Drive net new revenue and to achieve established production targets and goals for the assigned position within the accounts. Be strategic by pursuing sales opportunities via existing channels and markets Leverage use of the existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory Successfully execute sales call strategi

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

Reporting to the Vice President, Information Systems & Technology , the Senior Data Engineer is responsible for maintaining and enhancing eMoney's internal data lakes/warehouses, data pipelines, and streamlining report generation for key stakeholders. Additional responsibilities include serving as the technical POC for eMoney's Data & Analytics vendors, maintaining and ad

As a Senior Enterprise Software Sales Manager, you'll lead sales efforts for financial institutions and sub segments (banks, brokerage, insurance, RIA, trust companies). Your mission consistently achieve Annual Recurring Revenue (ARR) targets within the Enterprise segment. Here's how Insight Driven Sales Shift from product centric to solution centric sales. Understand 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

Contribute to defining and evolving the Architectural and Development Strategy for eMoney Advisor's product offerings while ensuring that it is tightly aligned with the Product roadmap, quality standards and company's business objectives. Plan and leadthe development of new software products and/or product enhancements through your teams. Champion engineering and operatio