Client Engagement Manager Resume Samples

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KO
K Okuneva
Kennedy
Okuneva
78547 Vandervort Junction
Boston
MA
+1 (555) 944 2509
78547 Vandervort Junction
Boston
MA
Phone
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Experience Experience
Chicago, IL
Client Engagement Manager
Chicago, IL
Stark, Wolf and Batz
Chicago, IL
Client Engagement Manager
  • Learning and professional development including working with complex products across multiple product lines
  • Developing a Private bank style guide / tone of voice for all communications and all media platforms
  • Creating a seamless link between internal and external communications
  • Working knowledge of databases
  • Maintaining P2P North America SharePoint to ensure client content is up to date and relevant to the business cycle
  • Sourcing, preparing and contributing to the content for industry and customer forums
  • Participate in Broker/Community activities to promote Cigna
Detroit, MI
Lincoln Client Engagement Manager
Detroit, MI
Bergnaum Group
Detroit, MI
Lincoln Client Engagement Manager
  • Number of clicks to establish dealership utilization of Database Provide bi-monthly Market Area BPR metrics
  • Manage relationships between Lincoln Motor Company and our supplying partners
  • Lead Field/Dealer communications, training, and concern resolution in collaboration with Click to Purchase Manager
  • Lead strategy development of National Program while aligning with Ford DRE program
  • Effectively manage the Click to Purchase training budget
  • Effectively manage Date Night program budge
  • Use metrics to continuously improve and grow Date Night program
present
Philadelphia, PA
Senior Client Engagement Manager
Philadelphia, PA
Gutmann-Little
present
Philadelphia, PA
Senior Client Engagement Manager
present
  • Develop lasting relationships with clients
  • Work directly with the account manager to identify new sources of revenue
  • Opportunity to manage accounts on an entrepreneurial and collaborative basis and be compensated for success in driving the organization’s growth
  • Assist with guiding clients to achieve their goals
  • Consult clients on implementation
  • Improve process performance
  • Present weekly/monthly/quarterly/yearly reviews for clients and internal partners
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Ohio University
Bachelor’s Degree in Business
Skills Skills
  • Strong track record of business and technical problem solving and have the ability to learn new skills quickly
  • Well organized, good attention to detail and strong follow up skills
  • Procure To Pay/Requisition To Pay/Source To Pay knowledge-Demonstrated knowledge of procure to pay processes at the intermediate to advance level ERP Knowledge
  • Highly professional, consultative, and customer focused
  • Basis but solid industry and Market knowledge of promotion behavior and practice
  • Strong knowledge of software development cycle
  • Excellent analytical and problem solving skills as well as attention to detail
  • Good team worker and excellent collaboration skills
  • Superior project management skills and detail orientation and proven ability to manage competing projects and prioritize accordingly
  • Strong attention to detail
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15 Client Engagement Manager resume templates

1

Counsellink Client Engagement Manager Resume Examples & Samples

  • Support Sales & Services organization to meet or exceed Strategic Services sales POS, Revenue and growth objectives
  • Develop, scope and articulate Services options ROI to potential and existing clients
  • Partner with sales team members in complex service sales opportunities
  • Serve as a trusted advisor to customer in product deployment and process decisions
  • Develop, maintain & deliver a services pipeline and business plan in partnership with sales team members
  • Serve as subject matter expert for SOW/RFP process. Handling customer objections and explaining service offering throughout sales motion
  • Create services solution oriented proposals, partnering with service team members to identify risks, resource allocation requirements and schedule needs for project success
  • Maintain awareness of market needs and industry trends and share information across organization to optimize market position
  • Manage strategic projects and opportunities, as assigned
  • Expected total travel 50-60%
  • 10+ years successful service consulting experience with proven success partnering with sales
  • Ability to work cooperatively in a team environment to achieve organizational goals 5. Experience working in a complex matrixed corporate environment
  • Demonstrated knowledge and experience in negotiation of complex consulting engagements
2

Client Engagement Manager Resume Examples & Samples

  • Develop solutions as part of the wider HP sales engagement encompassing technology, process, people, and for
  • Improvements in application development processes
  • Build and release management
  • Infrastructure provisioning for application development and test environments
  • Extensive experience in IT preferably with experience of leading Operations and Development teams
  • Experience with software development process improvement projects
  • Experience in mentoring and executing Agile, and Continuous Delivery best practices
  • Experience with a number of the following tools and technologies
  • Cloud computing and associated APIs (HP Software, AWS, Google App Engine)
  • Functional and Performance testing tools (HP/others)
  • Infrastructure automation (HP Software, Chef, Puppet)
  • Build tools
  • Continuous integration tools
  • Continuous deployment tools
  • SCM tools
  • Scripting languages (E.g., Shell, Ruby/JRuby, Perl, Python, PowerShell)
  • Typical application architectures (app servers, DBs)
  • Awareness of ITIL/COBIT
  • Excellent verbal, written, and presentation skills on both technical and business topics
  • Strong track record of business and technical problem solving and have the ability to learn new skills quickly
  • Strong track record of working effectively in a team environment and skills including the ability to both be a team lead and be a team player as the client engagement requires
3

Client Engagement Manager Resume Examples & Samples

  • Work closely with Commercial Planning and Analytics management and the Marketing and Communications Division’s, specifically the Wilmington Trust team as well as Central Advertising, Sponsorships, branding, and marketing business leaders to support the coordination and execution of Wilmington Trust events and drive connectivity to the Commercial bank programming, ensuring a cohesive brand experience, standardized reporting/tracking and communications
  • Bachelor's Degree, or in lieu of a degree a minimum of 4 years work experience
  • Five (5) years related experience
  • Two (2) years event planning experience
  • SharePoint experience preferred
  • Advanced MS Excel Skills
  • Basic writing skills
  • Database management experience
  • Excellent written, verbal and negotiation communication skills
  • Strong interpersonal skills and ability to interact professionally with all levels of management
4

Client Engagement Manager, Wdpr Resume Examples & Samples

  • 6-8 years of overall experience in technology, 2+ years in a business partnering, executive-facing role
  • Relevant work experience across multiple technology areas and services
  • Strong history of adapting departmental plans and priorities to address resource and operational challenges
  • Negotiation and issue resolution capabilities
  • Account management, business / technology liaison experience
  • Experience managing technology products including
5

Client Engagement Manager Resume Examples & Samples

  • Engage, analyze and coordinate effective solution delivery for key clients
  • Develop and foster positive customer relationships
  • Assist in determining training objectives and appropriate training content
  • Tailor training agenda based on trainee’s specific needs, which is determined through client consultation
  • Perform instructor-led training sessions, delivering a highly engaging, hands-on educational experience
  • Write training handouts, outlines, agendas and syllabi
  • Incorporate motivating, creative, and interactive training techniques to enhance the training experience, in an effort to maximize learning and retention
  • Design writing
  • Timeline management
  • Release
  • Knowledge of operations, business systems and processes of our clients
  • Uses current technology and tools to solve customer issues (internal and external) and maximizes productivity
  • Is proactive and accountable
  • Manages time appropriately
  • Working knowledge of media sales systems
  • Knowledge of quantitative and qualitative media data services such as Nielsen, Nielsen Audio and Scarborough data
  • Strong interpersonal skills, excellent written and verbal communication skills
  • Technical background, with experience in SQL and .NET extremely helpful
  • Ability to influence cross-functional teams without formal authority
  • Well organized, good attention to detail and strong follow up skills
  • Need to be able to clearly communicate program capabilities to a small or large group of people
6

