Senior Relationship Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the senior relationship 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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G Bode

General

Bode

935 Senger Prairie

Dallas

+1 (555) 204 7741

935 Senger Prairie

Dallas

Phone

p +1 (555) 204 7741

Experience Experience

Houston, TX

Senior Relationship Manger, Associate

Houston, TX

VonRueden-Stark

Houston, TX

Senior Relationship Manger, Associate

15% Business Development/Industry Networking
Complete calling plans and communicate to internal managers involved in client servicing or business development
Attend business and industry associations, conferences and other activities for business development
Consult with clients or other service providers on industry or organizational changes affecting the delivery of services
35% Relationship Management
Analyzes service delivery to clients and recommend opportunities for improved service delivery
35% Service Delivery & Controls

Phoenix, AZ

Senior Reference Relationship Manager

Phoenix, AZ

Boehm LLC

Phoenix, AZ

Senior Reference Relationship Manager

Proactive reference generation: Promotes and positions referencing opportunities to new and existing customers and maintains current information on their status
Establishes and maintains ongoing reference relationships with key customers, particularly physicians and C-level executives; captures, documents, and maintains knowledge about how key customers are successfully implementing Nuance solutions, the business challenges they solved, and the outcomes they are achieving
Organizes and manages customer reference-based activities and various promotional activities related to the utilization of customer information while maximizing value
Responsible for gaining in-depth knowledge of key Nuance customers to effectively promote technical and business aspects of each customer's use of Nuance solutions both internally and externally
Serves as source of support for Marketing departments, provides leads to public relations for features in various trade publications, gains customer content and approvals for use in marketing collateral and presentations and gathers references for industry analysts
Collaborates with sales, product management, solutions marketing, and client development
Cultivates relationships with sales, business unit leaders, executive/senior level customer contacts and sales reps, fulfills requests for reference calls or reference visits; supplies content for communication and reference systems

present

San Francisco, CA

Senior Relationship & Business Development Executive

San Francisco, CA

Gibson, Carroll and Kuhic

present

San Francisco, CA

Senior Relationship & Business Development Executive

present

Manage the internal teams responsible for the client relationship management and business development activities on behalf of Northern Trust
Monitoring performance against agreed service level agreements
Relationship management
Stakeholder management
Identify, document and manage client related risk issues
Adhering to internal risk management procedures
Cross-selling of additional products and jurisdictions to existing clients

Education Education

Bachelor’s Degree in Finance

Illinois State University

Bachelor’s Degree in Finance

Skills Skills

Professional CRM experience in automotive or other comparable brand / technology or luxury sectors
Strong organizational skills – details and analytical orientation
CRM systems knowledge
Detailed budget management experience
Demonstrated success in developing strong working relationships across many layers of an organization, outside agencies/suppliers & across cultural boundaries
Strong analytical and conceptual thinking – using logic and reason layered with creative thinking and design
Knowledge of automotive sales, service and marketing environment
Experience in data modeling and analytics to implement measurable decisions and action for performance improvement
Able to understand and balance the interests of numerous stakeholders (e.g. management, colleagues, agencies, field and dealers, etc.)
Proficient in Microsoft applications: Word, Excel, PowerPoint, Outlook

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Senior Director, Relationship Marketing Resume Examples & Samples

Provide technical leadership with internal supporting organizations, global digital agencies, partners, vendors and digital media partners for executing, managing, and measuring marketing programs across digital channels including eCommerce, Social, SEO, SEM, and eMail
Define and champion prospect / customer relationship marketing programs using Big Data, predictive analytics, and Next Best Action tactics to increase retention, loyalty, and share of wallet
Define and champion relevant prospect / customer engagement strategy, lifecycle, and touch-points to increase user adoption and share of wallet
Define and champion marketing and sales infrastructure, reporting, and analytics
Develop and communicate ROI metrics for digital marketing efforts and analyze effectiveness post-execution
Determine winning relationship marketing/sales programs and tactics to drive higher customer engagement, sales and loyalty with the VmWare Cloud brand
Analyze and synthesize purchase behaviors and influences and apply key learnings
Responsible for the daily management and execution of the CRM program across the entire customer lifecycle (e.g. prospect through retention)
Develop and maintain multi-channel CRM plan (including but not limited to web, email, social, mobile, SMS) to increase user adoption, average revenue per customer, and overall LTV
Develop ongoing strategies and an annual calendar to continually test, learn and leverage in order to maximize consumer LTV and transactional revenue growth from our base
Articulate clear business justification, prioritization, and dependencies around CRM initiatives. Where appropriate define associated investment requirements to support CRM strategy across the organization, and ensure link with wider business initiatives
Provide input into creative brief based on analytic insights for target segments and bring best practice communication and creative discipline around customer marketing for Vmware Cloud
Understand industry standards and develop key performance indicators for all CRM initiatives. In collaboration with the supporting teams, develop a single-view of customer analytics framework to better track key KPIs
Work closely with Analytics and technical teams to ensure measurement, tracking plans and analysis are strategically aligned and are fully functioning across all channels
Working with cross-functional teams, lead the development of actionable customer segments that inform our CRM strategy. Continue to refresh and refine segmentation modeling that will enable effective marketing strategies across multiple categories and brands
Minimum of 15+ years in SAAS Product Management or Digital Marketing
Demonstrated experience implementing and managing CRM or Relationship Marketing technology
Minimum of 5+ years experience in online multivariate testing
Proven track record in executing and tracking successful marketing campaigns across key digital disciplines/platforms, including website creative, eCommerce, and technical development
Expertise in online user experience, Search Engine Marketing (SEM), Search Engine Optimization(SEO), integrated marketing campaigns, display banner advertising, direct marketing programs, and e-commerce integration
Expertise in data collection, predictive analytics, and Next Best Action methodology
5+ years experience with eCommerce vendors and technology
Deep understanding and experience with CRM / direct-to-customer marketing and loyalty principles
Experience leading cross functional teams and managing projects through concept development, execution, launch and scaling efforts
Strong creative problem solver and innovative thinker with experience delivering results through innovative marketing approaches and limited budget
Skilled at and enjoys manipulating and understanding data, as well as drawing actionable data-driven decisions to drive sales and marketing efforts
Strong interpersonal, partnership and influence management skills
Self-motivated and creative strategic thinker who thrives in fast-paced environment

