New Business Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the new business job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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K Johnston

Kyler

Johnston

23186 Kiel Extension

San Francisco

+1 (555) 730 9246

23186 Kiel Extension

San Francisco

Phone

p +1 (555) 730 9246

Experience Experience

Chicago, IL

New Business

Chicago, IL

Cummerata, Cummerata and Schowalter

Chicago, IL

New Business

Be on the lookout for opportunities for improvement and to develop new efficient procedures
Provide administrative support to new business consultants, including timesheet management and ensuring payments to the consultant are processed
Flexible to work UK hours (8:30hrs contractual in working window starting 08:00AM and until 02:00AM IST)
Performs annual client / file reviews and liaises with Client Relationship Officer / Manager for all documentation / account set up deficiencies
Make presentations to support marketing efforts, at team conferences and in-services
Maintain equipment and work area in a safe and clean condition
Monitors account opening exceptions log and liaises with department manager to clear exceptions

Los Angeles, CA

New Business Case Manager

Los Angeles, CA

Smith Group

Los Angeles, CA

New Business Case Manager

Managing relationships with internal Life Insurance departments: underwriting, marketing, distribution and compliance
Marketing, distribution and compliance
Managing the overall new business cycle time through
Incoming telephone response to field inquiries
Managing relationships with internal Life Insurance departments: underwriting,
Actively share service and process improvement ideas, contributing to a culture of “continuous improvements”
Assist in researching, recommending and documenting improvements in service and productivity for the area to ensure quality service

present

New York, NY

Director, New Business

New York, NY

Kuhic-Ziemann

present

New York, NY

Director, New Business

present

Develop an overall New Business strategy. Including, but not limited to target brands, clients, and work with CEO, CCO and CSO to develop targets for the year
Establish and manage the relationship with relevant management consulting firms (MediaLink, AAR partners, and so forth)
Assists VP in establishing/achieving strategic goals for New Business function
Manage and create all sales documentation, capabilities decks, pitch templates, proposals, and all related messaging
Identify opportunities during Virtue related events within the VICE network to connect people,opportunities, and key stakeholders at Virtue
Manage the new business process from start to finish; from RFI/RFP to building pitch teams to presentation
Meets the department’s production standards for measuring quality and quantity of work processed

Education Education

Bachelor’s Degree in Marketing

Liberty University

Bachelor’s Degree in Marketing

Skills Skills

Promotes adherence to policies and practices of applicable professional organizations, client, Kindred Healthcare and RehabCare Group
Ability to communicate
Knowledge of securities industry
Ability to occasionly travel in the community to meet clients/customers
Ability to occasionally travel in the community to meet clients/customers
Communicates and demonstrates a professional image/attitude for patients, families, clients, coworkers and others
LI-SS2
Team work and co-operation
Listening, understanding, responding
Frequent and prolonged bending, stooping, crouching walking and standing

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Asset Management New Business Initiative & Inter Affiliate Services Resume Examples & Samples

Lead development of the newly formed Asset Management Oversight & Control New Business Initiative (NBIA)/ Inter-Affiliate Services (IAS) Office in APAC
Establish & drive execution of Program Governance and Operating Model to support implementation of new NBIA/IAS requirements within Asset Management APAC region
Ensure consistency and transparency of NBIA /IAS Governance and Oversight processes in region working with key regional and global stakeholders
Implement effective NBIA/ IAS Execution process in the region in accordance to the firmwide processes & procedures
Coordinate, develop and perform NBIA/ IAS regional Quality Assurance program to ensure global consistency
Liaise with Corporate Functions regionally to ensure all NBIA /IAS project requirements have been met & ensure efficiency of engagement model in the region
Develop an ‘evergreen’ BAU process within NBIA / IAS programs to ensure Asset Management is in compliance with all corporate guidelines
Become an Asset Management IAS Subject Matter Expert to drive Inter-Affiliate program execution and IAS service directory implementation regionally
Participate in implementation and testing of Asset Management NBIA/ IAS reporting and metrics and ensure consistency of execution and communication regionally
Create & present NBIA / IAS regional program updates to Executive Level Management at Risk & Control Meetings
Experienced Project / Program Manager with the ability to plan, organize and perform risk & control analysis
At least 10+ years of experience in Risk, Control, Compliance, Tax, Operations, or Business Management role
Proficient in MS Excel, MS PowerPoint, and Visio
Ability to work in a diverse, global team or as an individual contributor, on a variety of projects with tight time frames and limited supervision
Ability to work with a variety of stakeholders, at all levels, across all LOB’s
Working knowledge of Regulatory Requirements & Reporting a plus

New Business Resume Examples & Samples

Prints new account documentation and undertakes internal checks
Performs clients checks in accordance with RBC CI standard procedures
Creates new client files / distributes accordingly
Liaises with Client Relationship Officer / Manager / CoE / Compliance for all documentation deficiencies
Reviews IRS documentation, completes QI checklist and forwards original / copy documentation to the QI department
Assists the new business team with the on boarding of new accounts
Performs annual client / file reviews and liaises with Client Relationship Officer / Manager for all documentation / account set up deficiencies
12 MONTH GOALS
Continue and strengthen business relationship with relevant key departments that are an integral part of the custody account set up a review processes such as Centre of Excellence, Static Data Management, Offshore Securities Services and AML Compliance
Continue to develop knowledge and understanding of both the internal processes and KYC requirements for custody account set up
Manage business activities towards achieving a 70% - 75% efficiency ration in line with other business units of GTUK. Noted that non-trend increase of indirect non controllable costs may detrimentally impact achievement of this objective
Ensure staff are fully engaged with the business goals and understand their role in its success
Receive satisfactory internal and external audit reports
Identify and be aware of costs, focus on using our resources in a smarter way
Maintain and grow the custody business platform by providing exceptional and professional service to existing and new relationships
Standards and measures in place to monitor the effectiveness /efficiency of processes and employee/customer satisfaction, fully aligned with strategies
Ensure the smooth take on of all new custody business in association with the Global Mandate
Previous banking experience
Knowledge of securities industry
Team work and co-operation

Digital Manager, NEW Business IM Resume Examples & Samples

Support Directors in ideation of exciting and innovative marketing programs
Responsible for taking recap notes at all relevant meetings (i.e., RFP kick off meetings) and sending out clear notes with next steps to Sales and Sr. Management
Communicate creative action items to partners in NCA and other LOBs from NBIM
Ensure all proposals are innovative and showcase excellent storytelling and support client objectives and the Nickelodeon brand
Bring topical marketing innovations to the NBIM team to elevate the team's marketing ideas
Work with Directors to research accounts and become well-versed in all facets
Partner with Ad Sales and Project Management teams to ensure marketing concept and client objectives are maintained throughout the campaign, from concept to launch
Ownership of smaller accounts, with oversight from Directors
Constantly research new digital trends, platforms and experiences that can inform our marketing proposals
Facilitate and lead execution process with Project Management and highlight to Directors and Sales if there are any major issues
Represent NBIM in all internal meetings (Project Management)
Lead the creation and design of program recap decks and collect final program elements along the way
5-7 years of experience developing digital integrated marketing programs
Strong decision making skills
Excellent written and oral presentation skills; comfortable presenting to large audiences
Excellent PowerPoint skills
Passion and appreciation for media and innovation (linear, digital, social); on top of current trends
Skilled diplomat who works effectively across multiple departments and external parties
Comfortable working on multiple proposals at once in a deadline-driven environment
Strong desire to work for a global brand and to contribute to innovation within the organization

New Business Initiatives Manager Resume Examples & Samples

Support the evolution of the WDP&R hotel strategy, including identification, planning and communciation of the hotel strategy by site across the segment. Provide decision-making support to business unit executives to help develop their site-specific strategies and successfully integrate new business initiatives between sites and across the segment
Develop recommendations for WDP&R senior executive review and approval, and provide decision-making oversight to identify, develop and prioritize objectives and investments related to the segment hotel experience and/or experience menu
Conduct a variety of business assessments, synthesize large amounts of qualitative and quantitative data, integrate with key business partners, develop strategic recommendations, and drive execution of recommendations through the financial approval stage (CAR or contract signing)
Lead and support integration of new business initiatives between partners across the segment including Global Development, WDI, Revenue Management, and other key partners. Ensure plans are robustly developed and can be transitioned to implementation teams in a manner that enables successful implementation and sustainment
Communicate to executives on a regular basis regarding significant product/experience enhancements
Lead the after-action review process for all key projects
Strong communication and influence skills – must be comfortable providing a point of view to a variety of audiences and influencing senior WDP&R leadership by developing sound recommendations targeted at clear business strategies
Strong conceptual thinking skills – must be able to understand broad concepts, articulate linkages/gaps, and establish strategies that enable a vision
Ability to demonstrate understanding of an operating environment to ensure recommendations are sound and viable
High level of expertise in the parks and/or hotels businesses (or related businesses) and their key drivers
Strong financial acumen, experience working with and interpreting demand and planning analytics, and in-depth experience working with Marketing and Consumer Insight data
General expertise in key business areas including revenue management, marketing, finance, product development, etc

New Business Case Rep Resume Examples & Samples

Review of all compliance related activities based on individual regulations for clients
Order requirements as needed
Conduct regular follow-up via phone (primary) and email/fax (secondary) on outstanding requirements
Act as a conduit for all issues associated with a case to include coordination with all internal departments
Review issued insurance policy for accuracy before mailing to the agency/agent as required
Follow up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium, etc., to ensure policy is placed within specified timeframe
One year of work experience using administrative systems in office management, order processing, or customer service
PC proficiency using MS Word

New Business Rep Resume Examples & Samples

Meet the department’s production standards for measuring the quality and quantity of work processed
Review, update and issue policies ensuring accuracy
Basic PC knowledge inclusive of Word
Efficient typing skills

Director, New Business Resume Examples & Samples

Assists VP in establishing/achieving strategic goals for New Business function
Oversees activities to ensure production goals are met
Provides superior service to internal and external customers
Facilitates resolution of any issues/problems that may arise
Meets the department’s production standards for measuring quality and quantity of work processed
Minimum of 8 years insurance industry or related business experience
In-depth knowledge of life insurance products and the life insurance industry
Leadership and management experience
Ability to effectively multi-task and strong organizational skills
Competence in situational analysis and interpretation of related customer driven transactions with sound attention to detail, problem solving and excellent decision making skills
Ability to act as secondary resource for the business unit so that employees may effectively communicate and process customer information
FLMI or related designation (or progress towards a designation)

Prime Brokerage Listed Derivatives New Business Group Resume Examples & Samples

Graduate or previous experience in financial markets
Demonstrable interest in financial markets
Experience of Listed Derivatives and preferably OTC derivatives
Awareness of Listed Derivative strategies/fund operations
An analytical mindset with excellent and proven problem-solving skills and communication skills
Outstanding organisational and time-management skills together with an ability to multi-task under pressure
Confidence and the ability to clearly articulate complex information often to senior client contacts

New Business Initiatives Internship Resume Examples & Samples

Conduct internal and competitive product research, synthesize large amounts of qualitative and quantitative data, and develop high level point of view on product strengths/opportunities
Analyze data and develop supporting content for evaluating and enhancing overarching experience strategies and their related tactics, striving to improve the end-to-end vacation experience for all Guests
Support hotel assessment data capture, analysis, and content summarization to inform product investment and prioritization
Assist with information gathering and content compilation for menu planning efforts for non-Attractions & Entertainment venues
Strong computer skills (Microsoft Excel, Word, PowerPoint, web applications)
Experience with collecting and analyzing data and reporting on the results
Ability to adapt to rapidly changing business environment and manage multiple priorities
Must have a car
0 GPA or higher in major
Ability to learn quickly and adapt to a fast-paced environment
Rising senior level or higher earning a degree in Finance, Statistics, Business, Industrial Engineering, Marketing or similar analytical/business related major
Log into your dashboard at www.DisneyInterns.com
Click the link labeled “Edit Profile Info”
Click on the “Attachments” Tab
Be sure your document is in the required title format: FirstName_LastName_Type (i.e. Mickey_Mouse_Transcript)
Select document type of “Other”

New Business Onboarding Resume Examples & Samples

5 years of Financial Industry experience. Managing global teams/stakeholders is a plus
Expertise on Microsoft Excel and PowerPoint
Process re-engineering – ability to challenge existing processes and come up with quality approaches to manage business requirements, resolve issues and problems
Project Execution experience. Track record of working with operations and technology to implement workflows, controls and efficiency
Strong leadership and communication skills with the ability to influence at all levels of the organization
Excellent analytical, problem solving, and time management skills
Excellent written, verbal and interpersonal skills with all levels of employees as well as superior facilitation skills
Proven ability to manage multiple priorities while delivering high quality results
Bachelor's degree required, MBA or Masters degree is desirable

Senior Manager, New Business Models Resume Examples & Samples

Owns all business model development efforts for the Everyday Mobility segment, for both the business-to-business segment, and for the direct-to-consumer segment
Assists in development of financial models
Develops business model maintenance procedures
Proactively facilitates periodic review of standard business models
Provides input to competitive intelligence efforts relevant to standard business models
Manages addressable market, market share and market pricing information
Manages communication of standard business models
Develops standard business model and pricing communication materials
Reviews and responds as appropriate to information requests
Performs internal standard business model presentations to key stakeholders
Maintains an overall understanding of the HERE business environment, strategy, structure, policies and procedures
Stays up to date with competitive business models and market trends
Develops their network within assigned markets both internally and externally
Bachelor’s degree in business related field
6 + years of work experience
Experience with content, platform and/or software licensing
Knowledge of web and mobile business models, like advertising and in-app upsells, would be helpful
Track record of working effectively across various functional areas in an organization
Ability to concurrently keep track of multiple, complex projects
Ability to understand complex issues while being able to communicate them in a clear and concise way
Demonstrated ability to think creatively and solve problems
Ability to travel as needed within and outside the United States

Manager, New Business Resume Examples & Samples

Create and drive strategy plans for Ebay’s retail clients to ensure maximum levels of adoption and satisfaction
Deliver against specific KPIs to achieve strong customer engagement and optimum results
Help to position Ebay as a trusted partner to retailers and thought leaders in multi-channel
Rapidly gain acceptance within the company, among clients and the industry as a thought leader and trusted partner
5 – 15 years sales experience
High degree of familiarity with the challenges facing ecommerce and multichannel retailers
Proven track record of exceeding quota
Ability to interface across multiple business units within target prospects, including at the C-level
Exceptional communications and presentation skills with the ability to relate well to clients and colleagues
Good working knowledge of key retail technologies and ecosystems, and how they support business operations, in particular: Ecommerce platforms, ERP & Inventory management solutions, third-party aggregators