Lincoln Client Engagement Manager Resume Examples & Samples

  • Lead strategy development of National Program while aligning with Ford DRE program
  • Develop, instruct, and seamlessly implement training for Field and participating Dealerships
  • Manage timelines, deliverables, and requirements
  • Lead Field/Dealer communications, training, and concern resolution in collaboration with Click to Purchase Manager
  • Manage relationships between Lincoln Motor Company and our supplying partners
  • Effectively manage the Click to Purchase training budget
  • Grow Sales and Service dealership employee engagement
  • Operationalize the process for dealer adoption and increase utilization for participating dealerships
  • Increase utilization and awareness in non-engaged dealerships
  • Create and support execution of National Database incentive
  • Continuously improve metrics (% RO Utilization, Dealer Utilization)
  • Evolve current metric reporting to include breakdown by Market Area and
  • Number of clicks to establish dealership utilization of Database Provide bi-monthly Market Area BPR metrics
  • Manage the Database program budget
  • 2+ years’ experience in Marketing and Communications Management
  • 2+ years’ experience in Consumer Relationships Management
  • Bachelor’s Degree in Business, Marketing, or Business related fields
  • 3+ years’ experience in brand strategy
  • 2+ years’ experience in digital marketing
  • Successful candidate should be able to demonstrate leadership in One FORD (leadership) behaviors combined with outstanding interpersonal, teambuilding, and communication skills
7

Client Engagement Manager Resume Examples & Samples

  • Developing and facilitating P2P Client Facing Programming (End User Forums, KO Buy Training, SAP Systems Training, Help Labs, Client Appreciation Day) to drive end user compliance and knowledge using MS Office Suite, and or e-Learning software (Articulate)
  • Develop e-learning training modules to support client learnings on the KO Buy and SAP tools and Procure To Pay process and policies
  • Performs needs assessment using input from P2P Ops Support team and client inquiries to identify training opportunities, process improvement opportunities and best practices
  • Uses needs assessment to arrange and lead client engagement field visits to close knowledge gaps
  • Maintaining P2P North America SharePoint to ensure client content is up to date and relevant to the business cycle
  • Develops change management communications and activities to drive user adoption of P2P related changes(Newsletters, This Week at AOC, P2P Group Messages, etc.)Tracks and reports training/programming activities to measure effectiveness
  • Procure To Pay/Requisition To Pay/Source To Pay knowledge-Demonstrated knowledge of procure to pay processes at the intermediate to advance level ERP Knowledge
  • Knowledge:Minimum3-5 years of demonstrated knowledge of ERP systems (SAP and SRM preferred)Training & Development-Knowledge of Adult Learning Theory to develop and deliver engaging training programming
  • Customer Focus: Making customers (external and internal) and their needs a primary focus of one's actions; developing and sustaining productive customer relationships; creating and executing plans and solutions in collaboration with the customer
  • Monitoring, Measurement and Metrics: Knowledge of key business drivers or measures used to gauge the effectiveness and performance of an internal group or a supplier. Ability to determine appropriate measures or metrics. Ability to measure against those standards. Ability to communicate performance standards and metrics
  • Core Competencies: Drives Innovative Business Improvements
  • Develops new insights into solutions that result in organizational improvements; promotes a work environment that fosters creative thinking, innovation and rational risk-taking
  • Balances Immediate and Long-Term Priorities: Seeks to meet critical objectives while considering the impact of those decisions and activities on the ability to achieve long-term goals
  • Delivers Results: Focuses on the critical few objectives that add the most value and channels own and others' energy to consistently deliver results that meet or exceed expectations
8

Client Engagement Manager, Innovation Center Resume Examples & Samples

  • Ensures all engagements are managed and executed effectively
  • Develops customized engagement agendas, facilitates, schedules and hosts pre-engagement meetings to ensure that all participants understand account status and meeting objectives
  • This individual will be responsible for hosting executives, sales teams and customers and serves as the point person responsible for overall meeting and any issues that arise
  • Recommends and secures corporate resources, manages engagement logistics, leads hospitality efforts, participates in engagements and prepares post briefing reports and follow-ups
  • Must have ability to speak effectively in front of executive-level customer audiences
  • Must be able to independently manage assigned sales and marketing projects, in particular the development and management of “high-touch” executive programs such as Multi-Client, Multi-Partner and other ad hoc engagements
  • This position requires him or her to have foundational knowledge of the Payments industry
  • Additional projects and programs as assigned
  • Strong organizational skills are a must, with the ability to prioritize and manage multiple projects/events simultaneously; time management skills are critical
  • Strong interpersonal and customer service skills including administrative and hospitality skills
  • Demonstrated ability to problem-solve and work independently with minimal supervision while also being a team-player
  • Ability to travel in support of Global Engagement Centers
9

Client Engagement Manager Resume Examples & Samples

  • 4+ years of experience managing a wide range of employee and consumer-facing technology-driven products, services, and projects (eg networking, hosting, web/app development, messaging. etc)
  • General understanding of the motion picture industry
  • Proven success in working with teams and executive leadership in a complex, large-company environment
  • Demonstrated leadership capability and accountability for the performance and results of multiple related teams
  • Expertise in developing departmental plans, including business, production and / or organizational priorities
  • Ability to make decisions guided by resource availability and functional objectives
  • Experience serving as a liaison with complex customers, specifically delivery groups focused on effective and efficient delivery of services to clients
  • Ability to act in the role of change agent as businesses look to technology to enable more efficient and nimble operations, as well as support high quality customer experiences
  • Experience with managing client relationships, participating in client strategic planning sessions and facilitating the prioritization of work and technology investment decisions
  • Strong foundation in technology principles and services including infrastructure, applications, data management, security, platforms and consumer facing
  • Well-versed in consumer and IT industry technology
  • Experience in the motion picture industry and first-hand knowledge of the lifecycle of a movie from pre-production through theatrical distribution to home release
  • Consulting experience in large and complex organizations
  • 4 year degree and/or equivalent experience
10

Senior Client Engagement Manager Resume Examples & Samples

  • Develop lasting relationships with clients
  • Work directly with the account manager to identify new sources of revenue
  • Identify risk
  • Assist with guiding clients to achieve their goals
  • Consult clients on implementation
  • Improve process performance
  • Present weekly/monthly/quarterly/yearly reviews for clients and internal partners
  • Analyze data, design and implement ways to continue to improve to achieve ultimate ROI
  • BA/BS AND 5+ years in client facing services
  • Effectively communicate with all levels of client's organization including C-Level executives
  • Ability to interpret data
  • Negotiation experience essential
11

Client Engagement Manager Resume Examples & Samples

  • Generally requires BS Degree in an IT or business field or equivalent work experience
  • Typically has 8+ years of directly related experience, specifically experience managing software development, implementation, and/or product maintenance projects for client/server or hosted (SaaS) systems. Experience should include direct external client project management
  • Project Management: experience managing multiple, complex and/or key initiatives and projects with complex inter-dependencies – simultaneously; experience with project management methodologies and techniques, and their application in business and technical environments; experience planning, coordinating, and administering projects in a business/ technology environment. Able to direct and coordinate activities of project personnel (internal and client team), to ensure project progresses on schedule; experience with communication, status reporting, and Project Management tools to create project documents and reports
  • Experience with applicable technology sufficient to communicate and consult with team members, customers and management
  • Experience with risk management
  • Experience facilitating meetings with external clients as well as internal cross functional teams
  • Strong understanding of various software development processes, including requirements gathering, analysis and design, development tools and technologies, release and version control, contemporary testing methodologies, and deployment management
  • Solid understanding of business or technical process changes, implementations, and deployments
  • Analytical ability sufficient to understand user requirements and translate them into technical terms, to develop quantitative status reports, to identify and quantify issues and risks
  • Experience with Agile project management methodologies and techniques, and their application in business and technical environments, is desirable
12

