other strategic opportunities to reduce S&S
To support CLM team's direct reports in key business negotiations when required
Be the key contact for all issues relating to CLM accounts in the market
Ensure proactive representation of CLM throughout the TRS business in Hong Kong
Provide leadership in developing and growing the CLM team

VP, Prudential Client Management Resume Examples & Samples

Become a trusted business partner to internal and external clients/partners and to other relationship managers in PCM
Prepare, understand and synthesize information into executive corporate summaries and work with US business units to develop key business priorities for each client/partner
Have strong working knowledge of each US business unit’s current business, distribution, products and markets (includes Retirement, PGIM, Group Insurance, Annuities and Individual Life Insurance) and have an understanding of each business unit’s current and emerging business priorities and capabilities
Have strong working knowledge of and ability to articulate in an executive manner Prudential’s overall business strategy
Work collaboratively and efficiently navigate across PCM and the entire Prudential organization
Contribute to thought leadership and collateral material development and execution
Anticipate needs of Managing Directors and clients (internal and external) through strong working relationships and coordination within the team
Bachelor's degree required. MBA or relevant designation preferred (e.g., CFA, FSA, ASA, EA)
Minimum of 10 years of work experience in applicable pension investments area (defined benefit and defined contributions) or retail distribution in the retirement, insurance or investment areas
Excellent project management skills, oral and written communication skills
Working knowledge of individual life insurance and annuities products and distribution
Ability to think strategically and analytically and connect a variety of internal and external inputs into a direction
Ability to interact efficiently with professionals at all levels and functions, including senior management and business sales professionals
Advanced skills in Excel, Word and PowerPoint required

Dir, Premier Client Management Resume Examples & Samples

Lead a team of Senior Client Managers and Client Managers, whose specific duties include being the single point of contact for Premier Client relationships, implementing product and service solutions to retain and grow each client relationship, and providing project management or oversight of enrollment to maximize premium potential
Responsible for strategic development and implementation of inforce Premier account programs for commercial & public sector accounts over 500 lives
Develop and implement a growth strategy for Premier accounts. Responsible for cultivating strong relationships with Premier clients, brokers. Lobbyists, consultants and sales management to retain and expand their business
Advocate for services and programs to protect and grow premium for accounts 500 lives and above
Accountable for providing leadership and direction for enrollment fulfillment on assigned cases to achieve high level performance, expense management objectives, and high quality service delivery
Drives the continued development of our Enrollment Implementation and Account Management process, to include partnering with and leading initiatives with other key sales and home office business partners that impact the success of enrollment (Risk Management, Underwriting, Claims, Marketing, Account Services, Enrollment Solutions, Sales Compensation and the Contact Center)
Develop and use of tracking and reporting capabilities designed to help manage the day-to-day effectiveness and to help develop long term business strategy for premier client accounts
Responsible for the development and management of an effective, efficient, high volume operational business model
Support internal and external customer visits for existing large cases

Global Head of Key Client Management Resume Examples & Samples

Maersk Liner Business key account management strategy
Creation and execution of overall Commercial strategies by providing expertise regarding key accounts
Top-line (volume and revenue) results for key clients
Performance management and continuous optimisation of key client management business cases and initiatives
Sparring and expertise to Maersk Liner Business management
Input, direction and sign off on all major strategic key client decisions
Support to commercial key client activities and campaigns
Inspirational leadership with a proven track record in leading high-performing teams
Strategic mindset, and ability to identify, conceptualise and drive improvement initiatives and optimisation
Excellent stakeholder management, able to network, motivate others and build lasting partnerships
Commercial/business insights and mindset, with focus on driving for results
Understanding of global sales process and customer experience is an advantage
Ability to think outside the box and deliver innovative solutions and ways of working

Assistant, Client Management Resume Examples & Samples

Non-final year students in tertiary institutions and universities
Previous clerical/administrative working experience is an advantage
Good written and spoken English and Chinese
Well-versed with MS Word, MS Excel and Chinese Word Processing; and
Proactive, hardworking and meticulous to details

Director of Client Management Resume Examples & Samples

College Degree. Minimum 6 years of industry work experience
Licensed Life & Health Agent
Proficiency with both Fully Insured and ASO Funding
Leadership skills - including excellent interpersonal, communication, and presentation skills
Results oriented and driven to achieve Annual Performance Objectives

