- TD Bank (Boston, MA)
- …supports the commercial banking team and recommends credit solutions that add value to the Customer . The Credit Portfolio Manager II manages a designated ... role. **Line of Business:** Personal & Commercial Banking **Job Description:** This Credit Portfolio Manager II position is within TD's specialized State &… more
- EDB (Boston, MA)
- …and observability. For more information, visit www.enterprisedb.com Join our team as the Portfolio Manager for Customer Experience Lifecycle Services, an ... iterate the offering itself to ensure it provides meaningful customer value and helps them achieve their goals with...of the lifecycle services offering(s) to ensure they meet customer needs, execute our GTM motion (creation of GTM… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Corporate Banking Portfolio Manager Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and ... strong commitment to diversity and inclusion. The Corporate Banking Portfolio Manager , under the supervision of the...gathering, assist in preparation of the LOS and other portfolio customer related issues. + Assist in… more
- Eastern Bank (Boston, MA)
- **Commercial Portfolio Manager III (Franchise Finance - DF)** The Franchise PM III will support an assigned portfolio within the Franchise Finance group . ... They will collaborate with the relationship manager and team leader to develop and deliver credit...portfolio including the types of loans within the portfolio , customer businesses and industries / underlying… more
- CACI International (Jamaica Plain, MA)
- Portfolio Manager Job Category: Project and..., to manage the requirements and needs of the Customer for development. You will maintain all the current ... need to understand the structure and functionality of the application. The Portfolio Manager , is responsible for researching software systems, presenting ideas… more
- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager - Tax Credit Portfolio Manager to manage a portfolio of ... partners and internal departments regarding assigned assets + Independently manage a portfolio of investments in real estate partnerships + Identify and analyze… more
- Eastern Bank (Boston, MA)
- Commercial PM III (CRE - DM) **The PM III will support an assigned portfolio within the Commercial Real Estate group. They will demonstrate the ability to complete ... analysis and credit documentation with limited guidance from their manager or relationship manager . This role will.... This role will also contribute to loan structuring, customer calls and should be comfortable with regular interactions… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: CRE Construction Portfolio Manager Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and ... Real Estate and C&I business channels, (b) prepare reports related to the construction portfolio (c) assist the CRE Portfolio Managers with portfolio … more
- Needham Bank (Needham, MA)
- Job Descriptions: Responsible for ongoing portfolio management in the C&I Lending area as well as managing and growing a portfolio of C&I clients with loan and ... & RESPONSIBILITIES + Support the growth and development of an assigned C&I portfolio , effectively managing clients with loan and non-loan products + Complete or… more
- Highmark Health (Boston, MA)
- …developing the design, performance metrics, and readiness for scale of the portfolio of solutions. Works within key matrix partners across the Living Health ... organization to engage the comprehensive listening system, market and customer /clinician insights, manage solution development roadmaps, and testing and scaling.… more
- Eastern Bank (Lynn, MA)
- **Responsibilities include, but are not limited to the following:** + Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual ... Manage and update the interim report for the RMs portfolio + Coordinating construction loan advances on certain credits...and analysis + Coach credit analysts on credit and customer interaction skills + 5-7 years experience + Work… more
- Novo Nordisk (Revere, MA)
- …stakeholders who influence business in the local market. Internally, the Ecosystem Portfolio Specialist reports to the Ecosystem Business Manager . The Ecosystem ... leads the US sales efforts for Novo Nordisk's robust cardiometabolic product portfolio , which includes world class therapies for the treatment of diabetes, obesity,… more
- Eastern Bank (Burlington, MA)
- … customer service, maintenance and responsiveness. This role will work with and assigned Portfolio Manager to take care of credit requests as well as other ... The primary function of the Portfolio Development Officer Manages relationships both individually and...goals of the role will be to improve retention, customer experience and deepen relationships with existing clients. **Responsibilities… more
- Robert Half Finance & Accounting (Boston, MA)
- …Our client is a Wealth Management firm looking to hire an Associate, Portfolio Administrator for their Boston office. The Associate Portfolio Administrator is ... an integral part of the Analytics team, specializing in portfolio and performance data management to support wealth management clients. Responsibilities include… more
- allego (Waltham, MA)
- …with the Allego AM to support the customer renewal process for your customer portfolio . + Monitor and update customer account health via ChurnZero ... Allego For more information, visit http://www.allego.com Overview: The Senior Customer Success Manager - Adoption (SCSM) works...& Sales to flag any opportunities for expansion within customer portfolio . + Partner with Sales to… more
- Magnus Veracross (Wakefield, MA)
- …online learning space for students and teachers. ROLE DESCRIPTION We're seeking a Senior Customer Marketing Manager to take our growth to the next level, ... and engagement strategy for our customers, considering an optimal customer experience within the Veracross portfolio of...an optimal customer experience within the Veracross portfolio of products. This position operates in a fast-paced… more
- Trellix (Boston, MA)
- **_Job Title:_** Senior Customer Success Manager **About** **Trellix:** **Trellix, the trusted CISO ally, is redefining the future of cybersecurity and soulful ... to join us in soulful work. More at https://www.trellix.com/ . **_Role Overview:_** The Customer Success Manager (CSM) is responsible for driving customer … more
- Verint Systems, Inc. (Boston, MA)
- …intelligence of their sales and service agents. The Senior Customer Enablement Manager will work cross-departmentally to oversee a portfolio of clients and ... at www.verint.com . **Overview of Job Function:** The Senior Customer Engagement Manager will support clients to...the primary point of contact and advocate for a portfolio of enterprise clients + Learn and master all… more
- Verint Systems, Inc. (Boston, MA)
- …growth opportunities. Learn more at www.verint.com . **Overview of Job Function:** The Associate Customer Success Manager (CSM) serves as a customer and ... At Verint, we believe customer engagement is the core of every global...Help drive product adoption, education, and usage across your portfolio to deliver meaningful business outcomes that ensure all… more
- Amazon (North Reading, MA)
- …need to invent with us in ways that are rewarding, fulfilling and fun. The Customer Success (CSM) team is the primary link between AR and Operations coaching site ... enabling product and/or process changes to improve system performance and customer sentiment. The successful candidate will work backwards from customer… more