New Business Rep Resume Examples & Samples

Up to 1 year work experience using administrative systems in office management, order processing, or customer service
Basic PC knowledge inclusive of Word Efficient typing skills
Some college preferred LOMA 1 helpful Skills Advantage Work Ready Certificate, Optional

NA KYC New Business Resume Examples & Samples

Work closely with Sales in facilitating on-boarding requests
Coordinate across all facets of the client on-boarding lifecycle
Ensure execution of all appropriate due diligence requirements
Proactively assess areas for processes improvements and help drive changes
B.A. Degree or equivalent
Minimum 1-3 years' experience in financial services operations, compliance, or client service preferred
Experience in financial services
Client onboarding experience is preferable. Knowledge of KYC and due diligence requirements is preferable
Strong client focus and ability to partner with various internal groups and front office
Must possess a strong control mindset with the ability to identify and fix gaps
Individual must be results driven, pay attention to detail and be willing to break down barriers and obstacles
Focused on delivering a seamless and smooth "client experience"
Ability to successfully influence many different groups and individuals to deliver high quality and timely results
Ability to directly address conflicts and escalate issues where appropriate
Strong communication skills are a must
Comfortable working with a team and individually to deliver results

VP-gfcc-risk Assessment & New Business Initiative Lead Resume Examples & Samples

Act as GFCC advisor and reviewer of Country / Line of Business Risk Assessments and New and Expanded Products and Services submitted by stakeholders (country MLROs and business counterparts; e.g. sales, product development, risk and technology) to ensure consistency with global standards and local requirements within the APAC region
Assist and co-ordinate with business counterparts in the preparation of the New Business Reviews for submission to the Regional New Product Approval Committee
Design and manage an effective regional process for the review and approval of NBIAs (New Business Initiative Approval) and Risk Assessments Assist in the preparation of training and issue guidance to LOB compliance and the business on all Risk Assessment and NBIA updates. Work closely with GFCC Sector Heads in reaching GFCC decisions to approve or reject based Risk Assessment reviews
Regional Reporting on the workstream progress, risks and issues as part of Global Risk Assessment Program
Act on risk assessment results or trends to continuously improve the AML Program in APAC
Provide regular status reporting to senior management and colleagues in other Compliance teams globally as required
Maintain Regional Management Information on approvals and conditions at all stages of the review cycle
Proven demonstrable evidence of risk assessment understanding in a financial institution
Desired experience from working as part of a Bank or Financial Institution’s New Product approver / Product Reviewer Governance model
A good working understanding of products and services offered by global financial institutions
Min 4-7 years of AML related experience in a financial institution
Bachelor's degree in Business Administration, Finance, Accounting or related discipline
Analytical skills, , good critical thinking and decision-making skills borne from a AML risk based foundation
Ability to build strong partnerships with colleagues across different businesses and regions, desire to learn quickly, be flexible and think strategically to further enhance the region’s risk assessment framework
A high level of attention to detail and quality assurance
Works well individually, and in teams, shares information, supports colleagues and encourages participation
Strong skills in time management and problem solving
Ability to be able to multi task as well as assess and change priorities
Creative and strategic thinker with a strong control mindset
Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audit
Demonstrates ability to challenge opinion through reasoned argument
Ability to be effective in a Global operating environment and a matrix management organization

New Business Launch Manager Resume Examples & Samples

Support VA/VE activities by ensuring that Engineering is represented at all trials, approvals and implementation dates are achieved
Support activities related to prototype part delivery, and PPAP commitments are met as promised/expected by the customer
Develops and executes implementation planning for new programs and process changes according to internal and customer launch schedules
Assembles, coordinates and maintains project launch teams and activities
Ensures the launch team follows APQP processes and achieves program costs, quality and timing objectives
Bachelor’s degree in engineering, manufacturing engineering, or business
Knowledge of Financial systems
Interior manufacturing experience required
Proficiency with computers including Microsoft Office products including Microsoft Project
Ability to work independently, multi-task and prioritize tasks with strict deadlines
Customer service/phone skills and flexibility for handling a wide range of activities
Teaches others new processes and procedures
Thorough understanding of the quality management system. (ISO/TS)
Ability to work effectively in a global environment leading and motivating team

New Business Case Manager Resume Examples & Samples

Act as primary team resource for procedures, current information, etc
Perform daily functions of business unit (fully cross-trained)
Perform the daily New Business functions of compliance, submitting case coordinator and issuing of applications
Meet the department’s standards for measuring quality and quantity of work processed
Review and audit correspondence, applications, legal documents and reports to proceed with appropriate processing
Communicate and correspond with advisors or customers to obtain supplemental information or to explain legal requirements in accordance to company regulations, state laws, and NASD, or SEC regulations, as required
Verify information contained in the application is in the computer system
Answer inbound calls and provide customer service to customers, advisors and sales team members
Research customer and advisor inquiries
Assist with business unit’s Quality Assurance functions
Assist with department training
Monitor department’s work procedures and provide suggestions for improvements
Assist with testing/implementation of new products and systems
Serve as a mentor in training new and existing employees as needed
Establish and maintain excellent communication with team, other related business units, particularly customers, advisors and sales team members
Effectively communicate and process customer information
Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules

New Business Resume Examples & Samples

Frequent interfacing with Front Office, Risk Managers and Business COO's on impact of new trades and RWA optimization initiatives
Explaining monthly movements through business, attribute and/or methodology changes
Conducting "deep dive" analysis on the identification of data sources, parameters, methodology treatment, control issues, etc
Supporting Internal and External Audit reviews and ad hoc queries related to these transactions
Working closely with the change team to develop automated calculations and reporting in compliance with the regulatory capital requirements of IHC
Involvement in IHC implementation project as MIS Reporting SME
Managing a team of up to 2 staff

New Business Rep-processing Resume Examples & Samples

1 year + work experience using administrative systems in office management, order processing, or customer service
Good problem solving and customer service skills
Ability to effectively communicate and process customer information necessary to process several millions of dollars of face amount and premiums

Director, New Business, Soft Goods Resume Examples & Samples

Signing and developing partnerships to support eBay business units
Managing existing partnerships with merchants, analyzing overall performance to identify ways to optimize and grow the existing merchant portfolio
Collaborating with Divisional Merchandising Managers (DMM’s) across Soft Goods to help define the overall growth strategy, and specifically the role of merchant offerings in furthering that strategy
Working with DMM’s to align on priorities and build support for developing a well-rounded offering
Building, developing, managing and leading a New Business team
Representing eBay and its core mission and vision in external forums and events

Senior Manager, New Business Initiatives Resume Examples & Samples

Provide effective and inspiring leadership by being actively involved in all programs and services, developing a broad and deep knowledge of all programs
Identify opportunities for new markets to leverage cross-program strengths to take advantage of new opportunities and/or to address organizational challenges
Manage complex and strategic programs across multiple business functions that will enable rapid revenue growth within the new markets
Provide programmatic leadership and input for all strategic plan implementation processes
Develop and implement a system for tracking and reporting on the progress of implementing the strategic plan
Minimum BS/BA degree (MBA preferred) with 5+ years of program management experience Demonstrated ability to drive complex projects to completion using effective program management, communication and influencing skills. Relentless about following up until the job is done
Strong quantitative and problem solving skills. Able to analyze large sets of data, pull out insights and then proactively communicate those insights to senior leaders. Able to grasp complex issues and look beyond the obvious
Superior interpersonal and communication skills. Proven ability to work successfully within and across teams. Able to build relationships at all levels in the organization
Strong leadership ability. A team player that can inspire and direct junior staff members
Self-motivated and proactive. Makes sound business decisions even when faced with ambiguity and competing priorities
Action-oriented, entrepreneurial, flexible, and innovative approach to operational management
Extensive experience working with Excel is required, SQL is a plus

New Business Case Rep-l&p Resume Examples & Samples

Receive, review and communicate new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc
Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner, while maintaining frequent communication to manage customer expectations
Answer inbound calls and provide customer service to external and internal customers
Perform rating calculations as assigned to pending applications by underwriter and calculates premium amounts
Assist in researching, recommending and documenting improvements in service and productivity for the area to ensure quality service
Demonstrate a solid understanding of unit’s workflows and procedures in order to develop and participate in recommending administrative efficiencies
Assist in training new and existing employees as needed
Provide information on a variety of complex customer service issues requiring knowledge of insurance products and transactions focusing on customer satisfaction, quality, and efficiency. May consult with other departments
Receive, review, and communicate new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc
Answer internal and external questions regarding case status involving forms and requirements needed to process insurance applications. Commonly handled via phone or e-mail
Process complex and varied service requests
Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing customer expectations appropriately
Conduct quality audit on issued policy prior to mailing to the distribution as requested
Follows up with insurance agents on policy delivery requirements to ensure policy is placed within specified timeframe
Meet department standards for measuring quality and quantity of work processed and actively participate in department goals
Function within a team based environment
Participate in developing workflow and procedures that will support increased efficiencies
Regularly audit the work within teams for accuracy and adherence to procedures as well as quality standard
Demonstrate a solid understanding of units workflows and procedures in order to develop and participate in recommending administrative efficiencies

Int New Business Rep Resume Examples & Samples

Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance to company regulations, state laws, and NASD, or SEC regulations, as required
Refer issues involving risk to underwriter for evaluation
Follow-up on administrative requirements
Enter, update and verify information contained in the application is in the computer system
Research customer and agent inquiries
Could also include functions such as performing rating calculations as assigned to pending applications by underwriter and calculates premium amounts
Assist in special projects as assigned and provide support to various teams when needed
Demonstrate a solid understanding of unit's workflows and procedures in order to develop and participate in recommending administrative efficiencies

New Business Control Lead Resume Examples & Samples

Good time management / organisational skills
Good communication skills (both written & oral)
Proven client management skills

New Business Installation Manager Resume Examples & Samples

Schedule initial installation date with customers and AUS service team
Review accuracy and approve all orders prior to processing
Conduct merchandise audits, customer inventory analysis, inventory management and quality control checks
Maintain close coordination and teamwork with Production, Service and Sales to achieve service objectives and deliver outstanding customer service
High School Diploma or equivalent; Bachelor's Degree preferred
Successful completion of Criminal Background, Motor Vehicle Record, and Drug Screen checks

Team Member, New Business Resume Examples & Samples

Process all work requests (both simple and complex) within set service standards
Provide superior customer service through respect, understanding and effective communication to our advisers and/or clients
Take responsibility for delivering 100% accurate information to customers and advisers
Meet individual productivity and quality standards as determined by the business
Identify continual service improvement initiatives and implement these ideas in collaboration with the team and other stakeholders
Conform with all internal operating policies and procedures for this role
Ability to work autonomously when required, but also a team player
Ability to learn complex processes
Ability to adapt to change
Insurance background would be beneficial but not essential to perform in this role
Previous call centre experience is an advantage

Head of Transfer Agency, New Business Resume Examples & Samples

2VP level. Team members are currently
Manage the Transfer Agency New Business team including
Manage/oversee a broad programme of new business projects of
Manage client issues ensuring appropriate resolution,
Ensure operating procedures are established and adhered
Understand and promote Transfer Agency’s service offering
Ensure that any technology enhancements / additional reports
Employees are required to comply with the regulatory regime
Employees are expected to exercise due care and diligence,
(Prerequisite skills – not negotiable)
Computer literate – Transfer Agency systems and workflow
Microsoft Office – Outlook, Excel, Word, Powerpoint
10 years Transfer Agency experience
Operational experience gained in a TPA, TA or Fund

New Business Digital Development Manager Resume Examples & Samples

Oversight of local new business efforts, including accountability for new business and digital sales goals
Assist AE's in prospecting, planning, presentations, sales calls and closing in all areas
Collaborate with General Sales Manager in recruitment, training and effective management of local sales team
Develop promotion and new business ideas and campaigns, collaborate with Creative Service Director/Team to develop promotion and new business ideas to grow client's business and develop station revenues
Meet with staff regularly to provide digital platform training, support and innovative integrations and develop new growth and revenue for the Minneapolis market
Grow relationships with local advertisers
Ability to lead, train and direct professionals successful
Hands on experience in marketing, promotions and/or developing new business and as a skilled negotiator and motivator
Strong organizational, written, and communications skills
Media background in the Twin Cities or digital management experience a plus
Experience in non-profit field helpful

Annuity New Business & Agency Manager Resume Examples & Samples

Daily management of New Business and Agency teams and incoming work including the processing of New Business applications, agent appointments and commission payments
Audit work of subordinates to ensure timeliness, thoroughness, completeness and accuracy in the most efficient manner possible
Approve completed financial transactions, including check approval within delegated authority
Ensure service delivery expectations are met
Administer and coordinate Agency activity, including agent appointments, licensing, commissions and income tax reporting for agents
Investigate and implement new or changes to procedures, reorganization of work, and training of new and current staff. Research processing problems or issues as necessary and recommend system modifications and enhancements
Participate in software testing and development for new or enhanced Administration applications
Contribute in multi-department ad-hoc committees regarding product and system developments and administration, new product implementation, commission changes, administrative changes to contracts, special promotions and customer notices or announcements
Work with internal departments, such as Actuarial, Accounting, Marketing, IT and Contract Administration to research and implement changes and/or solutions for common objectives or issues
Minimum of an Associate' Degree in Business or equivalent training or experience commensurate with a degree
Professional designations or demonstrated work toward achieving industry designations such as LOMA’s Associate/Fellow Life Management Institute (ALMI/FMLI), Associate Annuity Products Administration (AAPA), Associate Insurance Regulatory Compliance (AIRC) and/or Associate Insurance Agency Administration (AIAA)
Minimum of 3 years supervising employees in an insurance-industry related field, with annuity business
Solid understanding of annuity products and processing requirements, state regulated agent licensing requirements, income tax applications for agents, policy/contract owners, and multi-state compliance regulations for products and services
Strong research, analytical, problem solving, organizational, and math skills
Proven ability to manage teams of staff in a fast-paced and deadline driven environment
Solid interpersonal and communication skills (written and oral) and the ability to communicate sensitive and complex information to others
Responsive to client needs with professionalism and diplomacy
Exceptional time management skills, including ability to multi-task and work with shifting priorities, meeting tight deadlines and timetables, and schedule workflow to meet service standards
Must be detail oriented and able to make decisions independently
Excellent computer skills with thorough understanding of Microsoft applications including Word and Excel skills, and client relations management applications (CRM)
Experience with workflow systems a plus