VP, Client Management, Lending Solutions Resume Examples & Samples

Direct and oversee the Account Management function within the business unit
Establish and maintain close relationships with the executives at our largest and most complex Lending Solutions clients. Understand the strategic direction and of these clients and drive the adoption of products and professional services and products that realize these strategies and accelerate growth. Share this strategic insight with Product Strategy & Management function to impact the development of roadmaps
Manage the contract negotiation process to realize targeted revenue and profit growth
Support the integrated sales program by cross-selling other Fiserv products and services into Lending Solutions clients
Maximize client retention by actively assisting Client Executives (CEs) with proactive retention efforts, establishing renewal cadence with automated triggers and standard operating procedures for identifying risks and escalating retention issues internally when necessary
Create culture of client advocacy where escalations are diffused effectively and handled quickly. Clients feel Fiserv is easy to do business with
Direct seamless handoffs with internal Lending Solutions functions such as Legal, Implementation and PMO
Plan and drive professional development and support structures to aide Client Executives (CEs) in consultative technical sales and client service. Develop Client Executive (CE) team’s ability to discuss business strategy and industry issues with the client and drive Professional Services sales
Develop and maintain leading edge consultative capabilities in area of technology and financial services. VP and CE team provide commentary and insights to various industry trade groups. Attend trade meetings and maintain Fiserv visibility at those functions
Acquire and retain top talent for key positions. Identify and address gaps between CEs’ current capabilities and what is needed for alignment with Fiserv’s strategic direction
Bachelor’s Degree in Business Administration, Technology, Marketing, or related field
Minimum 10 years in sales and or account management within a relevant industry i.e. technology, professional services or financial services
Minimum five years leading a sales and/or account management team with quota greater than $50M
Demonstrated track record closing large complex deals and exceeding sales/renewal targets
Skilled in contract negotiation
Comfortable building influential client partnerships at C-Suite level
Client advocate with ability to generate appropriate level of urgency and collaboration in resolving client issues
Experience implementing account and sales planning discipline and building consultative technical sales capabilities across a Sales or Account Management team
Ability to work horizontally with multiple stakeholders across the Fiserv organization
M.B.A or Master’s Degree preferred
Must be able to travel (up to 80 percent) and be willing to fly

Director, Institutional Client Management Resume Examples & Samples

The Director, Institutional Client Management ensures clients receive appropriate levels of service, including meetings, reporting, and thought leadership
Ensure that accurate and comprehensive reporting is delivered to clients in a timely manner and that ad hoc requests are responded to
Conduct investment review meetings with clients
Create and update account management plans focused on implementing the client service model, client retention and cross-selling
Partner with the sales team, the consultant relations team, the product team, and the investment teams globally to maintain and grow our institutional business
Generous Employer RRSP contribution
Financial Assistance and Accreditation Awards towards recognized designations pertaining to your responsibilities
Top tier benefits and perks including reimbursement for tuition, health and fitness club membership fees and computers for personal use
Countless opportunities to learn and grow within the Company
Fun and engaging environment

Senior Manager, Client Management Resume Examples & Samples

Experience with influencing and relationship building in a business-to-business sales/account management environment
Willingness to drive (in your company car) to conduct 2-3 merchant meetings each week
Work from home and be part of a high achieving team comprised solely of virtual employees, who work hard, yet value flexibility and work life balance