Client Engagement Manager Resume Examples & Samples

  • Identify opportunities to engage with the customer throughout the customer’s after-sale journey with Manulife. To this end, partner with internal teams such as operations, MIS and peers within Marketing. Conceptualize, plan and deliver programs and initiatives aimed at engaging with clients and growing their loyalty to and affinity for Manulife
  • Build a business case for the engagement program(s), which can include enhancing access channels, reward and loyalty programs, etc
  • Partner with internal teams to establish technical and operational processes and support required
  • Where needed, source external providers that can deliver platforms, technology and tools that can enable the engagement program(s)
  • Partner branding to develop communication and launch plans, as well as develop required communication materials
  • Manage program launch
  • Define success metrics for engagement program(s) and ensure that each initiative performs as planned Manage allocated budget for programs and initiatives implemented. Ensure spend falls within approved budget
  • Must be a degree holder of any 4-year business or marketing-related course; Master’s degree a plus
  • 3-5 years of experience in marketing, customer engagement, loyalty or related function
13

Client Engagement Manager Resume Examples & Samples

  • Serve as the business relationship linkage between the business units and IT; resolve issues and facilitate implementation of agreed upon solutions
  • Partner with client groups to add value in delivery of technology products and services to meet client needs with a proactive focus on strategic initiatives and plans
  • Provide strategic support and guidance through key IT initiatives
  • Manage the business requirements process with client group(s) for new requirements in support of client initiatives
  • Provide guidance to staff on decisions, priorities and relevant technical project information in regards to business unit requests, projects and initiatives
  • Facilitate the planning and execution of business changes through the use of technology. Enable the business to achieve their objectives through the effective use of technology
  • Manage demand management, and finance and performance management (e.g., budgeting, pricing methodology, benchmarks and performance reports) for client group(s) Manage the Service level Management process
  • Identify and test areas of opportunity by expanding catalog of technical service offerings Monitor industry trends and regulatory requirements and their impact on internal client(s) and engage the necessary internal parties to ensure adherence to standards (i.e. legal, compliance, security, architecture)
  • May define Service Level Agreements with internal client(s) for new platforms that support client applications
  • Identify training and development opportunities for staff and/or internal partners. May develop and prepare training materials. Train staff and/or internal partners
  • Lead project planning for CSP Integration (CSPI) operational readiness workstream. Specifically: develop and manage project schedule, dependencies and resources; define and manage risks and issues; write and deliver project status; and, coordinate across workstreams
  • Develop detailed project plans, execute against plan tasks and report on status, risks and issues
  • Demonstrated ability to engage subject matter experts to develop options and recommended solutions
  • Demonstrated experience leading operational readiness or implementation planning of large, technology outsourcing / integration efforts for financial services firms
  • Strong verbal and written communication skills and strong facilitation and influencing skills. Ability to engage with broad range of CSPI and enterprise stakeholders across all levels (staff to executive management)
  • Provide subject matter expertise on complex project and program management topics – develop options and recommended solutions
14

Client Engagement Manager Resume Examples & Samples

  • Own and effectively manage all aspects of client and project-specific budgets, including working with clients to ensure on-time payments for work completed
  • Develop new clients at the national or regional level, partnering with Business Development to identify opportunities and grow pipeline
  • Responsible for establishing, growing and maintaining sound existing client relationships
  • Understand client needs and proactively provide updates, project results, insights, reporting, and additional knowledge to grow the relationship
  • Working with the VPMDs Division Managers, POD Business Units, and COMs to grow business and new projects with existing clients through intelligent, consultative selling
  • Create sales tools “strategy/decks/success stories” for use across all CROSSMARK business units
  • Responsible for developing insights into current and prospective clients, leveraging a variety of data sources
  • Work with project creation COE for the loading of all retail projects, all billing work, aging, tracking execution of all retail tasks, using Axis following established rules and guidelines
  • Responsible for implementation and maintenance of national projects within the set parameters of the contract or statement of work
  • Continually grow knowledge of the industry, market, client and customers to most effectively sell our services
  • Responsible for taking lead on development and implementation of corporate initiatives/special projects,
  • Strong interpersonal skills, understanding how to develop and maintain business relationships
  • Critical thinking ability, connecting piece of information together across varied data sources
  • Strong communication skills, both verbal and nonverbal, for writing, speaking, listening and presentations
  • Basic analytical skills
  • Consultative and insights-based selling skills
  • Business and financial acumen
15

Client Engagement Manager Resume Examples & Samples

  • Interface for all horizontal communication within the client environment
  • Provide leadership for new business within the client environment, during both the integration and the proposal phases
  • Information Technology member management for those working on client site
  • Approve of Service Delivery which may exceed the strict requirement of the contract
  • Verify that all processes and methodologies as specified are followed and ensures that effective monitoring and controls are in place to support the Client Delivery
  • Escalation point for all client communications with regards to operations
  • Responsible for ensuring all groups providing tier 1 services to the client are providing financial efficiencies
  • Ensure that CGI is in compliance with the contract with our delivery model
  • Set priorities for operational activities within the client environment
  • Responsible for Tier 1 Client Reporting
  • Service Level and Contract Management experience
  • Operational Process development experience
  • Apply CGI quality methodologies across the portfolio; understanding a wide range of technologies offerings delivered to a large number of clients
  • Strong orientation to customer service
  • Strong organization skills and ability to work with multiple priorities
  • ITIL certification and experience with ITIL process development is highly desirable
16

Client Engagement Manager Resume Examples & Samples

  • Manage a team who perform day to day servicing for Clients or deliver proactive service solutions to Clients in support of First Data’s “Customer First” initiatives
  • Ensure there is collaboration within Client Services and other functional areas within First Data to provide a best in class customer experience
  • Establish a cross-product support culture to create a more efficient environment and enhance the Client experience
  • Solicit feedback from clients on the overall satisfaction of First Data’s operational servicing
  • Work with the Operations Team on critical initiatives including, but not limited to, external projects, incident response, process improvement, employee training, and developing/maintaining standard operating procedures
  • Ensure departmental compliance with system auditing, client profile updates, and other administrative duties
  • Responsible for hiring, managing, and developing employee(s)
  • Creates and maintains a motivational work environment
  • Incumbent will motivate team of Client Engagement Specialists and ensure they are performing efficiently and are accountable for the client’s first 90 days
  • Will lead efforts in improving overall SMB activation rate and ensure the first impression of the FD business is a strong impression
  • Incumbent will keep open communication with team and surface consistent experiences found across the team
  • Responsible for employee management and achievement of assigned key performance indicators, coaching where necessary
  • Incumbent will aid employee development and serve as escalation resolution point where applicable
17

Client Engagement Manager Resume Examples & Samples

  • Ensure collaboration within Client Services and other functional areas within First Data to provide a best in class customer experience
  • Provide resources and direction to effectively service customers, facilitate Client training, reporting, presentations, and communication
  • Offer and implement solutions for identified service trends
  • Create and maintain a motivational work environment
  • Motivate team of Client Engagement Specialists to ensure they are performing efficiently during the first 90 days with our new clients
  • Lead efforts to provide continual improvement with our SMB (small to midsize business) activation rate and ensure the first impression of the FD business with a positive experience
  • Encourage and maintain open communication with team and develop consistency across the team through sharing and implementing best practices
  • Oversee employee management and achievement of assigned KPI's, provide frequent coaching where necessary
  • Support employee development and initiate escalation/resolutions where applicable
18