Senior Relationship Account Leader Resume Examples & Samples

Relevant Bachelors degree required; MBA desired
Extensive industry expertise, knowledge of financial controls and legal impacts of contract management
Minimum of 15 years business experience with related sales and client management experience
T&E Co-brand Issuer and/or T&E merchant experience managing a co-brand portfolio P&L
Consulting, client management and/or loyalty/coalition loyalty management experience desired
Proven track record of successful sales and relationship management with proven ability to interact with 'C' level executives within client organizations
Proven ability to manage & grow internal and external resources and cross functional relationships
Proven ability negotiating business agreements and aptitude to develop new business partnerships
Facility to work independently and in collaboration with high level of success/achievement
Ability to communicate across all levels of an organization
Proficient in Microsoft Word, Excel, and PowerPoint

Senior Project Control Officer Project\relationship Mgmt Spanish\english Resume Examples & Samples

On a Program: Perform Program Management support function to a Senior Delivery Manager at the program level. Program consists of many projects
On a large Project: Perform Project Management support function on a large project
On a small Project: Perform Project Management role on the delivery of a small project
Coordinate and control the end to end process of all key project artifacts, including but not limited to business case, project charters, project plans, project change requests, status report, meeting minutes, third party contracts and other correspondence and documentation as appropriate
Good knowledge of project management tools and methodologies, IT concepts and Software Development Lifecycle (SDLC): Coordinate and manage in a Project & Portfolio Management tool, the creation of projects, resources, master plan of activities, financial plans, transactions and reports
Capability to work independently and/or as a part of the team, with our without supervision. Once the project communication and reporting strategy has been agreed, the SPCO operates individually day to day
Strong MS Excel skills required to manage, track and report the project budget: Develop, maintain, monitor and control the project's budget; this includes the compilation and reporting of forecast, actuals and accruals on a monthly, quarterly, yearly and ad-hoc basis
Reconcile project's budget and investigate differences as they occur. Act as a liaison between different stakeholders and Finance areas to resolve inquiries related to budget, forecast, expenses classification, billing and payment of invoices. Execute invoices and expenses payments
Apply all project management standards to support the Delivery Managers in project schedule management, project risk issues, action items and change management, dashboard reporting, vendor management, budget management and financial forecasting
Ongoing communication of project financials, status, risks, deviations, etcetera to Senior Management as required
Must have a minimum of 7 years of hands-on technical working experience in the project management of medium/large sized IT projects
Must be a strong communicator, verbally and through written/pictorial reporting, in both Spanish & English
Must have strong relationship building skills
Must have an expert ability to balance competing or conflicting requests of various projects, stakeholders, requiring a professional approach and highly developed negotiation and influencing skills
Must have the ability to handle multiple projects of varying complexity in a team environment, as well as developing a thorough understanding of project management techniques
Excellent knowledge on the use of MS Project, including the ability to develop and maintain a MS Project Schedule, and multiple files consolidation and reporting
Possess exceptional MS Excel skills to create/maintain macros & pivot tables
Must have superior planning and organizational skills sufficient to manage competing and changing priorities within a dynamic environment and coordinate projects to meet deadlines
Possess solid problem solving and analytical skills to creatively develop unique solutions/approaches to resolve issues

Wealth Management Senior Relationship Resume Examples & Samples

Excellent organizational skills and comfort in prioritizing competing demands
Ability to perform under pressure and to be flexible with working when required
Self- motivated
Team focused

