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As a Senior Enterprise Software Sales Manager, you'll lead sales efforts for financial institutions and sub segments (banks, brokerage, insurance, RIA, trust companies). Your mission consistently achieve Annual Recurring Revenue (ARR) targets within the Enterprise segment. Here's how Insight Driven Sales Shift from product centric to solution centric sales. Understand and
Posted 1 day ago
Embody and live the Scrum values of commitment, courage, focus, openness, and respect in all interactions, both within and outside of the team. Be an active team member. Listen a lot. Ask questions to seek clarity. Take the floor when you have information, experience, or perspective to share. Communicate impediments as they arise. A Scrum team collectively delivers on the
Posted 2 days ago
Lead a team of analysts responsible for providing governance and reduction of risk to eMoney Advisor. Engage with all areas of the business to ensure compliance with required assessments per eMoney Advisor policy and procedures Lead the documentation and formalization of the Information Technology Risk Management process and program. Oversee and drive all aspects of the r
Posted 4 days ago
Contribute to defining and evolving the Architectural and Development Strategy for eMoney Advisor's product offerings while ensuring that it is tightly aligned with the Product roadmap, quality standards and company's business objectives. Plan and leadthe development of new software products and/or product enhancements through your teams. Champion engineering and operatio
Posted 7 days ago
Develop, maintain and harness a meaningful understanding of your client's 1.) strategy, 2.) business model, 3.) growth goals, 4.) success measurements for using the platform; Keep your finger on the pulse and know your client as it pertains to their 5.) satisfaction, 6.) adoption patterns, 7.) retention risk and 8.) growth footprint Define and advance the wholistic accoun
Posted 14 days ago
Assist Client Service leadership in the design and documentation of internal processes and procedures. Maintain and update all changes to the documented processes and procedures. Educate the Client Service staff on the changes, where applicable. Drive continuous improvement on all related processes, documents , and tools to ensure ongoing standardization and simplificatio
Posted 23 days ago
Lead the team responsible for the accurate and timely execution of end to end billing activities for eMoney Advisor customers, encompassing contract administration, invoicing, customer inquiries, and collections management. Manage the Zuora billing system as an administrator, overseeing technology upgrades, updates, and implementations. Evaluate operational procedures and
Posted 23 days ago
The Account Manager is responsible for overseeing sales , retention, and subscription renewal activities throughout a specified territory . The territory will consist of existing eMoney users currently under contract . This position is responsible for achieving assigned territory sales goals . Job Responsibilities Drive subscription renewals and sales activities to achiev
Posted 23 days ago
Team Leadership and Development Lead, mentor, and develop a team of Enterprise Account Managers, fostering an environment of success, collaboration, and continuous improvement. Revenue Growth Drive revenue growth within the existing customer base through strategic account expansion initiatives, as well as by identifying and securing new enterprise accounts. Strategic Plan
Posted 1 month ago
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