Client Engagement Manager Resume Examples & Samples

  • Support our clients’ global network transformations from MPLS to next generation cloud enabled WANs
  • Efficiently manage a portfolio of client engagements including but not limited to Network Optimization Consulting and Enterprise Managed Services
  • Effectively communicate CFN Services policies and positions to the clients while maintaining oversight over all elements of client relationships and deliverables to ensure both client satisfaction and CFN Services profitability
  • Take full ownership in ensuring timely delivery of clients’ recommendations according to SOW within Network Transformation Consulting engagements
  • Utilize exceptional communication skills to establish a thorough understanding of client needs and build project plans to flawlessly deliver the networks according to SOW within Enterprise Managed Services deals
  • Gather client feedback and collaborate with product team to explore new areas of business opportunity in order to expand the account relationship with existing clients
  • Actively participate in promoting and selling new services to existing and prospective clients
19

Client Engagement Manager Resume Examples & Samples

  • Work with TiVo Sales and Account Management stakeholders to set appropriate levels of expectations with new or existing clients
  • Be responsible for and liaise with internal teams (Product Management, Data Science, Operations and Engineering) in connection with all program deliverables to the customer
  • Clearly understands and documents customer business needs, strategy and vision, and successfully translates to internal stakeholders
  • Assist in the discovery of new customer initiatives and opportunities, understand customer roadmaps
  • Co‐ordinate trials of new features and ongoing developments
  • Travel to visit customers and partners when necessary in order to build relationships and support programs
  • Assist in gathering requirements for customized solutions for customers
  • Solves customer reported issues by working closely with team members from other departments
  • 4+ yrs in Account Management, Project Management, or Collaborative Client Focused Role
  • In depth direct Client Experience and escalation management skills
  • Process and detail oriented
  • Strong knowledge of software development cycle
  • Minimum B.S. / MBA preferred
  • A self‐motivated leader, results driven, and technology enthusiast
20

Client Engagement Manager Resume Examples & Samples

  • Developing a Private bank style guide / tone of voice for all communications and all media platforms
  • Developing procedures and systems that enable quick and effective communication internally and externally
  • Creating a seamless link between internal and external communications
  • Leading and developing the communication strategy, engaging with key stakeholders to ensure communication on our strategy and proposition is client centric and value adding
  • Sourcing, preparing and contributing to the content for industry and customer forums
  • Working with the media relations team to ensure consistent messaging that also supports the wider firms positioning and broader reputational needs
  • Identifying and deploying existing platforms and systems that can be used to enhance client experience utilising social media channels in-line with our social media strategy and governance
  • Senior level engagement, management and liaison with the offices of the Wealth Investment Management (WIM) CEO and COO
  • Taking ownership for defining and implementing business wide communication initiatives as required (linking with the broader UKPB Platform Leadership team)
  • Attending relevant UK Private Banking Forums (with particular mandatory attendance at the UK Client Forum) to agree communication objectives with key business partners
  • Experience in Client Communications within financial services is preferable (Private Banking/Wealth Management)
  • Knowledge of investment products and the UK Investment marketplace is preferable
  • The ability to clearly communicate complex material to senior internal (up to board level) so that complex and critical strategic opportunities or reputational risks are accepted and acted upon
  • In depth understanding of all communication media and how to leverage it effectively across Private bank and Wealth
  • A proven track record in generating value from internal and external communications activity with a strong commercial acumen
  • Excellent stakeholder and relationship management skills
21

Client Engagement Manager Resume Examples & Samples

  • Engages with categories/product and transactional managers on Loyalty/Reward requirements
  • Provides and manage pricing and process definitions to run programs
  • Rollout and implementation of programs (e.g. loyalty programs)
  • Regular review and improvement of current solution
  • Development of new ideas and concepts to stay competitive
  • Regular reporting , tracking and presenting of results
  • General promotion suppporting activities
  • Typically 2+ years to establish proven track record in directly related business (e.g. Sales Operations/Supply Chain)
  • Basis but solid industry and Market knowledge of promotion behavior and practice
  • Affinity to new technologies and usage of devices
  • Solid understanding and some experience in financials for business
  • Problem detection and analysis of root causes
  • Solid level of planning, project management and change management skills
  • Good team worker and excellent collaboration skills
22

Client Engagement Manager Resume Examples & Samples

  • To drive, police and oversee the delivery of multiple streams of work for our larger projects
  • To have a aerial view on detail and project delivery
  • Responsible for analyzing dashboard information and project information to ensure both client and internal expectations are met and where appropriate exceeded
  • To understand Development processes and ensure standardization is adhered to
  • To understand and articulate to customers both internal and external to BNYM
  • To ensure that stakeholders, client project teams, Internal departments and Development teams understand the end goal of a project and how we are going to get there
  • To assist where appropriate in defining strategic business requirements and to understand complex client and user needs
  • To communicate risk and highlight pre project risk to the internal resource and PMO function
  • To continually engage clients and ensure key relationships are nurtured and developed to their full potential
  • Strong ownership skills with a results driven attitude
  • Commanding, Confident and a leader through motivation
  • Entrepreneurial, a free thinker but one that is able to execute process and own ‘the’ process
  • An individual with initiative, able to go and instigate change and follow through on commitments
  • Able to engage clients at a non-technical but executive and business level
  • Able to instill confidence within our business partners
  • A team player but equally able to work independently motivated and self-managing
  • Professional Services Delivery, Consulting skill
  • Business Acumen in financial services desirable
  • A technical development background
  • Client Relationship management skills
23

Client Engagement Manager Resume Examples & Samples

  • Mentors team members in technology, architecture and delivery of applications
  • Successful teamwork experience and demonstrated leadership abilities are required
  • Creates a shared sense of direction and community among the teams
24

Client Engagement Manager Resume Examples & Samples

  • 7 years professional experience
  • Experience with project management methodologies and techniques, and their application in business and technical environments
  • Experience with planning, coordinating, and administering projects in a business and/or technology environment
  • Experience with applicable business process sufficient to communicate and consult with team members, customers and management
  • Mortgage experience a plus
25

Client Engagement Manager Resume Examples & Samples

  • Engage and provide employee communication/health/wellness strategies to clients regarding their purchased services. Develop and implement health and wellness programs/initiatives to ensure clients are receiving maximum potential savings (examples include developing and implementing strategies to increase HRA completion, Cigna Home Delivery penetration, etc.)
  • Manage client wellness fund that is provided by Cigna (if applicable). This may include arranging payment to vendors and purchasing qualified expenses for clients as needed
  • Participate in Broker/Community activities to promote Cigna
  • Handle, refer, or delegate complex questions, issues, and problems to appropriate Cigna resources on a wide range of products as they relate to the assigned book of business
  • Achieve the team business plan objectives, both in support of the implementation of new plans and in identifying and responding to customer needs
  • Partner with the Client Management team in the development of client-specific strategies and in the pursuit of growth opportunities and health promotion activities
  • Identify opportunities for product penetration of existing accounts, potential sales of ancillary products and strategies to maximize membership
  • Conduct analysis to identify account opportunities and to recommend strategies that address client-specific needs to improve the team and organization’s results
  • Serve as SME to clients on health related products and programs for clients in relation to the assigned book of business
  • Partner with Client Manager and Client Service Executive to proactively educate and provide recommendations to customers regarding procedural, legislative and other changes affecting them
  • Support the achievement of customer-specific performance guarantees
  • Identify internal procedures that adversely affect customer satisfaction and drive improvements in concert with internal resources
  • Coordinate with client manager to ensure needs are met and potential problems are averted. Keeps client manager informed of account status and opportunities for expanded business
  • Conduct on-site presentations to existing and prospective clients to educate and inform on products and health promotion initiatives
  • Order all collateral needed for open enrollment events and assist broker/client in development of open enrollment presentations. Conduct open enrollment sessions with clients
  • Maintain knowledge and expertise in all products, programs, services and enrollment activity. Effectively articulates and demonstrates CIGNA's capabilities and tools in the marketplace
  • Drive customer engagement in Health Advocacy programs
  • Provide supporting marketing materials to client for implemented programs or wellness strategies. May require creativity at times to design custom communications that fit client needs
  • Proficient knowledge (min 3-5 years) in health care / health management / managed care business; to include many or all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices, account management and knowledge of administrative operations
  • Successful track record and/or possesses clear aptitude as a leader, administrator and negotiator
  • Ability to manage through systems and influence direct and matrix partners to deliver
  • Exceptional relationship-building skills
  • Demonstrated ability to develop strong working relationships with matrix partners in the organization; ability to leverage matrix resources to drive deliverables
  • Previous account management experience highly preferred
  • Ability to obtain necessary licenses
26