Card Collections Customer Relationship Team-senior Specialist Resume Examples & Samples

Effective verbal and written communication
Document customer account activities thoroughly and concisely
Make appropriate decisions on behalf of the customer quickly and effectively
Effectively prioritize work to ensure efficiency
Minimum of two year of customer interaction or customer support experience strongly preferred, either by phone or face to face
Must be willing to work in an environment that requires 100% phone-based customer interaction

Senior Account Relationship Leader, Retail Resume Examples & Samples

Build strong cross-functional relationships across NCR business functions while working effectively and closely with both executives and individual contributors to reach the most efficient resolution for customers including interacting across both customer and internal NCR organizations
Ensuring sales growth by identifying new opportunities while also assisting in the successful execution and delivery of current projects across the NCR portfolio of Hardware, Software, and Services
Being a key contributor in developing the overall account vision and strategy from both a tactical and innovative perspective. The role will be the point person for high profile customer escalations and drive remediation while communicating to executive stakeholders
Conducting forensic analysis of the root source of a critical account while working cross- functionally to resolve the contributing issues
Developing procedures and measures to ensure successful resolution of each critical issue to the customer’s satisfaction
Developing financial models that help demonstrate to NCR the cost of each critical issue, helping to justify key procedural or product changes within the company to prevent future critical escalations
This role will report to the VP of Sales for the Walmart Global business
10+ years of related business problem solving experience along with a proven track record of success in technology support and program management
Strong Executive presence – this role will have extensive executive visibility both internally and externally
Skilled in conducting business with a diplomatic presence and demeanor in the face of tough business adversity with an innate ability to bring diverse groups of people together to solve difficult challenges
Strong desire to interact at all levels within NCR as well as customer leadership teams and has the presence and experience to effectively set expectations to provide effective delivery
Excellent communication and interpersonal skills which includes establishing credibility and trust by partnering with-and building influential relationships- with key stakeholders from solution management, engineering, legal, operations, supply chain, support, and professional services
Ability to work and manage in a matrixed management environment
Project management skills; Client and business plan management proficiency
MBA, Bachelor’s degree, or military experience/ or related discipline
Previous experience leading critical account programs
Proven background of cross-functional organizational leadership
Leadership of a program or support organization inclusive of complex solutions (HW/SW/Services)
5+ years experience with Walmart (preferred)- or a leading retailer

Senior Agency Relationship Coord Resume Examples & Samples

This position requires a four-year college degree or equivalent
3 years of staffing administration experience
Bachelor’s degree with an emphasis in business, and/or human resource management, preferred
Candidate must have the ability to work with very diverse groups of people at all levels of authority
This position also requires a commitment to the development and maintenance of a complex Human Resources team
Organizational and prioritization skills as well as the ability to balance several priorities from multiple sources required; flexibility and adaptability in dealing with rapidly changing priorities and demands necessary
Ability to work in a complex organization that is fast-paced and constantly changing to meet current challenges. This position must function in this environment on a daily basis and react quickly to meet pressing needs
Intermediate to advanced level proficiency with Microsoft Office (Word and Excel) required
Working knowledge of a HRMS and Time Management System are desired
Prior experience working in Human Resources and/or Payroll, heavy data entry and/or customer service preferred
Must have strong initiative and the ability to work independently with minimal direction/supervision
Excellent problem-solving skills and the ability to meet competing deadlines under pressure while maintaining accuracy and strong attention to detail
Excellent follow through on commitments, using sound judgment with the ability to recognize and handle sensitive/confidential information
Exceptionally strong interpersonal and written/verbal communication skills with a strong focus on customer service required

Senior Associate, Relationship Investments Resume Examples & Samples

Conduct research, analysis and evaluation of a variety of investment opportunities and conduct screens for potential investee companies globally
Build complex dynamic financial models to analyze investment opportunities (including testing assumptions and sensitivities)
Leverage knowledge and skills of industry experts, both external and internal to CPPIB, to develop well-rounded analysis

Senior Relationship Manger, Associate Resume Examples & Samples

Oversee service requirements for an assigned group of relationships in compliance with bank, industry and regulatory requirements
Read, interpret, analyze and participating in drafting contract and interrelated legal documents
Ensure required documents, approvals and instructions are in place for relationship servicing
Consult with clients or other service providers on industry or organizational changes affecting the delivery of services
35% Service Delivery & Controls
Analyze and interpret legal and financial documents and ensure compliance for any instructions requesting changes in investments, taxes, debit servicing and accounting services
Coordinate with appropriate internal departments on questions regarding client instructions
15% Service Efficiency & Conflict Resolution
Evaluate recommendations received from internal departments on client related issues and determine appropriate corrective action with client or client's external service provider
Propose solutions for any potential reputational or financial exposure or related service issues and negotiate resolutions to the mutual understanding and satisfaction of all parties
Proactively schedule calls with clients and other service providers to evaluating satisfaction with service delivery or to identify potential for service upgrades
Complete calling plans and communicate to internal managers involved in client servicing or business development
4 - 6 years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following relationship types; structured financial products, project finance, escrow, various debt instruments, asset servicing, cash management products, investment accounting and performance services, securities lending and other value added services, and regulatory and industry requirements for clients and for the bank
Competent knowledge of client financial statements, industry positioning and opportunity profiling for assigned market segment
Proficient in use of desktop office software products and experience with technology platforms used for delivery of client services, preferably SEI and SunGard processing and accounting systems
Typically requires a college degree or equivalent level of professional experience and training, MBA preferred

