Relationship Manager, Senior Resume Samples
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Relationship Manager, Senior Resume Samples
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AL
A Luettgen
Alex
Luettgen
51065 Florian Camp
New York
NY
+1 (555) 799 1868
51065 Florian Camp
New York
NY
Phone
p
+1 (555) 799 1868
Experience
Experience
San Francisco, CA
Senior Internal Relationship Manager
San Francisco, CA
Klein-Will
San Francisco, CA
Senior Internal Relationship Manager
- Coordination and development of advisor visits, including agenda build out, securing senior management presenters, and hosting
- Create and implement a successful framework for managing potential change
- Works independently to achieve management/department goals
- Responsible for creating and presenting business sessions during advisor conferences and for the use of other Relationship Managers
- Exceptional time management and organizational abilities
- Participation in Business Development recruiting meetings; representing Business Consulting and the value we add to each LPL relationship
- Participate in various committees providing thoughtful insight on the business rationale of their contributions
Detroit, MI
Senior ETF Capital Markets Relationship Manager
Detroit, MI
Treutel and Sons
Detroit, MI
Senior ETF Capital Markets Relationship Manager
- Develops and maintains senior level relationships with key ETF functions at broker dealer trading desks in order to drive PowerShares Global ETF offering through various trading desks
- Increase assets in PowerShares ETFs and support PowerShares global growth initiatives
- In order to drive PowerShares Global ETF offering through various trading desks, increase assets in PowerShares ETFs and support PowerShares global growth initiatives
- Map key contacts within priority relationships on sell side
- Leverage sell side relationships across business units including sales & trading, delta-one, stock loan, transition management, prime brokerage, programs & indexes, derivatives sales and fixed income trading
- Coordinates with IVZ Global Trading and Global ETF Capital Markets in other regions to ensure consistent coverage and messaging across sell side partners. Leverage Invesco’s global footprint with global sell side partners
- Support institutional distribution in all markets
present
Boston, MA
Senior Lead ISV Relationship Manager
Boston, MA
Pagac, Kerluke and Will
present
Boston, MA
Senior Lead ISV Relationship Manager
present
- Leverage and establish C level relationship as trusted advisor in your market
- Establish partnerships with targeted ISV, ISP, and MSP’s to drive adoption of Platform CenturyLink as their platform stack of choice. This will also include the integration of their complementary products into Platform CenturyLink’s offerings
- Collaborate with cross functional virtual teams ensuring successful business cycle; including but not limited to lead generation, key business drivers, proposal development, scope of work to contract negotiations
- Lead the recruitment of application partners into the CenturyLink Cloud Marketplace by evangelizing the adoption and integration of IaaS and PaaS capabilities designed purpose-built for our growing ISV ecosystem
- Leverage knowledge of market and competitors, identify and develop joint unique selling value and differentiators
- Work with post-sales support teams to resolve business issues on existing service or open orders
- Successful forecast and business management using Salesforce.com application
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Syracuse University
Bachelor’s Degree in Business
Skills
Skills
- Effective communication and excellent written skills
- Ability to effectively analyze situations, applying solutions to achieve resolution
- Solid understanding of how a Financial Advisor's business operates
- Extensive knowledge of the client segment, organization, product, industry, and end customer
- Engage in high level strategic discussions with both advisors and the executive team
- Create and implement a successful framework for managing potential change
- Present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision making
- Lead by example in the face of changing priorities
- Integrate and direct people, practices and processes (often across multiple functions and business units) to achieve departmental goals
- Series 7 and 63
15 Relationship Manager, Senior resume templates
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1
Senior ETF Capital Markets Relationship Manager Resume Examples & Samples
- Develops and maintains senior level relationships with key ETF functions at broker dealer trading desks in order to drive PowerShares Global ETF offering through various trading desks
- Increase assets in PowerShares ETFs and support PowerShares global growth initiatives
- In order to drive PowerShares Global ETF offering through various trading desks, increase assets in PowerShares ETFs and support PowerShares global growth initiatives
- Map key contacts within priority relationships on sell side
- Leverage sell side relationships across business units including sales & trading, delta-one, stock loan, transition management, prime brokerage, programs & indexes, derivatives sales and fixed income trading
- Coordinates with IVZ Global Trading and Global ETF Capital Markets in other regions to ensure consistent coverage and messaging across sell side partners. Leverage Invesco’s global footprint with global sell side partners
- Support institutional distribution in all markets
- Work with traders and other key sell side personnel from bulge bracket through boutique desks to educate, elevate and increase utilization & awareness of Invesco PowerShares ETFs
- Seeks to increase liquidity, visibility & distribution in Invesco PowerShares ETFs and help leverage relationships across regions
- Work with broker dealers to ensure efficient trading of PowerShares ETFs on screen and OTC
- Acts as ambassador of PowerShares brand for Wall Street community and builds credibility for IVZ PowerShares as a source for independent and trustworthy advice
- Increase awareness of PowerShares ETFs across all capital markets channels through sales meetings and marketing in order to elevate ETF utilization in institutional portfolios and within capital markets balance sheets
- Position PowerShares against other cash products and competitor products as viable institutional tools for portfolio solutions
- Liaise between internal teams including institutional sales and product management to help shape strategy and identify trends
- Coordinate with execution & liquidity services and new product development to identify seed capital and lead market maker for new and existing ETFs
- Executes against a strategic global capital markets platform that is unified and consistent globally, but executed locally. Deliver singular unified message to sell side partners
- The CM RM must have a high degree of credibility with the street. A will to engage and a will to win is imperative
- Exceptional communicator and public speaker with strong customer service capabilities
- Ability to understand and articulate complex investment concepts and strategies. Ability to recognize and research trends, synthesize and communicate effectively to internal and external teams
- Deep understanding of ETF structure and mechanics of creation & redemption
- 7-10 years of experience in asset management, capital markets, or financial services preferred. Experience trading ETFs and/or sales trading a plus
- Creative and self-motivated individual who works collaboratively in a high performance, team environment
- Ability to work in fast paced dynamic environment, drive forward key initiatives and manage workflow on simultaneous projects
- Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required
- Customer service driven with strong presentation skills
- Excel, PowerPoint and Bloomberg proficiency
2
Senior Client Manager / Relationship Manager Resume Examples & Samples
- Undergraduate degree required: Majors in business, finance or economics preferred
- Must have a minimum of 15 years experience in Commercial Lending or Investment Banking
- Must have a minimum of 15 years experience in Oil and Gas banking
- Possess strong Energy industry/sector knowledge
- Exhibits extensive industry contacts in the Exploration & Production sector and the Midstream sector
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions
- Strong corporate finance, capital markets and accounting acumen
- Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems
- Active member/participation in local community organizations and activities
3
Senior ATM Relationship Manager Resume Examples & Samples
- Periodic customer meetings and telephone calls to both clients and to develop new relationships and maintain existing ones
- Periodic customer meetings and telephone calls to both clients and prospects in the shopping center industry and major developers in the U. S
