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Keywords: Portfolio Advisor, Location: Boston, MA

Page: 4

Customer Success Specialist

. You will be responsible for ensuring the complete post-sale success and satisfaction of a portfolio of athenahealth customers through... establishing yourself as a trusted advisor and business partner. But enough about us; let’s talk about you. You have healthcare...

Company: Athena Health
Location: Boston, MA
Posted Date: 30 Mar 2025

Senior Counsel, Commercial

and legal policies to drive consistency, mitigate risk, and support business growth while serving as a trusted advisor to the... in a managerial role in-house within a high-growth technology company. PE portfolio company experience also preferred. Deep expertise...

Location: Somerville, MA
Posted Date: 29 Mar 2025

Enterprise Account Executive (Accepting Applications for Future Opportunities)

part of our continued success. You will be a trusted advisor to our most prestigious clients, driving both their success... on the planet, across many different levels to communicate the many benefits of our software portfolio and making it relevant...

Location: Somerville, MA
Posted Date: 29 Mar 2025

Sr. Relationship Manager, Commercial

Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products... Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert...

Company: KeyBank
Location: Boston, MA
Posted Date: 28 Mar 2025

Account Manager

management (director, C-level) clients as a trusted business advisor by leveraging the company’s research on emerging... portfolio to align appropriate solutions with client needs. Skills and competencies Demonstrate urgency and a sense...

Company: Forrester
Location: Cambridge, MA
Posted Date: 27 Mar 2025
Salary: $64000 - 96000 per year

Customer Success Manager - Construction

-portfolio customers. Within Construction Customer Success, we ensure ongoing adoption of our cloud solutions, fulfill...), you will be the strategic driver for product adoption and expansion within your assigned portfolio of customers. Responsibilities...

Company: Autodesk
Location: Boston, MA
Posted Date: 27 Mar 2025

Senior Account Strategist

. Become a trusted advisor to agency clients with an understanding of the agency client portfolio, their tactical and strategic...What You'll Do: Own strategy and the day-to-day relationships with a portfolio of agency partners to ensure...

Company: Criteo
Location: Boston, MA
Posted Date: 26 Mar 2025

Director of Strategy and Execution, US Rare Disease Franchise

of all products in the Franchise. This role will establish and maintain a portfolio of key initiatives in close collaboration..., cross-functional project teams and be a trusted advisor/leader to the broader Rare Franchise. What You'll Do Manage...

Company: Biogen
Location: Cambridge, MA
Posted Date: 25 Mar 2025

Account Director

as a trusted business advisor by leveraging the company’s research on emerging technologies and customer experience. Collaborate.... Develop a complete understanding of the company’s products and services portfolio to align appropriate solutions with client...

Company: Forrester
Location: Cambridge, MA
Posted Date: 25 Mar 2025
Salary: $92722 - 162000 per year

Project Director - Healthcare

advisor. Build new and extend pre-existing Healthcare relationships and develop strategic alliances with clients... and other service providers. Secure significant projects relevant to the Healthcare and Academic Medical Centers national portfolio...

Posted Date: 25 Mar 2025

Senior Healthcare Planner

and new client relationships and position Page as a trusted advisor. Engage as an agile architect when needed to balance... with clients/ users Strong client management skills Developed technical and leadership skills with a deep portfolio of new...

Posted Date: 23 Mar 2025

Client Relationship Analyst

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...

Company: Morgan Stanley
Location: Boston, MA
Posted Date: 23 Mar 2025

Director Principal Gifts

with a Philanthropic Advisor level, we are open to considering that option. Our goal is to find the right individual who can effectively... from their portfolio, partnering often with colleagues from across the broader External Relations (ER) organization, the School, and the...

Location: Boston, MA
Posted Date: 23 Mar 2025

Partner Account Manager II, Mid Market

, including their profitability, with Klaviyo. How you'll make a difference: Become a trusted advisor to the 30 partner... use cases to market Build and manage a lead referral pipeline with your partner portfolio. Work to understand a partner...

Company: Klaviyo
Location: Boston, MA
Posted Date: 22 Mar 2025

Capital Director

advisor for GRE asset managers, portfolio managers, and transactions teams to better understand, assess, and efficiently... Portfolio Capital Advisory Partner with Assets Managers to: Support Property Operations: advise on solutions to the...

Location: Boston, MA
Posted Date: 22 Mar 2025
Salary: $150000 - 250000 per year

Territory Account Manager

. As a Territory Account Manager will act as a trusted advisor and implement sales strategies to exceed sales targets within a targeted... to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio...

Company: Arista Networks
Location: Boston, MA
Posted Date: 21 Mar 2025

Private Wealth Management Associate

Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through... experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting...

Company: Morgan Stanley
Location: Boston, MA
Posted Date: 21 Mar 2025

Systems Engineer

The District Systems Engineer, Commercial, is a vital part of our sales team, serving as a trusted technical advisor..., demonstrating, and designing security architectures across the Palo Alto Networks portfolio based on customer business needs...

Location: Boston, MA
Posted Date: 19 Mar 2025

Systems Engineer

The District Systems Engineer, Commercial, is a vital part of our sales team, serving as a trusted technical advisor..., demonstrating, and designing security architectures across the Palo Alto Networks portfolio based on customer business needs...

Location: Boston, MA
Posted Date: 19 Mar 2025

Senior Consulting Engineer

Expectations Contribute to customer implementations at any or all phases of the application lifecycle: portfolio assessment... engineers, project managers, and account teams Cultivate your individual MongoDB reputation as a trusted advisor to guide...

Company: MongoDB
Location: Boston, MA
Posted Date: 19 Mar 2025