＜Position Summary＞ Manages book of business, grows and retains revenue and market share at the designated accounts. Maximizes customer satisfaction, and achieve company’s strategic objectives with accounts under management. Develops and executes account strategy. Co-ordinates Account Activities to provide strong, consistent service levels. Works with stakeholders across the board to deliver stronger, more relevant value propositions helping customer to grow their business, minimize risks or improving productivities.
＜Essential Responsibilities＞ ・Builds and maintains strategic account plans for accounts under management. ・Manages, retains and grows revenue, responsible for sales and accountable for service performance. ・Responsible for enterprise relationship between our company and account. ・Develops strong, high level, contact network within accounts. ・Drives execution of our company’s strategy on the account level. ・Identifies new opportunities, lead sells Enterprise and desktop solutions. ・Works with and utilizes experts/specialists onto the team where required, has oversight of all account activities. ・Prioritizes and directs resources in the account team. ・Responsible for forecasting, keeping management engaged with accounts in a timely fashion, analyses impact from intelligence on competitor activity, provides feedback to Market Development Group. ・Owns local account information in relevant CRM systems. ・Responsible for net sales and revenue quota achievement. ・Responsible for local account plan as well as executing priorities. ・Acts as customer’s advocate within us and our ambassador within client’s enterprise. ・Responsible maintain and increase desktop usage by delivering various training activities.
【Position Summary】 Reporting to the manager of professional services, this individual will support clients during implementation of their our company’s application. The individual is primarily responsible for assisting and/or leading client requirements sessions as well as translating client requirements to a configurable application.
The business consultant will be an expert in the configuration of our company’s application and will utilize direction from a senior business consultant as well as his/her own analytical skills to enable a client’s requirements through configuration. This is a client facing role and will require superior communication skills with individuals at all levels of organizations, both external and internal. Collaboration skills and the ability to work in a team will be integral to this position. Travel to client sites and other venues required 25%-50%.
【Role Responsibilities】 ・Facilitate conversations to elicit detailed requirements from clients ・Mediate differences or conflicting requirements from various constituencies in the client engagement ・Assist the senior business consultant with the project plan timelines and keep project manager informed on the status of assigned activities, including risks to the overall project ・Assist the senior business consultant in application design ・Play a primary role in the configuration of client requirements in the application ・Successful unit test configured application ・Thoroughly document client requirements and configurations applied to meet client requirments ・Assist client in the testing of the application and resolving issues that arise during testing ・Support other team members working with the client, such as training and support ・Adhere to standards of practice for project implementation as defined ・Maintain all client documentation and communication vital to assigned projects ・Communicate product issues and client feedback to product management in a clear and timely manner ・Other duties/projects as required based on situational requirements and needs of the business ・Perform other job-related duties as assigned
As a global business, we relies on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
Intrigued by a challenge as large and fascinating as the world itself Come join us.
●Assisting Account Managers in marketing and developing the products. ●Providing Account Managers with reporting, data retrieval, and research/analysis support with the objective of leveraging Account Manager resources and enhancing client service. In addition, the Associates’ responsibilities include creating new or revised management reports utilizing internal and external database applications for clients, consultants, and Account Managers. ●Additional responsibilities include preparing client presentation materials, facilitating the set-up of new client accounts, preparing performance attribution reports and RFP. ●Assisting Account Managers in all aspects of client service.
Establish an area of expertise and excellence in our services and associated data control/ Permissioning systems, while offering positive and proactive consultancy to our internal and external Clients on all compliance issues relating to usage rights.
Work with local/national units and management to identify clients for review. Plan and conduct compliance reviews ensuring the relevant client operations, systems, information workflow and related business objectives are understood. Compile reports on results of compliance reviews and audits, highlighting compliance exposures and associated remedies. Support Clients and our teams through the process of Audit Remediation by advising on and monitoring the correct licenses are put in place Review and analyze new business terms and conditions affecting compliance issues. Establish an area of expertise in usage rights in designated areas. Clearly being able to apply those rights to Individual, Enterprise and Redistribution usage within different scenarios. Work with Proposition and Legal as required to gain additional contract wording to help close Compliance gaps in our agreements and Order Forms. Become an expert in a sub proposition product set to support the wider team in their Audits by proving insight and advice on how they fit into our Licensing Regime Work with Proposition to drive for Product enhancements to support the Compliance team in their role Travel up to 10%
●Job Summary We’re hiring an experienced Data Architect to work closely with our clients to help and architect data lake and warehouse solutions based on the data storage and retrieval needs in each department at the client side during the pre-sales stage. The Data Architect will be responsible for addressing client’s needs regarding the storage and consumption of our data together with other data elements within the lake. The successful candidate will also support the client by providing best practice around data analytics and visualization in order to meet changing data needs. This position is a dynamic client-facing role in which you will collaborate and interact with prospective clients and internal teams to generate new business and also design advanced and innovative solutions.
●Responsibilities ・Support the sales specialist to coordinate with clients, data users, and key stakeholders and develop and achieve various long term objectives for data architecture ・Identify, design, and offer client’s internal and external data sources for potential integration into platform, including displacement from current data to our data ・Provide consultation and design short/long term resolutions to achieve all goals and prepare data roadmap for client’s stakeholders ・Work closely with client’s stakeholder and determine procedure to identify and collect all required data, validate process and recommend improvements to financial data provided by the financial data providers, and other local/global data providers ・Support to build a foundation for cloud-based data storage and machine learning capabilities ・Design and provide support to all data management methodologies according to required standards ・Design and administer a mapping of all data sources and movement and analyze it to ensure appropriate quality of all data ・Analyze information flow and recommend to the client appropriate technology to provide support to all business processes ・Architect, design, and build AWS, Azure and Open source framework for ingestion, transformation, improvement, cleaning, and manipulation of data in the business, operational and analytics databases, and troubleshoots any existent issues ・Prepare demo prototypes, presentations and answer RFP’s showcasing the unique selling points of the solution. ・Work with implementation/professional services team to ensure that pre-sales to post-sales knowledge and engagement transfer is done seamlessly and customer is onboarded smoothly. ・Work with various teams to ensure that the solution that is proposed to the customer is technically, commercially and legally feasible.
●Relationship Analysts (RAs) work primarily within one of our business channel teams and must be knowledgeable about the markets in which their clients operate. RAs collaborate with Business Developers, Relationship Managers, Account Managers and other Analysts as a team to interact frequently with clients: by phone, via written communication, and in-person. ●The position open at this time will focus on managing existing relationship and growing relationships, including new business development with Business Development Managers primarily within the Pensions business channel. In time, the successful candidate may advance from Relationship Analyst to other client-facing roles, including Account Manager.
【ROLE AND RESPONSIBILITIES】 ●This position is responsible for supporting our relationship management efforts. Accordingly the Analyst will work closely with Relationship Managers in support of a number of assigned clients, responding to ad hoc inquiries, undertaking market research, and preparing for client meetings. This position will also work closely with Business Development Managers in support of new business development. ●This position has frequent interaction with clients and will be expected to conduct analysis, initiate research, and respond to inquiries on a wide variety of investment topics, often under significant time pressure. ●Incorporating product knowledge with firm awareness, the Analyst will be required to effectively communicate client expectations with a variety of internal constituents including: investment administration, legal and compliance, portfolio management, product management, client transaction, trading and other functions. Some travel may be required.