- Serve as the focus for all ATM related requests, supporting the assigned retail market and key clients that have a major impact on the ATM distribution network and overall profitability. This includes writing proposals and develop strategies to meet the needs of the distribution network, as well as requiring close working relationships with senior officers of PNC, including Corporate Banking, Retail Banking, and Workplace and University Banking departments
- Leverages ATM network to develop whole sale distribution agreements with key industry players that results in annual seven figure revenue streams
- Attending industry meetings and staying in tune with industry news in order to obtain esoteric industry knowledge relative to ATM network rules, regulations, technology and emerging trends that can impact future revenue streams and customer behavior
- Bachelor’s Degree, preferably in Finance or Accounting
- Master’s Degree a plus
- 5 + years Relationship Management experience
- Sales and people management experience preferred, salesmanship is essential
- Prior ATM related experience and/or Bank Operations & Product experience desirable
- Expertise with Microsoft products, PowerPoint expertise highly preferred
4
Senior Client Manager / Relationship Manager Resume Examples & Samples
- Proven track record of prospecting new business and enhancing existing relationships in the Milwaukee market
- This role requires 10+ years experience in Commercial Lending Middle Market
- Highly desirable to have active networking contacts and Centers of Influence established in the Milwaukee area
5
Cmd Client Feedback Relationship Lead Senior Manager Permanent Resume Examples & Samples
- Support the Head of Client Feedback in the implementation of a new client feedback methodology and technology across the firm
- Lead the client feedback programme for a dedicated Line of Service, taking responsibility for embedding tools and methodologies to make feedback business as usual
- Take a holistic view of feedback in order to provide expert advice to the business on the appropriate approach for gathering client feedback, and be accountable for ensuring that quality and brand standards are always upheld
- Build strong relationships with the Clients & Market Leader, and Business Unit Leaders, to meet volume targets and effectively communicate messages to the practice to have a positive impact upon KPIs
- Work in conjunction with CMD line of service team to define short and long term client feedback goals in alignment with their vision. Take responsibility for making sure these goals are met
- Conduct priority client feedback interviews and Post Decision Reviews as required, working with account teams to ensure action is taken in response to feedback
- Work in partnership with client feedback, CMD line of service team, and wider CMD to promote client feedback, share insight and ensure a collaborative approach
- Educate Partner / Director communities about the strengths and weaknesses arising from feedback in their area of the business, confidently articulating and debating opportunities for change
- Be responsible for developing quarterly reporting insights, ensuring data accuracy and sensitivity in communication channels. Keep messages commercial and relevant, and proactively seek new ways to innovate and create opportunities for the firm
6
Senior Territory Relationship Manager Resume Examples & Samples
- Proficient with Microsoft Office software including Word, Excel, and Outlook
- Ability to reach goals and deadlines
- Organization skills
- Effective time management skills with the ability to multi-task
- Ability to maintain a customer focus
- Minimum 2-3 years of experience working for CLS or commensurate experience required
- Experience in insurance, banking, or financial services preferred
7
Senior Business Consultant Internal Relationship Manager Resume Examples & Samples
- At least 5-7 years in investment sales or client service role
- Business consulting or relationship management background in the investment space is ideal
- Series 7 and 63 preferred
- Ability to effectively analyze situations, applying solutions to achieve resolution
8
Senior Director D&I Relationship Manager Resume Examples & Samples
- Lead Business Area D&I strategy design, stakeholder review and execution; Leveraging Workforce Insights, Culture and Pulse Surveys, Affirmative Action Planning data, Talent Acquisition Strategy, Headcount Forecast, Campus strategy to create an informed view of the current gaps and needs of the business area, educate leaders on the challenges and develop solutions / approaches to resolve; Serve as subject matter expert and liaison to business leaders and employees for all aspects of D&I; Demonstrate value of solution / ROI through clearly established metrics and delivery of planned outcomes
- Drive a culture of inclusion, respect, speaking up and appreciation of differences through overall strategy development and execution; Partner with the culture team to review and assess D&I index responses, formulate approach for the business areas in partnership with culture liaisons, support execution of solutions as needed; process integration and phase 2 “leading inclusive culture” leader development approach
- Support the build of a strong D&I employment brand, internally and externally, through strong external partnerships aimed at idea sharing and best practices; Participate in external roundtables and serve as spokesperson when needed to help build strong external partnerships and maximize sponsorships and relationships to generate employment interests, creative solutions and benchmarks
- Program management of the various projects created to support business area D&I strategies; management of
- Partnership with Talent Management and consultation on enterprise training efforts and assessment tools in support of the D&I strategy. Prepared to deliver enterprise training programs as needed; agree upon expected outcomes and metrics, and ensure success of efforts
- Will support and drive D&I strategy as a pivotal component of the employee value proposition, while ensuring employees feel the direct impact of the organizations’ efforts and commitments
- With a focus on programmatic changes and enhancements, will work to integrate diversity and inclusion within the BAU activities associated with all COEs, expand the impact of ERGs with better strategy development and planning, broaden the organizational view of diversity, and help the organization measure and embrace concept of inclusion
- 10 years of experience in D&I or equivalent HR leadership experience
- Demonstrated success partnering with key stakeholders such as Executive Management Team leaders, Human Resources Relationship Managers, COE Leaders, senior business leaders and line managers regarding diversity and inclusion business objectives and goals
- Experience developing and implementing a corporate diversity and inclusion strategy to include employee resource groups
- Experience designing and implementing enterprise-wide diversity and inclusion metrics to monitor company's progress
- Experience responding to audits and inquiries from EEO/AA enforcement agencies
- Master's Degree preferred or equivalent combination of education and work experience. Professional designations, e.g., CCP, SPHR, etc., preferred
- Business Partner / Relationship Manager and HR Strategy experience great additions to the background
- Strong business orientation. The successful candidate will have strong thinking and business knowledge. He/she will have a proven track record of working with key stakeholders to develop pragmatic, value-added solutions that drive measurable results within the context of an organization's business strategy, values, and market position
- Excellent written communication and interpersonal skills required
- Ability to coach and advise senior executives about culture and employee development issues
- Excellent presentation / speaking skills; comfortable presenting to and facilitating work of larger groups
- Good networking skills and strong relationship management experience
- Finely honed project and vendor management skills
- Excellent planning, budgetary and negotiating skills
9
Senior IT Relationship & Service Manager Resume Examples & Samples
- Build effective relationships with clients; understand client’s strategies, processes and challenges from the IT standpoint
- Trusted
- Shares Information
- Client Focused
- Results Oriented
- Innovative and Strategic
- Entrepreneurial Mindset
- Coaches for High Performance
- Builds Future Capability
- Team Development
- Superior interpersonal skills and networking capabilities with clients, industry associations, business leaders, colleagues and staff
- Advanced knowledge of securities industry and market
- Consultancy skills
- Cost/Benefit Analysis& Alternatives identification