Senior Client Engagement Manager Resume Examples & Samples

  • Strong presentation & influencing skills
  • Consultative and Results driven
  • Knowledge of health care business to include many or all of the following: product knowledge, wellness/health advocacy, underwriting, risk and financial analysis skills, marketing processes, sales practices, account management and knowledge of administrative operations a plus
  • Previous account management experience a plus
  • Clear aptitude as a leader, administrator and negotiator
  • Ability to manage through systems and influence direct and matrix partners to drive deliverables and results
  • Exceptional relationship-building skills
  • Demonstrated project management skills; Planning/organizational/prioritization skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work
  • Bachelor’s degree highly preferred
  • Ability to obtain necessary licenses and certifications
27

Client Engagement Manager Resume Examples & Samples

  • 6-8 years of experience overall, including
  • MBA or equivalent advanced degree desired
  • 6-8 years of experience in technology, business partnering, and project management
  • Process / continuous improvement and identification of key performance indicators (KPIs)
  • Proficient in project and program management
  • Experience in consulting or agency environment
  • Experience with credit approval/banking systems
28

Client Engagement Manager Resume Examples & Samples

  • Design presentations for company and client events using company branding guidelines
  • Create original graphic content for slides for a wide variety of audiences
  • Establish and maintain a consistent corporate image throughout all product lines, promotional materials, and events
  • Oversee and evaluate market research and adjusts marketing strategy to meet changing market and competitive conditions
  • Develop online marketing best practices for all Brightstar Accessories’ e-commerce websites
  • Develop and maintain multi-level client and partner relationships
  • Work with leadership team, coworkers and clients to ensure the correct content is being conveyed and to ensure alignment in strategy and effectively plan and execution across all promotional vehicles
  • Develop and manage online content for Brightstar brands across all social media and online channels (Facebook, Twitter, Blog, website, some Training/LMS, etc.)
  • Support the existing marketing efforts with the building and deployment of emails using the Exact Target platform
  • Provide key input into planning and deployment, management, and execution of promotional operations as well as graphic support
  • Provide quality assurance of all deliverables and make recommendations based off of data analysis and industry benchmarking
  • Bachelor’s Degree in Communications, Marketing, Public Relations or related field required.* 2 – 4 years of marketing, business development, client relationship experience
  • Experience in market research and trend analysis
  • Strong organizational, team building, time management and leadership skills
  • Ability to anticipate and solve practical problems or resolve issues
  • Skills in market research analysis (development of quantitative and qualitative surveys, voice-of-customer)
  • Skills in project management (scoping projects, managing timelines, and implementing changes)
  • Self-motivated, ability to work independently
  • Proven aptitude for quick creative thinking
  • Expertly fluent in Microsoft Word, Excel, PowerPoint, InDesign, Photoshop, Prezi and other desktop publishing programs
29

Client Engagement Manager Resume Examples & Samples

  • 3 Or More Years Of Related Experience
  • Associates or Bachelors Degree
  • Knowledge of Group Life and/or Disability
  • Imagine working for a company that truly cares about their employees, customers, stakeholders, and communities they serve
30

Client Engagement Manager Resume Examples & Samples

  • Deliver on the specifics of the Managed Analytics services as outlined in the customer’s SOW
  • Execute and lead the analytical efforts based on the defined business objectives
  • Meet defined deadlines to ensure effective service delivery and reporting needs are met
  • Work within Nexidia’s services delivery methodology to
  • Understand and adhere to Nexidia compliance standards as they appear in the Employee Handbook, Corporate Compliance Policies, Code of Conduct and Conflict of Interest Policy (as appropriate)
  • Keep abreast of all pertinent federal and state regulations, laws, and policies affecting their position as they presently exist and as they change or are modified
  • As appropriate, ensure that the staff are trained and evaluated on their knowledge of and adherence to compliance policies and procedures specific to their jobs
  • Participate in Strategic Improvement Projects as assigned
  • Act as Subject Matter Expert as needed for Curriculum Development
  • Strong negotiation and relationship management skills
  • Ability to navigate through multiple layers of an organization and effectively communicate at all levels
  • Excellent analytical and problem solving skills as well as attention to detail
  • Highly professional, consultative, and customer focused
  • Ability to create project plans and work breakdown structures for medium-sized projects
  • Ability to manage delivery of a project and report on project progress using project plans and other tools
  • Proficient with MS Office applications
  • Ability to work independently and meet deadlines
  • Ability to train and mentor members of their team
  • Respect for others and the ability to work in a dynamic, collaborative environment
  • Bachelor's degree (minimum requirement)
  • Minimum of 3-5 years consulting experience and/or enterprise application customer management experience
  • 2-3 years managing or directing the activities of employees preferred
  • Prior experience with managing offshore delivery teams preferred
  • Experience with business-to-consumer sales and support channels
  • Prior experience with statistics, data analytics, and/or Six Sigma methodologies preferred
  • Experience presenting to C Level individuals
31

Client Engagement Manager Resume Examples & Samples

  • Provide technical and business insight at every level of the customer engagement
  • The ideal candidate will be self motivated, and aspire to provide the customer with the highest level of support
  • LI-JL1
  • Excellent judgment and self directed work style
32

Senior Client Engagement Manager Resume Examples & Samples

  • Utilize Microchip’s Client Engagement Process to drive design wins to revenue at select target clients
  • Use insight and consultative selling techniques to teach customers about their industry and offer unique perspectives on their business, which link back to Microchip‘s solutions
  • Drive the company business relationship with the assigned clients
  • Identify the key client stakeholders and coach those stakeholders to build consensus for Microchip’s solutions within their organization
  • Contribute and participate within a global team environment, to successfully develop and implement sales strategies across clients divisions and geographical locations
33

Client Engagement Manager, Interaction Resume Examples & Samples

  • Support Sales & Services organization to meet or exceed Sales and Services POS, Revenue and growth objectives
  • Lead in the presales process to understand client requirements, technical objectives, and product features
  • Partner with sales representatives in opportunity management through consultative presentation and demonstration support to prospects
  • Partner with sales team members in standard service sales opportunities
  • Serve as subject matter expert for SOW/RFP process against InterAction standard service offerings. Handling customer objections and explaining service offering throughout sales motion
  • Participate in periodic account reviews to drive services opportunities
  • Assist sales team in aligning the buying process and decision makers to expand the services value proposition and progress opportunities
  • Develop key contacts and business relationships with key customer stakeholders through delivery process, securing references at all levels
  • Deliver product demos and support Client Advisors as requested
  • 5+ years successful service consulting experience with proven success partnering with sales
  • Highly developed speaking and presentation skills
  • Ability to work cooperatively in a team environment to achieve organizational goals
  • Experience working in a complex matrixed corporate environment
  • Strong marketing acumen and understanding of consultative sales cycles
  • Demonstrated ability to work unsupervised and manage time and territory effectively
  • Advanced computer skills including Excel, Word, Powerpoint, CRM applications
  • Legal industry knowledge preferred
34