Sector Head, FIG Client Management Resume Examples & Samples

Responsible for delivery of the entire Banking Middle Office and Client Management Services proposition on behalf of the FIG business. Own and manage the interface to business sector stakeholders and relevant Global Market sales & product teams. - Lead a direct team of Client Managers who will work closely with the functional teams across Client Documentation, KYCS, Credit Services and Entity Management etc. to effectively deliver Client Onboarding services to agreed PLA's. This leadership role will require close collaboration with Functional Heads who will own the performance management of their team members
Sector Heads will be responsible for the day to day direction of resources spanning both onshore and the Global Service Centers and, as such, will have a significant contribution to team / staff performance management. - Ensure the service proposition is delivered in a commercially sensible cost framework. Continue to seek opportunities to improve cost efficiencies whilst maintaining and improving service levels against agreed PLA's
High focus on indentifying bottlenecks in the onboardings process and working closely with the teams/functions to drive forward process improvements that will streamline the process, improve time to market and enhance the overall client experience
Working in a dynamic, pressurized, time-sensitive environment with interaction with internal stakeholders and demanding / advanced external clients
Broad overall understanding of the full investment banking value chain and the context within which GBM Onboarding and Client Management Services operates
Exceptional organisational, planning and management skills
Good commercial and financial management ability with a proven track record and experience in a shared service model
Good overall knowledge of the Client interface / onboarding and associated processes within an investment bank
A delivery-focused commercial mindset
Excellent interpersonal skills with the ability to build and maintain global and regional relationships at all levels of the organisation
Strong client facing and leadership skills with the capability to develop the solutions driven, high energy characteristics necessary to support the needs of the Business and the Sector Aligned operating model
A passion for excellence; both “doing the right thing” and “doing things right”
Able to build strong relationships with other functions and business units and to interface and influence senior managers in both GBM Onboarding and Client Management Services and the businesses it supports
Outstanding written and verbal communication skills both to individuals and when presenting to large forums
Ability to build a consensus at all levels within the organisation
Ability to solve complex problems, challenge the status quo and suggest viable alternative approaches
A high level of drive to meet deadlines and targets
Ability to prioritize, be flexible and respond to changing environments

AIM VP / GM Client Management Resume Examples & Samples

Responsible for planning, developing, and leading a team of Account Executives and Account Service Managers responsible for meeting client deliverables, account retention, and ensuring the operational interface between client systems and operations areas
Develops and implements client retention and growth strategies. Ensures client deliverables are being met, including compliance with contractual obligations; ensures performance review meetings with clients are taking place and benefits are set up correctly and claims are adjudication properly
Supports system migrations; provides subject matter expertise to ensure connectivity and alignment. Develops training materials/forums to educate associates on how to effectively sell groups on the AIM integrated value proposition
Sets strategic direction drives solution definition & enhancement planning prioritization and execution to ensure market competitiveness & leadership to generate cost savings/ROI and to increase quality consistency and safety of AIM’s services on behalf of health plans providers and their members/patients
Formulates directs and drives successful execution & results of AIM’s solution strategy
Serves as lead market-facing executive in key awareness adoption and growth activities and marketing sales conferences publications
Defines prioritizes and drives execution of solution enhancement roadmaps to increase value efficiency effectiveness usability and transparency into performance
Leads health plan professional society and provider relations functions. Collaborates & facilitate with AIM & client clinical and medical management leadership
Hires trains coaches counsels and evaluates performance of direct reports
Requires a BA/BS degree in a related field; 8 years of management experience with significant large-scale project management strategic planning and/or consulting in the health care industry; or any combination of education and experience which would provide an equivalent background
Business-line experience in oncology-related enterprises and medical practices hospital/academic medical centers with a balance of experience in development and operations/execution strongly preferred

Client Management Resume Examples & Samples

Builds relationships with employer / group clients (not individual members) and serves as the primary point of contact for overall and day-to-day service delivery
Jobs in this function may work closely with sales on renewals and upselling, but incumbents do not have specific sales goal accountability or primary responsibility to close sales
Bachelor's Degree (or higher) or High School Diploma / GED with 3+ years of Health Care industry experience
10% travel required
2+ years of Customer Service or Client Service experience
2+ years of Health Care industry experience
Proficiency within Microsoft Office

Glcm Client Management Manager Resume Examples & Samples

Type of Customers Managed
EBV Target
Average PCM Wallet Size
Overall ratio of Sales to RMs
Team Size
Complexity of environment
Strategic priority of the market
No. of Annual Implementations
Value of Annual Implementations
Minimum of 8 years proven and progressive cash management product set-up and management experience or equivalent

VP Client Management Resume Examples & Samples

Coordinating and influencing service delivery and effective operational interface for clients related to payment integrity solutions (prospective payment, claims editing, credit balance, data mining and recovery)
Negotiate contractual agreements, statements of work, and performance guarantees - Serve as liaison with contracting / legal / finance
Responsible for business process management and entry of timely updates to CRM System (SF.com), including but not limited to client planning, opportunity management, contact management, current solution footprint, etc
Demonstrates Visionary Thinking: Establish business strategies that create or sustain competitive advantage. Thinks broadly and long-term, recognizing the impact of decisions and actions on the entire enterprise and clients over time
Demonstrates understanding of how to grow strategically into new markets
Focuses the organization on retaining the right clients for life. Champions the importance of maximizing the client experience. Acts quickly to seize opportunities for innovation and new ways to benefit clients
Operates with Collaborative Spirit: Works effectively in a matrix environment and builds relationships internally as well as externally. While consensus is not required, must drive action and results while maintaining a healthy and productive work environment
Health plan Payment Integrity experience and understanding
Ability to effectively navigate and drive results in a highly complex, matrix environment
Strong financial acumen and experience