Estate Relationship Senior Specialist Resume Examples & Samples

Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
Proactivelyleverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event
Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs
Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Schwab
Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues
Proactively identify and navigate clients to appropriate services and solutions
Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives

Senior Relationship Managemer Resume Examples & Samples

Manages existing business base. Leverages relationships with large and complex existing accounts to grow and retain business and meet or exceed sales goals
Conducts regular status and strategy meetings with management to understand products and services needs
Analyzes clients' business needs and develops solutions and product enhancements and new development opportunities to maintain and grow business
Coaches and mentors junior team members on internal systems and policies/procedures
Bachelor’s degree required, MBA preferred
Solid organization, multi-tasking and prioritization skills

Customer Relationship Accelerator Senior Advisor Resume Examples & Samples

Help create and execute customer-specific roadmaps to ensure a seamless experience; ensure this integrates with a forward looking account planning process
Works with Sales Global Account Managers/Account Based Marketers/Field Marketing to shape the strategy on relevant CIO touch points- Relationship Mapping
Provide support to Global Account Manager for execution of a curated contact strategy
Monitor and track all customer interactions; events, councils, meetings, etc
Create and execute a communications plan to ensure GAMs, ESs, AEs and any other Dell Technologies personnel are aware of and can leverage all customer interactions (meetings, invites received, events attended, etc.) Aligns with Liaison in Exec Sponsor Prgm
Interface with Sales Global Account Manager, Executive Sponsors to gain additional strategic and personal context from customer interactions
Ensure pre-event (e.g. prep calls) and post-event activity (e.g. communicate context of conversations to AEs, etc.) occur for every customer touch point
Communicate tactical information to customers around event, dinner logistics as needed
Works with the Events /CXO Council-Forum providing input and getting feedback
Works and collaborates with ELT coordinators providing relevant data on customer (previous and future touch points, relevant info). Captures/leverages relevant inputs from ELT meetings with Targeted CIOs

Marketing Customer Relationship Marketing Senior Officer Resume Examples & Samples

Support implementation plans for successful execution of relationship marketing activities for countries in Asia through coordination with agencies and management of internal data and files
Maintain a database of customer data that includes customer relationship activities to monitor the frequency and performance of CRM-related activities
Report and track the progress of live campaigns, and routinely offer insights regarding any variance from expected performance or for future enhancements
Support CRM program design and forecasting work
Analyze data on customer relationships and identify gaps for penetration opportunity
Monitor performance of campaigns through UPS data systems and develop a model approach towards measuring the results of marketing initiatives from the target segments
Support marketing programs for segment/customer/product needs and the related reports/analysis and presentations to management for consideration/review/approval
Create (with the support of the CRM Supervisor) strategic analyses based on secondary research, regional internal research, and customer data analyses which will lead to CRM program innovation and continual improvement
Diploma or Bachelor Degree in Business Studies, Marketing, or Strategy disciplines
Two years relevant working experience in similar job capacity or related industry
Fast learner, proactive team player and ability to work in a fast pace environment
Proficient in database knowledge with strong data mining skills
Strong organizational and problem solving skills
Fluent in English and Mandarin (reading, writing and spoken)
Proficiency of MS Office applications, especially Excel and Access

TMS Central Relationship Services Senior Specialist Resume Examples & Samples

High School Diploma or (GED) required; Bachelor’s degree preferred
CTP certification preferred
3-5 Years of functional/professional experience
Familiar with the latest security controls offered by the Bank’s applications and be able to clearly communicate to the customer using the Bank’s online banking systems
Must have thorough knowledge of Niche Markets such as Entertainment and Treasury Management products which also includes set up worksheets, bank legal agreements, and system requirements

