Client Onboarding Specialist Jobs

Workstations Sales Specialist - State, Local & Education Description - Job Summary This role is responsible for understanding the organization's products and industry, engaging with key clients, and designing customized solutions while guiding junior team members. The role conducts market research, identifies new opportunities, and focuses on contract renewals. The role stays compliant with regulations, gathers client feedback, and resolves client issues to drive sales and satisfaction. Responsibilities • Demonstrates a deep understanding of the organization's products or services, as well as the industry to effectively position the offerings and articulate their value to potential clients. • Engages with key stakeholders within client organizations, including executives and decision-makers, to build relationships and ensure satisfaction with the organization’s offerings. • Engages with clients to design customized solutions for their unique business needs in collaboration with product experts and engineers. • Utilizes expertise to identify new opportunities and enhance existing ones, thus boosting the sales pipeline, and driving pursuit. • Conducts in-depth market research to identify trends and emerging opportunities and provides insights to the internal teams contributing to the development of sales strategies. • Concentrates on growing contract renewals for mid-to-large accounts, emphasizing higher total contract value. • Gathers and relays feedback from clients to the internal teams to help refine existing offerings and guide the development of new products or features. • Stays informed about industry-specific regulations and compliance requirements that may impact sales activities, ensuring that all engagements are compliant. • Acts as a point of contact for resolving client issues and concerns, working

Job Title Sales, Account Executive, Philips ECG Solutions (St. Louis) Job Description Sales, Account Executive, Philips ECG Solutions (St. Louis, MO) Philips ECG Solutions enables a new standard of cardiac care across the continuum by connecting care from home to hospital and hospital to home-all so your customers can deliver patient-centered heart care everywhere. Bring your sales talents to this winning Ambulatory Monitoring & Diagnostics (AM&D) division within Philips! Your role: As a Philips ECG Solutions Account Executive, you will primarily be responsible for orchestrating the sales process from lead identification, prospect new business, maintain and grow existing client accounts and ensure sales strategies meet revenue objectives while promoting ECG Solutions products and services. You will be a part of a dynamic sales organization, calling on cardiologists, electrophysiologists, hospital administrators, in both the office and hospital and report to the Regional Sales Leader. You will drive sales revenue and overall market share inside the territory as well as nurturing existing accounts. You will arrange appointments, equipment demonstrations and eventual sales meetings of Philips ECG Solutions products and communicate the company’s competitive differentiation and value proposition to enhance sales and convert competitive accounts This is a field-based role and will require daily travel in the territory which includes St. Louis and Central Missouri. You're the right fit if: Minimum 2 years of sales experience reflecting a track record of proven success within the Medical Device and / or Biotechnology arena, preferably in cardiology. Demonstrated track record of consistently meeting or exceeding an annual quota of more than $1M. Your skills include advanced selling capability that s

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department: Performance & Attribution (Eq/Bal) team provides critical portfolio insights that support investment decisions and client reporting. The team collaborates with advisory, risk, investment, compliance, and legal partners to ensure high-quality, compliant outputs. You will work in a collaborative, analytical environment and gain exposure to advanced portfolio analytics and cross-functional stakeholders. How You Will Add Value? Core Responsibilities: You will analyze portfolio performance, attribution, and risk metrics. You will validate data and resolve exceptions. You will create insightful performance commentary. You will identify and fix complex data issues. You will ensure timely report delivery. You will build custom reports and queries. You will review GIPS composite inclusion. Strategic Responsibilities: You will enhance data quality and reporting coverage. You will stre

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the department: The Global Compliance Transaction Monitoring Team at Fiduciary Trust Company International helps protect the organization from money laundering, sanctions, and terrorist financing risks. The team monitors client activity, reviews higher-risk transactions, conducts sanctions screening, and supports regulatory reporting requirements. Team members work closely with compliance, risk, and business stakeholders to strengthen the firm’s control environment and support regulatory compliance across global operations. How you will add value? Core Responsibilities: You will administer the GIFTS transaction monitoring platform. You will support the Threat matrix monitoring program. You will conduct Anti-Money Laundering investigations. You will perform quality assurance reviews. You will consolidate alerts and case information. You will maintain search-list profiles within GIFTS. You will oversee daily monitoring operations activities.