Wm-client Management Resume Examples & Samples

Support Client on Boarding Team to perform the checking of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations. To ensure evidence of each customer’s identity and other relevant documents are received in order before account opening
Conduct name screening for prospects and existing clients
Scan and ensure all client files are stored and maintained accordingly (electronically and in paper format)
Prepare ad hoc and regular reports for review (account documentation irregularities, monthly statistics)
Ensure timely processing of static data updating request

VP, Client Management, DBG Resume Examples & Samples

Provide strategic direction to growing and retaining digital relationship with tier 3 clients, including the development of a tier 3 segment plan to be used in the corporate long range planning process
Represent Fiserv and build alliances with the largest and most complex clients
Act as a change agent, keep a pulse on the market and voice of the client, and translate that into strategies and tactics to continually drive client referenceability and growth
Build and expand internal relationships and ensure alignment and coordination around how Fiserv manages our client relationships
Build talent by hiring, coaching, and mentoring a team of experienced senior account executives
Create a culture of excellence focused on high performance and engagement that helps position Fiserv as the market leader in digital channels and electronic payments
Minimum 15 years’ experience in client management within the financial services industry; experience with digital channels and electronic payment solutions preferred
Minimum 5 years’ experience in a leadership role with budget and management responsibilities, including coaching and leading managers and directors
Experience managing 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 plan leading to increased client referenceability, revenue growth, sales, and end customer product usage
Experience working in large organizations with matrix relationships and demonstrated ability to influence senior leaders
Bachelor’s degree in Business Administration or other applicable business discipline required; MBA preferred

Summer Intern, Client Management Resume Examples & Samples

2nd+ year undergraduate students at recognized Universities, preferably majoring in Business Administration, Insurance Studies, Finance and Economics
Mature, independent and proactive in handling tasks
Able to multi-task and work under time pressure
Strong in written and spoken English with fluency in spoken Cantonese
Basic to intermediate Microsoft Office Application skills (Excel, PowerPoint and Outlook)

Director of Client Management Resume Examples & Samples

Provide leadership in the overall management for growth and development of the Tennessee EB market
Ensure the marketing and servicing requirements of all Memphis and Nashville Employee Benefits accounts are met
Develop excellent rapport with Lockton Producers enhancing the “team” approach for sales and service delivery
Effectively manage multiple teams of Account Executives, Senior Account Managers, Account Managers, and Account Administrators to achieve the service requirements of assigned book of TN business
Manage units’ performance to maximize growth and persistency. Allocate resources within assigned service teams to meet client needs
Consult and serve as the primary service liaison between Lockton and clients. Assist Producers in sales opportunities with prospective clients
Act as the primary technical advisor to associates on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects
Meet with clients monthly, quarterly, or as necessary
Direct activities and programs for the training and development of Associates in TN offices
Oversee renewals and marketing efforts of all TN clients; act as advisor in carrier selection and/or financial negotiations as needed. Oversee and approve all vendor, plan design, and financial recommendations in concert with Account Executives, Account Managers, and Producers
Review and sign-off on all agreements and/or documents (fee agreements, etc.)
For any UM-assigned clients, schedule and lead client meetings
Ensure that data in BenefitPoint is loaded and updated annually for all assigned clients within the teams.Ensure all data meets quality standards for the Series
Ensure fees and commissions due from all clients are paid on a timely basis
Coordinate and direct the efforts of all unit members to fulfill service responsibilities, objectives, and contribute to the overall effectiveness of assigned units
Lead and participate in the recruitment of TN EB Associates and assist in the interviewing and hiring process
Coordinate the orientation of new unit Associates and determine additional areas of training on an on-going basis for assigned units
Direct complex underwriting and funding issues and strategies for the teams
Prepare written correspondence, reports, and analyses as needed
Manage Associates and complete effective performance evaluations for TN EB Associates, including salary increases and bonus recommendations
Actively participate as a member of the Management Committee for the St. Louis Series
Lead in the development and planning of the EB budget and business plan for TN locations