- Ability to lead initiatives an manage cross functional relationships
- Issue management
- Conflict Resolution
10
Senior Internal Relationship Manager Resume Examples & Samples
- The Senior IRM will be responsible for a small subset of advisors within the SRM’s territory and is responsible for developing deep relationships and eliminating the business to business hurdles that prevent a firm from reaching their goals. Success is determined in advisor satisfaction, retention and growth
- Troubleshooting incoming business management inquiries/escalation requests from advisors
- Coordination and development of advisor visits, including agenda build out, securing senior management presenters, and hosting
- Participation in Business Development recruiting meetings; representing Business Consulting and the value we add to each LPL relationship
- Articulate LPL and industry best practices, understand the LPL landscape and help the advisor understand how to improve through actionable activities and execution
- Evaluation, promotion and adoption of the various products, services and tools made available by both LPL and sponsors, including consistent outbound communications, webinars, and workshops in various cities
- Creating and delivering referrals to revenue generating areas of LPL. Including the evaluation of advisors needs, determination of the programs and or platforms, thorough understanding and of the opportunities and benefits, and the introduction to a technical expert in that area
- Cultivating relationships with advisors to identify emerging growers within the territory
- Understanding the financial aspects of a small business, including gross/net revenues, return on assets, fee based pricing, and how all relate to overall profitability
- The Senior IRM will act as a subject matter expert for projects/campaigns developed around the organization and act as the facilitator for advisor acceptance and adoption
- Bachelor’s degree in Business, Finance, Economics or related field, advanced degree a plus
- 5-7 years experience in Financial Services, preferably in a client facing/client service role
- Broad knowledge of LPL and sponsor practice management services and tools designed to achieve revenue growth and practice efficiencies in the office
- Periodic travel required (around 15%)
- Superior communication skills, both verbal and written
- Exceptional time management and organizational abilities
- Able to engage in high level discussions with both advisors and their staff
- Ability to effectively analyze situations and comfortable recommending and applying solutions to achieve resolution
- Demonstrated success in speaking in front of large groups
- Works independently to achieve management/department goals
- Determines own work priorities with minimal guidance
- Acts as a resource for colleagues with less experience
11
Senior Solutions Architect & Relationship Manager Resume Examples & Samples
- Playing the role of business relationship manager between Global Technology Services (GTS) and one or more business units in order to create alignment between GTS services and business strategy
- Identifying and delivering enterprise technology solutions to meet strategic business needs. Working with the MHE Leadership Team and Project Management, this role will be responsible for all aspects of project delivery including business case development, vendor selection, solution design and implementation
- Bachelor’s or Master’s degree in Computer Science, Information Systems, Engineering, or related field preferred but not required
- Minimum 10 years of experience in information technology with a focus on developing and delivering IT solutions to meet business objectives
- Minimum of 5- years of technical solution architecture experience
- Direct experience in leading the implementation of large scale projects
- Strong understanding and experience in application development life-cycle i.e. waterfall, Agile
- Extensive experience in the education publishing domain or media/entertainment industry is preferred
- Experience in these areas in the education publishing domain
12
Senior Internal Relationship Manager Resume Examples & Samples
- It is imperative that this role develops a full understanding of the advisor, their business objectives, and impact on the organization
- Represent Business Consulting in several venues and forums throughout the year
- Responsible for creating and presenting business sessions during advisor conferences and for the use of other Relationship Managers
- Lead by example in the face of changing priorities
- Present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision making
- Partner with internal and external customers on needs assessment
- Integrate and direct people, practices and processes (often across multiple functions and business units) to achieve departmental goals
- Bachelor's degree in Business, Finance, Economics, or related field
- Minimum of 5 years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
- Series 7 and 63
- Extensive knowledge of the client segment, organization, product, industry, and end customer
- Demonstrated knowledge of LPL platform, products and services
- Ability to identify and balance the needs of multiple stakeholders
- Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability
- Able to translate high level business directives into operational procedures
- Budget and expense management of territory
13
Senior CRE Relationship Manager Resume Examples & Samples
- Call on potential and existing customers to develop new business and increase existing business. Clients and prospects are specific to Baltimore and the surrounding MSA
- Assist in restructuring adversely-graded loans and foreclosing problem loans, performing activities designed to preserve the loan principal, gather interest as possible and prevent the loan from being charged-off
- Assist senior representatives with special projects as necessary
- Communicate with attorneys and other third party providers to coordinate closing; service existing credits, and work out problem loans
- Seven (7) years commercial real estate lending/servicing experience
- Excellent written and verbal communication skills with an orientation toward customer
14
Senior Relationship & Process Manager Resume Examples & Samples
- Collaborating as E2E process improvement partner with senior leadership of the process domains to build and execute process transformation roadmaps across the following deliverables
- Defining process architecture and new process design for the respective domain
- Document processes level 1-3 in central repository tool including interfaces, process roles, workflow tools etc.; and defining if they are fit for purpose or in need improvement
- Defining and managing process ownership, governance and respective tools and ensure this is reflected in regular operations management practice
- Applying methods and tools to measure key KPIs for processes and analyzing the process for most significant improvement opportunities
- Creating and monitoring the process performance dashboard to drive continuous improvement
- Ensuring consistency in deployment of new processes/process automation tools within assigned area of responsibility
- Defining E2E process improvement heat maps and prioritization of initiatives
- Ensuring overall alignment across process domains with the strategic priorities of GT
15
Senior Federal Grants Business System Analyst & Relationship Manager Resume Examples & Samples
- Identify new business opportunities in the federal grants management service delivery marketspace, and provide marketing efforts to capture such opportunities
- Oversee and manage relationships with existing partners. Build and nurture partner relationships, conducting outreach with partner stakeholders to maintain a clear understanding of status and issues
- Oversee service delivery for existing partners, tracking and ensuring critical end-user issues or concerns are addressed appropriately, and with a consistent high-level of responsiveness and customer service
- Collaborate with the Partner Engagement Team members and federal management to ensure efficient delivery of services to partners, and identify new opportunities to improve overall service delivery
- Coordinate the delivery of services to the partner, including meetings with relevant project management resources and tracking key funding documents
- Consult with the federal management, Program Management Office, and federal Service Teams to determine resourcing needs for partner service delivery
- Develop and manage service and project schedules for existing and new partners to ensure deliverables and tracked, managed and delivered as required by partners
- Conduct business process analysis sessions with partner agencies and their representatives to identify their business needs from the grant management system and business process perspectives. Representatives will be of varying managements and operational roles across the the partner agency