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role The Women’s Technical Design team is committed to providing the best client experience by creating well-fitting, high-quality products across an inclusive size range (Core, Plus) by utilizing client feedback and data to inform fit choices every day. We are looking for a Senior Technical Designer who enjoys weaving creative problem solving with technical accuracy and a strong understanding of apparel fit, construction, pattern making and grading to own at least two product categories and ensure fit and quality standards are well-executed and consistent across all styles. This role serves as a technical expert and builds close relationships with cross-functional team members and external vendors, impacting the business by maintaining product consistency, driving speed to market, and translating client feedback into product action plans and long-term fit improvements. Senior Technical Designer will also use strong technical judgment to independently identify fit and construction issues, anticipate potential production risks, and drive solutions through to resolution. This site-based position at our headquarters in San Francisco, CA requires regular on-site presence (5–9 days/month). Responsibilities: Manage multiple/complex product category fit sessions, ensuring style and fit intent are executed to Brand guidelines across owned categories while maintaining category quality, construction standards, and fit/pattern blocks. Establish and maintain consistent fit standards, pattern bloc

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: This team is part of the Merchant Lending vertical and caters to the Merchant loans section. They have the ownership of merchant cash advance sales. About the role: This is a B2C Sales role that requires a high level of people management, training, grooming the field sales executives and generating revenue, and driving P/L and growth for the assigned region. Expectations/ Requirements 1. Responsible for the MCA Sales in the city. 2. Manage an assigned geographic sales area to maximize sales target and meet corporate objectives. 3. Build and maintain relationships with key client personnel. 4. Manage Category leads from qualification to closure. 5. Ensure the team members are present in a market where sales & usage are done regularly. 6. Should have good networking capabilities and be willing to travel extensively throughout their specified areas. 7. Ensure monthly submissions and Disbursals numbers are being met. 8. New FSE hiring, training and handholding. 9. Ensure attrition is under control and Team is motivated/guided to perform better. Superpowers/ Skills that will help you succeed in this role 1. 5-10 years of relevant experience in Sales, Business Development and relationship building. 2. Ability to handle a team 3. Good communication skills 4. Good understanding of MS Office tools. 5. Growth Mindset 6. Willingness to experiment and improve continuously Education: Must have completed his graduation Why join us 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell opp

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Role Summary Supports the development and execution of strategic advisory on Trade-related topics (pharmaceutical purchasing and contracting) for the PBM Client Underwriting organization. Contributes to strategies by analyzing market intelligence and data insights, partnering with cross-functional stakeholders, and delivering actionable recommendations. Develops appropriate responses and documentation to address Trade-related requests arising from state Market Conduct Examinations . Manages processes and ensures consistent delivery of insights to support business outcomes. What You Will Do Provide strategic advisory on Trade implications of PBM client pricing strategies and client requests, partnering with cross-functional stakeholders to address business needs Contribute formulary, rebate, and other Trade insights to inform Underwriting RFP strategy and enhance rebate value for prospects and renewing clients Ensure Trade-related contractual requirements are appropriately addressed within RFP responses Serve as Trade liaison to Compliance team and other pertinent stakeholders on growing work to support state Market Conduct Exam inquiries, leading Trade response efforts on requests and follow-ups Provide input on key Underwriting assumptions that may impact future rebate value Analyze and apply market intelligence