Client Management Manager Resume Examples & Samples

Make periodic client calls to deepen engagement, maintain existing trade and cash businesses and source new business opportunities and perform service reviews with selected clients
Drive account plans and strategies in partnership with Segments/RMs covering Trade and Cash Management products for identified existing and target clients
Refer and work with Sales with regards to new complex opportunities on existing customer business
Other works related to Client Management Team

Senior Manager, Client Management Resume Examples & Samples

Manage a portfolio of approximately 30 Strategic cross industry merchants located predominately in New Jersey and Pennsylvania
Establish and build strong relationships through consistent interaction with merchants regarding their business model, industry, marketplace and the challenges they face
Elevate, deepen and broaden C-Level, Finance, Treasury, Sales and Marketing Relationships within portfolio and maintain a thorough and up to date understanding of merchants business and goals
Provide proactive consultation that will expand client relationships, drive business growth and improve customer satisfaction
Develop and execute strategic account plans for identified accounts to grow revenue, market share and increase profitability
Increase American Express relevance by consistently and effectively communicating the value story
Track and evaluate business results and build new alliances with shared benefit for all partners
Build and leverage relationships with internal network to efficiently execute against account growth plans
Strong track record of relationship management and consultative selling skills with a demonstrated ability to establish, maintain and deepen partnerships with customers, and identify and drive profitability within the portfolio
Candidate should have minimum of 5 years of proven success in strategic account management/sales and portfolio planning
Strong negotiation, influencing and collaboration skills are required
Must be highly customer focused, a self-starter and a results-driven individual
Must have the ability to build a value proposition through effective probing and understanding of the customer’s business model in addition to strong presentation/negotiation skills and the ability to build rapport and credibility
Excellent financial skills, strong qualitative and analytical skills and the ability to prepare financial analysis in order to support value propositions and support growth proposals
Proven success of influencing and collaborating with C-level decision makers
Must possess excellent oral/written communication and be proficient in MS Office applications
Position is virtual with candidate residing in the New Jersey or Pennsylvania preferred
Educational requirement: Minimum of a college degree, MBA preferred

Manager, Client Management Resume Examples & Samples

Minimum of (4-7) sales leadership experience
Previous experience as people leader
Ability to build, maintain, and leverage relationships effectively in a matrix environment
Strong knowledge of sales processes
Excellent judgment and solid decision making skills

Manager, Client Management Resume Examples & Samples

Engage, front and support customers in business/process issues and queries for pre-sales, existing and post-sales accounts to ensure customer requirements can be met within scope of Schenker’s capacity
Function as the control tower to coordinate and collaborate with the countries to execute the requirements of the customer
Support, administer and monitor processes through development of business key performance indicators with customer to ensure continuity in relations and processes
Responsible for regional performance management and monitor each country’s KPIs and ensure that they consistently perform within the target
Responsible for leading and coordinating new product launches (NPIs), developing and implementing solutions, process improvement activities and implementing new businesses to contribute to project success and business growth
Responsible for contingency planning, risk mitigation process and change management in coordination and collaboration with respective internal subject matter experts in this area
Proactively identify cost savings and process initiatives that would derive benefit for the customer
Collaborate with assigned KAM to support/execute annual account strategy plans to jointly contribute in the development of the account(s)
Support in pricing requests/queries (where applicable) to ensure timely response to customer and increase customer satisfaction
Analyze reports to inform risk/growth opportunities for internal and external parties to enable them to adjust activities and make informed decisions
Provide and practice optimal service and product quality to customers and processes to reduce customer defection and ensure sustainability of accounts
Develop and/or maintain an overview of account status and report as required and facilitate sharing of know-how about key accounts/programs with the rest of the organizational units involved
Coordinate, execute and maintain administrative processes and systems to ensure effective and efficient processes, techniques and systems

