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The Client Implementation Specialist is responsible for onboarding new clients, organizing investment information, ensuring data quality, providing training, and building relationships. They conduct regular check-ins to assess client needs and satisfaction while maintaining comprehensive records in the CRM system.
As a Senior Revenue Enablement Manager, you will drive customer-facing teams to achieve revenue goals by designing and delivering training programs, developing resources, and measuring program effectiveness. Collaborating with cross-functional teams, you will address skill gaps and optimize processes to enhance sales execution and customer engagement.
The Structured Notes Product Specialist will be responsible for expanding and maintaining client relationships, generating new business, and educating financial advisors on structured notes. This role requires coordination with internal teams and the creation of client presentations.
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The Global Head of Revenue Enablement will lead sales productivity initiatives, collaborating with Sales, Marketing, Product, and Revenue Operations to create and implement onboarding and enablement programs. This role requires strong analysis, relationship-building, and operational excellence to enhance revenue teams' effectiveness globally, utilizing AI and SaaS tools.
As a Customer Success Manager, you will manage strategic customer relationships, drive product adoption, and enhance customer experience by analyzing data and collaborating with the product team. You will also be responsible for onboarding new clients and reducing churn risk by monitoring KPIs.
The Account Executive will cultivate relationships with senior financial executives in the cannabis industry, focusing on maximizing client adoption of LeafLink's financial products, understanding industry trends, and customizing solutions to meet client needs. They will also collaborate with various teams to enhance the service provided to clients.
As a Software Engineer at Paces, you'll develop large-scale green infrastructure projects, optimizing a data-heavy platform, conducting user research, and collaborating with teams to improve user experience and product roadmaps.
The Data Engineering Role involves designing and implementing data pipelines, building data warehouses, writing complex SQL queries, automating data processing, and collaborating with clients. The role also includes documenting processes and troubleshooting data integrity issues, with opportunities for expanded responsibilities depending on client needs.
The Revenue Accountant will maintain financial records, ensure compliance with accounting regulations, and support the finance team. Responsibilities include revenue recognition, billing, month-end closing, accounts receivable management, and compliance auditing. The ideal candidate should have a strong understanding of accounting principles, proficiency in accounting software, and excellent organizational skills.
The Chief of Staff will collaborate closely with the CEO and executive team, focusing on strategic growth, financial modeling, communication enhancements, process improvements, and decision support through analysis and research. They will play a key role in driving company priorities and identifying business opportunities.
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