Job Details: Job Description: This position is in the Silicon and Platform Engineering, Platform and Experience Architecture, PXA team. This team is responsible for defining experience driven client platforms that delight customers and drive business success. This role is for the Platform Architecture Manager and leader of the Platform Workflow and Competitive Analysis team which exists to translate outside-in insights into platform requirements that define winning client PC experiences. Under a single-umbrella of leadership, PWCAs responsibilities are focused on integrating UX research, ecosystem engagement, competitive analysis, UX workflow development, and data collection into a single operating model that improves PXA's ability to make fast, evidence-based architecture and roadmap decisions. PWCA integrates diverse functions and expertise to uncover insights and translate a data-backed vision into actionable recommendations for complex technology and product roadmap decisions. Its leader must build a cohesive team, foster a strong culture, and establish a decision-making framework that aligns diverse projects and expertise in an open-ended environment requiring long-term, multidisciplinary research and analysis. The qualifications below reflect the experience and capabilities needed to succeed in this role. Experience Experienced managing 10-20 person teams with varied deep areas of expertise Intuitively grasps the unique timelines of IP, SOC, and Platform development and the key moments of intercepting different inputs into the development cycles Proven ability to apply user experience research methods and lead the collection, synthesis, and management of insights from users, customers, and ecosystem partners to inform platform and roadmap decisions Proven experience leading competitive analysis acro

The Datadog Major Accounts Team is focused on driving new business and expanding the current Datadog footprint with our largest and most strategic clients. The success of the Major Accounts Team directly impacts the success of Datadog and is a highly visible position with bold revenue targets. We are searching for seasoned and successful Account Executives that have a passion for technology and a fast-paced sales environment. The Major Accounts Team has experienced unprecedented success since its inception in 2021 and we are continuing to expand the team. This is a lucrative opportunity for any driven and competitive salesperson. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Prospect into a targeted set of accounts while running an efficient sales process Nurture existing client relationships and grow the Datadog footprint Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts Develop a deep comprehension of the customer's business Negotiate favorable pricing and business terms by selling value and ROI Demonstrate resourcefulness when faced with challenges Determine necessary steps to close business and gain customer validation Identify a robust set of business drivers behind all opportunities Ensure high forecasting accuracy and consistency Who You Are: Someone with 7+ years Enterprise software sales experience Experienced in selling Fortune 100 companies with the ability to win new business Experience managing a complex account team from multiple GTM Ecosystem partner functions to support Sales cycle Experience/success selling new solutions into accounts already leveraging core technical products Combination of leveraging existing customer contacts and net new PG to brea

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. Base Location: Indore, India Role Summary: We are seeking a results-driven professional to drive B2B new client acquisition across Madhya Pradesh, Chhattisgarh, and Gujarat. The role involves identifying business opportunities, building relationships with key decision-makers, managing the sales pipeline, and achieving revenue targets through the acquisition of new B2B clients.

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role The Client Experience Product Algorithms team is responsible for the machine learning, AI, experimentation, and product analytics capabilities that power personalized experiences for Stitch Fix clients and stylists. Partnering across Product, Engineering, Design, Styling, Marketing, Merchandising, Finance, Enterprise Analytics, Data Platform, and DSN, the team translates data and algorithms into measurable business impact. As Director, Product Algorithms, you will lead the strategy, execution, and people behind our Growth, Styling, and Fix & Freestyle Algorithms portfolios. You'll define how AI, machine learning, experimentation, and analytics shape the future of personalized shopping while building the operating discipline, technical excellence, and cross-functional alignment needed to deliver scalable business results. Responsibilities Lead the Product Algorithms portfolio across Growth, Styling, and Fix & Freestyle, setting strategy and driving measurable outcomes across acquisition, engagement, retention, styling quality, Fix, Freestyle, outfitting, and related commerce experiences. Define the vision and roadmap for applying data science, machine learning, AI, experimentation, and product analytics to improve client experiences, stylist effectiveness, and business performance. Drive innovation by identifying, evaluating, and scaling modern AI, machine learning, personalization, and experimentation techniques that create meaningful impact while balancing technical feasibility, exec

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: This team is part of the Merchant Lending vertical and caters to the Merchant loans section. They have the ownership of merchant cash advance sales. About the role: This is a B2C Sales role that requires a high level of people management, training, grooming the field sales executives and generating revenue, and driving P/L and growth for the assigned region. Expectations/ Requirements 1. Responsible for the MCA Sales in the city. 2. Manage an assigned geographic sales area to maximize sales target and meet corporate objectives. 3. Build and maintain relationships with key client personnel. 4. Manage Category leads from qualification to closure. 5. Ensure the team members are present in a market where sales & usage are done regularly. 6. Should have good networking capabilities and be willing to travel extensively throughout their specified areas. 7. Ensure monthly submissions and Disbursals numbers are being met. 8. New FSE hiring, training and handholding. 9. Ensure attrition is under control and Team is motivated/guided to perform better. Superpowers/ Skills that will help you succeed in this role 1. 5-10 years of relevant experience in Sales, Business Development and relationship building. 2. Ability to handle a team 3. Good communication skills 4. Good understanding of MS Office tools. 5. Growth Mindset 6. Willingness to experiment and improve continuously Education- Must have completed his graduation Why join us 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell op