Ana / Aso-senior Relationship Managment Resume Examples & Samples

As an Analyst/Associate on the Americas (AMRS) SRM team, the individual will be responsible to support the AMRS SRMs with client engagement
This position is ideal for an individual seeking the opportunity to learn about a breadth of products across Global Markets while developing leadership skills internally. The SRM team works with many divisions across the firm including trading, capital markets, investment banking, corporate banking, research and wealth management
This position in SRM provides an opportunity to work directly with SRMs who cover the “C-suite” at some of the largest and most complex institutional clients, as well as with internal management across asset classes and business lines. In this position the individual will analyze business trends and prepare presentations for senior management, both within BofAML and at the client
Understand and analyze client profitability
Identify product gaps and trends with our client base
Work with SRMs to develop, drive and execute strategic client business plans
Facilitate communication among all members of the global coverage team
Prepare strategic business presentations for senior management and client meetings
The ability to think strategically
Organized and able to manage multiple projects at once

Senior Mortgage Relationship Manager Resume Examples & Samples

4-8 years of mortgage experience (Operations or Sales)
Experience in Client Relationship Management roles
Established track record of developing and maintaining Ultra High Net Worth relationships in a Sales or Operational setting
Deep knowledge of mortgage products and extensive client service experience
Extensive knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID
Ability to manage time, prioritize and plan accordingly
Proven ability to meet individual and organizational goals within a production environment

Relationship Fundraising Senior Analyst Resume Examples & Samples

Proven record of accomplishment in prospect research
Experience in building and maintaining relationships with individual donors
Considerable experience with computers and software as tools for communicating, organizing, and word processing
Familiarity with computerized data management systems, word processing software, and Blackbaud (BBEC) database is preferred, along with the ability to manipulate information gathered in order to provide timely reports or summary data
Working knowledge and proven utilization of wide diversity of research resources and methods, including extended capacity with on-line and internet sites, legal repositories, probate and other public records, standard reference material, and terminology related to acquisitions, mergers, and financial report analysis
Ability to work independently with minimal supervision, while being a good team player capable of productively concentrating on research efforts in a fast-paced and highly interactive environment
Basic negotiation skills necessary to work with other individuals and departments within the organization to facilitate efficiency of operations, and to promote a spirit of cooperation, teamwork, and unity among all personnel
Knowledge of the non-profit sector with awareness of the context in which non-profit organizations operate
Adheres to ethical research and fundraising practices as outlined in the Association of Professional Researchers for Advancement (APRA) Code of Ethics
Ability to maintain sensitive and confidential information
Ability to handle multiple projects and deadlines; establish priorities, and make sound judgments
Excellent analytical, interpersonal (both oral and written), and organizational skills, with the capacity to work cooperatively with a wide range of people representing diverse cultures and beliefs
Ability to write and produce documents in a well-designed and attractive format with superior attention to detail
Ability to work independently with minimal supervision, while being a good team player capable of responding quickly to fundraisers’ needs and requests in a fast-paced and highly interactive environment
Constant face-to-face, telephone and electronic communication with colleagues and more limited contact with the public
May require sitting and working at a computer for extended periods

Senior Specialist Rgs-bilingual Guest Relationship Rep Resume Examples & Samples

Supporting all previously acquired skills as well as other call center functions
Receiving and processing guest contacts requesting account closure. Facilitating dialog to understand closure reason and based on risk assessment presenting the appropriate retention offer tools to retain the guest relationship
Handling escalated guest calls to actively address and resolve guest issues and concerns. Ability to go beyond the guest’s initial question or concern and promote credit/retail related information and products. Capturing guest verbatim comments when appropriate
Handling calls from past due cardholders to negotiate payment arrangements and solutions
Developing a strong and complete understanding of policies and procedures and supporting compliance when handling Target MasterCard, Target Debit Card and Target Card guest service calls
Providing support for incoming service and authorization calls for Target REDcard by using on-line resources, including but not limited to QuickSource, electronic journal, pharmacy rewards and Target.com web based applications to assist and resolve guest issues. Ensuring disputes are documented and resolved in accordance with federal guidelines, Visa guidelines and Target internal policies. Accurately processing time sensitive work regulated by Regulations Z and Regulation E
Maintaining department performance expectations and goals related to overall performance. Exhibiting Leadership Expectations on a daily basis. Providing team members with one-on-one assistance, training, and mentoring as needed
Owning the ability to quickly adapt to changing business needs while supporting new and existing projects and initiatives to better serve our guests
Demonstrating knowledge of and adhering to Target Corporation policies and guidelines, credit systems, state and federal laws, rules and regulations governing credit and collections. Reviewing and restricting accounts from further credit fraud losses from a wide variety of sources (Assets Protection, Credit Teams, Credit systems (Authorizations, TSYS) and Fraud detection systems (CardGuard, IVR, ACAPS, Scorecards, etc.)
Demonstrating high degree of problem solving skills by making suggestions for handling exceptional account situations including: bankruptcy, CCC, deceased, legal, fraud, and billing disputes
Understanding, articulating, and maintaining a thorough knowledge of Visa regulations, federal regulations and Target internal guidelines as related to all dispute resolution work types including payment and transaction disputes, SafetyNet and Fraud
Utilizing all resources available to research and resolve billing issues relating to payments. Accurately processing time sensitive work regulated by Regulation Z and Regulation E
Evaluating transaction detail to process chargebacks and account and financial adjustments

