Job Description: Job Title Senior Credit Officer – Private Equity + Private Credit Funds Corporate Title Vice... President Location New York, NY Overview The Private Equity + Private Credit Senior Credit Officer will be responsible...
a future team member for the role of Senior Vice President, Relationship Management/Business Development to join the BNY... the sales lifecycle, ensuring accurate CRM data, proactive account planning, and continuous client feedback for product...
relentless, customized service is the foundation of our consistent growth. As Senior Vice President, Corporate Access..., invitations, and event branding to align with the firm's image and market leadership Manage and optimize CRM and event platforms...
into user stories and manage a product backlog Integration experience with enterprise systems (e.g., directory services, CRM...
deeply with Product and Technology to design scalable integration patterns across martech and creative ecosystems (CMS, CRM... enterprise DAM platforms (e.g., Adobe Experience Manager Assets or comparable) and integrating with CMS, CRM/CDP, marketing...
, and multi-industry adoption. Direct strategic API integrations with enterprise partners, e-commerce platforms, CRM systems... ability to develop full stack logistics systems, including CRM dashboards, live mapping with Google Maps, location tracing...
Administration & Vendor Management Partner with IT and Martech teams to ensure marketing systems (automation, CRM, analytics..., and reporting) are functioning effectively and integrated with firmwide infrastructure. Oversee marketing technology platforms (CRM...
across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience. Marketing... Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista’s digital platforms and data...
Stack: Own the CRM (e.g., Salesforce) and integrated sales tools (e.g., CPQ, sales engagement platforms, analytics...
across key platforms (e.g., CRM, planning tools, onboarding systems) Promote reuse through shared APIs, event-driven design..., GCP CRM & Platform Ecosystems: Salesforce, Microsoft Dynamics, ServiceNow Data & AI Integration: Data pipelines...
across key platforms (e.g., CRM, planning tools, onboarding systems) Promote reuse through shared APIs, event-driven design..., GCP CRM & Platform Ecosystems: Salesforce, Microsoft Dynamics, ServiceNow Data & AI Integration: Data pipelines...
Management’s (CRM) ability to effectively risk underwrite transactions and manage an existing client portfolio, consistent... with industry best practices. SVP is expected to contribute to leading the internal execution and risk management process within CRM...
quality initiatives is highly desirable Experience with Salesforce and Customer Relationship Management (CRM) Pay...
and enterprise data quality initiatives is highly desirable Experience with Salesforce and Customer Relationship Management (CRM...
Assistant Vice President and Regional Vice President with reports on campaign progress, identification of growth opportunities... communications and fundraising strategy. Leverages Customer Relationship Management (CRM) system to maintain research data...
: With the Senior Vice President, create overall sales and targeted marketing strategies to create detailed marketing and sales... and size of company. Upgrade system and usage, when appropriate. With Senior Vice President. Set company, territory...
emerging AI-driven solutions. The role reports to the Vice President of Sales. While primarily remote, proximity to New York... communication and high client satisfaction Track pipeline activity, opportunities, and client interactions within CRM systems...
quality, best-in-class brand partnerships. This role will report to the Vice President of Revenue and Brand Partnerships... of digital media: impressions, CTR, CPMs, eCPMs, etc. and proficiency in sales management software, CRM systems and Google suite...
The Role: Morningstar's U.S. Strategic Accounts team seeks a highly motivated, experienced Senior Vice President... in CRM system. Qualifications: Candidates should have at least ten 7-10 years of sales and account management experience...
's Refugee Commission. The Director of Development will report to the Vice President of Programs and Partnership. ESSENTIAL... software; expertise with Raiser's Edge or similar CRM/fundraising software required. Position: Regular, full-time hours...