Client Advisor Jobs in San Jose, CA

Analyze financial data to drive strategic decisions, manage asset performance, and enhance cash flow insights. Collaborate with leadership to support financial health and growth initiatives across div...

Join a dynamic team to lead risk management for major civil infrastructure programs. Drive risk assessment, develop contingency strategies, and ensure alignment with funding agencies, while fostering...

Shape the future of enterprise technology by fostering strategic client relationships, driving growth through tailored solutions, and leading cross-functional teams to deliver exceptional service acro...

Join us to build trusted partnerships with key accounts, driving results through upselling and collaboration. Use your strategic mindset to navigate complex sales cycles and foster long-term success f...

Engage stakeholders by leading the maintenance and technical direction of financial and accounting systems, particularly focusing on Lawson Financials on AS/400. Drive modernizations and ensure compli...

Unlock potential by leading legal transactions in a dynamic life sciences environment. Collaborate cross-functionally to provide strategic advice on complex R&D and commercial contracts, supporting th...

Join a team that manages key operations for documentation and funding, ensuring compliance and efficiency across commercial lending. Collaborate with stakeholders to enhance processes and optimize tra...

Champion client success by managing employee benefits accounts, delivering expert guidance, and ensuring compliance in a fast-paced, collaborative environment. Leverage relationships and industry insi...

Transform customer experiences by leading the multi-location product initiative, driving strategy, and developing innovative solutions that scale across the platform for diverse users, empowering them...

Support clients in maximizing their Workday investment by implementing and enhancing Adaptive Planning solutions. Drive project success through relationship building, best practices, and exceptional s...

Join as a strategic leader driving healthcare financial analyses. Oversee detailed due diligence, enhance team capabilities, and ensure high-quality deliverables that withstand sponsor scrutiny in a d...

Transform processes by collaborating with teams to enhance quality and efficiency. Leverage analytical skills to define actions, recommend solutions, and foster relationships with merchants to drive i...

Drive post-acquisition integration efforts to achieve value realization. Collaborate with stakeholders to develop strategies, manage execution, and improve processes while overseeing multiple integrat...

Drive business growth by consulting with clients to enhance profitability, optimize strategies, and improve engagement through training, analysis, and development initiatives across multiple business...

Deliver exceptional Salesforce administration by managing users, automating processes, and analyzing data. Collaborate with stakeholders to enhance user experience on the platform while ensuring syste...

Unlock potential by leading strategic government programs, managing P&L, and driving operational excellence. Oversee contract delivery, mentor staff, and foster client relationships to ensure growth a...

Empower a dynamic consulting team by driving growth strategies, securing projects, and fostering client relationships. Lead initiatives in civic innovation and mobility while mentoring talent and enha...

Join us as a pioneering Account Manager, building our new function from the ground up. You will drive revenue growth, engage with diverse accounts, and navigate technical discussions to foster custome...

Lead the charge in driving sales for enterprise accounts, crafting strategies to expand market presence and establishing vital relationships that enhance cybersecurity and AI partnerships in the Ohio...

Grow your career with a dynamic sales role focused on promoting Ally's auto finance solutions, engaging dealers, and maximizing business opportunities in a competitive market. Build relationships and...

Optimize client performance in the automotive sector through effective digital F&I solutions, ensuring success standards are met while fostering strong relationships and training dealership personnel...

Drive outcomes by leading candidate pipeline management, optimizing sourcing channels, and overseeing expert relationships for key strategic projects while collaborating cross-functionally to support...

Elevate enterprise data governance initiatives by supporting processes, maintaining metadata, and collaborating with stakeholders to enhance data quality and stewardship. Engage in governance efforts...

Engage with our Debt Capital Markets team to analyze, underwrite, and monitor a diverse buy-side debt portfolio, presenting insights and solutions to drive lending decisions and foster strong client r...

Lead the charge in managing complex FHA multifamily financing opportunities. Collaborate with various teams to ensure strong client relationships, produce targeted initiatives, and drive revenue growt...