Commercial Consultant Resume Samples

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MC
M Collier
Mack
Collier
1588 Kuhlman Underpass
San Francisco
CA
+1 (555) 508 8347
1588 Kuhlman Underpass
San Francisco
CA
Phone
p +1 (555) 508 8347
Experience Experience
Dallas, TX
Commercial Consultant
Dallas, TX
Conroy and Sons
Dallas, TX
Commercial Consultant
  • Assist in developing and executing marketing campaigns
  • Provide pre- and post-sales customer service to parents and students
  • Serve as the principal communicator with clients about the status of their project and the solution developed
  • Establish and review revenue proposals for Caterpillar products
  • Manage 2-3 research projects concurrently
  • Works with extended Commercial/Medical groups in PLS to leverage any cross-functional synergies
  • Identifies and resolves operational issues, and manages number of escalations
Houston, TX
Commercial Analytics Consultant
Houston, TX
Mraz Inc
Houston, TX
Commercial Analytics Consultant
  • Provides direct industry/business domain sales support through sales calls, sales tool development, and coaching for the sales force on industry focused account strategies. Leads the sales organization with new account penetration strategies. Involved in all stages of the sales engagement
  • Develops and maintains relationships with partners, key consultancies, and system integrators to establish focused and effective strategic teaming arrangements
  • Identifies industry trends and emerging issues and defines SAS’ position regarding these trends and issues
  • Prepares and delivers presentations to customers at the highest levels of management
  • Participates with senior management to identify and establish objectives, assignments, and goals in accordance with SAS strategic plans; assists in targeting specific customers and business partners to promote industry sales and marketing initiatives
  • Works closely with sales staff, sales management, and marketing staff to ensure successful positioning of industry solutions and that a consistent message is communicated to our customers and/or business partners
  • Identifies competitor advances in the market
present
Boston, MA
Commercial Card Sales Consultant
Boston, MA
Roob-Greenfelder
present
Boston, MA
Commercial Card Sales Consultant
present
  • Keeps informed of current activities in the Commercial Card field including new products and other general information of customers. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback or competitor intelligence
  • Keeps informed of current activities in the Cash Management field including new products and other general information of customers. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback or competitor intelligence
  • Manages and cross sells to a portfolio of existing Commercial Card clients, conducting relationship reviews with top clients no less than annually. Serves as the main Cash Management client contact. Identifies additional cross sell Commercial Card solutions
  • Meet regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
  • Manages and cross sells to a portfolio of existing Cash Management clients, conducting relationship reviews with top clients no less than annually. Serves as the main Cash Management client contact. Identifies additional cross sell Cash Management solutions
  • Position reports to the Commercial Card Sales Manager, a division of Treasury Management
  • Understand the competition of assigned markets and develop strategic plans for obtaining greater share of market
Education Education
Bachelor’s Degree in Commercial
Bachelor’s Degree in Commercial
The University of Alabama
Bachelor’s Degree in Commercial
Skills Skills
  • Strong analytical ability
  • Strong written and oral communication skills
  • Experience with SAS, Tableau or other large-scale data analytics/reporting tools
  • Results oriented
  • 8 or more years of job-related experience
  • Initiative
  • Prior experience as a Revenue/Pricing Analyst or equivalent level job in a management role in 6 Sigma, Marketing, Accounting, Finance or related field
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15 Commercial Consultant resume templates

1

Senior Anti Money Laundering Risk Assessment Consultant Personal & Commercial Resume Examples & Samples

  • Horizontal AML risk assessment of data related to banking products, services and geographies
  • AML risk of Capital Markets (CM) activities
  • AML risk of Personal and Commercial Banking (P&C)
  • AML risk of Wealth Management (WM) activities
  • U.S. AML Office teams including AML Risk Team and Sanctions Team
  • AML Risk Data Integration & Strategy Team
  • BMO Harris Bank LOB’s and respective AMLROs – US P&C Banking, Wealth Management and Capital Markets BMO Harris Bank
  • BMO Legal Group
  • BMO Enterprise AML Office
  • Operational Risk, Enterprise Risk & Portfolio Management group
  • Hands on experience with data analysis and manipulation tools including EXCEL, ACCESS, and Spotfire
  • Solid experience with and knowledge of AML and OFAC regulatory requirements. AML-related certification (e.g., CAMS) or is currently pursuing completion of certification a plus
  • Solid experience in data, statistical and predictive modeling to drive business or risk management solutions
  • Strong communication skills and ease interacting with Senior Manager level
  • Analytics and Modeling
  • Excellent Communication Skills
  • AML Expertise
  • Applied Innovation
  • Consulting
2

Commercial Consultant Resume Examples & Samples

  • Establishing and reviewing revenue proposals for Caterpillar products. The process includes analysis of sales history, volume forecast, competition, and value premiums
  • Working with Marketing, Dealers, Districts, Marketing organizations, and Engineering to obtain and evaluate information needed for making revenue recommendations
  • Developing advanced strategic recommendations incorporating entire value chain and external forces used in the tactical analysis and additional areas such as: forecasted economic activity, dealer costs and margins, product configurations, market/industry changes and other factors influencing sales and profit goals
  • Gathering and analyzing Percent of Potential Sales (POPS)
  • Provide training for District and Dealer Sales Representatives on product and application matters. Dealer training is one of the pre-eminent and time dedicated roles. A high degree of competence, preparation and presentation skills are expected
  • Provide ongoing technical support to districts and dealers
  • Bachelor degree preferably in Business Administration, Marketing, or technical discipline or ten years of professional work experience
  • Eight or more years of sales or marketing experience
  • Prior experience with Filtration products in either a technical or marketing role
  • Extensive knowledge of Filtration products and product applications
  • Results oriented
  • Willing to travel up to 50%
  • Strong analytical ability
3

Business Consultant Commercial Banking Resume Examples & Samples

  • Business consultant acts as Project Leader for components of medium to large projects,directs and coordinates project staff and activities
  • Facilitates meetings with business partners,keeps team members informed of discussions with business, maintains up-dated documentation on applications,and shares with project team any new findings including best practices
  • Supports workflow analysis
  • Defines and documents user requirements
  • Identifies issues and recommends solutions
  • Supports business units by investigating operational related problems/inquiries, and recommends and implements solutions
  • Writes quotes and proposals
  • Provides consultancy and input into the test strategy;designs test plans at the unit,application,and application system level
  • University degree/college diploma,or equivalent
  • Business experience 4 to 6 years progressive business analysis experience,supporting medium to large size projects
  • Communication and interpersonal skills generally of a higher order
  • Use of interviewing,probing,influencing and other
  • Communications skills to an exceptional degree
  • Office productivity tools and practices
  • Knowledge of sizing and costing projects, feasibility studies
  • Ability to apply business,data,process,and object-oriented modeling techniques
  • Must have strong problem solving and analytical skills
  • Solid knowledge and understanding in one or more of the following areas
  • Corporate and Commercial Banking
  • Good Consulting background
  • Work in fast pace environment
  • Strong experience on Agile Methodologies
  • Strong working experience on System Requirement Specification preparation, writing use cases to capture the requirement properly
4

Anti Money Laundering Consultant Personal & Commercial Resume Examples & Samples

  • U.S. AML Business Services and Sanctions Team
  • BMO Harris Bank LOB’s – US P&C Banking, Wealth Management and Capital Markets BMO Harris Bank
  • U.S. AML Office
  • Global AML
  • Corporate Audit Division
  • Enterprise Risk & Portfolio Management group
  • University Degree or equivalent with 2 years+ experience in a compliance or compliance related function, regulatory body, or equivalent business experience
  • Knowledge of business products, services, processes, and organization
5