- Lead and manage fit-gap sessions and analysis tasks to understand the partner’s business process and grants management processing needs, and identify areas of service delivery that can be provided by eRA, and areas where eRA services can be modified or expanded to fulfil the business areas that cannot currently be supported
- Gather business requirements while learning the partner’s business processes, understanding their operational functions, and producing fit-gap analysis and requirements documentation to properly portray current As-Is and To-Be business models
- Conduct business process modeling where appropriate by collecting information pertaining to the business processes, functions, workflows, reports, and other business needs across the partner agency
- Create and deliver status reports to management
- 10 years of experience in providing customer support for federal enterprise level grants management systems
- Current senior level experience with managing the delivery of grants management services and support to federal agencies
- 8 years of experience with supporting the enterprise-level grants management systems development projects
- Ability to comfortably interface with senior level management across various federal departments
- Expertise and knowledge of the federal grants management business process, policies, and the grants management systems supporting those processes
- 10 experience in working with grant-making agencies within the Department of Health and Human Services and other federal agencies, and a understanding of the grant policies and procedures within these agencies
- Strong interpersonal and customer service skills, with a strong confidence working with and interfacing with clients across many different federal departments
- Exceptionally strong organizational and planning skills with the ability to recognize, prioritize, track, and resolve multiple ongoing issues
- A team player that can balance the needs of their customer with the needs of the overall program
- 10 years of experience working within large scale enterprise software development projects that utilize various SDLCs to include requirements management, technical design, development standards, and presentations to stakeholders
- 10 years of experience working with software development and helpdesk support teams to resolve issues, implement solutions and improve the delivery of services
- 10 years of experience in engaging in business process analysis, understanding the customer’s business process requirements, and capable of translating those business requirements into business and technical documentation and specifications
- Bachelor’s (or higher) degree should be in Information Systems, Computer Science or related discipline (MS or MBA a plus)
- Experience with / understanding of the federal grants management lifecycle
- Understanding of federal grant management policy
- Biomedical research grants management experience a plus
- Knowledge of business process modeling techniques and tools a plus
- Must have excellent written and oral communications skills
- Must be comfortable working in a fast-paced, matrixed team environment, with a client-centric culture, and an environment of high performers
- Must be able to multi-task and shift priorities as needed
- Must be able to work effectively with numerous stakeholder types and bring a group to consensus
16
Senior HR Relationship Manager Transformation Projects Resume Examples & Samples
- Manage project work streams related to Human Resources supporting transformation initiatives by
- Representing HR on Retail & Small Business Distribution strategic project working teams
- Organize, lead and follow-up on HR work stream meetings as required, ensuring broad understanding of direction with key partners and stakeholders
- Providing regular status updates to stakeholders and project leads of work streams as required
- Identify and escalate barriers/issues as needed and work towards resolutions
- Ensure organizational alignment of transformational initiatives by
- Assessing national impact of projects and initiatives on organization structures
- Providing guidance to business leaders and/or project teams on organization structural options and developing job evaluation proposals
- Creating and/or updating job descriptions and leading the job evaluation process
- Facilitate implementation of transformational initiatives by
- Developing staffing and selection processes for Proof-of-Concept (POC) as national implementations (e.g. Universal Banker)
- Managing the design and creation of HR related materials to support roll-out, including tools, employee/manager letters and guides that will assist managers in the implementation of program(s)
- Working with project leads in other work streams (Communication, Training, etc.) to ensure alignment of timeline and initiatives
- Acting as first point of contact for HR Partners throughout launch and facilitating required decisions and sign-offs as required
- Oversee moving from implementation to sustainment of national initiatives by
- Working with HR Partners, District Offices and the Transformation/CVP (Customer Value Proposition) team to ensure adherence to the programs, policies and procedures in place
- Aligning support areas and key members of project team to ensure smooth transition and that the business is set up for ongoing sustainment
- Connecting with key members of project team to identify steps required to overcome potential barriers as they arise during implementation and leading into sustainment
- Provide reporting to stakeholders and partners on the various HR elements of the sustainment of transformation initiatives
- Facilitate decision making on exception requests and capture further updates to partners and stakeholders
- Strong generalist HR background, with experience in organizational restructuring
- Knowledge of branch operations, retail and small business environments including contact centres
- Thorough knowledge of Lotus Notes, Adobe Acrobat, MS Word, Excel, and PowerPoint software applications
- Knowledge of project planning and tracking techniques
- Above average organizational skills to coordinate and prioritize a large number of concurrent requests
17
Senior Research Relationship Manager Resume Examples & Samples
- Work in coordination with Relationship Managers to identify and execute on product opportunities at partner firms. Serve as primary liaison between firm research clients and MSIM
- Develop relationships with research team decision makers for recommended list and model mandates. Understand and maintain a working knowledge of firm platforms and due diligence process
- Develop in depth knowledge of client’s research and manager evaluation process
- Understand and effectively communicate all MSIM investment management and distribution capabilities to clients including appropriately managing the investment professional involvement in client meetings
- Genuinely interested and knowledgeable in the capital markets and portfolio level activity
- Series 7, 63 and/or 66 Licenses required (MSIM will sponsor candidate’s licensing requirements, as necessary)
- Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas
18
Senior Internal Relationship Manager Resume Examples & Samples
- Bachelor’s degree in Business, Management, Economics, Finance or similar
- At least 5-7 years in an investment sales or client service role
- Business consulting or relationship management background in the investment space preferred
- Solid understanding of how a Financial Advisor's business operates
- Effective communication and excellent written skills
- Periodic travel required
19
Senior Solutions Architect & Relationship Manager Resume Examples & Samples
- Define and manage future state architecture and application strategy for enterprise systems
- Provide guidance around the technical solution architectures across enterprise system projects. Responsible for ensuring the proposed architectures fit within the MHE's standards and enterprise application strategy
- Conducts research on new and emerging technologies for practical application to business problems and strategic initiatives
- Works with management in establishing technical directions and strategies that ensure cross-platform architectural components properly "fit" within the enterprise to achieve the maximum benefit
- Act as a connector, orchestrator, and navigator between IT and one or more business units
- Represent IT within the business to maintain a high degree of visibility and alignment by attending business meetings and appropriate management forums
- Understand business strategy, identify critical factors to business success and operational effectiveness, and translate for incorporation within the IT strategic plan
