- The Hartford (Walnut Creek, CA)
- Client Advisor Priority Business - SA08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages ... of disability or personal crisis. Responsibilities: + Customer Service ( Priority Business ). + Manages Priority ...Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: Candidates must… more
- Bank of America (Sacramento, CA)
- …to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book of ... needs, such as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor...ability to progress to the next phase as an advisor + Prioritizes client requests and makes… more
- Bank of America (Walnut Creek, CA)
- …to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book of ... as core Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor...ability to progress to the next phase as an advisor + Prioritizes client requests and makes… more
- SMX (Sacramento, CA)
- …project teams, ensuring successful project execution. **Pre-Sales Support:** o Engage with client executives to understand their business needs and challenges. o ... Client Relationship Management:** o Build and maintain strong relationships with client stakeholders, acting as a trusted advisor . o Effectively communicate… more
- Black & Veatch (Rancho Cordova, CA)
- …them in proposals and project interviews + Recruiting and developing capabilities to meet business and client needs + Provides technical guidance for projects or ... appreciative professionals + Career opportunities exist in many rapidly expanding business solutions **Key Responsibilities** + Staying current on industry trends… more
- Confluent (Sacramento, CA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... accelerate time to value, maximize product consumption and achieve their overall business objectives. The CSTA role is both deeply technical and commercial in… more