Commercial Card Sales Consultant Resume Examples & Samples

  • Works with Relationship Managers and individually develops prospects for New Business through the sale of Commercial Card solutions designed to meet client needs within assigned geography or business segment. Assists RM's with pre-qualifying prospects with Commercial Card needs. Collaborate with RM's to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients
  • Develops and maintains Centers of Influence (COI's) within the industry independently and with assigned RM's
  • Manages and cross sells to a portfolio of existing Commercial Card clients, conducting relationship reviews with top clients no less than annually. Serves as the main Cash Management client contact. Identifies additional cross sell Commercial Card solutions
  • Prepare sales presentations providing a comprehensive solution for clients’ Commercial Card needs including product pricing while maintaining bank profitability
  • Keeps informed of current activities in the Commercial Card field including new products and other general information of customers. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback or competitor intelligence
  • Required license(s) or certification(s) Certified Treasury Professional (CTP), AAP preferred
  • 2 to 3 years of directly related sales experience
  • Comprehensive knowledge of Commercial Card services and products and general banking services and bank operations
  • Some knowledge of basic commercial credit analysis and practices
  • Planning and organizing
  • Bank product and service knowledgePlanning and organizing
6

Commercial Card Sales Consultant Resume Examples & Samples

  • Works with Relationship Managers and individually develops prospects for New Business through the sale of Cash Management solutions designed to meet client needs within assigned geography or business segment. Assists RM's with pre-qualifying prospects with Cash Management needs. Collaborate with RM's to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients
  • Manages and cross sells to a portfolio of existing Cash Management clients, conducting relationship reviews with top clients no less than annually. Serves as the main Cash Management client contact. Identifies additional cross sell Cash Management solutions
  • Prepare sales presentations providing a comprehensive solution for clients’ cash management needs including product pricing while maintaining Bank profitability
  • Keeps informed of current activities in the Cash Management field including new products and other general information of customers. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback or competitor intelligence
  • Master’s/Advanced Degree preferred
  • 3 to 5 years of directly related experience
  • Comprehensive knowledge of Cash management services and products and general banking services and bank operations
7

Lead Consultant, Commercial Analytics Resume Examples & Samples

  • Support the LOBs in the acquisition, retention, and growth of highly valuable customers. Help insure that valuable customers are given an optimal customer experience throughout their relationship with bank
  • Providing a consultative perspective on the data assets available for communicating and managing relationships with our customers
  • Synthesizing complex datasets into actionable insights for decision makers
  • Ad-hoc analysis of business conditions and scenarios, including investigative research
  • Support improvements and enhancements to customer data that will give us a deeper understanding of our customers and drive better customer experience. Integrate new sources of external data and expand functionality of current data
  • 7+ years of SAS and SQL experience
  • High proficiency in Microsoft Office Excel and PowerPoint
  • Experience with Tableau and UNIX a plus
  • 7+ years of experience in Financial Services, Consumer Products or other related Industries
8

Commercial Consultant Resume Examples & Samples

  • Bachelor degree in business administration, finance, economics, statistics, accounting, or related fields
  • Prior experience as a Revenue/Pricing Analyst or equivalent level job in a management role in 6 Sigma, Marketing, Accounting, Finance or related field
  • 8 or more years of job-related experience
  • Experience with SAS, Tableau or other large-scale data analytics/reporting tools
  • Knowledge of various Caterpillar products, product applications, merchandising programs and business systems
  • No relocation assistance is available for this position
9

Commercial Consultant Resume Examples & Samples

  • Establishing and reviewing revenue proposals for Caterpillar products. The process includes analysis of sales history, volume forecast, competition, product quality, product availability, value premiums, costs and related factors
  • Working with Marketing, Accounting, Economics, Engineering, Legal, Manufacturing, Purchasing, Product Support Development, Global Revenue Management and Revenue Management (Pricing personnel) elsewhere in the company to obtain and evaluate information needed for making revenue recommendations
  • Assisting in achieving specific Division objectives by aiding efforts to improve profitability through recommending revenue growth opportunities for price, volume or Percentage of Industry Sales (PINS). Analysis includes, where possible, suggested objective costs to be shared with Purchasing, Manufacturing and impacted parties
  • Performing one or more of the following: preparation of monthly reports to Government agencies; monitoring, documenting and analyzing pricing actions of competitors; maintaining the company’s master price history records; gathering and analyzing shipment volume and PINS/Percent of Potential Sales (POPS); calculating and maintaining yield and revenue data in order to determine the effectiveness and profitability of pricing strategies and tactics
  • Responsible for regularly and accurately maintaining and updating revenue systems (pricing, invoicing and merchandizing) and answering all revenue/pricing related queries for their assigned products
  • Maintaining internal controls including Sarbanes-Oxley control documentation and responsible for the testing and validating of these controls
  • Bachelor's Degree or equivalent relevant experience in business administration, finance, economics, statistics, accounting, or related fields
  • Previous experience as a Revenue/Pricing Analyst or equivalent level job in a management role in 6 Sigma, Marketing, Accounting, Finance or related field
  • Strong analytical ability and initiative, be results oriented, have a high level of interpersonal skills and be an effective writer and oral communicator
  • Highly proficient in Microsoft Excel
  • Highly numerate
10

Consultant, Commercial Partnerships Resume Examples & Samples

  • Assist in the ongoing management of the growing number of strategic partnerships including schemes, loyalty partners, loyalty platform providers and insurance providers
  • Development of improved reporting and dashboards to provide a better level of support to each of the key strategic partners
  • Work closely with product managers and marketing stakeholders to support campaign activity related to cards partners
  • Assist commercial partnership managers to seek the relevant stakeholder approvals both internally and externally as required
  • Help administer the partner contracts and ensure that NAB delivers on the terms of each contract including reporting and the agreed deliverables/services
  • Provide support to the commercial partnership managers to develop presentations for partner meetings and assist in the development of the insights to be presented. General assistance inn preparing for regular partner meetings
  • Establish improved engagement models with each of the key strategic partners and manage these as an ongoing concern
  • Ensure scheme and rewards points processing and ongoing costs are monitored to ensure the effective cards management
  • Assist with the management of internal and external stakeholders including various cards product managers, Scheme, Loyalty Partners and third parties providers
  • Seek and translate analytical insights into actionable refinements of existing propositions, or development of new opportunities
  • Champion the role of the credit card product as a key holding in the customer's relationship in interactions with the wider bank
  • Coaching, monitoring and supervision of any staff
  • Experience in financial services, rewards or product
  • Experience in debit or credit cards is a preference
  • Exposure to working in a team environment
  • Strong analytical and numerical and problem solving skills
  • Superior influencing and stakeholder engagement skills with the ability to build strong relationships
  • The ability to break down strategic problems and engage in solution focussed thinking
  • Ability to drive results and problem resolution
11

Commercial Card Solution Consultant Resume Examples & Samples

  • Serve as the primary commcercial credit card subject matter expert and perform product demonstrations either remotely or on-site at a client/prospect’s location
  • Collaborate with internal and external partners to develop specific client acquisition strategies
  • Partner and strategize with Payment Advisors on new lead generation
  • Leverage sales tools and standard pitch materials when meeting with clients to customer solution discussion
  • Follow up with clients during the sales process to provide information and advance the decision making process
  • Understand client needs and industry trends; synthenize and communicate to internal and external partners to ensure implementation of product/solution enhancements and updates
  • Leverage solution expertise to assist with client training on current and newly implemented solutions
  • Meet or exceed quarterly revenue quotas and activity objectives as defined by the Leadership Team
  • Assist with responses to requests for proposals
  • Professionally represent KeyBank and its offerings. This includes the ability to create customer excitement by demonstrating to customers how to use KeyBank’s commercial credit card solutions and its value
  • Bachelors degree in business, accounting or information technology, or equivalent experience
  • Capable of building effective relationships with senior decision makers in organizations of varying size
  • Ability to understand strategic priorities, business needs, and opportunities to sell commcercial card solutions
  • Ability to influence client decision-making-process and drive clients to purchase the KeyBank commercial credit card solutions that match their needs
  • High level of intellectual curiosity, especially in regards to the commercial credit card industry
  • Experience with revenue cycle management solutions, with particular experience in commercial credit card product management and/or sales preferred
12