Manager, New Business Resume Examples & Samples

Knowledge of Investment Advisers Act of 1940, investment industry best practices, investment related Operations processes and paperwork, and custodial relationships
Ability to act with professionalism and diplomacy when communicating with a customer
Ability to manage, lead, inspire, direct, motivate, and develop a team of employees
Strong written, listening and verbal communication skills
Effective problem solving, time management and organizational skills
Minimum of 5 years of financial or investment-related experience required; prior experience working in an RIA or Broker/Dealer related-role preferred
Minimum of 1 - 3 years of experience in an operations or new business processing area preferred
Minimum of 1 - 3 years of management/leadership experience preferred

Intern, New Business Resume Examples & Samples

Ability to provide exceptional customer service to ensure high customer satisfaction
Minimum of 6 months of customer service-related experience preferred
Equivalent education and experience will be considered

New Business Approval Resume Examples & Samples

Coordinating New Business Review Committee meetings across the infrastructure
Facilitating communication between Business Sponsors and infrastructure areas on requirements for product go live
Following up on post approval status and outstanding items
Supporting Equity and Debt/Loan Committees in the transaction approval process
Production of transaction metrics and resource usage analysis
Bachelor�s degree in Finance, business administration, economics, or a related discipline
5-8 years of professional work experience in capital markets. Previous roles in Risk Management, Finance, Internal Audit or Operations as well as exposure to business lines and products in Equities, Fixed Income, Investment Banking and Asset Management are desirable
You will be expected to handle working relationships related to New Product approvals and transaction committee approvals with business line management and other support and control areas
Strong verbal and writing skills are required
The ability to multitask and strong time management skills are critical to meet the expectation of this role

New Business Installation Manager Resume Examples & Samples

Ensure the timely and accurate installation of all new business, coordinating with customers and ARS operations, service and sales teams
Plan and order all merchandise for a new install
Present to the National Team and Senior Management
Post analysis of installs
Schedule initial installation date with customers and ARS teams
Maintain close coordination and teamwork with Operations, Service and Sales to achieve service objectives and deliver outstanding customer service
Flexibility with work schedule, some weekends maybe required

Wcob New Business Locational Lead Resume Examples & Samples

At least 10+ years experience delivering results
AML/KYC subject matter experience
Project management and Process improvement experience
Analytical and control mindset
A strong sense of ownership and responsibility
Multi-tasker who can manage multiple streams of work concurrently
Adaptable, flexible and willing to work in a dynamic environment

Risk Assessment & New Business Initiatives Resume Examples & Samples

Manage Risk Assessment project for APAC and be the SME on risk assessment
Coordinate the collection of risk assessment prepared for new and expanded products and services as defined by the GFCC Directive, give guidance as a key point of reference into the risk assessment programs
Assist building out an effective regional process for the review and approval of NBIAs and Risk Assessments
Develop and maintain regional MIS on approvals and conditions to ensure there is requisite transparency of the review cycle and any actions have been closed out appropriately
Manage products to support the Global AML Enhancement Plan
Other ad hoc projects as required
At least 4-7 years work experience in a compliance, legal, risk management, or control function – preferably gained in a global financial institution
Exposure to AML, ATF, PEP, ABC and Sanctions issues
Good knowledge and understanding of Banking and Securities products
Strong communication - written and interpersonal
Strong management and leadership skills, including effective project management abilities
Demonstrated ability to effectively consult to obtain desired results
Must be a self-starter, pro-active, organized, with a keen eye on details and have the ability to work independently and make sound decisions
Strong research skills, familiarity with Word, Excel, and PowerPoint
Highly motivated, intuitive and possess initiative to identify potential process improvements
Previous exposure to a diverse and international work environment
Familiarity with the various US, EU and APAC regulatory regimes applicable to the banking industry

Director, New Business Partnerships Resume Examples & Samples

Ownership of prospects in assigned market segment
Develops strategic business plan for area of responsibility to maximize revenue from new clients by addressing the unique needs and opportunities of the assigned scope of responsibility
Effectively researches prospect organization to understand industry segment, key business drivers, situational or environment factors, and business challenges
Develops thorough understanding of MHI Global products and services
Capable of discerning customer needs and recommending a solution set of MHI Global products and services
Develops customized business solutions that effectively articulate and differentiate the MHI Global value proposition
Delivers compelling and thought-provoking presentations that compel clients to work with MHI Global
Builds strong internal network of resources and works effectively with them to build solutions and deliver against client needs
Builds reliable, sustainable, mutually beneficial relationships with key client buying influences
Effectively aligns with professional services and client management organization to ensure seamless transition of client to new account owner
Ensures comprehensive understanding of industry issues and competitive landscape to ensure relevance and appropriate competitive positioning
Uses tools and technology to leverage efforts
Builds and maintains accurate forecasts of sales opportunities
Builds individual development plan to continue skill and knowledge growth
A minimum of 7 years of complex business to business sales experience with emphasis on selling sophisticated business services and solutions to leading corporations
Demonstrated ability to acquire new accounts within territory and/or market
Track record of consistent overachievement against business goals
Demonstrated breadth of experience and business acumen. Ability to understand different companies in a variety of industry segments and be conversant with executive leadership of those companies
A resume that reflects stability and progressive growth in skills, accomplishments and scope of responsibility
Competency and experience with key technologies; SFDC, Microsoft Office
Bachelor's degree required. Advanced degree in business or applicable discipline is preferred

Director, New Business Partnerships Resume Examples & Samples

Develops thorough understanding of Miller Heiman Group products and services
Capable of discerning customer needs and recommending a solution set of Miller Heiman Group products and services
Develops customized business solutions that effectively articulate and differentiate the Miller Heiman Group value proposition
Delivers compelling and thought-provoking presentations that compel clients to work with Miller Heiman Group

Team Leader, New Business & Benefit Services Resume Examples & Samples

Proactively analyze the root-cause issues that generate inconsistencies in practices/processes, increase costs, generate re-works, or adversely impact the end product
Establish and monitor service and quality metrics
Create a high performing management team that will effectively grow talent and address skill gaps opportunities
Implement talent management practices that will develop successors for critical roles within the business unit
Effectively manages resources against business goals to ensure that metrics are achieved
Embraces change management practices and continuous process improvement
Builds an effective organization that delivers high touch service and high quality work in a cost effective manner
Serve as a key relationship liaison with the field to address and resolve business unit issues
Participate/Manage cross-functional projects for system enhancements/product development/customer experience
Build relationships across the Group organization
Support the GPC goals and objectives
Execute against the business goals established for the unit
Maintain accountability for driving established business strategies and action plans that will result in increased market share, profit, and revenue

New Business Senior Specialist Resume Examples & Samples

Effective at and enjoys working with people, helping, problem solving and collaborating
Experience with regulations and operational processes, preferably in the annuity or insurance industry
Strong research skills, ability to drill down into problems and issues
Solid experience with Microsoft Office Suite, with a focus on Excel
Professional attitude, able to bend with change and take on challenging issues

Manager, New Business Resume Examples & Samples

5+ Years Client Customer Support and Operations that directly aligns with the specific responsibilities for this position, including 2+ years of managerial, supervisory, and/or demonstrated leadership experience
Working knowledge of retirement plans preferred
Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
Confident, comfortable communicator with strong written and verbal communication skills
Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
Ability to analyze information and to evaluate the implications of a course of action or solution
Evaluate trends in data or information
Ability to perform under stress in cases of emergency, critical or hazardous situations
Ability to work with others in a team environment
Demonstrated ability to ensure workloads are appropriately balanced among team members
Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
Demonstrates ability to identify and recommend processes improvements
Demonstrates ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Demonstrates the ability to use sound judgment and discretion regarding confidential information
Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding
Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

New Business Initiatives Internship Spring Resume Examples & Samples

A highly organized nature and an intense attention to detail
Proficiency in Microsoft Office, with deep knowledge of Microsoft Excel: all functions, pivot tables, charts/graphs, etc
The ability to manage multiple competing priorities in a rapidly changing business environment

New Business Transitions Administrator Resume Examples & Samples

Previous experience using SuperMate accounting software
Intermediate to Advanced knowledge of the Microsoft Office Suite - Outlook, Word, Excel & Power point
Knowledge and understanding of the SMSF market and Financial Services Industry
Strong customer service experience drawn from a similar role
Experience in Accounting methodology would be beneficial
Ability to communicate complex information simply
Excellent attention to detail and organisational skills with the ability to prioritise multiple tasks
Strong problem solving skills and a focus on time management
Works well as part of an interactive and dynamic team
Certificate IV in Financial Planning or equivalent preferred but not mandatory

Director, New Business Initiative Approval Resume Examples & Samples

Ability to communicate with senior level business, risk and operational stakeholders
Deep experience developing and implementing new enterprise control process
Deep experience creating and providing executive management with process level reporting
Strong experience in creating Key Performance Indicators
History of working on large, complex global projects
Extremely high level of attention to detail
Advanced PowerPoint skills
Background in new product development and/or operational risk
Ability to work in a fast pace and rapidly changing environment
Background in Financial Services regulations and regulatory focused projects
Prior experience working at global financial services institution and/or global payments firm

Manager, New Business Insight Resume Examples & Samples

Meet with various personnel in appropriate offices and accounts to gain an understanding of their role, function and needs
Organize and track information gathered into a centralized database to further AbbVie’s understanding of the market
Identify patient and HCP unmet needs and opportunities to improve patient care and HCP satisfaction
Meet with Marketing on an ongoing basis to provide feedback, information, and support as needed
Call on healthcare provider practices of all sizes to understand and document the various HCP and patient support roles
Identify and document the various unmet needs of each role; Gain deep understanding of the market flow and relationships between all participants in the care of patients
Help to document the market flow for a particular disease state
Identify and confirm the various types of health care practices and their relationship with other care centers
Gain understanding of local advocacy groups and the role they play for patients, physicians, legislature, etc
Assist in customizing account based software tool for business
Assist in identifying training needs for customer facing team
Serve on project teams as the need arises
Attend various seminars and conventions as determined by the team
Responsible for specific AbbVie emerging therapeutic/functional areas
Interactions: External Stakeholders of all types and levels to include Department Heads, Clinic Managers, and External Experts. Within AbbVie: marketing, training, sales management, Managed Care
Budget responsibility: T&E budget
Focus (Scope): 40% Tactical /60% Strategic
Travel: 65%

New Business Internship Resume Examples & Samples

Proven effective communication skills
Working knowledge of departments within an agency
Solid internal & external relationship building & partnering
Knowledge and/or experience in the digital space is preferred
Demonstrated passion for the industry by keeping up with latest news, trends, etc
Organization and follow-up skills
Knowledge in Photoshop, Hootsuite, Illustrator, InDesign, Flash and Html (a plus)

New Business Transitions Administrator Resume Examples & Samples

To ensure that advisers and direct clients experience an efficient and professional transition when moving portfolios to the Multiport service
To manage relationships with advisers and their office staff and provide exceptional client service
To assist the New Business Manager and Client Service Manager in educating advisers on transition and administration processes so that advisers understand the overall process and operational aspects of the service
To plan, execute and control the transition of bulk business take-on's
To manage the portfolio transition of existing portfolio's to the Multiport administration service
To carry out the initial take-on of the existing portfolio, including the reconstruction of the fund at the date of the last audited financial statements, and current year reconciliation work with the utmost attention given to accuracy
To liaise with accountants and investment managers to obtain the required reports and fund information. Identifying and rectifying any accounting or compliance issues prior to fund hand over to the Administration team
To participate in the development of process improvements to create greater efficiencies in our portfolio transitions and provide ongoing training and assistance to where required
Sound accounting/technical skills including the ability to read and interpret financial statements with a preference for prior experience in the preparation and lodgement of SMSF annual returns
Sound knowledge and understanding of the SMSF market and Financial Services Industry
Detailed working knowledge of SMSF administration product/platform including relevant regulatory and compliance requirements
Working knowledge of SMSF accounting software (Supermate, BGL etc)
Strong problem solving and decision making capability
Ability and willingness to take ownership of delivering business results
Excellent communication and presentation skills – both written and verbal
University degree (business/accounting discipline)
CA/CPA qualified (or currently studying) preferred, but not required

Partner Manager, New Business Resume Examples & Samples

Responsible for leading and driving the OEM and Information Providers business in the region
Responsible to recruit new OEM Partners according to the Customer Centric Sales methodology (i.e. identify targets, value based selling of Qlik technologies, technical and business due diligence, pricing, contract negotiations etc.)
Prepare and execute “Seeing is Believing/Proof of Concept” events with the help from presales as part of the recruitment process
Check and qualify OEM Partner solution, develop a good understanding of OEM pricing models to present the right model (on-premises vs SaaS), and work closely with legal to negotiate and finalize OEM contract
Responsible for existing OEM partners in the region with a traditional account management activities to optimize revenue to Qlik and secure partner satisfaction
Build the mutual business plan and go to market strategy with OEM Partners, including quarterly business review with strategic partners
Ensure compliance with Qlik’s sales and administrative processes with use of our salesforce based CRM software
Coordinate Partner trainings, technical enablement and marketing activities, both with sales and technical content, all in collaboration with other Qlik resources
Attend and manage joint sales calls with Partners when appropriate
Build a sustainable pipeline with strategic partner participation in trade show events, workshops, seminars and other marketing events
Excellent communications and highly developed interpersonal skills with strong ability to work collaboratively internally and externally and obtain positive visibility and credibility quickly – a strong team player who contributes to overall success of QlikTech. Strong listening skills and writing skills
Ability to deliver highly technical presentations and discussions in a pressured environment
Strong problem solving skills – ability to tackle problems and views problems as challenges. Ability to break down complex problems and provide viable solutions
Strong relationship building skills – adopts a collaborative style across the business and externally with customers and partners
Intellectual horsepower - Has high intellect and demonstrates high levels of emotional intelligence in working with others both internally and externally
High level of integrity and ethical approach and able to instill trust and a transparent way of doing business
Change agility – An individual who champions change and leads by example through business change
Results oriented and strong personal drive and energy – outgoing, focused and organized person with strong will to succeed and deliver excellence
Business acumen - Able to quickly understand the business and it’s issues; take ownership and develop and execute a solution
Great understanding of the ISV and data provider community and network in the region
Bachelor equivalent mandatory
Master equivalent preferable
10+ years of successful software/technology solutions sales and account management experience to mid-size and large companies across
Experience in selling solutions and concepts to senior decision makers
Experience in both direct and Partner channels
Ideally you are bringing OEM specific sales experience with you
Experience from Business Intelligence companies and OEM would be an added advantage
A sense of urgency and enthusiasm
Ability to qualify and prioritize prospects and generate opportunities through prospecting, networking and relationship building
Creative thinker with the ability to multi-task
Able to respond quickly and think both strategically and tactically
Team based mentality
An outgoing, focused and organized person with a strong will to succeed
Mobility – 30-40% of travel time required
LI-DH
LI -PRI