Client Management Resume Examples & Samples

Creation, amendment and deletion of Facility Limits, Guarantees, Risk Rating and Grouping in Atlas II
Ensure all the incoming mails are properly recorded in the log book & follow-up for outstanding items
Assist to monitor the information in database via creation/modification workflow process
Assist to ensure all the update of static data in A2 (eg. Change of address, Telephone number etc.) are correctly updated
Assist to ensure instruction to create or delete Special Condition codes are duly approved
Review the Board Resolution/Mandates and ensure the update of signatures in SignPlus is correct for Mandate updates & Onboarding and validate the records in SignPlus
Perform name checks upon request from Compliance, Legal & Finance on clients maintain accounts/basic with BNP Paribas
Prepare monthly reports for Management
Manage the RMPM database for Singapore & guide the Regional sites as the Regional RMPM Correspondent|
Monitor and ensure that Service Provider (ISPL) process customer instructions within agreed turnaround time, meeting operating standards and customer service expectation levels as established by the Management
Track and monitor the Errors and KPI of Service Provider
Review the processes and reduce the error rates via monthly teleconference with Service Provider
Review of Standard Operating Procedures (SOP)
Assist in Projects & other Assignments
Backup to static data officer who is on leave
Ensure all documents filed into the respective files by end of day and send all the closed files to store timely
Diploma and above

Client Management Resume Examples & Samples

To key data into specific fields of a macro embedded excel form(s)
Committed and Responsible to finish all assigned work on time and no mistakes
Able to work under pressure and deliver targeted number of inputs each day as assigned

Client Management Dir AIM Chicago Resume Examples & Samples

Planning: Develop comprehensive client 30, 90 and 360 day engagement plans for assigned territories/clients/market segments ensuring complete enterprise understanding of goals, specific actions, measures of success, and deliver precise actions plans that are very clear on who gets what done and when
Delivery: Deliver timely and compelling client partnership engagement for assigned territories, market segments and clients. Conversations, formal meetings, touch points and other elements formalized into a coherent and consistent engagement campaigns that fully engage the broadest and deepest range of client/target constituents critical to solution adoption and exceptional personal relationships
“Operating Role”: Directly involved in “doer” mode/capacity as much as “leader” capacity on all aspects of Client Management activities, including onsite/remote sales presentations, client updates, solution deep dives, employer ride-alongs, client forums, special events, RFPs, and proposals, among other endeavors and actions. A continual and intense client engagement via multiple client touch points with multiple client constituencies, proposal creation, custom design and delivery of thought leadership, AIM industry perspectives, solution positioning, and making industry/client events impactful
Tracking, Transparency, & Proactive Intervention: Establish layered progress reporting processes that track the timing and quality of delivery, meeting of objectives, identification and effective elevation and intervention of issues or opportunities
BA/BS degree in a relevant field; MBA, project management, or health care industry certification suggested/preferred
7 - 10 years of experience in strategic planning, business process management, consulting, project management and/or product development, preferably in a healthcare or health plan environment
MBA or project management certification preferred
Experience aligning a diverse assortment of teams around a common goal
Excellent analytical, synthesis, advisory, and project management skills
Experience with benefits management would be a plus

VP, Client Management Resume Examples & Samples

At least 10 years of relevant experience in lifestyle communications marketing with a focus on consumer tech and innovation
Strong, relevant relationships with top tier lifestyle and consumer tech media (you know them, they know you)
A keen understanding of social platforms and how to employ strategic communications plans leveraging a social-first approach
Strong writing skills across all aspects of programming (pitches, media materials, strategy documents, decks and presentations)
Experience working with or for lifestyle consumer brands is a preferred
Previous experience working in a communications or marketing agency, preferably in consumer and lifestyle
Proven track record managing teams and clients alike
Ability to work in a fast-paced environment, deadline oriented environment and possess the ability to adjust to ever changing priorities
Previous experience managing significant budgets
An understanding of lifestyle/consumer marketing and how to leverage influencers/talent, experiential and content to develop bold, innovative communications campaigns for clients
Strong communication – active listening, negotiation, and persuasion
Confidence and conviction in presenting ideas and providing counsel to internal and external audiences
Strong and consistent problem-solving and analytical skills
The ability to project confidence, positive ‘can do attitude’ and a solution-oriented approach under pressure
Must have a collaborative approach to work with a proven track record of managing diverse teams
Ability to manage competing interests
Good judgment and ability to take risks
Forward-thinking
Learns and builds from experience
Conversational in industry specialty areas and roles

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