Client Engagement Manager Resume Examples & Samples

  • Previous demonstrable experience, working at a senior level with large customers implementing multi-million pound projects
  • An appreciation of programme delivery and the use of tools and methodologies to improve delivery performance. Previous demonstrable experience of communicating a clear vision to customers and employees
  • Previous experience of the strategic and operational issues of a programme or business unit
  • Empathy with project management processes, including planning tasks and allocating resources, risk management, issue management, time management, financial management, working in teams, quality management, monitoring and reporting, documentation and record keeping
  • Personal integrity and courage to escalate issues when necessary and to advocate for responsible solutions to problems
  • Excellent demonstrable budget management skills; Ability to analyze and review financing plans and related budgetary information to determine the impact on profitability
  • Demonstrable experience with strategic business planning and execution of business change aligned to strategy
  • Excellent people management and team motivational skills
  • Ability to make business decisions with confidence
  • Excellent ability to plan and facilitate meetings
  • Excellent ability to negotiate consensus amongst diverse groups and impact the activities of others not in own reporting structure
  • Excellent ability to advise on complex matters to non-specialists; ability to communicate effectively with senior management
  • A technical background sufficient to understand the technologies and technical issues involved with the project and industry, to be able to anticipate and identify technical obstacles, and to make accurate technology decisions
  • Ability to build effective teams and generate a spirit of cooperation while coordinating diverse activities and groups; people management and negotiating skills within a team environment
  • Numerate. Able to analyse financial reports and make decisions based on the analysis
35

Client Engagement Manager Resume Examples & Samples

  • Partner with the senior team members (Executive Partners) to identify the client’s key initiatives, providing solutions to ensure our C-level client base receive value against purchased services
  • Maintain quarterly interaction with clients, ensuring continual alignment of Gartner services
  • Partner with our Research Inquiry Team on all research requests and inquiries from assigned clients
  • Interpret and proactively deliver customized research
  • Support on-boarding of new clients and renewal of existing clients
  • Participate with Executive Partners in strategic client value planning and quarterly review calls. Also, participate in client analyst inquiry calls when necessary
  • Delivers on-site member support at annual Gartner Symposium events or other Executive Program events as requested
  • Coordinates on-site deliverables with Executive Partners and analysts
  • Jointly responsible with Executive Partners to ensure client satisfaction, retention, operational efficiency and quality
  • Bachelor’s degree required, major in Business or IT Discipline preferred
  • 4+ Years of Business Experience
  • IT industry experience preferred, with a client focus
  • Highly collaborative, strong interpersonal, listening and relationship building skills
  • Strong organization, planning and time management skills
  • Proven client relationship management skills at a senior level
  • Knowledge, understanding and keen interest in technology
36

Senior Client Engagement Manager Resume Examples & Samples

  • Assist sales partners with assessment of client’s employee health challenges and objectives, helping them to design a wellness program that is customized to their workforce, goals and budget. The assessment will utilize health assessment data and may factor in claim/utilization data, employee survey data, or other data as appropriate
  • Consults with sales partners to convey the importance of the establishment of the right framework for an effective wellness program, i.e., leadership support, a wellness committee, the appropriate incentive structure, and supporting organizational policies related to wellness
  • Wellness Campaigns
  • Excellent communications skills both in writing and verbally
  • Self-starter; able to work independently to get results
  • Analyze complex data
37

Client Engagement Manager Resume Examples & Samples

  • Minimum of ten (10) years of relevant experience
  • Proactive - goal orientated with the initiative to influence events positively and influence client for decision making
  • Ability to set and maintain high standards of self performance with responsibility and accountability for successfully completing assignments and tasks
  • Demonstration of innovation, initiative, maturity and sound judgment
  • Ability to influence a group of diverse individuals, including US and Canadian citizens effectively for the growth and benefit of the project
  • Basic computer and software skills to include the use of word processing, email, spreadsheets, and electronic presentations
  • In depth knowledge of AECL services and established client relationships at project and in the greater Canadian nuclear industry
38

Client Engagement Manager Resume Examples & Samples

  • Identify , qualify , manage and close new design opportunities at the clients
  • Identify and qualify potential new clients within the region
  • Provide quarterly sales forecasts and other ad hoc reports as required
  • Bachelor’s degree in a business or engineering discipline with a strong academic track record or equivalent
  • Relevant work experience in a technical field sales environment
39

Americas Client Engagement Manager, Equities Resume Examples & Samples

  • Work with sales managers, sales teams, and RMs to set strategic agenda with clients
  • Work with sales management to track and monitor progress on sales and client goals
  • Work closely with research, sales, trading, and RMs to focus resources and effort on top accounts
  • Coordinate with other regional client management teams on top global accounts
  • Organize and drive external broker reviews and disseminate new client information internally
  • Prepare reports and analysis for senior and sales management
  • Coordinate regular meetings and client reviews
  • Manage central database of key client data
  • Work on special projects for senior and client management
  • 6-10 years of work experience in client management, with a particular focus on Global Markets and Equities
  • Self-starter with strong project management and information management skills
  • Organized and detail-oriented, with a data orientation
  • Experience working with Excel, Word, and PowerPoint required
  • Experience with CRM and financial reporting systems preferred
40

Client Engagement Manager Resume Examples & Samples

  • Participate in securing the key elements of a successful wellness initiative which includes using Cigna's Wellbeing Toolkit in order to score, categorize and initiate a strategic plan (Cigna's HPM’s will offer support initially)
  • Develop an annual tactical calendar of events that aligns with the strategic plan. The following steps should be considered
  • Flexibility to move from building to building as required
  • Physical stamina to handle challenging work schedule, including flexible hours, possible including evenings and weekends
  • Sound judgment in choosing the role and the direction of wellness programming to enhance the overall well-being of district staff
  • Respect employee confidentiality
  • Effectively handle heavy phone and email traffic during high demand times
41

Client Engagement Manager Resume Examples & Samples

  • Working side-by-side with internal sales reps, develop brand campaigns to achieve our Consumer Packaged Goods clients’ requirements by using data analytics
  • Use your Consumer Packaged goods CPG expertise by analyzing information to make and improve campaign data with the sales organization to grow the client relationships
  • Determine effective offers and targeting items utilizing our proprietary data mining software
  • Coordinate targeting and program information to ensure proper execution of campaigns
  • Ensure that CPG campaigns start on time and are managed and executed according to plan
  • Interface with third party targeting company to resolve targeting/ issuance rate concerns and to request additional data, when needed, for further analysis
  • Monitor internal reporting during campaign periods to ensure execution is in line with to brand expectations. Offer recommendations to improve Consumer Packaged Goods campaign performance
  • Analyze category volume and offer suggestions to sales reps to address and solve brands’ sales opportunities and threats
  • Translate findings from data analytics and brand analyses into campaign plans, designed to achieve brand objectives
  • Develop campaign review presentations for sales reps containing analysis of promotion and post-period data
  • Establish policies and procedures to improve current processes
  • Perform ad-hoc data analysis requests, as necessary
  • 5 – 10 years of promotional marketing experience working for a manufacturer, agency or retailer
  • Strong analytical and presentation skills
  • Experience in designing target marketing initiatives, direct mail or retail promotions
  • Expertise in Excel, PowerPoint and Word
  • Working knowledge of databases
  • Consumer Packaged Goods OR CPG experience
  • Data Mining Software experience
  • Strong Data Analysis background
42