Proposal Commercial Consultant Resume Examples & Samples

  • Manage customer specification review, proposal development, contract development and negotiations, including complex software sales and service agreements
  • Responsible for complete lifecycle development and on-time delivery of high quality solutions proposals aligned with customer expectations and business profitability / risk profiles; this may include, but is not limited to – request for proposal reviews, proposal planning, risk reviews, solution estimates & pricing, deal analytics / reviews, 3rd party coordination & negotiations, technical & commercial documentation, and analysis of terms & conditions
  • Lead and drive the details relate to technical, financial, and commercial inputs to support strategy development and risk management
  • Act as a liaison between Sales Managers, Solution Consultants, Product Managers, & Services to identify common architectures & estimation concepts
  • Act as a Legal liaison to manage the creation of a winning proposals/contracts that aligns with GE’s delegation of authority
  • Assist with Customer negotiations from both a functional/technical and commercial perspective
  • Review Customer Purchase Orders to Ensure Compliance with Approved Price Levels, Terms and Cycle commitments etc to coordinate Hand off to Project Execution teams
  • Use SalesForce.com to manage proposal workflow & develop pipeline forecasts
  • Provide Strategic & tactical commercial planning
  • Lead Global communications at all organizational levels
  • Minimum of 2 years of technical solution architecting and software industry experience
  • Proven ability to engage/motivate cross-functional teams and drive fast results
  • Bilingual language skills in both written and spoken English and Chinese
  • Exceptional customer service and good communication skills
  • Able to travel both domestically & internationally
  • Knowledge of / background in software, software-as-a-service (SaaS), platform-as-a-service (PaaS) and expertise in targeted industries such as Power, Automotive, Discrete, Asset Monitoring, Advanced Analytics, Brilliant Manufacturing, to name a few
  • Prior experience in sales, field services, commercial finance, contract negotiation and execution
  • Prior experience with contract drafting – managing both commercial and legal terms within a customer agreement
  • Energized by high profile/high impact tasks and assignments
  • Ability to lead and influence others from other functions
13

Commercial Business Consultant Resume Examples & Samples

  • Ability to assess market conditions, trends and indicators
  • Commercial insurance designations (CPCU, CIC, etc.) desired, but not required
  • Problem solving – knowledge of all aspects of sales processes and drivers; projections, goals, targets, cross-sell, retain, profitability, compliance, and quality
  • Team Building – blends people into teams when needed; creates strong morale and spirit, defines success in terms of the whole team; creates a feeling of belonging the team; etc
  • Analyzes long-term impact of new or anticipated strategies
  • Leadership – participates as a member of functional leadership teams
  • Industry certifications preferred
14

Commercial Evaluation Consultant Resume Examples & Samples

  • May serve as a committee team lead or as a committee team member on a large, complex project
  • Reviews highly complex files and makes recommendations to refer files to Home Office for escalation
  • Minimum 5 years BI experience at the represented and/or litigation level
  • Exceptional quality review results on casualty evaluation
  • Experience with handling multiple states or commercial claims
  • Experience with Mitchell tool
  • Experience with training in group setting preferred
  • Some travel required
15

Commercial Consultant Resume Examples & Samples

  • Leads and delivers Commercial consulting projects from Dublin for Country Pharma Organizations (CPOs), ensuring adherence to time-lines and quality objectives in the following areas
  • Sales Force sizing
  • Sales Force structure, design and territory alignment
  • Optimal resource deployment, leveraging TeRRa and other analytical tools
  • Segmentation, Targeting and Call Plan design
  • In-country operations, e.g. Incentive scheme design and payout calculation strategies, Business Decision Support Tools for Sales Leaders etc
  • Adhoc commercial projects based on local business challenges identified through assessments and / or benchmarking
  • Provides direction to the Hyderabad-based team on methodologies, processes and SOPs relating to Sales Strategy and Capability services
  • Ensures delivery of efficient and high-quality deliverables from the Commercial team and, promotes synergy and best practice sharing among resources
  • Establishes, vigorously monitors and reports KPIs and takes proactive action to continuously strive for improvement. Delivers projects within defined Service Level Agreements
  • Works with extended Commercial / SFE team and other groups in GCO Dublin and Hyderabad (Forecasting, Business Analytics etc) to leverage any cross-functional synergies
16

Commercial Payments Consultant Resume Examples & Samples

  • Drive New Sales from prospective clients with annual revenue of $10M-$20M in primary and secondary markets
  • Achieve New Sales Charge Volume targets
  • Execute a transactional sales cycle
  • Sell core American Express solutions
  • Spend significant time on prospecting, ensuring implementation of accounts, and managing new accounts
  • Sell with integrity and appropriately track prospect data to ensure a coordinated and consistent client experience, in alignment with compliance and internal partner business requirements
  • Successful candidate must have at least one year of sales related experience and new business development experience
  • Strong emphasis on cold calling
  • Demonstrate an understanding and interpretation of industry and financial statement information
  • Demonstrating value
  • Proactively and consistently demonstrates the value of partnering with American Express, highlighting key pillars of the value proposition
  • Documents and communicates the Return on Investment (ROI) of proposed solutions, identifying unanticipated positive outcomes or benefits
  • Understands at a tactical level market/ industry key competitors, challenges, terminology, technology, trends, and regulations
17

Commercial Payments Consultant Resume Examples & Samples

  • Make outbound calls to contact high potential prospects using target lists provided by American Express
  • Engage in phone consultations with small business owners and decision makers, learn about their needs, and recommend the right American Express OPEN products
  • Maintain high levels of product and service knowledge, clearly communicate appropriate product features and benefits and other elements of American Express OPEN small business services
  • Effectively manage pipeline of prospective customers
  • Continuously improve on key selling skills, including building rapport, understanding customer needs, handling objections, and closing sales
  • Proven track record of driving sales in a cross selling environment; B2B experience is a plus
  • This individual should be comfortable in a fast-paced environment and comfortable with ambiguity
18

Commercial Project & Global Mobility Consultant Resume Examples & Samples

  • Communicate delegation concept for planned or current CPD assignments based on international / national law and internal Siemens guidelines (i.e. tax legislation, social insurance law, immigration law, internal governance mandates)
  • Advise and alignment of delegation concept with commercial project business, if applicable with foreign HR and internal governance
  • Provide consultations to CPD Delegates, managers and internal departments on case-specific topics throughout the CPD assignment (Pre-/On-Delegation, Repatriation)
  • Provide CPD briefing to delegate with pre-delegation and repatriation briefing (person/virtual)
  • Receipt, handling, escalation (if needed) of guideline-exceeding discussions and procurement of decisions via Global Mobility management (preparation of decision memo for GMSC management)
  • Provide calculations, and clarification of delegate income
  • Define project tax concept for non-PATAC Siemens projects
  • Prepare, support and/or execute information sessions for managers, HR and delegates regarding CPD- or delegation specific topics
  • Identify deviations in the CPD process as well as process improvements opportunities
  • Support the delegate and accompanying family members throughout the delegation as needed and assist with extraordinary situations
  • Organize and manage day-to-day workload to include responding to client and delegate emails, voicemails, and requests within 24 – 48 hours of receipt
  • Identify, manage and support special projects, special customer requests, research, and on-site presentations
  • Knowledge of international commercial project business, expatriate procedures and processes
  • Excellent interpersonal skills; a passion for customer service; flexibility; innovation; high-energy self-starter who brings the utmost level of integrity to the company
  • Ability to adapt to changing and fast-paced business environment
  • Process-improvement and business-orientation
  • Ability to utilize and maintain IT systems
  • Superb organizational skills
  • Sensitivity to intercultural issues
  • Team player and excellent customer service orientation
  • Natural 'change agent' who will have a passion for accomplishing the organizational mission and building successful business partnerships
  • Minimum of 2 years experience required in expatriate administration, preferably in the area of international commercial project business
  • Understanding and application of international taxation, immigration, social security concepts and international commercial project business consultation
  • Highly proficient technical skills in MS Office 2007 / MS Visio / MS Access, Adobe Acrobat 9 Pro
  • International experience and cultural sensitivity are a big plus for this role
  • Spanish languages are a huge plus
  • Siemens internal experience a plus
  • Ability to thrive in a fast paced and changing environment and process-improvement orientation
  • PeopleSoft, IHRIS knowledge a plus
  • There will be 10% travel associated with this position
  • LI-JAT
19