Citi's Markets Quantitative Analysis (MQA) group is seeking a highly skilled VP Quantitative Analyst to join its Equities team. This role is central to the research, design, implementation, and maintenance of cutting-edge Equities Execution Algorithms for Citi's clients and internal trading desks, with a specific focus on North America and LATAM markets. This position offers a unique opportunity to apply strong quantitative, technical, and soft skills to foster innovation within a collaborative team culture, directly impacting trading businesses, control functions, and the global client base. Key Responsibilities Algorithmic Development & Enhancement: Design and develop new algorithms and strategies for the next generation equity trading platform initiative at Citi. Research, design, and implement improvements for existing algorithmic trading strategies (e.g., VWAP, liquidity seeking). Develop and enhance quantitative models, including optimal schedule, market impact models, and short-term predictive signals (e.g., fair value). Implement algorithm enhancements and customizations with production-quality code, applying best practices for modular, reusable, and robust trading components. Data Analysis & Modeling: Perform in-depth analysis of large datasets comprising market data, orders, executions, and derived analytics. Apply statistical modeling and machine learning techniques for data analysis and signal generation. Conduct flow analysis and performance tuning for various client flows. Provide data and analysis to support initial model validation and ongoing performance analysis. Collaboration & Support: Collaborate closely with traders, risk managers, product, sales, and technology teams to integrate quantita

The NVIDIA DGXC Data Services team builds cloud-native systems, frameworks, and services for managing data across hybrid and multi-cloud infrastructure. We are building the next-generation data and storage infrastructure to solve some of the hardest problems in AI: storage, access, ingestion, governance, observability, and data management for exabyte-scale, high-performance GPU-based training and inference jobs. Our work gives NVIDIA teams the foundational capabilities they need to build, train, deploy, and operate AI products at scale without reinventing critical data infrastructure for every workload. What you will be doing: Build storage technologies, client libraries, and filesystem frameworks that help AI workloads access data across object stores, file systems, and hybrid cloud infrastructure. Develop high-performance storage paths for training and inference workflows, including data loading, checkpointing, caching, POSIX-style access, and object-store integration. Build observability systems that diagnose storage bottlenecks, attribute GPU idle time to I/O behavior, and expose actionable telemetry through production monitoring stacks. Improve performance, scalability, and reliability of storage systems serving massive datasets, deep directory trees, and high-concurrency AI workloads. Work closely with internal AI teams, platform teams, SRE, and operations to validate storage behavior against real workloads and production environments. Use modern software engineering practices, including AI-assisted and agentic development workflows, while maintaining high standards for design, testing, security, performance, and verification. What we need to see: BS in Computer Science, Information Sys

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. ****This role must be on site in either San Francisco, Chicago or NYC**** The Opportunity The Global Account Director is accountable for developing and implementing an account plan which will delight our clients and ensure a healthy long-term relationship. This executive leader anticipates client needs and delivers to exceed the key performance indicators within the contract and builds financial plans while striving to maximize revenue and profitability. The Account Director builds and sustains high-performing teams which not only deliver operational excellence but keep employees engaged and thriving. In conjunction with the Work Dynamics leadership team, the Account Director understands the firm's strategy and goals and can translate those into business opportunities. This is the top leadership role on the account. Primary Responsibilities: Exceeding Client Expectations Create an account plan which ensures alignment of objectives, drives results and helps to secure a future with no-bid contract renewals Drive account growth by articulating our value proposition and ensuring expansion of services provided across Integrated Facility Management (IFM), Property and Development Services (PDS), lease administration, and subtenant management Establish outstanding relationships with k