- Quantify business value of large initiatives and communicate to IT PMO
- Help prioritize initiatives with IT PMO
- Advocate the IT strategy to business partners
- Communicate and understand concerns related to IT alignment across business units
- Lead the definition of the overall scope, detailed timeline, budget, resource requirements, etc. based on guidelines provided from the executive team
- Lead the detailed solution design based on requirements from the business
- Provide status reports & presentations to the executive team, project management group, project steering committees, etc
- Manage the execution of the project including the day to day decision making
- Work with the project manager to define, communicate and manage Risk Plans, Communication Plans, etc
- Responsible for engaging other IT organizations as needed to support initiatives. Responsible for informing, budgeting, scheduling related work as necessary
- Responsible for the quality of the solution delivered and ensuring it meets the business expectations
- Ten plus years of experience in information technology with a focus on developing and delivering IT solutions to meet business objectives
- Five plus years of technical lead and/or solutions architecture experience
- Direct experience in leading and delivering the implementation of large scale projects
- Diverse experience in the enterprise class business systems (see below). Having experience in just one area is not enough – candidate should have experience in at least two or more areas
20
Senior Corporate Relationship Manager Agribusiness Resume Examples & Samples
- Strong sales and relationship management experience
- FRSA (Financial Services Reform Act) Tier 2 Accreditation
- Strong market knowledge
- Coaching & mentoring experience
- Demonstrated strong problem solving & analytical skills
- Demonstrated strong customer focus
- Demonstrated concern for quality & standards
21
Corporate Relationship Manager Senior Resume Examples & Samples
- Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines
- Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain / grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners
- Make presentations on specific loans and participate in the bank’s loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager
- Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable
22
Senior GSG Relationship Manager Resume Examples & Samples
- Relevant professional experience of at least 2 years
- Knowledge of financial products
- Knowledge of the local market
- MA in Banking/ Finance/ Economics/Law from a top local university
- MBA from a recognized international business school is a plus
- CFA designation is a plus
23
Senior Marketing Relationship Manager Resume Examples & Samples
- Bachelor's Degree in Marketing
- Experience working across the different Marketing channels
- Previous Graphic design experience and working with people at Creative agencies
- B2B Marketing experience
- Previous experience working at a Bank in a Marketing capacity
24
Senior IT Support Relationship Manager Resume Examples & Samples
- Manage regional business partner relationships and serve as a strategic partner between IT and assigned geographical areas of business
- Represent business needs and interests within IT, ensuring strategic alignment between IT and business areas
- Maintain detailed knowledge of key business processes and systems
- Analyze business systems and processes; identify opportunities for efficiency and productivity improvements
- Engage discussion on improvements, and work in coordination with other IT managers on implementation initiatives
- Build awareness of IT services and capabilities to the region
- Work with business leaders to document project requests and provide initial scope and cost benefit analysis, as well as input for project prioritization
- Meet with key IT leaders and business partners to define project scope, budget, and initial timeline for regional projects
- Collaborate with partner organizations within IT, as well as other internal teams, to ensure smooth coordination and communication of projects, regional support, and service delivery
- Ensure IT support needs are met for major events
- Work with IT project managers and other partner organization to ensure smooth IT project implementation, coordination, and communication
- Coordinate and manage regional datacenter and labs
- Manage regional vendor and external partner relationships
- Create, promote, and guide compliance with global standards in all work areas
- 5+ years of progressive IT experience with focus on IT management, project management, people management, or business relationship management
- Experience delivering technology solutions to sales and services organizations
- Ability to develop and maintain effective interpersonal relationships
- Ability to effectively communicate business needs and complex problems to both technical and non-technical audiences
- Solid technical background with focus on opensource technology and current products in areas like platform Linux, middleware, cloud, virtualization, storage, networking, etc
- Good written and verbal English language skills; conversational skills in other languages is a plus
- Ability to gather, analyze, and organize complex data and processes and arrive at reasonable and carefully substantiated conclusions
- Previous commercial experience in a customer services, technical support, or IT environment in a technology-oriented company or department
- Proven ability to learn and apply new skills and processes, and coach, mentor, and influence others around them in applying new skills
- Demonstrated team management experience with a customer focus and service orientation
- Ability to work in process-driven environments, as well as in contexts where consultation with colleagues and judgement calls are necessary
- Ability to communicate courteously and effectively with customers, third-party vendors, and Red Hat associates
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Senior Support & Relationship Manager Resume Examples & Samples
- Strengthen relationships between CRSP and key users, influencers and decision makers through proactive contact
- Supports a diverse range of client relationships - both practitioner and academic
- Resolve high-level user support requests related to data usage and applicability, software, programming and installation tools in both a pre-sales and client retention capacity
- Serve as knowledge expert and direct point of contact for handling index methodology, construction, and maintenance questions for specified users
- Understand, use, explain and troubleshoot CRSP installation, data utilities and programming languages on all supported platforms
- Provides training to subscribers and CRSP staff
- Serves as part of Client Services front-line support
- Executes one-off custom work when appropriate
- Use all appropriate tools and channels for effective internal communication
- Present effectively to superiors in areas of responsibility
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Senior Internal Relationship Manager Resume Examples & Samples
- The IRM will be responsible for a small subset of advisors within the IRM’s territory and is responsible for developing deep relationships and eliminating the business to business hurdles that prevent a firm from reaching their goals. Success is determined in advisor satisfaction, retention, and growth
- The IRM will act as subject matter experts for products and projects developed around the organization and act as the facilitator and trainer for advisor acceptance and adoption. They will be responsible for keeping advisors informed of new LPL initiatives. The IRM will be resourceful and able to navigate the LPL landscape for strategies to help advisors achieve their goals
- The IRM must be skilled and experienced in engaging in high-level discussions with both advisors and their staff. Additionally, the candidate must understand, utilize, and stay current with industry best practices, financial markets, technology products, regulations, workflow, demographics, and systems knowledge to optimize results. They must be able to understand the complex business needs of advisors and provide viable solutions
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Senior Treasury Relationship Manager Resume Examples & Samples
- Collaborates closely with Customer Delivery Service and Implementation units across product lines to ensure clients receive superior operational support
- Actively participates in any required corporate and business line Compliance Training
- Follows account opening procedures and understands all internal suspicious activity referral requirements and processes, as required for this position
- Actively works with clients to understand each their normal account activity, as appropriate
- Position typically requires a degree from a four-year college (e.g., B.A., B.S.)