Commercial Credit Consultant Resume Examples & Samples

  • Participate in target operating model design across process, organization, job, and customer experience components
  • Assist with development of client roadmap to achieve target operating model
  • Perform process design and requirements gathering in support of Wholesale credit technology engagements
  • Experience across the end-to-end Wholesale credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management
  • Successful track record of performing operating model design, business process design, and requirements gathering
  • Experience with digital lending and user experience design is preferred
  • It is our intention for our people to work where they live. However, in the context of our profession and serving our clients there may be times when you will need to travel
  • 2-4 years of Wholesale Lending industry experience
  • 2+ years consulting experience
  • NCino experience
20

Commercial Card Sales Consultant Resume Examples & Samples

  • Call on both prospective and current clients to identify needs, propose solutions and address any servicing issues
  • Work with Product Management Partners where needed to develop sales proposals and determine pricing strategies
  • Overnight travel is minimal
  • Actively manage territory to source viable, credit-worthy customers
  • Engage Bank’s treasury teams to maximize sales opportunities to exiting clients. Must possess the ability to build and leverage relationships with internal colleagues and support personnel
  • Manage the RFP process lifecycle
  • Coordinate with Bank’s designated contact or legal department to successfully negotiate agreements
  • Engage the client to understand current and future needs in order to sell solutions that ensure client satisfaction. Leverage internal resources, industry knowledge and personal experience to identify account expansion opportunities
  • Candidate must be self-starter with strong organization skills and the ability to work independently
  • Identify and recommend appropriate solutions that may require engaging and coordinating multiple resources to ensure clients’ objectives are met
  • Understand the competition of assigned markets and develop strategic plans for obtaining greater share of market
  • Work with the Implementation and Account Management teams to transition new accounts as they are added to their respective portfolios. Support account management for rebids and program expansion as needed
  • Effective sales cycle development with proven experience in building and managing an effective pipeline of growth opportunities
  • Exceed annual sales goals
  • Actively ensure compliance with Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Actively participate in any required corporate and business line Compliance Training
  • Familiarity with corporate ERP systems, purchase requisition systems, receiving and payable and general ledger accounting systems
  • Superior consulting skills, ability to assess client needs and build strong business cases
  • Proficient PC skills to include Microsoft Word, PowerPoint and Excel
  • Minimum 5 years commercial card sales experience with a proven history of closing profitable deals
  • Excellent communication skills - both written and verbal. Excellent interpersonal skills. Strong presentation skills
  • Relevant professional certifications such as the CTP or NAPCP are also a plus
  • Travel is approximately 50%
  • Position reports to the Commercial Card Sales Manager, a division of Treasury Management
21

Commercial Performance Consultant Resume Examples & Samples

  • Presents Commercial training materials and facilitates workshop discussions in group and one-on-one settings with DMs and Commercial line support employees regarding various business objectives
  • Effectively coaches and consults with target audience(s) to drive behaviors that will improve participant ability to effectively support business objectives
  • Analyzes business results, market factors, customer and agent needs, trends and observations to identify problems, root causes and offer solutions to business shortcomings. Acts as, or identifies alternative, subject matter expert to support creation of training material and development training solutions
  • Collaborates with the University, Business Insurance Center (BIC) as well as Product & Distribution to develop strategic and tactical plans to achieve business objectives and focus on marketing opportunities that will drive improved performance
  • Review business results and assess the effectiveness of current activities to determine if plans are producing desired results or require modification
  • Plans the operational logistics of training delivery and schedules time to allow for efficient support of territory training and development activities and ensure alignment with business priorities, goals, and activities
  • Ensures Commercial training and development initiatives are coordinated with other field priorities and there is consistent and adequate shelf space to promote achievement of Commercial objectives
  • Prefer candidates with three years learning development experience, two years of agent and district operations knowledge, or five years commercial underwriting and/or marketing experience
  • Experience in Business to Business consultative selling preferred along with prior supervisory or management experience
  • Strong selling and creative/consultative sales experience in business to business arena
  • Excellent presentation, facilitation, organizational and execution skills
  • Ability to perform needs assessment on various training opportunities and identify areas of improvement to effectively coach and develop agents and DMs
  • Demonstrate proficiency in oral and written communication skills
  • Able to share information in a clear, concise, and well-organized manner
  • Understanding of adult learning principles and able to engage learners to enhance knowledge and ability
  • Knowledge of Farmers Commercial agent segmentation strategy, products, underwriting, appetite, pricing, sales/retention, sales management tools, customer experience, and quoting/billing systems, as well as demonstrated general property & casualty and workers compensation insurance knowledge
  • External candidates require comparable industry knowledge with respect to Commercial lines sales and underwriting
  • Minimum of five years experience in roles requiring these skills
  • Ability to analyze and interpret information in order to develop strategic and tactical plans
22

Claims Consultant Hartford Financial Products Commercial D&O & Financial Services D&O & E&O Resume Examples & Samples

  • Conducting investigations and analyzing and evaluating the information learned
  • Appropriately and accurately analyzing and determining coverage, liability and damages based upon the facts of each claim
  • Communicating written position(s) to insured’s and other required parties on coverage, liability damages and other issues
  • Within prescribed authority levels, setting appropriate expense and indemnity reserves and monitoring on a regular basis for any needed adjustment
  • Presenting cases to management for expense or indemnity reserve authority above established authority levels
  • Developing and implementing resolution strategies through negotiations to achieve high quality outcomes
  • Proactively managing litigation and counsel, inclusive of litigation planning and execution, budgeting and bill review
  • Understanding and analyzing potential extra-contractual liability as needed
  • Attending trials and mediations as necessary
  • Contributing to broader claim and enterprise goals by participating in audits, projects, training and product development initiatives
  • Preparing comprehensive reports and delivering presentations to senior claim leadership on case developments, policy issues, industry trends, etc
  • Providing support and working collaboratively with business partners to evaluate and address claim trends and developments
  • Address inquiries from agents and policyholders, providing superior customer service
  • Bachelor’s degree required; law degree a plus
  • Minimum of seven years handling complex litigated coverage and liability matters
  • Candidate should be disciplined, results-oriented and able to focus on bottom line results
  • Preference for candidates with knowledge and experience handling complex Financial Services/ D&O liability claims however candidates with complex civil litigation experience are also encouraged to apply
  • Excellent strategic thinking ability and execution skills
  • Excellent negotiation and advanced technical claim handling skills, including knowledge of insurance coverage issues
  • An ability to communicate thoughts clearly and concisely, and to influence and persuade others
  • Superior interpersonal skills
23

Financial Analysis Consultant Commercial FP&A Resume Examples & Samples

  • Key responsibilities include annual profitability and production planning and ongoing analysis of results and strategies
  • Participates in defining the issues and scope of assigned projects; determines approach and methodology, and provides direction and strategy
  • As senior-level financial expert independently investigates anomalies and variances in data
  • Accountable for preparing and presenting interpretations of findings
  • May participate in the development and implementation of financial strategies or tactics
  • Coaches, leads and develops less experienced analysts while fostering a positive, open team environment
  • Interacts and collaborates with other departments to address business issues and meet organizational objectives
  • Provides insight and guidance as an expert or resource throughout the company
  • Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature
  • Excellent project management, prioritization and planning skills
  • Strong interpersonal, presentation, verbal and written communication skills with the ability to effectively interact with internal and external business partners
  • Strong knowledge of corporate and departmental accounting/finance practices, procedures and principles as well as solid knowledge of an insurance organization and industry
  • Proven leadership ability and able to effectively build and lead teams
  • Strong knowledge of GAAP, statutory and other complex accounting principles, practices and procedures which may include technical expertise in a functional area
  • Thorough knowledge of an organization's systems with the ability to modify or develop new systems
  • Strong knowledge of Microsoft Office Suite, accounting systems and applications, and other business-related software systems
  • Bachelor's Degree in accounting, finance, economics or business, or equivalent. Master's degree, CPA, CFA, CMA or professional insurance designation preferred
  • Minimum five to eight years of related financial analysis experience
  • LI-MR1
24

