Manage schedulefor CLTexecutive(s). Drive prioritization of timespentinbothinternal & client meetings, along with other scheduling demands.Establish and maintain time management system in Outlook calendars. Partner with CLT to manage schedules and day to day logistics by exercising their discretion to ensure their time is used most effectively Manage travel for CLTexecuti

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

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

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

Manages a large amount of inbound calls, emails or chats in a timely manner related to at least ten major areas, including expertise in one or more areas of core planning functionality Provides support to Client Support team members in one or more areas of expertise Identify customer needs, clarify information, research every issue and provide solutions Meet personal and

Primary review and negotiation of MSAs, Quotes and SOWs between eMoney and client and vendors in accordance with Company's policies and procedures Maintain Company's contract management system, draft amendments to existing client agreements, update agreement templates, and coordinate with internal and external legal resources and stakeholders Manage the timely processing

Manage schedulefor CLTexecutive(s). Drive prioritization of timespentinbothinternal & client meetings, along with other scheduling demands.Establish and maintain time management system in Outlook calendars. Partner with CLT to manage schedules and day to day logistics by exercising their discretion to ensure their time is used most effectively Manage travel for CLTexecuti

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

Manages a large amount of inbound calls, emails or chats in a timely manner related to at least five major areas of the eMoney platform Identify customer needs, clarify information, research every issue and provide solutions Meet personal and team quantitative and qualitative targets Log all appropriate details of interactions in a comprehensible way Attend all trainings

Achieve or exceed the company's sales and marketing efforts within the enterprise segment and assigned territory Contribute and exhibit behaviors of a modern sales organization that leads with insights and solutions (not products) to understand and address needs of enterprise clients Position our solutions through an interactive, rich, engaging and innovative sales experi

Reporting to the Director, Pricing Strategy the Pricing Analyst position is part of the Finance team responsible for the delivery of accurate pricing solutions that help to solve current and long term business problems for enterprise clients. In addition, the Analyst role will have responsibilities focused on building detailed financial models for client profitability and

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