Digital Client Engagement Manager Resume Examples & Samples

  • Contribute to acquiring new business
  • Contribute to existing customer expansion and upsell activities
  • Acquire, Sustain and expand upon smaller client/prospect relationships to allow other sales people to further expand larger relationships
  • Personally responsible for achieving a monthly revenue quota in Targeting Sales
  • Educate and inform clients/prospects on new and existing data assets and audience recommendations with ongoing consultation to clients to uncover business challenges
  • Gather industry information within assigned portfolio. Including subscribing to industry newsletters, trade magazines etc
  • Ensure timely handoff of sold accounts for ongoing management and retention
  • Individually field sales activities with occasional travel to customer/prospect locations
  • Responsible for regular status calls with Sales Leadership with existing portfolio
  • Individually develop solutions that helps solves Targeting clients/prospects marketing and advertising objectives. This to include joint or individual sales proposals on product details, capabilities and benefits
  • Recognize potential revenue opportunities and either individually or jointly craft the appropriate solution for the client/prospect on an ongoing basis
  • Partner with other business units including but not limited to solution support, product management and marketing personnel to ensure product and service education is delivered to assigned portfolio
  • Maintains contact with operations, legal, compliance, finance or any other groups as required
  • Collaborate on proposal development and presentations, RFP Responses, and other documentation that is requested or needed by the client/prospect
  • Develop highly effective relationships across all client/prospect base and internal departments
  • This role is highly suited for those individuals that are committed to progressing towards a Sales Account Director or Business Development Executive role within Targeting Sales
  • 2 + years of sales/marketing experience
  • Experience working in a team environment, with demonstrated ability to partner effectively in optimizing account growth
  • Ability to analyze data and present industry specific insights to clients
  • Demonstrates a broad understanding of the online marketing space and ad tech ecosystem including key digital marketing terms
  • Agency or digital marketing experience is a PLUS
  • A proven track record of success cultivating relationships
43

Client Engagement Manager Resume Examples & Samples

  • Proficient knowledge (min 3-5 years) in wellness / health care / medical insurance / managed care business; to include many or all of the following: product knowledge, marketing processes, sales practices, account management and knowledge of administrative operations
  • Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work and be strategic
  • Florida health insurance license required
44

Client Engagement Manager Partner Rewards Resume Examples & Samples

  • Responsible for Customer Rebate Check Runs, Vendor Mgmt. Complaints
  • Work directly with our Partner Rewards team located in Uruguay to ensure proper training, relationships, and knowledge is being shared to ensure the success of the activities
  • Perform regular and ad hoc service capacity reviews with clients and coordinate priority setting of conflicting interests
  • Act as a first contact person for North America regional projects
  • Provide influence, direction and counsel to the business / functional management teams in regards to marketing program design and implementation
  • Provide inputs to BPCs, BPAs on changes implemented into RMS / AP processes that impact customer payments
  • Review and seek continuous improvement and simplification in Settlement
  • Knowledge of import regulations, and general import/export operational procedures
  • Integration Point FTZ software experience required
  • Knowledge of order management and inventory processes
  • Exceptional attention to details
  • Strong analytical, critical thinking, interpersonal and communicative skills
  • The candidate should have a minimum of 5 years in an International Business role
  • Integration Point Software
  • Strong service mind-set
  • High level of customer orientation
  • Strong co-operation with all actors in the Customer/Vendor MDM realm
  • High level of independence and pro-activity
  • Foster a climate of quality control and continuous improvement
  • Maintain excellent relationship with business, Infosys and CG key users
  • Experience in RMS
  • Experience in working with VMD / AP Teams
  • Advanced SAP and Microsoft office skill
  • Bachelor in Accounting and/or Finance
45

Client Engagement Manager Resume Examples & Samples

  • 5+ years of experience with account management and consultative selling in an executive environment
  • 5+ years of experience with account management or business development for a technology–based company
  • Experience in the defense market
  • Experience with program or project management
  • Experience with proposal writing
  • Experience with writing and interpreting technical expertise for Cyber technologies
  • Ability to present on a strategic, conceptual, and tactical basis, as needed
  • Ability to travel to Booz Allen Hamilton facilities and client sites required
  • Experience in working with civilian entities or accounts a plus
  • Experience with planning and organizing complex tasks and ensuring delivery from cross–functional teams
  • Experience with fast–paced and ambiguous environments and making challenging decisions quickly to enable decision making within large groups
  • Ability to influence and motivate others in cross–functional, internal, and external environments
  • Ability to multitask and prioritize without guidance
  • Ability to engage in strategic planning and facilitate discussions with senior level executives
  • Possession of excellent analytical, negotiation, and problem solving skills
46

Client Engagement Manager Resume Examples & Samples

  • Intake of the Experience Brief from the client
  • Determine scope of work, budget and timeline requirements
  • Input into the strategic direction of the experience based on a strong understanding of the client’s business objectives
  • Provide regular communication to the client on budget, timelines and project progress
  • Manage preparation for all decks and proposals required for ELT, SLT & project meetings
  • Obtain client feedback and drive increases in client satisfaction and engagement
  • Brief all shared service stakeholders (Creative, Production, Experiential, Tech, Corp. Comms, etc) on the project
  • Manage agenda for all review and check in meetings
  • Book all review and check in meetings
  • Manage all experience costs to ensure project remains on budget
  • Manage all timelines to ensure each shared service partner’s timelines work together towards the same end date
  • Ensure that all the deliverables meet the client brief
  • Respond to the requirements of the BUs for any amendments / alterations to the experience as deemed necessary due to client parameters
  • Review the standard of delivery with the team and make necessary adjustments
  • Work with Director, Experiential Creative & Development and One Rogers team as and when necessary to help drive and achieve optimum integration across Rogers
  • 5+ years of related managerial experience with a proven track record of expertise in marketing/communications
  • Excellent interpersonal skills with an ability to work successfully with various organizational levels, whether that be with colleagues, senior executives, customers or partners
  • Innovative self-starter with a demonstrated ability to succeed in a fast-paced environment
  • Superior project management skills and detail orientation and proven ability to manage competing projects and prioritize accordingly
  • Proficient in standard suite of Office applications (Excel, Word, PowerPoint, etc). Experience with salesforce.com considered an asset
  • Available to work during normal business hours and on evenings / weekends as required for event execution
  • Bilingualism (English/French) considered an asset
  • Bachelor's degree in marketing, communications or related field
47

Client Engagement Manager Resume Examples & Samples

  • Responsible for the success of all assigned client implementations and client projects
  • Gather and document business requirements and analysis, system configuration and integration, manage project risk, and conduct user workflow training
  • Serve as key interface with clients during projects including frequent onsite meetings
  • Coordinates communications with Client Success Manager related to clients and internal constituents to provide updates and project status in a timely manner
  • Documents business requirements, client specific workflows, engagement policies, and change controls required to support successful execution of projects
  • 2-5 years in Project Management, preferably FinTech
  • Strong interpersonal & communication skills to include the ability to effectively engage with clients directly onsite in order to status projects and resolve problems
  • Demonstrated ability to productively engage on high performing, cross-functional teams working narrower scope implementations, effectively prioritizing work, executing, and meeting measureable expectations
  • Ability to understand complex business needs and translate into a comprehensive set of requirements
  • Ability to identify issues that may impact client project success and solve and/or escalate appropriately
  • Analytical thinking and problem solving abilities and ability to manage multiple projects and client expectations
  • Effective resource and budget planning
48

Client Engagement Manager Resume Examples & Samples

  • Managing approximately 20 C level customers, predominantly trade credit with the intention of protecting these customers, communicating any new product development and assisting them to be more effective and efficient in their use of Equifax
  • Develop account management strategies, in conjunction with the specific sales team members for the nominated accounts. This is to enable a better understanding of the customer’s usage of our services with the intention of expanding these services and promoting additional usage. In order to deliver outstanding levels of customer success, the CEM will need to work with specified customers and keep a close eye on their base revenue spend and regularly monitor usage and opportunities with the account manager and the Southern and WA Regional Manager
  • Support the greater Southern Account Management team with client engagement, operational tasks and other duties as needed
  • Account Management & Customer Engagement
  • Personal presence and influencing skills
  • Problem solving and analytical abilities
  • Knowledge and/or experience of Equifax Products
  • Previous Account Management Experience
  • Extensive career progression opportunities available within a global company
  • Learning and professional development including working with complex products across multiple product lines
49