Norton Partner Success Mgr New Business Resume Examples & Samples

Channel promotions / explain rules of engagement (date, SKU, reporting, etc.)
Check consistency of partner stock / correlate against Sell-through reports
Manages relationship and expand business with existing partners
Competitive intelligence - provide feedback to Marketing and CP1
Contract negotiation including rebate Ts & Cs
Contract preparation (including BTS)
Create sales proposals
Introduce and manage new delivery methods like ESD & POSA
Distributor call-out days
Execute QBR with partners and contribute to internal QBR’s
Financial model preparation
Find new business opportunities and build a pipeline of qualified opportunities
Forecast, rebate and P&L management (internal)
Maintain relationships at executive level as well as at operational level
Plan, train and execute new product launch at partner
Unmanaged channel (GUM) business development
Proven channel/partner sales experience
Excellent communication and relationship management experience
Proven new business experience; creating new business opportunities within existing partners and sourcing unmanaged channel opportunities
Ability to effectively create sales proposals as well as negotiate and prepare contracts
Ability to manage and prioritize multiple deliverables and respond well to working under pressure
High degree of initiative and autonomy within a matrix environment, as part of a collaborative team
Electronic distribution and E-tail knowledge is desired

Senior Manager, New Business Resume Examples & Samples

10+ years in strategic planning or buying with a consumer goods or retailing industry
History of managing people and their performance and building a strong team
Former P&L responsibility
Proven track record of leading complex negotiations and bring in new partnership and business
History of teamwork and willingness to roll up one’s sleeves to get the job done
Experience creating and setting annual operating plan and presenting to Senior Management
Comfortable making strategic decisions that may have huge impact on the success (or failure) of cross-departmental and company goals
Excellent at presenting and expressing complex issues clearly and concisely to senior leaders and executives of the company and external partners
A great deal of personal initiative, creativity, decisiveness and team spirit

New Business Admin Resume Examples & Samples

Providing accurate and prompt processing of applications, ensuring proper handling of settlements received, coordinating and case handling during underwriting, preparing issued policies for delivery, and recognizing and resolving problem situations
Assisting with pre-sale and post-sale support including setting appointments, preparing proposals and illustrations and maintaining related sales databases
Must be able to manage multiple projects while meeting project deadlines
Providing administration support for management and producers for promotional activities, including seminars, workshops, etc. This may include preparing presentation materials
Perform other job-related duties or special projects as required
High school diploma or equivalent, plus 1+ years related experience required
Knowledge of financial services products preferred
Must be proficient in word processing, spreadsheet and presentation software
Good oral/written communication, organizational, problem solving and math skills required
Ability to prioritize assignments, adapt to changes in daily tasks when necessary, and the ability to work under pressure
Must submit to fingerprinting and full background check to become an associated person of FINRA

Senior Client Partner, New Business Resume Examples & Samples

NEW BUSINESS ACTIVATION – Research, engage, and activate new business from top retailers and retail brands, working both directly and via agency partnerships. Work specifically within marketing organization to engage client CRM, direct marketing, digital and overall data enabled customer engagement
PARTNERSHIP DEVELOPMENT - Navigate your way through even the most complex organizations to build trusted partnerships from senior-level decision makers down to executional operators
STRATEGIC PLANNING – Identify the clients’ strategic priorities and business challenges, building substantive strategies to help them win big in truly measureable ways
ENTERPRISE ADOPTION – Work to ensure our products, strategies, and solutions permeate a client’s business moving us past Strategic Partners to truly become Core Infrastructure for their ongoing success
REVENUE GROWTH – Generate multi-year client revenue opportunities across the entirety of a client’s business. Selling in solutions to apply across all marketing, analytics and business applications
TEAM COLLABORATION – Work with a group of colleagues from Solutions, Operations, Analytics, and other disciplines, both leading and supporting, drive ongoing growth
ONGOING MANAGEMENT– Continuously engage accounts to expand our footprint of influence both deeply and broadly within their organization, embedding our value across the entirety of their enterprise
INDUSTRY EXPERIENCE: 10+ years of experience in the direct marketing services sector. Demonstrated success in understanding how traditional and digital direct response solutions are used to improve brand awareness, customer acquisition, retention and profitability for retail clients. A deep understanding of retail CRM and familiarity with handling client transactional data is preferred
SALES SUCCESS: A proven track record of success in developing and closing new business
RETAIL EXPERTISE: Retail domain expertise and relationships – a great network of Retail clients and former clients. A solid understanding of the challenges and options available to Retail marketers
MULTI-CHANNEL SAVVY: An understanding of the key players within various traditional (and digital) marketing channels, and the ability to ideate data and analytics strategies across them
CUSTOMER FOCUS: Believes that revenue results from helping clients meet specific needs, not from having the best product or pitch. Focused on the client’s goals & perspective, committed to customer wins, differentiating through “you first” approach
VERSATILITY– A hunter who can farm. A salesman who thinks like a product person. Speaks both marketing & tech. Can crunch numbers or tell captivating stories
RELATIONAL SAVVY: Works well in team efforts, building trust and respecting boundaries. Reads situational dynamics and responds appropriately. Mentors rather than simply managing
STRATEGIC APPROACH: Critical thinking to separate signal from noise. Creative thinking to solve for roadblocks. Methodical, disciplined, and focused in executing toward specific outcomes. Curiosity to ask the questions that need to be asked
OPTIMISTIC TENACITY: Welcomes challenges and setback as opportunities for growth, confident about successful outcomes. Persistent and patient, maintaining excitement within long, arduous phases
HONESTY & INTEGRITY– Does not cut corners ethically; earns trust and does the right thing

Specialist New Business Resume Examples & Samples

Ensure all team members receive sufficient on the job training, through supervision, presentations and knowledge sharing
Approve and manage leave requests on appropriate HR systems
Manage team member’s performance, utilising HR support procedures as required
Motivate and encourage team to provide best in class service, providing regular feedback and coaching where required and actively promoting excellent team working
Create robust performance development plans for team members and provide support and guidance throughout the year (including regular feedback) in order to achieve established goals
Ensure effective documentation retention and retrieval policies, in-line with ABSAs policies and procedures
Analyse and determine training and development needs for team members and ensure the right level of guidance and support is provided
Establish and maintain a succession plan and diversity management within own team
Monitor overtime and absenteeism and take appropriate actions as required (with the support of Portfolio Head: Open Account Operations)
Conduct daily huddles and monthly team meetings, promoting empowerments, knowledge sharing and managing workflow
Accountable for the proficient management of staff performance, recruitment and development. Expected to provide coaching and guidance as necessary, to ensure that the team has the knowledge and awareness of regulatory, industry and process requirements
Demonstrate motivational High Performance Organisation leadership skills and behavior’s, building effective working relationships with all team members and leading by example
Management and oversight of Performance Development consistency checks across own business area, in accordance with High Performance Organisation principles and participate in consistency checking across CIBW Operations
Support Disciplinary, Capability and Grievance activities as required
Strategic manpower planning and functional skills development, ensuring that business
B-degree in (Field) (NQF level no.)
5 years (Technical/Managerial) experience
Education and Experience Required
Experience in the Receivables Finance/Working Capital product set
In-depth Open Account Operations knowledge, with a good understanding of the
Products and product life-cycles (essential)
Mass Leadership/People Management skillset, with a proven ability to lead, inspire and effectively manage talent as well as underperformance (essential)

Managing Director, New Business Creations Resume Examples & Samples

Creative, strategic, out-of-the-box thinker. Quick-minded, with deep intellectual horsepower. Demonstrated success learning new industries, customers and technologies and finding new / innovative applications and/or business models
High energy, driven leader with a bias for action and results-orientation. Proven ability to convert ideas to action and drive through to success
Strong influencer who wins support for ideas/mobilizes resources in a matrixed environment. Ability to energize, develop, build rapport at all levels within the company and externally
Problem solver who spots and mitigates barriers, effectively operating outside of corporate constraints when required, but also has the ability to navigate and leverage a complex corporate matrix as needed. Comfortable operating in ambiguous/fluid situations
Proactive, self-directed, leader who is able to organize, prioritize, and manage multiple projects simultaneously with appropriate sense of urgency
Credible executive with the gravitas required to interface effectively with CXO level executives internally and at large customers and partners
Direct, open and honest personality with the highest personal and professional integrity

Partnerships Manager, New Business, Ubereats Resume Examples & Samples

Craft the strategy for territory expansion by identifying key opportunities to grow the top line, taking into consideration reach, brand alignment, and value delivered to customers
Clearly communicate the value of Uber and its newest products to potential partners
Establish relationships internally and externally with local organizations and well-known brands
Manage and grow the team of business development representatives to ensure goals are attained with best in class sales practices and team morale
Set targets, manage the team sales pipeline, and refine and optimize KPIs
Recruit, hire and train new team members to be best in class sellers of the UberEATS product

Rfdar New Business Coordination Americas Resume Examples & Samples

Assess and understand New Business proposals from the business and assess and evaluate the impact to various RFDAR groups
Act as a key point of communication and coordination within RFDAR, acting a s conduit to transfer information across non- RFDAR functions, and between CRO functions
Facilitate the analysis of New Business proposals and work with and challenge SMEs to ensure proposed solutions are controlled and sustainable ensuring all stakeholder requirements are met
Manage projects through sign-off with senior management, ensuring all necessary sign-offs are collated, checklist completed and caveats/assumptions/decisions recorded
Articular New Business concepts, project status and decisions to Senior
Management with confidence and composure
Prioritize, Manage and deliver a book of work that has multiple initiatives at any one time, ensuring the expectations of the business sponsors are managed
Candidate will receive training, guidance and support but will be expected to proactively and independently managing multiple projects through to completion in a fluid and dynamic environment

Manager New Business Resume Examples & Samples

Organization skills
Excellence in maintaining positive internal and external relationships
Salesmanship, creativity and negotiation skills
Motivational skills
Multi-tasking through over-lapping teams, activities and functions
Interpersonal expertise with various personality types, particularly young, inexperienced workers
Ability to address and solve problems, often under duress
Ability to operate specific ticketing and database management systems
4-5 years’ experience in sales environment, primarily in sports or entertainment field. Knowledge of target groups for new customer development
Familiarity and skill in handling client service issues and managing affairs with potential new corporate and personal clients from the general public
Demonstrated success in communicating, directing and executing company policies and standards under frequently challenging circumstances
Creative experience in developing marketing, promotions, special events, etc. with the goal of cultivating new business opportunities and new revenue streams

New Business Team Leader Resume Examples & Samples

Lead a highly effective team with a focus on training and development, coaching, mentoring, and overall effective management of employee performance to foster and promote a supportive and positive working environment
Maintain consistency in practices and procedures, metrics, and performance management
Collaborate with peers on the management team to create and implement solutions that improve the effectiveness and efficiency levels while increasing customer satisfaction and loyalty
Achieves results by leading change in the organization especially as it pertains to staff development, customer service and operational excellence
Proven ability to coach and develop staff for professional and personal success
Proven ability to think critically, analyze and solve problems that lead to good decisions
Proven ability to be organized, effectively prioritize on an ongoing basis, take initiative and meet deadlines and commitments
Able to generate and facilitate innovative ideas that lend to continuous improvement of the operation and then be able to formulate into sound business recommendations
Understands how to delivery exemplary customer service; leads by example
Ability to develop relationships and work with management at all levels within the company
Ability to handle multiple responsibilities in a fast-paced environment including project participation and lead experience
Bachelor’s degree or 5+ years of related experience

Rfdar New Business Coordination Americas Resume Examples & Samples

New Business/New Product Approval/Project Management/Operational Risk experience ideally, but not necessarily, with a Risk background
Advanced communication and stakeholder management skills (written and verbal) – candidate will be expected to articulate complex New Business proposals in a structured, targeted and impactful manner to stakeholders of all levels across the bank
Candidate must be organized and structured yet able to operate within a fluid and flexible environment
Candidate must be comfortable working outside of their area of expertise and with partial information
An inquisitive mindset
Basic World, Excel, PowerPoint skills
LI-AH1

Cib-latam Wcob-new Business Resume Examples & Samples

Assist in the metrics generation routine including the monthly processes
Support the LATAM WCOB teams in the generation of specific metrics/reports required locally in each country
Keep the tools and controls used by the team updated
Keep internal procedures updated for Planning & MIS
Support in the automation projects
Support the preparation of reports and presentations for the group across the region
Students of Business Administration, Economics, Information Technology and Engineering
Graduation in Dec/2018 or later
Ability to perform diverse and complex tasks with accuracy and attention to detail
Ability to establish and maintain effective working relationships
Strong analytical skills and ability to synthesize information
Fluency in English is mandatory. Fluency in Spanish is a plus
Strong Knowledge of MS Office package is mandatory. Proficiency in Excel and/or Access is desired as a plus

Director of New Business Resume Examples & Samples

BA or MBA with 10-15 years of experience in CPG or Foodservice industries
Strong leadership & strategic skills with ability to influence and understand varied points of view
Comfortable in fast-paced environment with competing priorities requiring high degree of agility
Excel in navigating within organizational matrix
Proven relationship building and communication skills with executive presence to interact with Sr. leadership (internally and externally)
Excellent storytelling and presentation skills inclusive of Customer facing experience
Proven expertise in creative Agency management and "Big idea" development
Experience in leading and developing direct reports