GBS Consulting by Degrees Enterprise Apps Consultant Commercial Sector Resume Examples & Samples

  • Ability to thrive in an ever changing, technology based consulting environment
  • Ability to work both analytically using data and systemically with a logical sequence to complex tasks
  • Basic experience or a minimum of 3 months exposure to an Enterprise Resource Planning (ERP) system
  • Demonstrated leadership experience and ability to adapt, with willingness to readily take ownership of tasks and problems, which often extend beyond initial scope of responsibility
  • Thorough and analytical, with capability to apply logic to solve problems
  • Ability to handle multiple tasks concurrently and meet deadlines, while maintaining focus in an environment with conflicting demands
  • Drive to overcome the most challenging or difficult obstacles and look for ways to improve results
  • Initiative to actively seek new knowledge and improve skills
  • Strong interpersonal skills with ability to collaborate and work effectively with individuals, strengthening relationships to achieve win-win solutions
  • Ability to communicate complex situations clearly and simply by listening actively and conveying difficult messages in a positive manner
  • A passion for innovative ideas, coupled with the ability to understand and assimilate different points of view
  • Willingness and ability to travel 4 days a week (home on weekends – based on project requirements) but up to 100% travel if business and client needs require
  • Reside within a reasonable commuting distance (generally 20 miles or less) of one of the following cities: Atlanta (GA), Chicago (IL), Dallas (TX), Houston (TX), Philadelphia (PA) ; Limited opportunities are available in the following geographies: Boston (MA), New York (NY) and metro area, San Francisco (CA), Washington (DC) and metro area
  • Bachelor or Masters Degree from an accredited 4-year institution coupled with internship/work and/or project experience which will provide the analytical and technical acumen that translates to an entry level consulting role. Preferred Majors include Business (e.g., Accounting/Finance/Human Resources), Industrial Engineering, Operations/Process Engineering, Mechanical Engineering, Computer Engineering, Supply Chain Management, Computer Information Systems, Information Technology, Applied Sciences
25

Commercial Engine Senior Consultant Resume Examples & Samples

  • Understand the market dynamics of the commercial application: industry size, competitive products and market strategies and relative Cat position
  • Develop detailed customer requirements, functional specifications, and general price list configuration
  • Develop product multi-generation project plans and business cases
  • Develop short and long term forecasts for programs, supporting sales, operations, and executive planning
  • Develop Sales material for product positioning and value messaging
  • Develop pricing strategies and negotiate with internal customers to grow PINS, increase revenues, and improve profitability. Communicate early pricing plans
  • Recommend, manage and enforce marketing sales variance programs. Works with Sales Marketing Service and Parts to keep the pricing database current for all worldwide IPSD LE customers. Responsible for resolving contractual and commercial issues as they arise. Understands the customer's view point and creates / co-ordinates value message, marketing literature & spec documents for customer’s functions, features and benefits
  • Write product request notices, drive NPI (New Product Introduction) programs to meet market requirements. Builds strong coordination and works closely with NPI team to develop and execute product strategy. Recognize business opportunities and develop business case to move NPI projects forward. Ensure that Customer requirements are clearly defined and translate in to product deliverables
  • Understand all product and market issues with application and account
  • Take ownership of all aspects of the issues related to account and ensure resolution
  • Master's degree in a business-related field
  • At least 8 to 12 years of progressively responsible job-related experience in customer / OEM’s engine supplier selection, validation, production launch, and product support processes
  • Extensive understanding of diesel engine technology and how these engines are applied to the OEMs application
  • Experience with the engine application in a Caterpillar Machine product group is highly desired
  • 6 Sigma - Previous Black Belt experience or equivalent full time 6 Sigma experience
  • Product NPI (New Product Introduction) experience is highly desired. CPI (Continuous Product Improvement) experience desired
  • Excellent interpersonal skills are required in order to deal with sensitive issues, develop others, or persuade others inside and outside the department to take specific actions
  • Should have excellent analytical skills, solid project management skills, team leadership skills, and excellent written and verbal communication skills
26

Commercial Consultant Graduate Programme Resume Examples & Samples

  • A minimum of 2:1 honours degree and graduated in the last two years
  • You will possess outstanding numerical capabilities underpinned by strong analytical and problem solving skills
  • You’ll need to hold a full UK driving licence for travel across the UK, and a current passport for European travel. It’s likely that the first three months of the programme will take place at our offices in the South East with occasional travel to Germany, France and Spain
  • Language skills are desirable but not essential
27

Commercial & Industrial Business Consultant Resume Examples & Samples

  • Meet business plan objectives through account planning cycle discussion. Able to analyze customer performance metric, executing tactical plans and recommending solutions to customers
  • Understand market environment and competitor activities. Able to review customer profitability and take corrective actions to ensure all customer s are profitable and achieve price/volume optimization
  • University Graduate, with 5 years' sales or account management experience
  • High level of motivation, customer orientation and market focus
  • Strong strategic thinking, analytical and problem solving skills
  • Good communication, presentation and influencing skills
  • Good spoken and written English and Chinese (Cantonese and Mandarin)
  • Good computer literacy in MS Office
28

Business Consultant SAP Commercial & Logistics Resume Examples & Samples

  • Solution expert in SAP Commercial & Logistics (SD, MM)
  • Assume final responsibility for solution design and application life cycle activities within your domain of expertise
  • Ensure proper process management and integration between Production, Logistics and Finance
  • Lead customization and development activities in a project or support environment
  • Provide second- and third-level application support services to key clients
  • Have a Master’s degree in Information Technology, Applied Economics, or a related field of study
  • Have a minimum of 2 to 4 years of relevant experience as a SAP Project Team member
  • Can rely on in-depth functional and technical knowledge of SAP (SD, MM)
  • Are fluent in English (Dutch is a plus)
  • Are willing to travel extensively abroad, mainly in APAC and US
  • Are able to establish credibility with senior stakeholders
  • Have gained experience in
29

Commercial Consultant Resume Examples & Samples

  • Drive sales of our education programs through telesales and face-to-face interactions with potential customers (your #1 priority)
  • Participate in offsite sales events and presentations
  • Assist in developing and executing marketing campaigns
  • Provide pre- and post-sales customer service to parents and students
30

Commercial Financial Consultant Resume Examples & Samples

  • Provide financial analysis and finance process improvement support to North America region
  • Provide financial support and business partnering to global commercial director to identify improvement opportunities and achieving business plan
  • Working with regional finance and commercial team budget, outlook, financial analysis of global sales, pricing, margin, receivable performance
  • Performance financial analysis and modeling in business manufacturing operations and supply chain projects
  • Provide financial analysis and modeling in business strategic projects
  • Maintain, improve standardize ales, margin and segment report & analysis of commercial operations
  • Performance special projects assigned by business or finance
  • Strong analytical and financial modeling skills (Excellent Excel spreadsheet)
  • A minimum 4 year degree in Finance or Accounting
  • Minimum 4 year experience in financial analysis or business planning
  • Prior experience in global manufacturing company
  • Quick learner, self-starter, initiative
  • Excellent people and communication skills
  • Have potential to grow in finance or business
  • MBA is strongly preferred for this role
  • Experience in finance function of a Global Chemical company (revenue greater than $1 billion)
  • Strong experience in financial modeling and economic evaluation
  • Familiar with SAP, BW, and Hyperon Financial Management system
31

