Client Advisor Jobs in Middletown, NY

Shape the future of data-driven decision-making by creating and optimizing reporting solutions in Power BI. Collaborate with cross-functional teams to deliver insightful dashboards and models that tra...

Accelerate progress at a fast-growing construction business by managing 40 enterprise accounts, driving sales quotas through renewals and new product sales while building trusted relationships with C...

Lead the charge in financial strategy as a Senior Financial Analyst, driving insights and efficiencies in a dynamic PE-backed software company to enhance business performance and growth through advanc...

Manage the accurate calculation of NAV for client funds, preparing investor statements and liaising with auditors. Collaborate with operations and investor relations teams while utilizing Excel for fi...

Join a team that's driven to achieve in a fast-paced sales environment. You will manage the full sales cycle and develop strong client relationships, systematically generating leads and exceeding perf...

Drive new business growth by leveraging relationships with brokers and employers. Engage with decision-makers, deliver impactful solutions, and achieve sales targets while navigating the Mid-Atlantic...

Inspire enterprise growth by leading consultative sales, building relationships with C-suite executives, and managing complex multi-stakeholder deals to deliver strategic solutions across advisory, tr...

Lead the charge in executing AI product projects through cross-functional collaboration and clear communication. Thrive in a fast-paced, ambiguous environment while maintaining accountability and driv...

Unlock potential by fostering relationships with mortgage brokers and investors, managing leads, and finalizing loans. This role thrives in a fast-paced environment, focusing on effective communicatio...

Drive pre-sales efforts and establish best practices in Revenue Cloud and AI Sales transformations, leveraging deep expertise to foster customer success and mentor a high-performing engineering team i...

Drive growth by leading the Mobile C-arm sales strategy. Oversee a diverse team, manage account relations, and ensure exceptional customer delivery while achieving financial targets and optimizing ope...

Unlock potential by leveraging advanced analytics to enhance revenue cycle operations. Collaborate with cross-functional teams to identify denial trends, improve claim processes, and drive strategic i...

Take ownership of contract management processes while ensuring compliance and risk assessment. Collaborate with teams to standardize practices, negotiate agreements, and support CFO projects in a dyna...

Help us drive client success in the fast-paced hedge fund sector by cultivating relationships and delivering top-notch service, while managing renewals and upselling opportunities within a dynamic, va...

Drive account growth by managing client relationships and fostering strategic partnerships. This dynamic role engages with clients, executing sales strategies to expand product adoption while ensuring...

Manage and enhance client relationships by coordinating clinical operations, analyzing medication data, and providing innovative solutions for optimal pharmacy plan performance, supporting brokers and...

Lead the charge in managing complex shareholder litigation and securities class actions. Drive strategy, oversee legal processes, and collaborate cross-functionally to mitigate risks while navigating...

Join a team that's responsible for managing medium severity commercial claims, enhancing resolution strategies, and navigating legal complexities in a dynamic environment throughout the United States...

Optimize your career by managing medium severity claims. Collaborate with cross-functional teams, analyze coverage issues, and negotiate resolutions to ensure effective strategies and mitigate risk ex...

Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...

Unlock client success by optimizing product performance and value realization! Serve as a trusted advisor across a portfolio of mid-level accounts, enhancing relationships and driving growth through s...

Elevate the financial strategy of Embedded Banking by delivering insights that drive performance, collaborating with leadership to ensure strategic alignment, and providing analytical support for deci...

Lead strategic sales efforts to drive growth in complex enterprise accounts. Innovate solutions by understanding client needs, manage executive relationships, and oversee the sales cycle and account s...

Lead the charge in resolving complex conflicts of interest within a collaborative environment. You'll partner across departments to ensure compliance, manage records, and provide strategic recommendat...

Join a dynamic team to lead presales discovery and design solutions for strategic engagements. Drive workshops, mentor consultants, and ensure delivery feasibility to achieve impactful customer outcom...