Senior Manager, New Business Resume Examples & Samples

Develop and implement the sales strategy for the EMEA new business strategy
Successful track record in sales within an international business
BS/BA required; MBA preferred

New Business Resume Examples & Samples

Participate on proposal teams to provide research, writing, costing, coordination, and administrative support to proposals, and/or other marketing materials produced by the new business unit
Assist in recruitment of short- and long-term staff for proposal efforts by identifying and recommending a short list of candidates to consider for potential assignments
Provide basic technical information to support new business efforts, Chemonics’ knowledge base, practice networks, and other work products as requested by supervisor and colleagues
Attend educational workshops, reviews professional publications, establishes personal networks, and participates in professional societies and Chemonics’ practice networks to maintain and expand knowledge in international development
Provide administrative support to new business consultants, including timesheet management and ensuring payments to the consultant are processed
Perform other new business duties as required
Support projects and proposals in the Peace, Stability & Transition (PST) sector by conducting research and literature reviews, identifying Chemonics best practices and innovations for dissemination, and contributing to industry outreach to raise the Chemonics profile in the DC policy community
Maintain knowledge in technical discipline and expand versatility in international development work by attending technical workshops, and conferences, reviewing professional publications, establishing personal networks, and participating in professional societies
Assist in the development of practice communications materials including brochures, info-graphics, blog posts, and website material for internal and external distribution
Engage home office staff, field office staff, and consultants in the development of knowledge products to contribute to Chemonics' and client learning agendas in the technical sector
Maintain Chemonics’ roster of current and potential consultants and partners to share with project and proposal teams, and other tools and resources as directed
Design and facilitate opportunities for capacity development of home office staff, including technical trainings, external learning opportunities, webinars, and information-sharing
Support management of assigned indefinite quantity contracts, including drafting and managing subcontract agreements and maintaining consortium partner relationships
Performs other practice duties as required

Director of New Business Resume Examples & Samples

Work with sales management to develop individual selling strategy designed to generate pipeline of new prospects and ultimately drive new sales to ensure 100% attainment of sales target for assigned brands
Achieve productivity standards and adhere to all selling process best practices and standards including - inputting accurate and complete data, managing territory/pipeline, daily output goals, weekly strike rates, assigned budgets, etc
Proactively monitor industry trends, competitive environment, climate, players, distribution and issues to make recommendations regarding sales strategy on specific events
Able to identify the core needs of customers in new segments and provide them with a tailored solution based sales approach
Actively sell at competitive shows and prepare competitive show analysis and reports in an accurate and timely manner, including recommended actions necessary to increase sales from these leads
Manage and broaden exhibitor data base for strategic segments and generate targeted lists to increase the probability of sales
Utilize all internal tools (Clearslide, LinkedIN Sales Navigator) to create a more effective and efficient selling environment
Coach sales academy and event sales teams on landscape of new targeted segments and share best sales practices
Regularly forecast revenue projections
Oversee the attainment of signed contracts and ensure that payments for all space reservations are made in full
Participate in training programs and role plays
Work with all partner and support groups to ensure overall success and quality of event and customer experience

Director, New Business Resume Examples & Samples

Plan, implement and execute new business sales strategy for US Cruise & Ferry markets
Meet targets for new business revenue generation
Driving the sales process from identification of leads and opportunities to successfully signed contracts
Acurate sales forecasting and pipeline management across product and service lines
Secure new contracts and maintain “good standing” with existing agreements
Explore new markets for the Cruise & Ferry division
Planning and overseeing new marketing initiatives
Represent company at key industry events and trade shows
Provides reports on changes and innovation in the cruise and ferry market
Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies
Other related responsibilities as may be assigned
Provides day-to-day service as required
Provides input to resolve customer problems and issues
Identifies new business opportunities
Provides regular updates of progress in sales pipeline
Any other related duties/projects as may be assigned
BA or BS in Business, Marketing or other related disciplines or equivalent experience
10-15 years’ telecommunication or other technology high complexity solution sales experience preferable
Strong communication and IT fluency
Creative talents and the ability to solve tough problems
Developing trust and establishing position as trusted advisor
In-depth knowledge of the industry and its current events
The ability to handle pressure and meet deadlines
Socially adept
Good with numbers
Excellent time management and organisation
Skill in prioritizing and triaging obligations
Ability to work independently, self driven and motivated
Ability to work under pressure with aggressive deadlines

Director, New Business Resume Examples & Samples

Manage New Business pitches at the agency and grow agency win rate
Contribute strategic thinking to pitches and other new business opportunities that make the final offering smarter, stronger
Ensure New Business best practices are followed
Help cast and staff pitch teams to deliver best possible work against client briefs/RFPs
Communicate and develop relationships between agency and new business clients and consultants
Regularly identify ways to improve prospecting success, as well as pitch efficiency and win rate, and implements action to address them
Optimize processes and internal structures to deliver quality pitches that differentiate the agency consistently, while minimizing duplicative efforts from pitch to pitch
Maintain strong relationships with key internal stakeholders (Exec Team, account and department leadership)
7+ years in a new business and/or senior account role at an agency involved in new business for integrated media pitches
Proven ability to staff agency pitch teams and lead them to success (closes business), ideally for both creative and media assignments but integrated media experience required
Experience in pitching new business throughout the lifecycle: from vetting, casting, timeline and team management, through to scoping/proposal development
Proven ability to manage complex timelines and projects
Demonstrated experience and knowledge of digital marketing
Experience pitching AOR and integrated (media & creative) business strongly preferred

New Business Division Leader Resume Examples & Samples

The packaging division will be your baby – you need to set it up more-or-less from scratch as a semi-independent business, then grow and develop it
You will need to be capable of setting operational, marketing and product strategy for the division backed up by quantitative and qualitative research and insight
You will need to hire, manage and motivate a small team to help you manage your division, as well as working with established business functions and external agencies to achieve your business goals
You will be responsible for forecasting and reporting on the performance of your business unit to the executive team
You will need to negotiate with and manage relationships with distribution and manufacturing partners
You will need to set out and lead an effective sales and marketing strategy that leverages the existing relationships and infrastructure of Deliveroo. You need to try different strategies and find the best way to grow the business
We also want you to co-ordinate a global effort across 12 countries (and counting) to replicate the business model which you will be pioneering in the UK – you will need to establish the most efficient global operational model
You will need to guide the development of the website and sales channels

New Business Innovation Intern Resume Examples & Samples

Projects will range from managing the setup and execution of new concept testing to structuring and conducting user desirability research, to managing communication with startups of interest to testing new technologies
Assume responsibility and accountability for the planning and execution of assigned projects
Work with a variety of team members and stakeholders from marketing professionals to engineers and designers
Support managers in their day-to-day work while developing and demonstrating your initiative, judgment, leadership, creativity, interpersonal and problem solving skills
Gain relevant professional development
Interact directly with start-ups to evaluate their value proposition
Develop new business concepts based on technical feasibility, user desirability
Utilize lean-start-up methods to advance business concepts
Reverse mentor with more experienced team members
Experience with business engagements with companies in either professional or educational situations
Team orientation, collaborative skills, stakeholder management and strong influence skills
Ability to interact with people at different levels inside and outside the company
Ability to think creatively and own projects
Demonstrated ability to grasp complex technical, marketing and business concepts
Currently in an undergraduate or graduate program pursuing business or marketing
Previous intern experience preferred but not required
Previous technical experience (programming, engineering, computer science, etc) preferred but not required
Design Thinking knowledge and experience a plus
This position is year round. Candidate must be available part-time during the semester (15-20 hours) and full-time (40 hours) during the summer

New Business Initiatives Internship Summer Resume Examples & Samples

A highly organized nature with a strong attention to detail
Experience with researching, collecting and analyzing data/information and reporting on the results
Strategic problem solving & analytical skills, with the ability to act tactically
The ability to deliver on timelines and manage multiple competing priorities in a rapidly changing business environment
Critical thinking skills and ability to discern validity of information and sources
Senior or higher working towards (or recently graduated with) a Bachelor’s degree in Finance, Statistics, Business, Industrial Engineering, Accounting, Hospitality or other related analytical/business field

VED is new Business & we are Getting one MDA & two Icts With Handl Resume Examples & Samples

Works in closely with BU product design team and get required project info on product testing and design test h/w by closely working with test vendors
Develop Test Program in line with as per Continental Standards and as per product test specification (PTS) and validate
Release the Test System to production as per Continental Standard test equipment release process. Train test support engineer on tester on operation and maintenance of tester
Works closely with shift support engineer and will help in resolving any critical tester breakdowns
Work as support engineer incase of essentiality
Ensure Production Test Systems operate at its best condition & guide test support engineers
Help support team to Perform Test Systems preventive maintenance activities and implement improvement projects to improve Test Systems effectiveness and efficiency
Following Continental Standards for tester development and validation
Follow Continental Quality Standards
10 Follow CBS
Ready to work in any designated work area of support or development as per competency demonstrated (ICT/Cluster/TS5400)

New Business Team Leader Resume Examples & Samples

Monitor competitor solutions\pricing and feed back to the company
Gather market and potential customer information and provide feedback on buying trends
Help the team provide potential customers with proposals in a professional and timely manner following the Pinewood sales process
Record and report on all sales activities
Ensure the team uses the in-house prospecting system to its best advantage

Senior Manager, New Business Services Resume Examples & Samples

Provide managerial direction and leadership support to PAS team members comprised of processing team and product and service teams. Includes development of performance plans, regular one-to-one meetings and support of training needs. Prepare annual budget for PAS team
Understand and effectively communicate ICMA-RC’s plan adoption and amendment processes to internal and external clients
Monitor PAS team service level agreements (SLA) for processing, internal and external correspondence and research. Ensure Workflow queues are properly managed to comply with internal SLAs
Monitor systems including annual limits, plan prototypes, investment lineup and user defined field changes
Ensure teams are educated on product design changes as well as regulatory and compliance updates
Monitor and ensure plan contracts are returned and processed through Fees and Billing according to schedule
Ensure PAS team provides clear and concise updates to internal customers on plan design elements and other client changes ensuring other areas within ICMA-RC are well prepared to service clients effectively
Foster team environment with an emphasis on service, cross training and development and compliance with key internal controls including SOC-1 or comparable standards
Develop a sound technical oversight process to proactively address plan setup quality. Support implementation of system changes for initiatives such as Future Focus to ensure standardization of processes, minimal manual intervention and clear means to identify and act proactively on incorrect documentation. Ensure key controls are designed effectively and monitored with proper audit trails. Includes ensuring plan design features are communicated to clients, internal teams and outside third party support vendors where applicable
Create a process to ensure individually designed documents are reviewed by key resource associates for operational feasibility. Work with field sales to discuss operations solutions within ICMA-RC process scope in cases where a process is not defined. Provide support to PM&D on document development with a focus on ease of use for internal and external customers
Manage the daily operations of the Rollin Support Services Team. Includes compliance with Medallion Stamp processes, Customer Identification Program, monitor acceptance correspondence and systems maintenance

Director, New Business Resume Examples & Samples

Solicit, receive, and answer large complicated RFIs & RFPs
Work the agency new business RFP circuits
Manage the new business process from start to finish; from RFI/RFP to building pitch teams to presentation
Develop a deep understanding of Virtue’s capabilities, and aid in crafting and executing a compelling vision to potential clients
Develop an overall New Business strategy. Including, but not limited to target brands, clients, and work with CEO, CCO and CSO to develop targets for the year
Manage and create all sales documentation, capabilities decks, pitch templates, proposals, and all related messaging
Proactively target and develop relationships with key industry prospects – you come to the table with a strong rolodex and are ready to hit the ground running with it
Identify opportunities during Virtue related events within the VICE network to connect people,opportunities, and key stakeholders at Virtue
Establish and manage the relationship with relevant management consulting firms (MediaLink, AAR partners, and so forth)
Attend weekly sales meetings at VICE, and continuously collaborate with key VICE stakeholders
Identify and communicative innovative opportunities and trends to key Virtue & VICE management
Fully use and manage SalesForce
At least 8-10 years of experience in a similar role, within a forward-thinking and high growth digital agency
Bachelor’s degree in marketing, advertising, or similar function
Experience leading, and winning, new business pitches: with specific experience receiving & answering large and complicated RFI’s/RFP’s
Thrives in a fast-paced and entrepreneurial environment
You are hungry, a self-starter, are ready to hit the ground running, and have a naturally ambitious nature
Ability to maintain organized in collaborative and fast-paced environment
Can write a pitch deck in your sleep

New Business Division Manager Resume Examples & Samples

You enjoy “the hunt” and love to make things happen
You are a conceptual/strategic thinker, and enjoy working independently
You enjoy the long-term selling process of finding customers
You are someone who is disciplined with independent work and welcomes tremendous support from NAPA headquarters departments
You have experience in government/strategic sales or new business development
You have experience as a strategic categories manager
Working knowledge of fleet software
Passion and understanding of long-term selling concepts and cycle
Driven and non-stop networker. Know where to build strategic relationships, and how to nurture and grow them
A four-year business related degree or equivalent business experience
Demonstrated business to business selling, negotiation, P &L, and marketing/closing skills
Able to create financial reports & analysis for customers
Demonstrated leadership in the automotive after-market service industry or long-term cycle sales in government or major business is preferred
Possess high character and always deals fairly with both employees and customers
Provide strong leadership to the operation to create a high performance team via customer focus, open communication, a willingness to coach and provide feedback
Possess personal drive, self-motivation and initiative to accomplish company goals
Enjoy working with people in a fast-paced setting; be competitive yet has the ability to work calmly under pressure. Long term selling cycle. Long term strategy
Capable of remaining patient during long-term marketing efforts
Experience with Government Contracts
Thorough understanding and passion for long-term selling cycle
Enjoy working independently
Conceptual and strategic thinker
Passion and understanding of selling concepts and cycle

