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

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 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

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

The Director, Training works directly with the VP, Client Service to deliver exceptional service, create optimal learning programs, and minimize client churn. The Director is responsible for the vision, strategy, design, and evaluation of all learning programs across the entire eMoney platform. They drive competitive advantage through improving operational efficiency, emp

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

Design end to end learning solutions (e learning, instructor led face to face and virtual, self pacedandmicro learning) that incorporate best practices in adult learning theory,learning assessments andevaluation methodologies. Develop training content in an iterative and agile methodology. Maintain,auditand update content as business needs dictate. Manage stakeholders 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