Senior Aladdin Relationship Manager Resume Examples & Samples

Proven performance with an excellent track record of driving revenue growth with large organizations
Presence and gravitas to navigate both internally and externally. Confidence to deliver deep content, be relevant to the client and provide vision
The ideal candidate will possess some combination of all the following
Understands business, financial and technical terminology, including how organizations operate, compete, profit and grow. Keeps abreast of developments in own field and considers how this knowledge can be applied
Demonstrated experience successfully leading strategic initiatives within a global organization
Strong analytical and problem-solving abilities
Ability to coordinate and influence various stakeholder groups within the platform to gain consensus and resolve issues (i.e. portfolio management, business teams, legal, fund administration and investment operations)
Ability to operate as a self-starter, operating with limited guidance in a highly matrixed organization
The successful candidate will possess the initiative and creativity to solve the needs of a rapidly expanding platform

DD Relationship Senior Analyst Resume Examples & Samples

Set and deliver annual, quarterly, and monthly sales goals
Serve as primary point-of-contact for residential D2D vendor partner and their field team leads
Ensure delivery of compliant sales and sales practices
Coordinate all vendor relationship management tasks, inclusive of working with external vendors, internal teams, and processes
Stimulate steady process enhancements in an effort to increase operational efficiency and continuous sales growth
Analyze KPI reporting to identify and evaluate sales performance trends, and conduct performance gap analysis
Identify internal improvement areas, as well as perform closely with all internal stakeholders to prepare solutions
Conduct vendor site visits at least 3-5 times per quarter to support relationship and continuous performance improvement
Explore and support expansion across new business lines and into new markets
Assist with the recruitment, vetting, selection, and onboarding of new D2D partner prospects
Establish and maintain effective relationship with multiple vendor partners when warranted
Perform UAT testing for new system releases and new product/process implementations
Carries out other duties as assigned
Ability to meet highest attendance requirements
Ability to use personal computer, calculator, etc
Could involve some lifting
Ability to travel 25-35%
Bachelor's degree in Business, Marketing or related field required
5+ years of experience in new customer acquisitions
Experience with channel development / management and / or sales preferred; previous focus on residential D2D sales a plus
Equivalent experience in selling products and services to B2C segments—either in the Retail Energy market or in other industries (Telecommunications, Technology, etc.) is a plus
Proficient in the use of various MS Office programs, including Word, Excel, PowerPoint, and Outlook
Indirect Sales Experience

Senior Relationship Resume Examples & Samples

Total experience of 5-7 years of which 3 years in managing commercial relationships
Proven ability to deliver customised/flexible solutions appropriate to customer needs
Knowledge of international trade products & services
Ability to differentiate from the competition through the delivery of a responsive and proactive relationship management service and to engage with clients at both a strategic and transactional level

Senior Relationship On-boarding Officer Resume Examples & Samples

Coordinate the customer and internal account on-boarding & off-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including AML, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in North America and globally
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Create and maintain customer information, documents and product / limit requests in various databases/systems
Work closely with the front office, providing continuous feedback on status of accounts
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients’needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchanges
Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
Implement new processes and participate in the launch of new system
Client facing experience
Advanced Microsoft Excel Skills
Knowledge of legal documentation
Familiarity with KYC
Wide breadth of financial knowledge: Equities, Fixed Income, OTC, Futures, Options, etc
Well-versed in recent regulatory changes, e.g. Dodd Frank and FATCA
Polished presentation skills
Minimum 7 years banking/finance experience
Experience in Client Service or New Accounts in Financial Services Industry
MBA or Law degree

Senior Service & Relationship Representative Resume Examples & Samples

A minimum of 5+ years of experience in support with the ability to meet metric
Straight through processing (STP) exposure within the financial environment
Worked with middleware and data transformation tools using XML / XSLT’s
Working knowledge of data delivery via IBM MQ and basic troubleshooting MQ
Experience in network connectivity troubleshooting – LAN / WAN
User level exposure on Unix & Linux (Basic CLI to Navigate through application
FIX messaging experience at both protocol and format

Senior Relationship Technology Manager Resume Examples & Samples

8+ years in Technology, with consulting services firm experience a plus
Knowledge and experience working with Market Development or Parent is a
Large scale project/program management experience required, with transformation programs preferred
Strong financial acumen and operational management experience
Deep program and PMP skills, including knowledge of PM tools
Ability to oversee the delivery and execution of large projects/programs
Demonstrates a ‘one team’ / ‘one firm’ mindset
Motivates, coaches and inspires others
Applies expertise and judgement
Ability to provide ‘big picture’ view on the state of the portfolio
Strong written and verbal communication skills with the ability to present to and collaborate with business leaders
Ability to be a key influencer to leadership and peers
Ability to navigate tough issues and bring complete picture forward, to ensure best decision is made
Ability to help delivery teams manage through issues, risks and change
Ability to travel ~25%