Mgr New Business Resume Examples & Samples

Responsible for oversight of all regional new business activities, including installations, removals, temporary service requirements, line extensions, new business related relocations, customer requests and un-metered service requests
Has a matrix relationship with New Business Process lead and a direct relationship with the Regional Operations Lead
Oversight of New business expenditures of approximately $20 million budget with $4 million in CIAC collection
Implement strategic initiatives to obtain significant cost reduction and high customer satisfaction
Interfaces with senior management, executive managers, regional organizations, customers including large builders and developers, contractors, regulators and government officials as necessary
ComEd - Directs a staff of 1 supervisor and 10 to 14 direct reports. ; Manages an indirect staff of 5 employees
PECO- Direct reports- 16 - 22

New Business Case Manager Resume Examples & Samples

Managing relationships with back offices and producers at firms distributing John Hancock Life insurance (day-to-day interaction; conference calls; reports; trend management)
Managing relationships with internal Life Insurance departments: underwriting,
Marketing, distribution and compliance
Post secondary school graduation or equivalent work experience
Previous experience in the insurance or financial services industry is preferred
Current knowledge of the area’s business/ procedures is highly desirable
Solid negotiation and problem-solving skills
Excellent customer service skills and communication skills
Ability to multitask and prioritize under changing circumstances
Strong technical competence

Leader, Lead Development & New Business Resume Examples & Samples

Manage and grow a team adding creativity, drive, entrepreneurship and vision to the function to ensure efficient and effective operations
Generate orders from the team and close new logo opportunities in companies with <$100m turnover as part of our growth strategy
Lead by example so the team are able to see best practice for customer engagement
Manage the forecast, with responsibility for weekly forecasting
Work with the Solution Sales team to ensure the team works collaboratively with the solution specialists in order to maximise customer opportunities
Work with the Marketing team to come up with new outbound marketing ideas that can be executed to increase the funnel
Achieve a new business/logo target that is determined with the Emerging Business Leader
Develop a culture and processes for prospecting within both new and existing customers, using tools such as LinkedIn, to ensure that our opportunities for business can be explored
Ensure that processes are created for continuous product feedback
Track all activities, tasks and actions within salesforce.com
Experience of leading an Inside Sales Team
An excellent people manager; clear, articulate and organised who can get the very best from a bright and demanding telemarketing team
Bring rigour to the team metrics and KPIs, ensuring there is no hiding place for team members
An experienced coach and mentor who can also lead from the front in customer engagement
Previous knowledge of Salesforce.com is essential
Ability to articulate the business goal behind the creation of any campaign
A self-starter attitude with the ability to work under pressure and meet deadlines
Excellent project management skills including organisational, planning and time management skills with the ability to handle multiple campaigns

New Business Case Manager Resume Examples & Samples

Managing relationships with internal Life Insurance departments: underwriting, marketing, distribution and compliance
Understand and use appropriate methods of communication when dealing with clients (e.g. phone vs. e-mail)
Managing the overall new business cycle time through
Incoming telephone response to field inquiries
Inbound/outbound phone and email communication regarding pending business
Follow-up on all outstanding medical and non-medical requirements necessary to get applications underwritten and issued
Manage 1-800 call center queue to answer customers' queries regarding requirements and case status
Obtain or provide information in situations requiring tact, diplomacy, or persuasion
Ensure positive and effective relationships are maintained with internal and external customers, including regional vice presidents and producers
Proactively work to identify and correct semi-complex to complex issues, resolve complaints and concerns, coordinating with other staff and departments as required
Work with other team members to ensure a cohesive unit and consistent service
Actively participate in the continuous improvement of business processes

Senior New Business Splt, Trust Resume Examples & Samples

Qualification of new business for the Trust Company presented by financial advisors and existing Trust Company clients
Evaluation and risk assessment of potential new business, to include review of all assets, family and beneficiary situations, tax returns and accountings
Review and initial interpretation of all governing documents for the relationship, to include trust agreements, wills, powers of attorney, beneficiary designations and all contracts relating to the relationship
Serve as subject matter expert in the areas of trust law, administration of trusts, and trust investments
Create marketing presentations for branch teams and clients to promote understanding of trust services in collaboration with Client Depth and Marketing

Mgr New Business Resume Examples & Samples

Management of regional New Business organization including performance management, hiring, and career development. ; 40%
Interface with Work Management, C & M and other stakeholders for the execution of New Business work. Establish, maintain and improve relationships with other departments ; 15%
Interface with external customers including major developers, contractors and other utilities. Prepare and deliver presentations to externals customers and Exelon executives. ; 15%
Prepare and monitor budget. ; Achieve financial targets including CIAC collection and cost per unit target. ; ; 15%
Develop technical capabilities in the organization. Respond to regulatory investigations and complaints with response back to the local PUC. 5%
Develop and execute strategic initiatives to support the Corporate EED goals. ; 10%
Responsible to act as an Emergency Response Manager or equivalent level in the Emergency Response Organization. Beyond 100% of your normal duties

Director, Special Markets & New Business Resume Examples & Samples

Build strategic and lucrative partnerships with existing and new retail partners
Direct eBook accounts; Apple, Google, Overdrive, Kobo
Direct Digital audio accounts; Audible, Hoopa, Overdrive, Recorded Books
Work with other Special Markets team members to develop and grow the business in an effective and efficient manner
Direct a team of 3 to grow sales and to develop new business to potentially include; proprietary projects and premium deals
Plans and attends industry specific trade shows
Develops and executes sales plans

New Business Coordination Executive Resume Examples & Samples

Establish an on-going relationship with local and central pitch teams
Support the New Business Manager in pitch process and content review. This includes
Deliver administrative documents such as pitch background documents that will be shared with senior management, create pitch timing plan, handle pitch budget, etc
Manage RFI documents completion
Organise logistics across the pitch process
Assist the New Business Manager in the development of the new business pipeline, including prospecting
Support Network with Ad-hoc requests
The ability to thrive under pressure
A natural ‘problem-solver&#8217
A passion to always deliver the very best, individually and as part of a team
A creative and proactive mindset and a keen eye for detail
High communication skills with the ability to multitask
Willingness to travel (up to 30% of time)
Foreign languages are a valuable added bonus
Comfortable with Excel and PowerPoint
Any design knowledge is a plus

New Business Case Specialist Resume Examples & Samples

Strong computer skills and aptitude
Quick judgment and excellent organizational skills
Precise communication skills (written, verbal and presentations)
Strong relationship building ability with internal and external customers and be able to respond to difficult situations that require tact and diplomacy
Excellent decision making when working on complex casework and making exceptions during new business processing
Ability to prioritize work, maintaining service standards in the face of peak times and heavy workloads, and frequent interruptions
Ability to maintain professionalism and diplomacy with very demanding and diverse distribution channels
Effective team player and a positive influence within the organization

Senior Specialist, New Business Innovation Resume Examples & Samples

Entrepreneurial mindset familiar with lean start-up thinking and methodologies
Comfortable or “literate” working in all three innovation areas (desirability, feasibility, viability) but has clearly demonstrated “fluency” in one of those areas and the ability to make trade-offs based on the situation at hand
Ability to develop and execute strategic plans
Lead concept development, conducting tests that prove desirability/ feasibility/ viability, and pivot as needed
Solid understanding of new business development processes and strategies
Build relationships with stakeholders across multiple dimensions of the business, both internally and externally
Demonstrated knowledge of key technology trends and platforms
Skilled at handling complex business issues
Adaptability to change directions frequently based on requirements and business conditions
High capacity for work, including absorbing information, developing and testing hypotheses, and completing work with a high sensitivity to speed to market
Ability to mentor and coach junior staff members
Systems Thinking
Bachelors required / Masters preferred in Business or similar degree / experience
Informally leading small teams that move quickly
Collaborative problem solving
Designing and executing experiments to drive learning to further concepts
Developing and executing strategic project plans
Decision making / trade-offs
Lean start-up / entrepreneurship / business development
Leading multiple projects simultaneously
Intrapraneurship / entrepreneurship
Influencing others, especially executives
Experience managing outside vendors, especially technology vendors
Exceptional presentation, communication and collaboration skills (e.g. written, visual, prototyping, storytelling, executive presentation, and research synthesis)

Business Processing Associates for Valic New Business Resume Examples & Samples

Performance rating of 3 or higher in the last performance appraisal
Preferably with good written and oral communication skills
Has a good attendance record. No tardiness memo incurred
Attentive to details, protocol and accepted practices; thoroughly reviews work for accuracy and completeness, can adapt to changes in procedure
Consistently maintains high levels of activities or productivity; sustaining long working hours when necessary; operating with vigor, effectiveness and determination over extended period of time
Processes with a consistent attitude of respect, courtesy, patience and helpfulness
Readily speaks up in team meetings with new ideas and ask questions for clarification
Enthusiastic in helping other team members to fulfill the team’s responsibilities

New Business Liaison Resume Examples & Samples

Complete readiness assessments and facilitates education and/or training approaches to ensure all practice members have proper access, education, and support to successfully use the HMH technology solution to perform under value based contracts
Supports the training of clinical systems concepts to all levels of a provider’s office with a focus on overall benefits of the system and changes to current workflow
Act as a liaison to support problem solving and advanced issue resolution
Have working understanding of the HMHP technology solution functionality, including system administration and practice set up
Responsible for monitoring assigned practices issues resolution. Primary contact for getting issues resolved
Responsible for monitoring usage reports

New Business Initiatives Manager Resume Examples & Samples

Lead program development and integration across key partners from inception through delivery for WDPR hotel while ensuring continuity and approval from senior executives
Lead and support integration of business assessments and new strategic initiatives between partners across the segment including Operations, Global Development, WDI, Revenue Management, and other key partners. Ensure plans are robustly developed and can be transitioned to implementation teams in a manner that enables successful implementation and sustainment
Communicate to executives on a regular basis regarding program development and significant product/experience enhancements
3+ years resort operational experience
3+ years analysis and/or strategy development experience
Strong verbal and written communication and influence skills – must be comfortable providing a point of view to a variety of audiences and influencing senior WDP&R leadership by developing sound recommendations targeted at clear business strategies
Experience in project management from inception to completion
Strong financial acumen, experience working with and interpreting data with analytics, and in-depth experience working with Marketing and Consumer Insight data
Ability to work in a team environment with a positive demeanor
Experience with data and insights in a hospitality, tourism, lodging industry
Experience with Walt Disney Parks & Resorts in an operational, analytical, and strategic capacity

New Business Resume Examples & Samples

Ensuring compliance with applicable federal and/or state laws, regulations, and/or agency rules, standards and guidelines
Detecting and eliminating or minimizing safety hazards Maintaining accurate records and logs
Loading/Unloading freight or assisting in the loading/unloading of freight if required by customer
Other tasks as assigned

Manager, New Business Resume Examples & Samples

Translates research content into strategic analysis and insights for business development purposes that is useful to senior leaders
Effectively navigates research sources to drive insight
In select pitches, plays the Marketing Manager role in securing insight as part of the pitch team
Manages effective pitches and key prospect meetings, including all pitch/meeting orchestration, onboarding senior people in use of the NBD Toolkit and best practices. Includes managing the creative delivery process for spec/ pitch work. Takes full ownership of pitch deliverable execution and production; creates “calm” for pitch team with can-do approach
Comfortable generating and cultivating prospects/sales opportunities through email and phone communication in concert with NB VP
Highlights gaps and opportunities for improvement to New Business Development (NBD) VP
Focused on outcomes, ensuring progress on key initiatives with all stakeholders
Interacts seamlessly in writing and verbally with internal teams
Is an energetic, passionate oral presenter in an organized, fact-based way
Interacts professionally with external influencers and prospects and responds effectively to requests
Mobilizes team to meet common, clearly defined goals

Supvr New Business Resume Examples & Samples

Provide leadership and direction for the New Business management & bargaining unit employees. � 25
Supervise technical and clerical employees within the Regions and the Customer Request Group to ensure adherence to company standards, policies and procedures by members of the work group. Enforce all applicable company, city, state and federal safety rules and regulations. � �20
Establish and manage the customer interaction to ensure that the New Business employees are focused on the customers' needs and are delivering customer focused service. �15
Provide input for the preparation of budgets and implement corrective measures as required. � Participate in related New Business meetings and conference calls. � Monitor performance of all key indicators. ��15
Supervise employee performance by setting standards, monitoring work load, and auditing job quality to ensure the organizational goals are met. � Coach individuals for continued quality and improved performance. �� 15
Identify training needs within the work group, job specific and cyclic, and schedule appropriate instruction. � 5
Serve as a lead role in promoting safety by conducting office and field safety audits and participate in a SRP role. �5�
Major responsibilities include supervising the administration of engineering and design of all single-phase and 3 phase commercial, industrial and residential service requests. ; These activities include line extensions, service connections, relocations, temporary services, make ready, demolitions, and customer inquiries
Supervise a staff of 12-15 bargaining unit employees comprised of General Service Reps. , Service Reps. , Construction Order Clerks, New Construction Reps, City of Chicago Inspectors and management employees
Interface with manger to determine Work Plan and discuss resource and work load issues. Provide performance updates and process improvements
Responsible for the New Business Regional expenditures of approximately $3 to $5 million and $1 to $3 million in CIAC collection
Responsible for proper application of rate policies and company standards by supervised personnel and adopt best practices for the supervision of customer requests
Interface with Work Management, Construction and Maintenance, Standards, Distribution Pricing, and Real Estate to build consensus in work practices and achieve improved customer satisfaction
Interface with Field & Meter Services to ensure timely meter installation in support customer satisfaction and Revenue Management

Assoc Dir, New Business Resume Examples & Samples

Partners with VP to create and execute proactive business development “engine” to support senior leaders
Is seen as a go-to person for business development strategy and implementation
Demonstrates clear knowledge of Digitas offerings
Expert in full body of New Business content. Able to identify relevant content to be used in New Business pitches as well as guide others to find key materials
Synthesizes new business content to convey key points relevant to pitches and is able to discern between strong and weak content
Effectively edits existing New Business content in a clear manner to ensure accuracy and relevance for pitches
Creates appropriate original client-ready pitch content (aka research findings)
“Packages” Digitas work, such as case studies and other materials based on input by Digitas subject matter experts and senior leaders
Expert in use and “policing” of formats and standards critical in New Business
Partners with Corporate Communications to identify appropriate events (e.g. conferences) and supports senior leaders in preparing for such opportunities
Solicits and responds appropriately to requests for business development research; is able to provide compelling “story” and facts to prep senior leaders on new opportunities
Communicates urgent matters in a calm, professional, can-do manner
Writes cohesive, organized and logical client-ready documents that are appropriate to senior audiences
Presents effectively to peers and senior internal teams
Uses appropriate judgment in fielding contacts from prospective clients and partners/ vendors; knows when to escalate to VP
Uses effective listening skills to digest, process and guide strategy, identify opportunities, and resolve problems
Drives professional, impactful standards within team for all written and verbal client contact