Sales Consultant Non Commercial Resume Examples & Samples

  • Recommends products, materials and services based on customers’ needs and interests
  • Capable of identifying prospective customers and consistently follows up on leads from existing as well as potential clients
  • Uses Time and Territory Management, Sales and Sales Development skills trained by TruTeam to deliver the TruTeam Value Proposition and secure a “relationship” with new and existing clients
  • Meets division expectations for closing sales ratios
  • Provides product knowledge and expertise to current and potential customers
  • Monitors market conditions, product innovations and competitors’ products, prices and sales
  • Communicate company safety program to customers at the inception of contact or sale by inspecting job sites to identify any safety concerns
  • Manages customer experience from initial sale to project completion, including incoming phone calls and walk-ins requesting sales information
  • Supervisory or Management Responsibility - Not responsible for supervising (hiring, firing, performance reviews or corrective action) others
  • Budget Responsibility – Responsible for meeting sales and direct margin budget expectations
  • Decision-Making Level and Scope - Decisions may affect a work unit or area within a division/department. May contribute to business and operational decisions that affect the division/department
  • Independence of Action – Partner with Division Manager (or Sales Manager, if applicable) to set goals to achieve budgetary expectations for sales and direct margin with defined measures and metrics around quote activity follow-up and close ratio
  • Any other duty, task or responsibility as assigned
  • Minimum experience: 3 + years in sales
  • Required Industry Experience (Construction, Insulation, Trades, etc.)
  • Ability to perform complex calculations, capable of performing “what if” analyses
  • Ability to create and modify complex quotes for large projects
  • Proficient in Office Software (word processing, spreadsheets, database & presentation software.)
  • Strong presentation, project management and time management skills
  • Must possess computer skills
  • Ability to grow and maintain external customer account relationships
  • Strong working knowledge of understanding and reading blueprints, as needed
  • Driving profitable sales growth
  • Sales planning, lead management, and quoting
  • Building relationships with key decision makers and internal teams
  • Inspecting job sites
  • Managing a top-notch customer experience from initial sale to project completion
  • 3+ years outside sales experience (preferable)
  • Excellent time management, communication and presentation skills
  • Read and understand blueprints (Strong working knowledge)
  • Strong negotiation skills,
  • Ability to travel locally
  • College degree in sales, marketing, or business (preferred) or equivalent years of experience
  • Previous construction experience a plus
32

Sales Consultant Commercial Resume Examples & Samples

  • Diligently and consistently follows up on all customer proposals to close sales and gain customer insight
  • Any other duties, tasks or responsibilities as assigned
  • Strong attention to detail, demonstrated integrity and professionalism
  • Knowledgeable of ERP applications (preferably Oracle)
  • Strong working knowledge of understanding and reading blueprints
33

Business Process Consultant, Commercial Resume Examples & Samples

  • More than 7 years’ relevant experience in business process management
  • Experience in key consultancy role in the Commercial area –Pricing, Rebate, Order Management, Field Sales, marketing, Forecasting and Loyalty Management
  • Experience in package based consultation in commercial processes (preferably Saleforce, Vendavo and/or SAP) and process integration with other well-known package applications for commercial processes
  • Experience in program and project management
  • International experience working with large multinationals and in a global virtual environment
  • Broad business knowledge and integration points with other supply chain and finance processes
  • Experience in business operations or role in marketing and sales is desired
  • Experience in engaging/managing senior business stakeholders and shaping ideas into implementable projects
  • Functional knowledge in at least one Commercial process area (Pricing, Rebate, Order Management, Field Sales, marketing, Forecasting and Loyalty Management)
  • Knowledge in in Business Process Management/ Value Stream Mapping/ Practical LEAN/ Six Sigma
  • University degree in commercial/ business or technical/ IT subject
34

Commercial Card Consultant Resume Examples & Samples

  • Develop and execute sales strategy for the market to meet or exceed assigned sales and portfolio goals through frequently long sales cycles. Evaluate opportunities and present commercial card solutions to meet customer’s goals and objectives
  • Partner with commercial bank and treasury management partners to source new opportunities, execute on sales leads, complete underwriting efforts, implement solutions, and maintain existing relationships
  • Design and evaluate customer needs and goals and design appropriate card based payable solutions to enable goal achievement
  • Prepare and present solutions to C level company management, providing detailed explanations of often complex solutions while showing features, benefits, and unique solutions associated with each product or service offering
  • Coordinate and implement solutions, from application through approval and implementation. Consultant is responsible to ensure customer’s needs are met through the sales and implementation process
  • Maintain and engage with customers to keep existing business while identifying future growth opportunities and solutions
  • Perform annual or periodic product reviews for customers and make recommendations for change as appropriate
  • Maintain in depth industry knowledge through seminars, conferences, and publications to represent the constantly changing payments landscape as a product champion and expert
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
  • Embraces our vision to become "The World's Greatest Bank."
  • Associate, Vocation or Technical Degree in Business, Finance or a related field is required
  • Bachelor's Degree in Business, Finance or a related field is preferred
  • CTP or CPP A-Plus Certification or equivalent or willingness to obtain certification is preferred
  • 5-8 years in Treasury Management sales, commercial card sales, or related experience
  • Extensive knowledge of cards, payments, and payment systems required to evaluate, consult, and sell solutions to commercial clients
  • Advanced knowledge and understanding of bank payment systems, treasury management products, competitive practices and the impact of technology, regulatory, and legislative changes on services offered by commercial banks and other financial providers
  • Demonstrate ability to consistently develop and execute sales planning within assigned sales territory selling products with frequently long sales cycles
  • Proven record of consistently achieving established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships
  • Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. Excellent written and verbal communication skills required to develop and present effective sales proposals
  • Proficient in MS Word, Excel, PowerPoint, and industry specific software applications
  • LI-DNP
35

Commercial Card Senior Technical Consultant Resume Examples & Samples

  • Obtaining information around the client’s needs and determining the tasks associated with configuration, customization, development and training required
  • Leveraging technical expertise around ERP/AP systems to assist with customer challenges and add value to our Card offering
  • Providing direction and guidance to clients and internal assigned teams related to fulfilling the technical requirements
  • Actively participates in meetings and sales discussions, readily offering advice, suggestions and recommendations
  • Proactively identifies issues, risks and mitigation strategies and establishes forums with appropriate stakeholders to resolve
  • Synthesizing internal and industry data to build an understanding of current and future customer needs
  • Building a strong network with key stakeholders across divisions
  • Deep understanding of various ERP and AP systems commonly used with Commercial clients
  • Extensive knowledge of TSYS product processor capabilities
  • Strong knowledge of Commercial Card industry
  • 5+ years relevant business experience
  • 5-10 years of implementation experience with various ERP systems
  • Ability to create compelling presentations fit for executive consumption
  • Track record of fostering collaboration and innovative thinking
  • Ability to work under own initiative and drive results
  • A track record of building and maintaining stakeholder relationships
  • Advanced MS Excel and PowerPoint skills
  • Ability to analyze data, identify trends and formulate proposals
  • Outstanding ability to synthesize content and communicate high level messaging
  • Excellent time management skills; goal driven while also meeting day to day business needs
36

Financial Consultant Commercial Group Resume Examples & Samples

  • Bachelor’s Degree in Finance, Accounting or a related field
  • Prior budgeting and forecasting experience
  • Comprehensive knowledge of all Microsoft Office applications, Visual Basic, Access and multi-dimensional databases
  • Master’s Degree in Business Administration (or a related field)
  • And/or Certified Public Accountant license
  • Prior experience with establishing claims reserves preferred
  • Experience with Accounts Receivable analysis/reporting preferred
  • Knowledge of Hyperion Essbase preferred
  • Experience with SQL preferred
37