Senior Relationship & Business Development Executive Resume Examples & Samples

Being directly responsible for client satisfaction levels at a strategic level and ensuring relevant key performance indicators are in place to support client goals
Working in partnership with the Northern Trusts internal Client Services Delivery to ensure operational activity are in line with the client Service Level Agreements (SLA)
Manage client issues ensuring appropriate resolution, including regular liaison with clients, relationship managers and other operational managers to provide a seamless service
Manage the internal teams responsible for the client relationship management and business development activities on behalf of Northern Trust
Cross-selling of additional products and jurisdictions to existing clients
Pricing new and additional business opportunities for existing clients
Conducting fee and contract negotiations
Adhering to internal risk management procedures
Actively participating and on occasions leading project’s covering client fund launches, mergers and closures
A proven track record in the industry, with a preference for at least 8-10 years’ experience working in all aspects of the funds / securities business with a broad range of products, FX, Performance, Securities Lending and any other relevant products
Presented & participated in client pitches and review meetings
Strong engagement with clients at executive level

Senior Reference Relationship Manager Resume Examples & Samples

As a Reference Relationship Senior Manager, you will report to the Senior Director of Brand and Customer Experience for Nuance Healthcare. In this role, you will establish and promote Nuance Healthcare customer advocates through both verbal and written materials to help promote the customer’s success in achieving their business goals with Nuance solutions. This person will build relationships with physicians and c-level clients to understand their stories to position their best practices and achievements
Proactive reference generation: Promotes and positions referencing opportunities to new and existing customers and maintains current information on their status
Establishes and maintains ongoing reference relationships with key customers, particularly physicians and C-level executives; captures, documents, and maintains knowledge about how key customers are successfully implementing Nuance solutions, the business challenges they solved, and the outcomes they are achieving
Organizes and manages customer reference-based activities and various promotional activities related to the utilization of customer information while maximizing value
Responsible for gaining in-depth knowledge of key Nuance customers to effectively promote technical and business aspects of each customer's use of Nuance solutions both internally and externally
Qualifies, tracks, and monitors reference usage
Collaborates with sales, product management, solutions marketing, and client development
Cultivates relationships with sales, business unit leaders, executive/senior level customer contacts and sales reps, fulfills requests for reference calls or reference visits; supplies content for communication and reference systems
Provides services and support for reference value positioning, negotiations, and other requests
Recruits customer presenters for executive and other sanctioned events
Collaborates to coordinate customer interviews to produce various promotional assets/collateral, including customer success stories (web/print), video-based customer interviews, blog articles, e-newsletter, etc
Responsible for continuous improvement to reference process and approach
Serves as source of support for Marketing departments, provides leads to public relations for features in various trade publications, gains customer content and approvals for use in marketing collateral and presentations and gathers references for industry analysts
12+ years of experience in reference management, sales, or client management in Healthcare technology industry
Experience in working with and presenting to c-level clients
Demonstrated ability to relate technical and business concepts to executives and user needs
Strong project management experience required
Strong interpersonal, oral, and written communication skills
Ability to work cross-functionally with high level of collaboration

Relationship Center Senior Manager Resume Examples & Samples

Develops, in partnership with the corporate Relationship Center leadership, directs and executes the vision and strategy for the next generation relationship center including customer advocacy, scheduling and service
Leads organizational change management efforts with the contact center teams
Leads continuous process/productivity improvements inclusive of new technologies and product expansion support
Evaluates current strategies, processes and procedures for effectiveness and modified as needed with the partnership of others, also maintains and shares knowledge of industry trends and forecasts
Build cross-functional relationships to achieve business objectives timely and effectively
Strategic support for the development, implementation and continuous improvement of training programs
Lead and improve on the goal of an ‘inspired culture’ of product and customer advocates with heavy focus on employee engagement and accountability
Own KPIs to ensure coaching priorities of leadership team are aligned with the business needs. Drives continuous improvement efforts and communicates KPI performance as appropriate through the business to drive awareness and improvement
Provides leadership development to direct reports, expanding their capabilities
Works in partnership to forecast requirements for staffing, technical, policy, procedure and other needs to achieve business results and KPIs
10+ years’ experience leading employee groups required, 5+ years customer facing service experience required
May require some travel
Strong leadership, coaching, team building – proven ability to develop front line leaders
Cross-functional influence/influence without authority
Prior LEAN experience preferred
Ability to both lead teams and act as a strong individual contributor to cross-functional teams