New Business Case Manager Resume Examples & Samples

Associate’s degree or equivalent
1-2 years new business and or suitability review experience
Demonstrated problem solving skills and take ownership for problems
Strong verbal and written communication skills and interpersonal skills
Strong computer skills, is able to maneuver several systems at one time
Team Mentality: Partnering effectively to drive our culture and execute on our common goals
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

Team Leader for New Business Resume Examples & Samples

With at least 2 years experience in operations as a Business Processing Specialist
No final written warning within 1 year from the date of application
Not subject to any disciplinary action within 6 months from the date of application
Knowledge and experience in New Business is a plus
Proficient computer skills (e.g. Microsoft Office applications
Ability to multi-task and prioritize workload (e.g. incoming work, projects)
Ability to comprehend basic to complex documentation
Ability to write complex correspondence to communicate information effectively
Must be highly accurate, detail-oriented, and able to complete work rapidly
Ability to document work in progress in accordance with applicable procedures
Proven ability to identify problems and recommend solutions
Ability to successfully work in a fast-paced, multi-company environment with numerous deadlines

Fiso & New Business Models Lead Resume Examples & Samples

Brings expertise in event management, engagement workshop techniques, advertising and marketing
Manages effective internal communications (newsletters, intranet sites)
According to its geographic scope, manages the establishment of the sales forecast and demand plan
Manage the alignment of the demand and supply plans and coordinate the flow of the related season to ensure business processes and KPI's are meat
Prioritize campaigns and resource allocation in line with overall strategy, oversees the execution of marketing campaigns
Defines marketing communication strategy for a given channel (e.g., media mix, budget allocation across services)
At least 5 years experience on Marketing and Commercial area
Experience on congress organization and planning
Knowledge on Commercial area
Excel, Power Point and Access

Channel Developper New Business Resume Examples & Samples

Map up the possibilities in new potential markets for our beverage solutions
Collecting and analyzing data
Ability to think strategically
Organisational skills
Creative mind

New Business Resume Examples & Samples

Communicate resident progress or problems to supervisor and other team members; assist with resident scheduling and post charges daily to resident records
Document resident care in accordance with Peoplefirst, regulatory, licensing, payer and accrediting requirements
Instruct resident's family or nursing staff in follow-through programs
Maintain equipment and work area in a safe and clean condition
Make presentations to support marketing efforts, at team conferences and in-services
Handle job responsibilities in accordance with the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standard and applicable state/federal laws
Graduate of an accredited Physical Therapy Assistant program culminating in an associate;s degree
Current and valid state PTA license or equivalent in the states where services are rendered
CPR certification (when required)

New Business Resume Examples & Samples

Communicate resident progress or problems to supervisor and other team members; instruct resident's family or nursing staff in follow-through programs
Assist with resident scheduling and post charges daily to resident records
Document resident care in accordance with RehabCare, regulatory, licensing, payer and accrediting requirements
Handle job responsibilities in accordance with the standards of the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standards and applicable state/federal laws
Candidates must have certification from the American Occupational Therapy Association (AOTA)
Graduate of an accredited Occupational Therapy Assistant program culminating in an associate;s degree
Current and valid state OTA license or certificate of practice or equivalent in the states where services are rendered

Assoc Dir, New Business Resume Examples & Samples

Is seen as a go-to person for NBD strategy and implementation
Expert in full body of NB content. Able to identify relevant content to be used in new business pitches as well as guide others to find key materials
Synthesizes NB content to convey key points relevant to pitches and is able to discern between strong and weak content
Effectively edits existing NB content in a clear manner to ensure accuracy and relevance for pitches

New Business & Partnership Resume Examples & Samples

Responsible for developing, growing multi distribution channel in their assign Business Partners and acquiring new business opportunities. This includes formulating the business unit’s strategy and plan, managing and implementing both development and marketing plans for the company’s product and services, in order to satisfy long term strategic objective
Proactively searching, managing new business for DTC business
Building and maintaining relationships with key personnel within the partner’s companies
Managing and liaising with internal departments to ensure partner needs are fulfilled effectively
Responsible on end to end process from product development/product registration to infrastructure and process readiness then to launch the new partnership into the market
University Graduates with relevant business qualification
Minimum 5 years marketing experience in financial services
Customer focus to provide relevant solutions that meet needs
Dealing with ambiguity in managing a three year plan – flexible and comfortable in an environment of constant change
Managing vision and purpose to motivate our teams and provide a compelling vision to local and global resources
Strong organizational agility and ability to get things done collaboratively

New Business Resume Examples & Samples

Supports clinical program team supervision and development through onsite treatment observation and feedback
Champion identified Clinical Programs being implemented with therapy team for application and carryover
Provides daily clinical leadership to team and responds to any employee exceptions
Requests development of team members through structured activities and available resources
Contributes to positive client relations through onsite clinical support
Participates in care coordination and utilization meetings and activities
Coordinate treatment activities, goals and discharge plans between disciplines and team members
Champion consistent proactive resident identification culture and activities
Conducts initial assessments, provides age appropriate therapeutic interventions and documents the course of patient care including progress made and continuing need for treatment
Contributes to interdisciplinary care plans
Evaluates patient response to treatment and provides feedback to the rest of the team
Provides patient and family education on tasks and resources that will assist with continued functional independence
Reviews and completes Smart alerts daily for assigned sites of service
Supports overall ADR/Appeals process
Coordination of patient scheduling, daily stand-up meetings, weekly Medicare meetings, clinical meetings, admission/discharge coordination, etc
Communicates and demonstrates a professional image/attitude for patients, families, clients, coworkers and others
Promotes adherence to policies and practices of applicable professional organizations, client, Kindred Healthcare and RehabCare Group
Ability to occasionly travel in the community to meet clients/customers
Frequent and prolonged bending, stooping, crouching walking and standing
Provision of own transportation is necessary
Approximate time required to travel: Limited
Track record of successful clinical experience and excellence
Experience working with a geriatric population and interdisciplinary team is desirable
Ability to occasionally travel in the community to meet clients/customers

100

New Business Rep Resume Examples & Samples

Acts as intermediate level subject matter expert for multiple fixed and variable annuity product lines
Answers and documents incoming calls from Financial Service Representatives and/or clients to respond to their inquiries and/or provide status updates and policy provisions of fixed and variable annuity products
Educates Financial Service Representatives on market requirements, processes, contract provisions, and annuity products
Researches and responds to errors, application and contract discrepancies, and processing delays
Researches special requests made by Financial Service Representatives and acts as a liaison between the representative and Annuity Operations
Stays current with annuity markets and products to provide a high and accurate service level
Performs other related duties as assigned or required
NASD Series 6 license
2-4 yrs. business experience with 1-2 yrs. related work experience preferred

101

Venture Executive New Business Models & Services f Resume Examples & Samples

Understand customer pain points and unmet needs, e.g. through 'personas' / 'customer journeys'
Ideate and detail potential solutions
Understand the competitive environment and the art of the technologically possible
Test product/service hypotheses early with potential customers and refining them
Define and drive the build of the minimum viable product and the long-term product vision
Design the commercial model (pricing, go-to-market, ...)
Build the business plan
Build/hire a cross functional team, jointly with respective division, and help set it up in optimal setup
Support the commercialization and ongoing refinement of user experience and feature roadmap
Interface with the Quantum program stakeholders, present to senior stakeholders
Manage timelines, budget and critical milestones
Customer-centric new business build experience
Technical / product management acumen
Quantification/business modeling, go-to-market, and monetization experience
Results focused, detailed oriented, getting things done attitude
Intimate knowledge of the hi-tech/startup ecosystem around the world (USA/Europe/Asia)
Team player, collaborative working style
Strong communications skills at all levels of the organization

102

Digital Innovation Lead New Business Models & Services Resume Examples & Samples

Create a baseline of state-of-the-art innovation methods and how to apply them in Airbus' context
External best practices (e.g., Design thinking @ SAP, Fastworks@GE, BizMo@Siemens) at Airbus (e.g., within Bizlab, A^3, Navblue)
Define an Airbus toolkit for 'customer-centric business model design'
Define approaches such as '100 day innovation sprints' that embed new methodologies
Define need for coaching resources to roll out tools and methods
Support through events, such as business model "hackathons" Pilot and roll-out new methods and tools
Pilot in new business model development supported by this organization
Provide active coaching the new business model teams
Build network / hire other coaches, deevelop a 'roadshow' and networking
Design partner taxonomy and potential firms
Understand existing references internally and externally
Find internal pilot partners, where not yet existing
Actively maintain and expand network
Actively support businesses in finding the best partner for their Problem
Optimize set up of incubators, accelerators and venture builders at Airbus
Create transparency on the existing innovation set-ups across Airbus
Recommend where to streamline, sharpen mission and integrate governance
Define 'New Business Models and Services' own short- and long-term role in this set-up
'Operator experience' setting up / working in incubator, accelerator, venture builder - or significant own start-up experience
Well versed in applying Design Thinking and/or Lean Start-up methodologies
Strong project manager
Marketing acumen to present methodologies in appealing fashion
Analytical, structured thinker
Fluent in English; French and/or German working level

103

Life New Business Operation Manager Resume Examples & Samples

Hires, coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities
Empowers and leads employees to take responsibility for their productivity, quality, and goal accomplishment. Includes delegating responsibility and expecting accountability and regular feedback
Builds partnerships with internal and external business areas critical to the success of Life New Business new applications processing
Maintains extensive knowledge of application forms, procedures and workflow governing the processing of new life business while providing guidance and insight to their associates as they complete their daily job requirements
Maintains transparent communication. Appropriately communicates organization information through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication
Plans, evaluates, and improves the efficiency of business processes and procedures to enhance speed, quality, efficiency, and output
Makes business decisions that are financially responsible, accountable, justifiable, and defensible in accordance with departmental policies and procedures
3 - 5 years of management experience in the Life Insurance or other Financial Services Industry preferred
Experience in leading customer service professionals
Excellent written and oral communication skills to communicate clearly and concisely by telephone and email. Strong listening skills to ensure understanding of associate and customer questions and concerns. Overall, ability to effectively communicate
Ability to foster and develop successful professional relationships to elicit the trust and confidence of our customers and business partners
Works with a sense of accountability and ownership; results driven
Excellent people and process manager, open to direction and Collaborative work style
Easily adaptable to changes in business processes, work priorities and work environment
57023

104

New Business Resume Examples & Samples

At least 8-10 years of financial services experience. Strong understanding of end to end F&A cycle (especially P2P) and Payroll operations flow
Should be atleast GB certified with hands-on experience in managing quality for F&A process for atleast 2-3 years
Understand customer needs & requirements to develop effective quality control processes in liaison with Operations Team
Ensure implementation of robust quality system and maintain quality/ system procedures
Ensure all required parameters for achievement of Service Levels are compiled and analysed
Periodically reviewing the Operations processes to improve process governance and ensure cost effective operation
Client interaction as and when required; incorporate feedback into the system
Understanding how the organization works and getting things done through formal and informal channels
Be on the lookout for opportunities for improvement and to develop new efficient procedures
Evaluate adherence to policies and processes on tool usage, quality related training programs & certifications
Check effectiveness of release reviews & closure status of non-conformances from reviews & audits, root cause analysis & implementation of corrective & preventive actions
Intelligent Risk Taking ability - is willing to take calculated risks where necessary

105

New Business Case Manager Resume Examples & Samples

Works in collaboration with the Team Manager, Underwriters, and other Case Managers on the team to provide their distribution partners the most efficient, productive, and satisfying life insurance placement experience possible
Acts as primary liaison with producers throughout the life cycle of each case; proactively identifying themselves to the producer as the primary point of contact for current information regarding the status of that case
Processes incoming applications via our eApp platform, scanned images of the application documents and in paper form. These applications are reviewed for completeness and the policy record is built within the New Business System or our underwriting scoring engine directly
Indexes forms to appropriate document types in OnBase, initiates routing to the NBA workflow system and, as appropriate, to employees in New Business Acquisition
Completes an “In Good Order” review to determine outstanding information, forms or other requirements; follows up with producers to obtain requirements and updates the master record
Coordinates necessary activity with associates in supporting units (e.g. Producer Contracting, Underwriting, Replacements, Title, Billing, etc.) and applicable vendors (Attending Physician’s Statements/eApp)
Jet underwrites the case if appropriate, or directs the case to the appropriate underwriter (depending on size – face value)
Processes final action on the case (issue, declination); provides instructions for policy assembly and forms on delivery
Receives, reviews and records receipt of incoming forms on delivery and helps to coordinate initial payment
Sustains a bias towards the fast issuance of - and speedy payment to the producers for - profitable life insurance business
Provides training as needed in regards to our website, forms accessibility, eApp functionality and process clarification
Illustration preparation

106

Head of New Business Resume Examples & Samples

Main Accountabilities
Pro-actively research, identify and target prospective business and new revenues opportunities through the use of an existing and growing network of relevant contacts in order to develop and maintain a new business sales plan within a market or account portfolio
Create and maintain a structured sales pipeline of qualified opportunities within CRM, and within the designated market or portfolio of accounts
Convey the message that Travelport is a technology solutions provider, offering customer focused and cost effective value add solutions, mapping customer requirements to Travelport’s products and services
Proactively engage with prospects or customers in order to fully understand their business needs and identify and create new business opportunities, developing strong business relationships with key decision makers and influencers
Work with the Head of Account Management and Head of Account Development and Support, and any other colleagues, as required, to ensure successful onboarding of new accounts and to ensure smooth running of all customer interactions and business efficiency
Maintain and provide accurate and up to date information relating to the generation of leads, management of prospects, generation of proposals and delivery of contracts
Work with Sales Service, Account Management and Service Provisioning to ensure an organised handover of new accounts is completed after migration of the PNRs (if applicable), and or, segments are up to an acceptable run rate per contractual targets, in accordance with the expectations of the relevant SIP plan
Responsibility for progressing opportunities through CRM to Dealbuilder for business approval, ensuring adherance to the process from a commercial prospective, by providing accurate, transparent and timely information
Provide accurate forecasts, reports, and analysis on activity and sales performance as and when required by management
Able to devise creative opportunities which will open the door for Travelport products and services i.e. utilising new/non-GDS products to create non-traditional revenues
Escalation of exceptional discount requests. Customer requests which are not permitted within the standard financial or commercial framework must be clearly communicated to internal stakeholders, including but not limited to the management, legal, and finance teams
Line manage, supervise and develop a Sales team where applicable
Communicate competitor intelligence to relevant teams and colleagues within the business
Develop & participate in sales campaigns that identify and address customer business issues
Any other duties that may reasonably be required
Educated to degree level or equivalent work experience

