with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans... solving abilities with strong analytical skills Outstanding customer service focus Extremely detail oriented and accurate...
rely on. This is a quota and target-based position, and success will be based on hitting sales targets, growth.../manager and sales leadership. Partner with the collection team on all A/R concerns and own with the KAM team all collection...
solutions that are a blend of program management, customer success, and operations. You will find the best path forward to get... in project or program management that spans multiple domains of expertise. 3+ years experience in customer success for B2B...
, Counsel) Complete ad-hoc data clean-up projects as directed by the Senior Manager CRM, practice & BD Match CMS data (client... account records) with CRM account records and enrich with applicable legal company name, industry classifications...