- Minimum 7+ years of sales and relationship management experience
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Senior Treasury Relationship Manager Resume Examples & Samples
- Is responsible for a portfolio of clients and/or prospecting for new to the Bank business via referrals in a segment or geographic territory
- Analyzes our customer’s/prospects complex working capital needs, engaging them using a consultative selling approach and provides recommendations that add value and deliver strategic solutions
- Establishes strong relationships with key principles to form deep client relationships and obtain trusted advisor status
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Senior HR Relationship Manager Resume Examples & Samples
- Translating business strategies and objectives into the appropriate HR actions and initiatives, including driving them through the business
- Coaching managers to maximize team performance and organizational effectiveness
- Addressing people related business activity by working with business managers to deliver strategic HR solutions, implementing the people plan and leading HR projects
- Implementing and executing HR programs and initiatives (talent management, reward, performance management, etc)
- Influencing as it relates to contributing to the business planning process
- 5+ years of HR experience preferred in Financial Services industry
- Ability to influence and maintain collaborative relationships with business leaders, peers and partners
- Project management, organizing and prioritization skills
- Experienced working in a matrix environment where collaboration is key in providing exceptional results
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Senior Healthcare Relationship Manager Resume Examples & Samples
- Credit Training and/or experience, required
- Ability to effectively communicate with all levels of management
- Strong Business Development and client service skills
- Strong knowledge/experience with sophisticated large corporate products/services including healthcare revenue cycle
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Senior Joint Venture Relationship Manager Resume Examples & Samples
- 15+ years of hospital system and/or health insurance industry experience
- 15+ years of client management, healthcare industry preferred
- 8+ years demonstrated knowledge of healthcare industry and particularly ACOs
- Strong strategic consulting experience with either a provider or payer
- Proven ability to interact with, influence and collaborate with clients at all levels
- Proven experience managing matrixed staff with ability to leverage non direct reports to complete tasks
- Proven track record managing complex projects and/or programs that resulted in cost savings and high customer satisfaction
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Senior Inside Relationship Manager Resume Examples & Samples
- B2B Inside Sales
- Responsibilities include by are not limited to, identifying decision makers, determining customer needs, identifying appropriate solutions, and positioning these solutions with the customer
- Accountable for protecting base revenue and meeting/exceeding average quota
- The job functions are not scripted; it requires solid interviewing / selling / persuasion skills, in addition to a strong knowledge of the company's products/services and often requires additional knowledge of competitor's products/services
- High School diploma, GED or equivalent education and 3 years Business to Business inside/outside sales experience
- Strong oral and written communication, analytical, problem solving and closing skills
- 1+ year of Telecommunications sales experience
- Associates or Bachelors degree
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Senior Lead Financial Relationship Manager Resume Examples & Samples
- Monitors for major changes (CXO change, expansion or contraction of business etc)
- Works with Finance/SEs/ Specialists on Opportunities
- Maintains base of accounts to retain
- Owns renewing expiring services
- Minimum of 10 years of outside Business to Business technology sales experience in ‘named’ accounts
- Demonstrated success in sellingIT Infrastructure Services/ Outsourcing
- Opportunistic by nature
- Adaptable and flexible
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Senior Relationship Credit Manager Resume Examples & Samples
- Able to structure effectively and negotiate complex financing alternatives
- Proven performance and broad Relationship Management experience with a focus on the corporate market
- In depth knowledge of a broad range of products and services. Demonstrates abilities to structure/tailor value added innovative financial solutions
- Ability to identify key business drivers and mitigate key risks and provide recommendations based on these across multiple complex corporate entities
- Financial analysis skills going beyond traditional accounting based analysis. A working knowledge of enterprise valuation techniques and an understanding of the drivers of value creation
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Senior Treasury Relationship Manager Resume Examples & Samples
- Manage a portfolio of clients and/or prospecting for new Bank business via referrals in the commercial banking segment in a defined geographic territory in Los Angeles
- Senior TRM’s will also be responsible for taking a leadership role within the Transaction Banking team by helping management to identify and remove obstacles to growing the business, highlight best practices, lead projects and initiatives, deepen relationships with partners, back up their managers when they are absent, help to communicate management’s expectations and organizational priorities
- As a senior member of the team, the Senior TRM will be responsible for supporting the TRM Manager with strategic planning around new business development, budgeting/forecasting projects, revenue generation projects and effective internal and external communication
- Senior TRM will set a strong example for the rest of the team in how to act and perform in a professional manner, as a leader and as an outstanding corporate citizen
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Senior Customer Operations Relationship Manager RCS Resume Examples & Samples
- Deliver world-class Customer relationship management in support of DHL Express FOCUS
- Role is responsible for coordinating and leading Global agreed customer programs
- Coordinate regions, country COG and Operations teams to execute Customer program activities in relation to global customer solution and retention, to achieve the FOCUS goals
- Manage agreed global Customer programs together with virtual Regional and Country COG for hyper-care and implementation periods
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Senior Lead ISV Relationship Manager Resume Examples & Samples
- Establish partnerships with targeted ISV, ISP, and MSP’s to drive adoption of Platform CenturyLink as their platform stack of choice. This will also include the integration of their complementary products into Platform CenturyLink’s offerings
- Lead the recruitment of application partners into the CenturyLink Cloud Marketplace by evangelizing the adoption and integration of IaaS and PaaS capabilities designed purpose-built for our growing ISV ecosystem
- Minimum of 12 years directs sales, or channel management experience, preferably in both service provider and software environment
- Strong communication skills including story telling with PowerPoint, data crunching/analysis with Excel
- Successful forecast and business management using Salesforce.com application
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Senior Lead ISV Relationship Manager Resume Examples & Samples
- Bachelor's degree or relevant experience
- Minimum of 10 years directs sales, or channel management experience, preferably in both service provider and software environment
- Strongly prefer experience selling and supporting within an indirect channel or partner based sales program for Independent Software Vendors, IT Organizations, PaaS, IaaS, VAR’s , System Integrators and telecommunications agents
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Senior Director, Relationship Manager Resume Examples & Samples
- Provides strategic leadership for TFI’s enterprise account that is recognized by the client, internal business partners
- Assures that the ScholarShare program is on the leading edge of TFI’s total offer as measured by product features and industry positioning
- Responsible for ScholarShare P/L and revenue results
- Serves as TFI’s lead on CA-based business initiatives and TFI’s lead with State Government Relations
- Management responsibility for state-based Field Consulting Team Manager and Field Consulting team
- Member of TFI’s ScholarShare management team working with Marketing and Field Consulting