107

New Business Intelligence Executive Resume Examples & Samples

Collate conflict management reports to support global and regional leadership in deciding best pitch approach
Compile and refresh the global client database together with our market representatives
Complete data requirements in global and regional RFIs and RFPs
Actively support in the data gathering and analysis for the New Business report for the Dentsu Aegis Network Global Executive team
Ensure local markets and Agency Brand representatives update their New Business through our internal dedicated tool, also training new users when necessary
Build global database of new business collateral at global level to ensure most up-to-date data is available for RFIs and RFPs
Highly numerate and comfortable working with large amounts of data
Logical, analytical and problem solving ability (and be able to provide examples at interview)
Practical and organised
Attention to detail is vital
Ability to take responsibility for own work but also an effective team player
Willingness to work within a fast-paced environment
Be able to strive in a high pressure environment
Ability to juggle a number of tasks at once
Advanced Excel skills (e.g. pivot tables)
Be calm, courteous, culturally aware and highly collaborative
Passion for business, marketing, advertising and media
Experience in Business Analysis and Intelligence
Studies in management
International background or experience
Excellent excel skills (e.g. Macros)

108

New Business Portfolo Developer Resume Examples & Samples

To develop micro market approach for the allocated area to ensure implementation of the network strategy
To monitor the real estate market changes and competitor networks within the assigned area of responsibility and adapt tactics to meet the network strategy
To drive acquisition, negotiations and obtaining of all relevant licences for new constructed service stations
To drive the acquisition, negotiations and obtaining of all relevant approvals of new sites to BP
To source potential landbanks and ensure readiness to construct new service stations for BP
To continuously assess opportunities for multiple sites acquisition
To meet of BP standards and HSSE policy in all aspects
To effectively work with other relevant team to streamline the execution and reporting of the Network objectives
To manage capex forecasting and all related financial process in relation to their projects
To locate, assess and negotiate appropriate contracts for proposed NTI &NTB sites in line with BP’s investment strategy and financial criteria
To monitor compliance of proposed opportunities to various relevant corporate governance policies and guidelines as prescribed by BP from time to time
To monitor compliance of proposed opportunities to various relevant South African regulatory frameworks
Form strategic relationships with skilled and experienced service providers in the property market; including but not limited to engineers, traffic engineers, property developers, estate agents, local authorities and town planners; to enable BP to secure advantage real estate opportunities
To ensure that BP’s legal obligations and contractual relationships are dealt with appropriate advice from the internal legal function and BP appointed external legal advisors
To provide information that contributes to the formulation of business resource plans to endure efficient use of company resources
Sound understanding of Retail business
Experience in leading permitting procedures independently
Ability to prepare, monitor and review budgets
Sound understanding of economics of investment
Experience in leading of the real estate negotiations independently
Experience in town-planning
Experience in investment in various companies in South Africa
Profound understanding of the assigned area and development plans
HSSE awareness concerning work safety, trainings on defence driving
Relationship with local authorities
University degree (or equivalent) required

109

AML / KYC New Business Due Diligence Resume Examples & Samples

CIB products and services
Wholesale banking KYC and an SME understanding of due diligence
A specialist understanding of clients and industries
Navigation of the sales organisation
Business cycles and cash flows
Business and organisation structures
Working in a fast paced dynamic team
Ability to deal with high pressure, time sensitive and deal breaking tasks
Experienced and successful assessor of risk
Perform public and internal research to complete due diligence on client KYC profiles
Ensure KYC documentation added to the KYC source systems is accurate and complete
Use sound judgment to bring solutions to client and business issues. Own and resolve the issue to completion
Drive key relationships with the business and clients, including acting as Single Point of Contact for KYC
Liaise with Sales, Bankers, Relationship Managers and client directly to acquire missing client KYC documentation
Act as a KYC and AML subject matter expert
Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues
Partner with WCOB stakeholders to identify and drive process improvements, procedural improvements and efficiencies
Involved in WCOB, LOB or business driven projects
Higher throughput, timeliness and accuracy rates than staff at non Associate level
Potential to manage staff as needed

110

New Business Administration Resume Examples & Samples

Ensure that data entry is handle promptly and accuracy
Ensure that matching documents with the files are correctly prepared
Ensure that all reports and letters are promptly prepared

111

New Business & Partnership Development Manager Resume Examples & Samples

Source assigned new technologies
Drive new partner/supplier contacts
Drive development of new global segment/commodity strategies and ensure implementation
Lead work with continuous improvements related to new business and partnership development, in accordance with set strategies
Manage the partner/supplier relationships and performance (quality, delivery, feature and cost)
Perform competitor and macro analysis
Continuously gather and analyze data to show current and future customer and market needs in cooperation with other business development functions
Deliver on decided KPI’s and meet targets and objectives
University degree preferably in engineering and/or business
Fluent in English, both written and spoken
Minimum 5 years of experience from International business within Purchasing or Sales
Customer oriented with a global business mind set
Team work, collaboration and leadership skills

112

Manager, New Business Resume Examples & Samples

Direct the efforts of new business development specialists within targeted addressable market
Develop and implement strategic new business plan and national sales philosophy
Recruiting, training, and development of team
Train staff in adopted Cision sales methodologies, techniques, and service lines
Develop strategic new business direction and assist in managing the marketing communications functions
Serve as sales team resource for product, process, industry and competitive information through coaching, training and ongoing management
Maintain and expand positive interdepartmental communication and teamwork, also ensuring that the client experience is seamless
Consistent achievement of team goals
Accurate and on-time forecast reporting
Effectively lead your Account Executive Team to success hitting monthly, quarterly and annual sales goals
Minimum 5 years of information services or software industry related sales experience focused on development of new business versus account management
Experience utilizing/teaching Miller-Heiman or SPIN selling techniques preferred
Experience managing an inside and outside team of new business sales professionals is preferred
Proficiency using a variety of software applications on daily basis
Experience selling SaaS products

113

New Business Quote Specialist Resume Examples & Samples

Accurately input plan design detail, employee data, premium, claims and rate history in PlanLink to create an attractive, professional new business proposal within the stated turnaround time of 24 hours
Possess strong knowledge of group benefits in order to interpret Advisor specifications or current carrier contracts to fit Manulife’s plan design features
Adjust final rates with a Discretionary Spending Account (DSA) to allow our quotes to be competitive in the market place
Review final proposal output including rates to ensure accuracy and responsibility of final action
Strong customer service skills with the ability to negotiate with the Advisors, Account Executives and Head office partners
Excellent PC skills – excel, word, power point, outlook
Ability to prioritize high volumes of work under stressful, changing circumstances
Ability to meet and work within timely deadlines
Solid mathematical skills
Fosters productive working relationships across diverse groups to produce superior solutions
Stays current on Manulife’s strategy, key priorities and market trends
Leverage technology to create value while meeting the customer’s needs
Execute with excellence and a commitment to high quality
Flexible hours to meet the needs of our customers across the country

114

Head of New Business Onboarding Resume Examples & Samples

Production of dashboards on a regular basis to inform all stakeholders on the status of their onboarding
Assist in managing a dedicated mailbox for the onboarding process
Provide cross coverage on all team functions
Provide assistance and expertise to FO staff on the onboarding process
Comply with all Risk and regulatory obligations where relevant
Prior experience in Onboarding or related processes in a broker or investment bank environment –good knowledge of at least one of the following is necessary: product and service offering, customer base, regulatory environment
Transversal knowledge of the services and products of the corporate and investment banking sector. Specific knowledge of SG group is an advantage
Ability to understand the structure of a financial transaction, understanding of key issues in relation to AML risk, ability to identify relevant sources of information
Familiarity with local AML/KYC regulatory and compliance issues
Analytical skills and the ability to work autonomously
Demonstrated ability to prioritize and work within tight and changeable timeframes Fluent in written and spoken English
Ability to build and cultivate good working relationships with Business Lines and Support Areas
Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
The position requires effectiveness, team spirit and an ability to work in a fast-paced and demanding environment as well as a strong interest in financial markets and banking activities
Eagerness to learn and to keep abreast of AML latest issues

115

New Business & License Principal Resume Examples & Samples

Incumbent will serve as the back-up for the Operations Supervisor, as needed, to handle escalated or complicated problems, perform principal review of new business and cashiering transactions, and work on high-level projects,. Assist with the training and development of the Core Operations team associates and the quality checking of their processed transactions as directed by the Operations Supervisor
Incumbent may be asked to assist with educating new AIC Registered Representatives or their administrative staff on Operation processes and procedures and give presentations at AIC departmental meetings or other company meetings
Ability to learn new products and processes quickly so as to be able to be a resource of information for Operations and other AIC associates
Incumbent must demonstrate an outstanding level of knowledge and proficiency with all of AIC’s Operation paperwork, processes, and procedures as well as the systems used for these functions (not limited to, but including Caesar, IGDX imaging, FBSI, Streetscape, ICP and BPM)
Accurate, timely, and efficient daily processing of new accounts paperwork, money movement transactions in brokerage/investment advisory accounts held through AIC’s clearing firms. Operations paperwork will primarily be received via fax, email, and through workflows in BPM imaging and will be entered into clearing firm systems such as FBSI, Streetscape, ICP, ACAT and Non- ACAT system and BPM
Incumbent will be responsible for reviewing various operational queues for processing functions including, but not limited to, the daily client check deposit, client check, Fed Fund, ACH/EFT disbursements, IRA Distributions, client bank account linking, systematic deposits/withdrawals, client Letters of Instructions (LOIs), systematic investments (PIPs/SWPs), insufficient funds notices, stock certificate deposits, death puts, responding to clearing firm service messages, assist with principal review and other job duties as directed by Operations Management
Ability to resolve issues with the clearing firms, outside vendors, and/or AIC’s field force that may arise during processing or follow-up
Recognizing which transactions require client signatures and verifying those signatures, in accordance with AIC’s policies and procedures, before processing those client transactions
Minimize risk to AIC by reviewing transaction entries for accuracy before submitting them to the clearing firms for final approval/processing
Provide documentation for principal review in timeframe designated by the Operations Supervisor
Flexibility to work in multiple or different imaging queues on any given day due to AIC’s business needs and volume of requests received
Incumbent must recognize when paperwork is Not In Good Order (NIGO) and communicate in a timely manner to the Registered Representatives deficiencies in account payments, securities delivery, and/or paperwork to avoid violations of applicable rules
Timely follow-up of requests and paperwork submitted to the clearing firms and outside vendors to ensure they are processed and In Good Order (IGO)
Timely management, follow-up, and escalation (as needed) of pending and NIGO workflows
Assist with documenting procedures as directed by the Operations Supervisor
Participation, as available, in opportunities to broaden professional and personal skills including industry related courses, LOMA examinations, and Home Office opportunities such as Human Resources sponsored seminars and Lunch and Learn programs. Incumbent strongly encouraged to pursue the LOMA FFSI designation and other LOMA designations as applicable

116

New Business Junior Executive Resume Examples & Samples

Identify prospects and generate sales to new customers
Conversion of Leads provided by the different Sales Channels
Usage of different Social Media channels for targeting and prospecting
Work close with the different Specialist Teams in Desktop, Enterprise and Risk & Compliance
Applies knowledge of business and its constituent workflows to conceive and position value-added solutions to promote sales and revenue growth
Understand the competition in the marketplace and can easily differentiate our USPs to the customer
Responsible for forecasting, keeps management in touch with accounts in a timely fashion, gathers intelligence on competitor activity, and gives feedback to other internal stakeholders
Acts as point of contact for the prospects/clients, provides escalation path to and from Service and attends to customer issues promptly as appropriate
Tracks customer activity in internal systems in order to execute on client segment/campaign strategy and identify additional opportunities
Good business acumen and a working knowledge of the financial industry
1-3 years of industry or market experience, preferably with sales focus
Fluent in German and English, excellent oral and written communication skills
A high level of energy, self-motivation, competitiveness, and a desire to positively impact the business
Flexibility to adapt to a changing environment
Selling skills (identity, develop and articulate simple to complex proposition/consultative selling)
Negotiating and influencing skills needed in order to handle objections and convert leads into prospects
Ability to understand, articulate, structure and solve client needs
Creative solution-orientated approach with an entrepreneurial spirit
Strong customer focus work ethic
Graduate level education in Business Administration or equivalent
Proven ability to learn quickly

117

New Business Case Manager Resume Examples & Samples

This position is located Appleton, WI. Relocation assistance may be available.**
Manage the life cycle of each application to service standards, working closely with financial associates and underwriters and demonstrating an ownership mentality. Display critical thinking and proactive case management skills throughout the new business process
Provide administrative support to underwriters through the procurement of requirements necessary to underwrite and issue a life or disability income insurance case and communication with the field related to the underwriting decision
Act as relationship manager for designated Regional Field Offices and serve as the main contact point for communication regarding their applications. This involves frequent interaction with a wide range of internal and external contacts
Provide regular updates on key/critical cases to various audiences, including team members, financial associates and corporate and field leaders
Actively share service and process improvement ideas, contributing to a culture of “continuous improvements”
High school diploma required; Associate’s degree preferred
Minimum of 2 years of experience in the insurance or financial services industry
High energy individual with a passion for providing excellent customer service, who thrives in a fast-paced environment
Excellent oral and written communication skills with high level of professionalism
Effective interpersonal, analytical and negotiation abilities required
Ability to create and maintain strong and effective business relationships
Interact effectively with a wide variety of internal and external parties
Strong organization and prioritization skills
Ability to quickly adapt to a changing and dynamic environment
Sturdy work ethic and ability to work with a sense of priority
Insurance or case management experience preferred

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