Client Advisor Jobs in San Jose, CA

Champion innovative solutions by leveraging your expertise in Healthcare Finance and Medicaid Services to drive impactful client outcomes and enhance strategic advisory efforts within this multifacete...

Lead the charge in optimizing user journeys for engagement and retention. Design multi-channel re-engagement strategies for high-value client interactions, focusing on maximizing long-term value throu...

Engage in data analysis to support strategic pricing initiatives, working collaboratively with various teams to develop pricing strategies and proposals. Leverage analytical expertise to drive revenue...

Champion transformative product experiences by leading cross-functional teams to innovate and streamline compliance solutions, driving customer adoption and impactful change in the audit and complianc...

Lead the Fund Banking team to build relationships with VC and private equity firms, manage credit quality, and develop banking solutions that cater to clients’ needs while gaining exposure to commerci...

Unlock potential by leading product management efforts, driving developer tools from concept to launch. Collaborate closely with engineering, sales, and marketing while owning the product lifecycle to...

Champion project delivery of Salesforce solutions in Federal environments, managing scope, schedule, and compliance. Collaborate with stakeholders to align objectives, ensuring success through effecti...

Unlock potential by leading Salesforce project delivery in Federal settings, ensuring compliance, managing budgets, and communicating clearly with stakeholders. Drive successful outcomes while navigat...

Innovate and drive new business as an Enterprise Account Executive. Engage multiple stakeholders to develop strategies that enhance IT operations, boost productivity, and transform user experiences ac...

Join our team to drive enterprise sales growth, transforming IT operations by engaging key stakeholders, crafting strategic plans, and delivering exceptional business value through innovative solution...

Drive the innovation and development of audit platforms in a dynamic role. Collaborate with stakeholders and engineering teams to define roadmaps and deliver high-quality healthcare product solutions...

Drive project success by managing complex initiatives from inception to closeout. Oversee budgeting, scheduling, and compliance while ensuring safety and client satisfaction through effective team lea...

Drive sales strategy in Financial Services, fostering C-suite relationships. Use expertise in AI and automation to achieve revenue goals and improve operational efficiency, delivering exceptional valu...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Elevate your career by transforming Wealth Management through innovative solutions, collaborating closely with clients to drive technology initiatives and enhance operational excellence in a rapidly e...

Transform client interactions by designing and implementing innovative business changes, specializing in technology consulting within Wealth Management to drive operational excellence and enhance clie...

Unlock opportunities in Wealth Management by driving digital transformation and enhancing client experiences. Collaborate with teams to implement innovative solutions and optimize operational excellen...

Grow your career with a dynamic role managing transportation bodily injury claims, including litigated cases. Drive timely resolutions, negotiate settlements, and support a high-volume caseload in a r...

Drive innovation and strategy in Life New Business and Underwriting solutions, leading cross-functional teams to develop and commercialize products that enhance growth and market influence in the Life...

Drive customer success and portfolio growth by overseeing account management, ensuring executive alignment, risk mitigation, and satisfaction across strategic accounts while leading a high-performing...

Take ownership of strategic customer success and account delivery to drive retention, growth, and governance. Collaborate with cross-functional teams to ensure customers achieve measurable business va...

Oversee a diverse portfolio of retirement plans, ensuring compliance, effective administration, and superior client satisfaction through proactive relationship management and regulatory adherence. Tak...

Engage in high-stakes insurance defense as a senior trial attorney. Lead complex cases, manage litigation strategies, and mentor junior staff while collaborating with experts. Shape the future of civi...

Contribute to strategic growth in Federal markets by driving customer acquisition, leveraging relationships, and collaborating effectively across teams to meet and exceed sales objectives. Engage deep...

Shape the future of secured environments by enhancing partnerships and driving sales in integrated security solutions. This role focuses on elevating relationships with key contractors and end-users t...