- Identify, develop and grow relationships with key personnel constituencies important to program growth. Utilize and maintain strong relationships across the TIAA business complex
- Demonstrates understanding and development of the Program's sales cycle and regulatory constraints and requirements
- Demonstrates solid presentation skills
- Development of industry knowledge and understanding of competitive landscape, and application of that knowledge in formulating strategy
- Functions as manager of the regulatory principal for a team of registered and licensed representatives on the Field Consulting team
- TIAA is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce
- BA/BS – MBA preferred
- FINRA securities licenses (or be prepared to take exams). Series 7 or 6, 63 & 24 or 26
- 7+ years of financial services industry experience with institutional client relationship management or consultative sales experience
- Demonstrated experience managing key relationships with large institutional clients
- Sound knowledge of financial product/services. Familiarity with the features/ benefits of 529 plans
- Ideally located in Northern California (Sacramento or San Francisco Bay Area)
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Senior Dealer Relationship Manager Resume Examples & Samples
- Intricate knowledge of specific product, programs and competitive environment
- Ability to assist in development and execution tactical sales plans including establishing targets and account objectives
- Demonstrated people management skills with the ability to motivate, coach, train and provide guidance to staff resolving issues and concerns that are difficult and complex
- Leadership skills sufficient to develop and maintain high levels of enthusiasm, teamwork, motivation and commitment leading to the achievement of business targets and goals
- Strong organizational and planning skills with the ability to prioritize, multi-task, delegate and coordinate the work of others
- Excellent communication and presentation skills with demonstrated ability to interact with peers, management, and other departments in a pleasant and professional manner
- Developed problem solving skills sufficient to identify problems, generate solutions and decide on a course of action taking into consideration the best interests of everyone involved
- Effective time management skills and the ability to work under pressure
- Decisive and able to multi-task in an extremely fast paced environment
- High level business development, persuasion and sales skills with the ability to deal with challenging customer situations in a positive, professional manner
- Demonstrated computer proficiency; intermediate knowledge of TDAFDirect and/or FiServ, KeySys and the Microsoft Office Suite (Outlook, Word, Excel and Access)
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Senior OEM Relationship Manager Resume Examples & Samples
- Develop a clear OEM strategy that will involve a Strategic Account Plan for targeted OEMs
- Be highly effective at representing Afton’s interests with industry bodies and targeted OEM’s by taking steps to establish Afton as industry leaders and influencing industry practice and OEM lubricant specifications
- Cultivate trusted relationships with a wide range of potential influencers & decision makers from different management levels within target OEM’s
- Participate actively in industry societies as directed to advance or maintain a position that is financially and/or technically favorable to Afton's technology
- Use industry and OEM knowledge to provide current OEM/industry technical intelligence to product steering groups and business teams
- Assist OEMs as directed in developing strategic goals that are compatible with current Afton products, services and future capabilities
- May assist in obtaining test sites and OEM hardware contributions for Afton field tests
- BS degree in science, business, engineering or related field
- Demonstrated understanding of OEM Relationship functions typically acquired through 12+ years of relevant experience in the petrochemical or OEM industry and Sales & Marketing experience
- Familiarity with Automotive Lubricants
- Demonstrated understanding of OEM Relationship functions typically acquired through 15 years of relevant work experience
- Proven track record in OEM First Fill opportunities
- Demonstrates a basic understanding of additive chemistry
- Demonstrates an in depth understanding of the additive industry market and market trends and the OEM business environment
- Demonstrates a working knowledge of Afton's products and services
- Demonstrates a working knowledge of sales/marketing practices and procedures
- Demonstrates familiarity with competitive chemistry
- Demonstrates understanding of various industry associations that impact Afton
- Demonstrates the ability to think and plan strategically to identify goals and tactically to define approach to future needs
- Able to handle multiple projects concurrently
- Demonstrates effective oral and written communication and presentation skills
- Able to develop and maintain effective peer and organizational relationships
- Demonstrates effective facilitation, negotiation and influencing skills
- Demonstrates the ability to develop and maintain an extensive network outside the company
- Able to travel
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Senior Lead Federal Relationship Manager Resume Examples & Samples
- Drive "sell-to" and "sell with" revenue with existing and new customer base, achieving monthly targets
- Work with post- sales support teams to resolve business issues on existing service or open orders
- Leverage industry specific and solution expertise in the sales process
- Leverage knowledge of market and competitors, identify and develop joint unique selling value and differentiators
- Renew expiring services
- Strong consultative or solutions selling training (Miller Heiman, Sandler, etc.)
- Minimum of 15 years Federal direct and/or indirect sales, or channel management experience, preferably in both service provider and system integrator environment
- Minimum of 5 years in Hosting, Cloud, and/or IP network transport sales or related high tech industry
- Successful forecast and business management using Salesforce.com application. Preferred
- Deep relationships with large Federal Systems Integrators, Harris, Lockheed, Northrop Grumman, SAIC, etc
- Previous military experience preferred
- Extensive C- level relationships with Large SI such as GDIT, Lockheed Martin, Northrop Grumman, Leidos, etc
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Senior Manager Government Relationship Resume Examples & Samples
- Establish strong relationships with government officials and stakeholders at national and targeted key city levels to maximize adidas Group’s competitive advantage and minimize the adverse impact in case of emergency
- Manage policy analysis and advocacy, including such areas as five-year plan, tax & customs preference, etc.; and provide internally know-how on effective political influencing and communication
- Educate Chinese government officials and key stakeholders about adidas Group‘s activities and contributions to Chinese economy, developing win-win strategies, and building goodwill and a strong reputation among government officials and key stakeholders who influence government decision-making
- Understand the organization’s current and future business objectives/-priorities on a timely basis as to how specific legislative and other governmental developments might affect the adidas Group and develop the appropriate strategies together with the related government authorities to minimize negative impact and ensure adidas’ competitive advantages
- Influence, when appropriate, actions of legislative or executive bodies on strategic matters using resources such as certain associations, issue-related coalitions, direct relationships and contract lobbyists from a position that supports the adidas Group’s business objectives
- Develop and maintain working relationships with key central and local government officials, as well as personnel in key business associations (i.e. Chambers of Commerce, CFA, etc.) to enable effective lobbying activities
- Ensuring that the above engagements with government officials, business associations & contract lobbyists are conducted in a manner that is professional, compliant with Chinese laws and regulations and compliant with the adidas Group Code of Conduct
- Support VP on GR daily jobs
- Other business duties dedicated by management team
- Fluency in English and Chinese (Putonghua) (written and spoken)
- Proven diplomacy and advocacy skills to effectively handle relationships with government officials
- Ability to develop and implement strategies to secure support from key government authorities