Senior Client Engagement Manager Resume Examples & Samples

  • Work collaboratively with Brightstar sales, inventory and product managers to assess opportunities, and implement and manage
  • 10+ years experience in a Retail Marketing role
  • Bachelors degree in Business, Marketing, or related field, MBA preferred
  • Knowledge of retail, technology or supply chain marketing preferred; advertising agency experience a plus
  • Retail operations experience
  • Knowledge of print and production processes
50

Senior Client Engagement Manager Resume Examples & Samples

  • Minimum 5 years of increasingly responsible management experience required leading a client services or professional services team in a business to business environment in sales, management, operations, client services or related field with experience in providing service to top level clients
  • Minimum 2 years supervisory experience required
  • Minimum 2 years' experience with the infrastructure used in support of Software as a Service (SaaS) offerings preferred
51

IT Client Engagement Manager Resume Examples & Samples

  • Key responsibilities - Works together with Sales to develop resourcing and commercial models for new and existing client opportunities. - Implements and maintains a client governance model, including regular performance and relationship reviews. Manages all risks/issues with the delivery of services and ensures timely escalation. - Assures the quality of client engagement and continuous improvement, ensures deliverables are on time and to the required scope and delivery standards. - Actively manages the client relationship and key stakeholders with the view to maintaining client satisfaction and supporting business development, ensuring the onsite resources are delivering to the agreed engagement terms. - Actively seeks to balance the on/off shore delivery model to improve gross profit. - Supports revenue growth through pre-sales, with involvement in client planning processes to understand the work pipeline, identifying opportunities. - Works with other SQS stakeholders to identify opportunities to develop and enhance service offerings and delivery models. - Participates in formal client progress review meetings, providing relevant reporting as agreed on a client-by-client basis based on standard SQS approaches. - Timely allocation of appropriately skilled resource to support client solution delivery, responsible for ensuring that assigned resources are adhering to SQS policies, processes and raising non-compliance. - Provides project team with clear communications relevant to both SQS and the client and manages employee issues/concerns
  • General - Has achieved trusted advisor status at a senior level with the client. - Excellent client-facing skills, as an expert in field experience of influencing client decision making and direction. Takes time to establish underlying needs of client beyond those initially expressed. - Applies insight, originality and a broad perspective to generate revolutionary technical solutions. - Experience of introducing new concepts or strategies that significantly improve or revise the way business is done through to implementation. - Excellent communication and presentations skills. Maintains confidentiality, shares ideas and information, facilitates discussions and transfers knowledge to diverse audiences to achieve collective objectives
  • Technical - Proven track record in client engagement management with excellent project management skills. - Commercial experience in a professional services engagement frameworks, effectively organising and managing client engagements. - Excellent knowledge and understanding of the IT and IT services industry. - Ability to work in a matrix-management environment with strong client/customer service orientation. - The ability to grow and maintain a network of contacts both internally and externally. - Proven ability to transform customer requirements and expectations at a high level into a solution draft for client engagement. - Experience of leading teams with an off shore/on site delivery model. - Has sales support skills, including previous experience of pre-sales situations. - Good understanding of legal frameworks around client consultancy and services engagements
  • Management - Acts as a role model for continous learning and development andchallenges others to reflect and learn. - Experience of creating an environment that celebrates both successes and failures
52

Senior Client Engagement Manager Resume Examples & Samples

  • Utilize the Microchip Sales Processes to drive design wins to revenue at select target customers
  • The CEM owns and drives the company relationship with the assigned customer base
  • The CEM will also be responsible for supporting our distribution network in certain territories and engage with all channel partners
  • The CEM must effectively work within a team environment, to successfully develop and implement sales strategies
  • Communicate effectively with Microchip Product divisions
  • The ideal candidate will be self-motivated, and aspire to provide the customer with the highest level of support
  • Maintain an up to date knowledge of their customer’s products, market, competitive landscape and internal organization
  • Consistently meet or exceed sales goals
  • 2+ years semiconductor sales experience
  • BS degree required / BSEE preferred, but not required
  • Strong project management / customer support skills
  • Excellent communications and writing skills
  • A strong drive to win within a competitive environment
  • Strong personal and professional values
  • Leads by example
  • Works collaboratively in a "team based" environment
53

Client Engagement Manager Resume Examples & Samples

  • Owns and executes the projects according to the SCIO Health Analytics Methodology
  • Ensure the services delivered conform to what has been contractually agreed upon between client and SCIO
  • Produce a detailed project charter and project plan to match customer requirements based upon contract deliverables
  • Manage the budget, timeline, resources, scope, client satisfaction
  • Create status reports and change requests in coordination with Account Management
  • Maintain project status and updates informing all stakeholders in a timely fashion
  • Participate in workflow design, documentation, and delivery efforts as a project team member
  • Coordinate and lead internal project team meetings
  • Coordinate and lead client facing meetings
  • Willingness to travel to client locations (up to 30%)
  • Strong claims processing, reimbursement knowledge in Health Care
  • Experience in professional services/consulting organization
  • Strong presentation, communication and negotiation skills
  • Experience working with global development teams preferred
  • Process Mapping Skills preferred
54

Client Engagement Manager Resume Examples & Samples

  • Proficient knowledge (minimum 3 years) in health care / health management / managed care business; to include many or all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices, account management and knowledge of administrative operations
  • Ability to travel up to 50% (minimal overnight travel)
  • Health/Life license or ability to obtain upon hire
55

Client Engagement Manager Duson Resume Examples & Samples

  • Develop and implement strategies to identify prospective higher education customers for the TAMS product
  • Build and execute a sales plan to achieve quarterly revenue targets
  • Manage client/prospect inquiries ensuring timely and accurate responses
  • Develop sales and marketing materials in collaboration with TAMS Operations and DUSON Marketing & Communications teams
  • Engage prospective clients via telephone, email, web and (when needed) in person meetings to educate and facilitate the sales process (includes trade shows). Some out of town and overnight travel required
  • Manage all aspects of the sales close process (including proposal and contract development)
  • Serve as the primary point of service escalation and relationship management for customers including pre-sales, pre-implementation and post implementation activities, keeping TAMS Operations Team properly informed
  • Manage and document sales pipeline including forecasts, prospect details, current opportunities and future planned activities
  • Work with the TAMS Operations Team to identify product problem areas, new features, added value/revenue opportunities
  • Ability to perform technical sales, marketing and client engagement functions and achieve revenue goals
  • Strong interpersonal skills and an ability to build rapport with customers
  • Previous sales experience and an organized approach to work
  • Hardworking with a strong work ethic
  • Previous experience working as a client relationship manager or a track record of managing client relationships
  • Experience in an academic environment
  • Ability to work independently and make sound and timely decisions is a must
  • Self-starter and self-motivated
  • Relationship-building skills at all levels with customers and prospect organizations
  • Effectively communicate technical information to non-technical audiences
  • Proficient knowledge of Microsoft Office software, particularly Outlook, Word, Excel,and PowerPoint
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Client Engagement Manager Resume Examples & Samples

  • 5+ years of Legal technology experience, in a law firm, law department or IT organization
  • 3+ years of experience managing legal technology projects
  • Ability to collaborate and drive decision making through consensus building
  • 5+ years’ experience working with a Fortune 100 company legal department or large law firm Operations team