Audi Senior Relationship Marketing Specialist Resume Examples & Samples

Lead the operational excellence and innovation of the after sales customer facing marketing strategy which drives parts sales, accessory sales, service loyalty and profitability
Develop service marketing initiatives to increase dealership service traffic, increase parts sales, increase accessory sales with a focus on profitability – including the creation of national, regional and dealer promotional campaigns
Strategically calendarize the customer communications cadence of service marketing to ensure optimum customer experience with the right message at the right time
Manage the continuous integration with the After Sales business unit to understand the pulse of the business in order to bring that to the marketing message
Integrate new technologies for enhanced marketing for Audi’s after sales business at the national and dealer level
Drive innovation in data analytics to develop leading edge audience segmentation, timed messaging, personalize marketing message, offer structure optimization and thorough documentation of business rules
Increase dealer utilization of one-to-one intelligent service marketing programs
Communicate and work directly with field teams (Regional After Sales Managers and Area After Sales Managers), dealers (service managers and parts managers) on national and local marketing initiatives
Strive for excellence and relationship development with Service Managers and Parts Managers to gain respect, continual growth and learning to meet and exceed their business needs in the arena of service and parts marketing
Work across departments to ensure the inclusion of after sales marketing for consumer awareness and consideration, including but not limited to; Marketing, Audi Experience, Digital Operations – Audiusa.com/Tier II & III sites, myAudi, Sales Operation, Audi ONE, Connected Vehicle, Academy and AFS
Direct agency with creative and copy followed by exceptional detail review procedures
Manage assigned budget while consistently seeking revenue and cost optimization
Develop strong partnerships with finance and purchasing in order to actively manage RFP’s, purchase orders, budgets planning and budget management
Work collectively in the appropriate evaluation, review, negotiation, engagement and management of key agency/vendor relationships
Liaison with legal team and understand legal implications of copy, photography, video content of customer communications
Integration to develop the awareness and implementation of consumer facing after sales marketing includes but is not limited to: brand marketing, social media, experiential marketing, retail marketing, content manager, IT, digital operations of Audiusa.com, myAudi & Audi Experience, after sales, IQS, connected vehicle, Audi ONE, academy, Customer Service Center, field, dealers, legal, purchasing, finance and appropriately aligned VW counter parts
Integration across multiple and diverse agency and vendor partners that integrate and impact the customer communication during the ownership experience
Ensure advanced, detailed and collaborative communication of plans and initiatives to ensure organizational alignment
Act as a liaison between other disciplines for creative design integration for after sales marketing
Effectively communicate opportunities, issues, risks and dependencies with project stakeholders, where it applies to the area of consumer facing after sales marketing
5-7 years professional experience in CRM and Marketing. Within that timeframe, a minimum of 3 years’ experience specific to automotive
Strong analytical and conceptual thinking – using logic and reason layered with creative thinking and design
Integration – joining people, processes and systems
Influencing and negation skills
Exceptional project management
Strong organizational skills – details and analytical orientation
Passion for customer experience and the Audi brand
Proficient in Microsoft applications: Word, Excel, PowerPoint, Outlook
Able to understand and balance the interests of numerous stakeholders (e.g. management, colleagues, agencies, field and dealers, etc.)
Ability to excel in a constantly changing environment
Ad agency experience or direct experience working with an agency relationship
Campaign management experience
Experience in direct mail, digital marketing point of sale, collateral and fulfillment
Experience in data modeling and analytics to implement measurable decisions and action for performance improvement
CRM systems knowledge
Proven ability to think proactively to manage multiple projects simultaneously, tight deadlines and manage through complex issues and quickly determine required action
Demonstrated success in developing strong working relationships across many layers of an organization, outside agencies/suppliers & across cultural boundaries
Detailed budget management experience
Experience in developing RFP/RFQ particularly in the area of CRM, digital, print and fulfillment
Exceptional presentation skills, verbal and written communication must be clear, concise and well-articulated
Automotive experience – preferably in service, parts and accessories marketing
Professional CRM experience in automotive or other comparable brand / technology or luxury sectors
Knowledge of automotive sales, service and marketing environment
Corporate marketing experience with worldwide premium brands
Bachelor Degree in Marketing, Advertising, Business or Communications

Senior Fiduciary Relationship Manager, GFO Resume Examples & Samples

Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement
Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills
Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution
Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT. Identifies opportunities to showcase NT expertise and thought leadership
Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements
Teaches and mentors less experienced partners. Provides leadership on fiduciary projects and committees. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients
10-15 years’ experience as a relationship manager in fiduciary administration, estate administration, as an estate planning attorney, or in related fields
Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts
Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff

Senior CCS Relationship Spec Resume Examples & Samples

Acts as a primary contact for “assigned customers” for depository and cash management products and services
Interacts continuously with internal business partners to increase client service satisfaction
Provides credit servicing support including: client credit availability, re-pricings, advances, and paydowns
Assists with General Ledger certifications and other audit requirements
Requires advanced knowledge within a specific discipline typically gained through extensive work experience and/or education
Previous experience with CRM applications, call center operations management, procedural writing, project management and process re-engineering

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