- Proven leadership, interpersonal and consensus building skills/presentation skills
- B.A or above degree of Public affairs, Economics and other related subjects
- Minimum 5years’ experience in similar position
- Relevant experience working in a multinational organization and/or sporting goods industry is highly desirable
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Senior Federal Relationship Manager Resume Examples & Samples
- Customer facing position – must possess ability to understand customer’s solutions needs and match them to CenturyLink products and services to benefit both the customer and CenturyLink
- Department of Energy sales experience a strong factor in evaluation
- Accountable for meeting and/or exceeding assigned sales objectives and monthly MRC and NRC revenue quotas, maintaining existing and building new revenue within a named account base through large complex Voice, Data, Hosting, Cloud and IP products and services sales
- Must provide superb customer service on a day to day basis
- Will build and maintain accurate and up to date strategic account plans and revenue projections. Must be able to use Sales Force.com to input these projections into corporate-wide data bases
- Must have excellent verbal and written communication skills and be able to present to both small and large groups. Must have polished, professional presentation skills
- Will be required to obtain training certifications in company policies, industry regulations and internal system, programs and products, for example, Savvis hosting training
- Utilize PowerPoint to develop presentations focused on sales solutions responding to the specific buying needs of the client
- Utilize Excel to create spreadsheets and manage data related to customer accounts and sales funnel management
- Minimum 7 years of Business to Business/Government technology sales experience in Large, Global/Enterprise Accounts
- Minimum 5 years in Telecommunications B2B sales
- Military Experience Preferred
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Senior Wholesale Relationship Manager Resume Examples & Samples
- Bachelor's degree in a business or quantitative field of study
- 5 years of experience selling technical solutions to Medium-Enterprise size customers while previous sales experience to State and Local Government is highly desired
- Ability to think strategically and experience developing and presenting formal presentations to senior level management and other end users
- Ability to travel as business needs require. Typically 25-50%
- Ability to initiate and lead projects
- Be an energetic self-starter and possess an excellent knowledge of the industry marketplace and business drivers
- Demonstrated understanding of State Government procurement procedures, sales cycles, and corrections industry experience
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Senior Manager of Strategic Relationship Resume Examples & Samples
- Developing a motivated, highly focused, inspired, and engaged team with high will to win and outstanding consultative sales skills. The Sr. Manager of Strategic Relationship creates a culture to motivate, empower and retain talent, encouraging, developing, and coaching the team in order to achieve positive employee engagement results
- Directing the execution of sales strategies to drive incremental revenue through a combination of increased transactions, advisory consulting and meetings management
- Researching the marketplace and competitor products and services to highlight the value that distinguishes AXP products, and specifically leverages MI, benchmarking, and technology as critical value drivers
- Drive strategies designed to increase revenue and drive customer behavior at a scalable level. Work with leaders to implement new and create ways to grow the business
- Possessing an in-depth understanding of key business drivers, organizational culture and the competitive position of the portfolio, understanding broad issues and the competitive landscape when driving sales strategies
- Communicating and leading the overall client strategy, providing clarity and focus for the team, securing team buy-in and support for strategic plans and new ideas early on, and continually measuring performance against targets. Translates their in-depth understanding of the industry and market conditions into effective tactics that drive growth and client/team engagement
- Building, maintaining, and expanding relationships with internal business partners across the B2B organization, leveraging key partnerships within Client Services and Consulting to drive growth and the implementation of innovative, value-add account solutions
- Leading business planning, C-Level executive reviews, quarterly and annual reviews, pricing strategies, and business negotiations on rebids for strategic accounts
- Developing client innovation forums, and supports agenda ideas and content, guest speakers, panelists, and facilitators specific to driving premium revenue.
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Senior CBG Relationship Manager Resume Examples & Samples
- Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee. Works with loan administration in the review and negotiation of loan documents
- Bachelor’s Degree in Business or Finance - Required
- Strong comfort and familiarity with use and application of commercial lending principles
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Amazon Relationship Senior Manager Resume Examples & Samples
- Be accountable for the performance of the relationship with Amazon and identifying and driving growth revenue opportunities and coordinating local activities with Country Managers and key internal stakeholders
- Responsible for yearly agreements and contracts and ensuring that processes are seamless and conform to contractual agreements for respective location
- ,Achieve assigned targets against strategic objectives in Amazon (revenue, profitability, forecast accuracy, trend analysis, financial planning and digital marketing)
- Lead a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones
- Develop the business by playing a lead role in executing on business development opportunities and build strong relationships at a senior level within Amazon
- Successfully introduce and implement new product categories and key-Initiatives
- Drive/Coordinate Marketing campaigns with Amazon
- Set up a quarterly key metrics activity plan as well as an execution plan
- Monitor and manage execution of the activities by measuring and reporting on activities and campaign results controlling ROI and success parameters
- Work with key internal stake-holders, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations
- Proactively assess, clarify and validate customer needs on an ongoing basis
- Extensive work experience with a Track record within the area of Account Management in consumer electronics or FMCG
- Fluency in English, German and French languages
- Analytic, structured, highly driven and solution oriented person
- Excellent presentation and communication skills, both verbally and written
- Ability to build strategic relationships
- Good financial knowledge
- Knowledge on all marketing tools
- Ability to drive and coordinate projects
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Investment Solutions Relationship Manager Senior Resume Examples & Samples
- Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
- Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations
- Mobilizes both time and resources to get things done
50
Senior Manager, Relationship Marketing Resume Examples & Samples
- Thought-leadership and ownership of driving the future vision
- Ability to develop consumer segmentation (tribe) strategies to locate and design strategies for our highest value consumers
- Owns and develops the CRM and owned web channel strategy
- Drives our strategy and roadmap for personalization
- Optimization and utilization of our technology infrastructure that supports consumer data and CRM activities
- Work closely with our IT team on our overall consumer data and (digital) marketing technology roadmap
- Leads (digital) marketing ROI measurement strategy & reporting/analytics
- Partners closely with the Digital COE’s Consumer Experience team to fuel content needs and design consumer experiences
- Own key cross-functional strategic partnerships where data plays a key role, like Media and Shopper Marketing
- Educate cross-functional teams and marketers on principles and concepts needed for modern, data-driven marketing
- 10+ years relevant experience within the digital marketing, specifically with data-driven/CRM marketing
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Senior Citigold Relationship Manager Resume Examples & Samples
- In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
- Goal oriented and able to work under pressure
- Knowledge on financial market and economic trend