Commercial Pricing Core Consultant Resume Examples & Samples

  • Specifying, building and operating actuarial and statistical models to meet business needs and requirements, ensuring methods and assumptions used are appropriate and consistent with relevant guidelines
  • Contributing to product pricing development through the provision of appropriate commercial actuarial advice and services
  • Developing actuarial/pricing models as required to support and inform business activities and decisions
  • Conducting actuarial analyses as required, including working with limited data, to produce timely, accurate, insightful and commercially appropriate outputs
  • Building and maintaining effective working relationships with underwriters and portfolio management
  • Reviewing and approving actuarial/statistical work done by others
  • Leading actuarial projects
38

Commercial Consultant Resume Examples & Samples

  • Establish and review revenue proposals for Caterpillar products. The process includes analysis of sales history, volume forecast, competition, product quality, product availability, value premiums, costs and related factors
  • Work with Marketing, Accounting, Economics, Engineering, Legal, Manufacturing, Purchasing, Product Support Development, Global Revenue Management and Revenue Management (Pricing personnel) elsewhere in the company to obtain and evaluate information needed for making revenue recommendations
  • Assist in achieving specific Division objectives by aiding efforts to improve profitability through recommending revenue growth opportunities for price, volume or Percentage of Industry Sales (PINS). Analysis includes, where possible, suggested objective costs to be shared with Purchasing, Manufacturing and impacted parties
  • Preparation of monthly reports to Government agencies
  • Monitor, document and analyze pricing actions of competitors
  • Maintain the company’s master price history records
  • Gather and analyze shipment volume and PINS/Percent of Potential Sales (POPS)
  • Calculate and maintain yield and revenue data in order to determine the effectiveness and profitability of pricing strategies and tactics
  • Regularly and accurately maintain and update revenue systems (pricing, invoicing and merchandizing) and answering all revenue/pricing related queries for their assigned products
  • Maintain internal controls including Sarbanes-Oxley control documentation and responsible for the testing and validating of these controls
  • 4 year college degree or equivalent experience concentrated in business administration, finance, economics, statistics, accounting, or related fields (listed below)
  • 3+ years prior experience as a Revenue/Pricing Analyst or equivalent level analyst role in 6 Sigma, Marketing, Accounting, Finance, Logistics or related field
  • 3-4+ years of job-related experience (ie. revenue management, finance services, pricing)
  • Knowledge of various Caterpillar products, product applications or merchandising programs
  • Ability to utilize a variety of computer software packages
  • Must have analytical ability and initiative
  • Effective writer and oral communicator
39

Commercial Presales Field Marketing Consultant Resume Examples & Samples

  • Voice of regional pre-sales into BU Product & Marketing teams
  • Build a brand for presales through newsletter, wins and key programs
  • Define enablement requirements for presales and work with L&D teams to implement these
  • Own technical portions of the Pre-Sales transformational agenda
  • Partner with and on occasion direct the work of the pre-sales strategy and operations teams on longer term initiatives
40

Commercial Enterprise Consultant Resume Examples & Samples

  • University degree in Engineering, Commercial Engineer in Management Informatics, Economical sciences, Information Technology, or a business-related university degree with a strong IT affinity
  • >3 years of practical experience with commercial operations and applications in the requested industries combined with experience in commercial projects
  • Basic experience with either SAP (e.g. modules like SAP SD, SAP DP, Vistex, SAP Hybris, SAP CRM), Salesforce, eCommerce platforms,…
  • Technical experience with (integrating) commercial solutions with other platforms, CRM solutions and eCommerce is a plus
41

Commercial & Specification Consultant Resume Examples & Samples

  • A formal level of relevant technical training with desired HNC level in a relative field
  • Fully numerate and ability to communicate orally and in written English, particularly on technical and commercial matters
  • Demonstrate success in developing end user contacts and gaining specifications through contractors and or consultants
  • Self-starter and self-motivated with tenacity to follow through all potential opportunities to achieve orders
  • Be strong communicator and openness to develop good client relationships
  • Have experience in technical sales/or the ability to learn that
  • Well organized approach and mind-set to ensure tasks are planned followed up to meet deadlines and expectations of the customers
42

Commercial Securty Consultant Resume Examples & Samples

  • Process sales orders and complete all necessary paperwork in accordance with the approved procedures
  • Develop, update and maintain customer accounts using Salesforce as CRM
  • This rep will also have a commanding knowledge of our product line, as well as that of our services. It is the responsibility of the Business Account Executive to follow up with the customer post installation as well as initiating contact 24 hours prior to installation to address any potential discrepancies and to ensure 100% customer satisfaction
  • Bachelor's degree or, in lieu of degree minimum of 2 years experience as a successful commercial sales representative in the security, technology, or other related sales industries, show consistent abilities to achieve and exceed sales quota
  • Possess comprehensive knowledge of approved commercial products and services and have the ability to educated the customer on the appropriate solutions for their business
43

Commercial Secuirty Consultant Resume Examples & Samples

  • The Business Account Executive is responsible for promoting and selling ADT services and technology to commercial customers within an assigned territory, leveraging relationships, and closing new business for ADT and ensuring customer retention
  • Assume account management responsibility including the provision and coordination of services (installation, customer training, etc.) to assure complete customer satisfaction
  • Strong work ethic, with ability to self-manage daily work schedule and performance, with limited supervision
  • Work with customer throughout the entire sales process to answer questions and help work any issues that arise
  • Ability to read and understand blue prints, architectural, mechanical and electrical drawings and documents
44

Commercial Technical Consultant Resume Examples & Samples

  • Strong MS office skills
  • Knowledge of Commercial lending principals
  • Good understanding of operational, policy and procedures
45

Commercial Analytics Consultant Resume Examples & Samples

  • Provides direct industry/business domain sales support through sales calls, sales tool development, and coaching for the sales force on industry focused account strategies. Leads the sales organization with new account penetration strategies. Involved in all stages of the sales engagement
  • Develops and maintains relationships with partners, key consultancies, and system integrators to establish focused and effective strategic teaming arrangements
  • Develops industry specific sales strategy for assigned industry that enables the SAS sales force to establish SAS as the key industry analytics partner to include the following: identifying industry trends and sources of major disruption in the industry, establishing strategic vision and value propositions based on SAS offerings, and articulating a solution capability at the C-level. This sales strategy will address what to sell and how to sell; and will identify any gaps in SAS’ existing offerings that need to be addressed
  • Participates in activities that demonstrate SAS’ industry experience and leadership. May publish industry articles and white papers. Speaks at internal and external industry events. Develop workshops to educate sales/marketing team
  • Identifies industry trends and emerging issues and defines SAS’ position regarding these trends and issues
  • Prepares and delivers presentations to customers at the highest levels of management
  • Participates with senior management to identify and establish objectives, assignments, and goals in accordance with SAS strategic plans; assists in targeting specific customers and business partners to promote industry sales and marketing initiatives
  • Works closely with sales staff, sales management, and marketing staff to ensure successful positioning of industry solutions and that a consistent message is communicated to our customers and/or business partners
  • Identifies competitor advances in the market
  • Identifies sales support resources required to deliver appropriate SAS solution design
  • Assists with providing market-driven information for future product direction using industry expertise and direct interaction with customers, prospects, analysts, and other external resources
  • Builds credibility and trusted advisor relationship with customers
  • Required to travel on a frequent basis
  • Develops sales strategy to drive incremental revenue with an industry segment
  • Speaks at internal and external industry events
  • Participates in business process discussions and improvement sessions
  • Performs other duties, as assigned
  • Advanced degree, preferably in Health Economics, Health Information Technology, Clinical Informatics or related health care, life science disciplines or appropriate quantitative/analytical science (e.g., statistics, mathematics)
  • 10+ years of hands-on experience in pharmaceutical commercial analytics including field analytics, contracting, price governance, promotion management and other related areas
  • Experience in a marketing analytics and advanced quantitative methods (e.g. segmentation, predictive modeling, forecasting, etc.)
  • Ability to synthesize and integrate multiple data sources and interpret findings. Past experience with pharmaceutical sales, marketing, medical claims data sets (IMS, SDI, Symphony, Aileron), digital and cross-channel analytics a plus
  • Measure performance and program effectiveness via return-on-investment analysis
  • Public speaking experience
46

