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

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

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

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