Commercial Consultant Resume Examples & Samples

  • Assist project teams in managing major internal customer transformation programs and projects through business process modelling and implementing new ways of working so that they
  • Postgraduate degree in technical or business discipline
  • Further education in Change management, Project management, Facilitation /Coaching
  • Preferred: Management consulting, Outsourcing or Pharma background
  • Developing change agent with project and program management experience from a Top 5 consulting firm either as permanent hire or internship
  • Demonstrated analytical, process-oriented and data driven mindset
  • A proven ability to manage multi-functional business change and to get straight to the heart of issues and provide insights
  • Demonstrate strong written and verbal communication skills as well as solid presentation skills
  • Successful track record in application of consulting tools and solutions in solving complex business problems, including Lean Six Sigma
47

Commercial Consultant Resume Examples & Samples

  • Establish and review revenue proposals for Caterpillar products
  • Work with Marketing, Accounting, Economics, Engineering, Legal, Manufacturing, Purchasing, Product Support Development, and Pricing personnel elsewhere in the company to obtain and evaluate information needed for making revenue recommendations
  • Direct involvement in coordination and implementation of revenue (price) changes
  • Assist in achieving specific Division objectives by aiding efforts to improve profitability through recommending revenue growth opportunities for price, volume or PINS
  • Directly impact specific Corporate objectives by aiding efforts to improve profitability and/or sales by direct input into pricing decisions and approvals (SPARS, discount programs, NPI scenarios and related activities)
  • Gather and analyze shipment volume and PINS/POPS
  • Bachelors level degree or 4-7 years equivalent experience concentrated in business administration, finance, economics, statistics, accounting, or related fields
  • 4-7 years experience as a Revenue/Pricing Analyst or job in a management role in 6 Sigma, Marketing, Accounting, Finance or related field
  • At least 2 years experience with heavy machinery dealers or customers
48

Sales Consultant, Commercial Resume Examples & Samples

  • Underwrite new and existing policies in accordance with organisational policy and underwriting standards
  • Evaluate risk for new business in accordance with standards, to ensure profitable growth
  • To excel in this role you will need to have experience in Domestic ( Home and Car Insurance ) & Commercial (Packages and Commercial Motor ) Insurance Underwriting
  • Experience in a sales and service position, Insurance sales experience is highly desirable
  • Excellent sales and negotiation skills
  • Reliable and committed to the role
  • Communication and Problem Solving skills
49

Master Data Consultant Commercial Resume Examples & Samples

  • Interact with finance, commercial, production & supplies towers lead and key users to drive the continuous improvement in Master Data Management processes for vendor
  • Provide leadership and expertise to challenge, support, enable and improve master data management process for vendors
  • Set the strategic direction and drive towards global harmonization for master data business processes for vendors
  • Interact, collaborate with Global Business Process Consultants and other clients/ stakeholders to influence and ensure alignment on standards and processes, the business strategy within the process area
  • Ensure the designs of business processes are (1) in line with global standards, (2) scalable, (3) aligned across functions and (4) follow best industry practices
  • Measure and improve continuously the effectiveness and efficiency of global processes through Operational Excellence techniques
  • Set the framework through which the Design Authorities assess compliance with the global process standards
  • Identify opportunities resulting from situational changes such as new regulation, data insights, new business situations to shape new business processes
  • Provide feedback to Service Managers in the Global Delivery Centre (GDC) on the performance of processes - identify gaps and areas for improvement
  • Provide process expertise to deliver change and support the early phases of global projects
  • Act as single point of contact for stakeholders to receive information on programs, projects, MDM services and process activities
  • Take accountability of all small changes to processes
  • Provide Governance and ensure
  • 10+ years of experience in enterprise business information and master data
  • More than 5 years’ experience in Master Data Management
  • Business Process experience in Commercial function for Manufacturing Industry (preferable in vendor master data)
  • Functional knowledge in supply chain for manufacturing, procurement, logistics or order management
  • Understanding of Master Data Life Cycle, and importance and impact of Master Data on Business Processes
  • Has worked for a multinational and been exposed to multiple cultures
  • Good communicator and influencer can convey in laymen’s language to senior stakeholders
  • SAP MM, SAP MDM
  • University IT degree
  • LEAN/Six Sigma qualification
50

Commercial Banking Consultant Resume Examples & Samples

  • Develops the practice of consulting in the field of financial services for corporate banking, through the design and development of solutions that respond to the challenges of banking customers
  • Creates solutions in situations in which analysis requires in-depth knowledge of organizational objectives
  • Interaction is with senior management levels at a client and/or within Accenture, involving negotiating or influencing on significant matters
  • Decisions have a lasting impact on area of responsibility with the potential to impact areas outside of own responsibility
  • Work in a multidisciplinary team to solve complex situations supported by diversity and taking advantage of the large multi-sectoral experience
  • 5 to 8 years of demonstrated professional experience in the Commercial Banking sector, in the establishment of business relations with small and medium enterprises, monitoring of financial and operational objectives, and understanding of its main processes of risks, financing, delinquency, liquidity management, information management, among others
  • Knowledge of the needs and problems associated with the operational and technological solutions of companies between € 5 and € 50MM in billing, including as a business development manager within the small and medium enterprise segment, within the banking clients or from the solution vendor sales roles (Dynamics NAV, Sage Murano, Wolters Kluwer a3ERP, SoftDoit i68, Aytos Berger-Levrault, Exact Globe, Unit4 Business World and Solmicro-eXpertis)
  • Relevant experience managing teams and transformation projects within the SME field, consultancy previous background will be a plus
  • Self-initiative and independence, autonomous working with demonstrated knowledge of the Spanish commercial networks
  • High commercial skills // Communication skills
  • Dynamic, proactive and willing to work as part of a team
  • Ability to plan, organize and execute tasks with a high degree of excellence and quality
51

ABI Commercial Business Consultant Resume Examples & Samples

  • Minimum of 3 years experience in sales or business consulting preferred
  • In-depth knowledge of commercial products and processes, for both EA and IA channels
  • Agent experience preferred
  • Understanding of pricing, claims, local market planning, sales trend analysis and marketing data
  • Business consulting and sales skills
  • Strong communication skills – includes presentation, business writing, negotiation, motivation, and relationship management
  • Provides influence and authoritative advice
  • Impacts department results and operational effectiveness
  • Planning and organizational skills – effectively work outside an office with limited daily supervision; can engage resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently
  • P&C licensed in state of residence
52

ABI Commercial Business Consultant Resume Examples & Samples

  • Through direction of the ABI National Sales Leader, support the Commercial Certified Exclusive Agent, Top Commercial Producer, and Industry Practice Leader community
  • Establish the CBC role as a value added resource by successfully implementing the following five business strategies for each CC Agent
  • CBC is a partner with each of the regional FSLs, AB Leaders, FSC, TSC, ADS Leaders, and education consultants in order to build and maintain effective relationships. Hold monthly 1:1 sessions with each to discuss ABI strategy and processes, shared opportunities with agents, and how each support the agents in the Trusted Advisor Model
  • Support existing CC EA commercial needs
  • Serves as primary communication source between ABI and regional FSLs, front line AB Leaders, FSCs and TSCs, through recurring monthly 1:1 meetings/calls and participation on FSL team calls
  • Through the consultative interaction with CC agents, the CSC coordinates training resources to solve training needs. Education resources may include ABI Academy, Small Business University, and On-Demand vertical models to educate CC EAs
  • Where staffing needs are identified during CC agent consultation, the CSC will assist in sourcing, recruiting, hiring, onboarding and developing new small business LSPs (utilizing Model Office tools)
  • The CSC will address compliance concerns brought to their attention and ensure appropriate documentation is in place for future auditing