10 jobs found

Job Description Summary/Function: The Business Tools Analyst, Trainer and CRM Associate for Wealth Management is part of the Desktop Solutions Group, and will be responsible for product implementation of tools, and other Financial Advisor desktop tools. The Desktop Solutions Group supports Wealth Management branches in ongoing training through branch visits, webinars, recorded videos, remote access to individual user’s desktops, phone calls with individual users and assistance via email. Experience and Skills Qualifications: * Minimum of a Bachelor’s degree in business or related field, or 5 years related experience * Industry experience in retail investments, estate planning, financial planning, audit, accounting, or insurance preferred * 5-8 years of experience as a successful trainer * Excellent written and verbal communication skills * Experience with the Thomson Reuters / BETA, Trade Web, CRM, Envestnet, Hearsay and/or other Wealth...

Job Description D.A. Davidson is seeking a dynamic individual to join our team as the IT Business Systems Manager who will oversee and manage all personnel activities of the IT Application Support group, which is a growing team that currently consists of 10 associates. The successful candidate will have prior management experience, the ability to work and collaborate with senior business stakeholders, and they will excel at developing and enforcing IT support procedures, guidelines, and frameworks to ensure our team is successful. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open and adaptive culture, and encourage candid communication and productive collaboration across our firm. Just as we work to improve...

Summary The Commercial Strategy Manager is responsible for directly engaging with commercial customers on strategic, complex nonstandard opportunities that will drive growth while ensuring alignment with Workiva business objectives. This individual contributor will partner with internal cross-functional stakeholders to creatively address our customers’ challenges and empower our customers to rapidly grow through innovative solutions. This role leads the deal engagement by creating an actionable strategy and deal structure. Responsibilities Deal Strategy and Negotiation Acts as a trusted advisor and thought leader for Sales, Deal Desk, and the customer in the development of complex nonstandard deal strategy with a focus on the commercial aspects of the deal and associated contractual business terms Partners with the customer, Sales, and Value Management team to help set objectives, analyze priorities, and ensure customer executive alignment on...

Job Summary The Senior Director of Partner Sales will provide leadership in the establishment, growth, and GTM strategy for industries for Workiva. The Senior Director will leverage their prior industry experience to optimize existing partner relationships, develop offering and accelerators with partners, drive net-new growth, identify new partnership opportunities, and build out the Distribution model for specific industries. They will oversee and direct the development of multi-function plans specific to the Industry they cover, as well as drive future concepts, products, or technologies both Partner and Workiva-led specific to the markets they lead. This position works closely with the SVP of industries, their Area Vice Presidents, and the Industry Solution Owners. Cross organizational alignment with Alliance Directors, Marketing, Product Development, Customer Success, and Sales Operations is critical in ensuring program success. The Senior Director will be recognized as a...

Summary The Enterprise Customer Success Manager at Workiva is a dynamic role focused on customer happiness and growth. By building strong relationships, understanding customers, and collaborating with internal teams, you'll help customers get the most from our solutions. You'll be a customer champion, driving adoption, and finding innovative ways our platform can solve challenges. Your positivity and project management skills will ensure smooth interactions, leading to satisfied customers, expanded usage, and business success. Join us in making a difference for our customers and Workiva!   What You’ll Do:   Build strong relationships with key customer stakeholders to help guide us through their organization and introduce us to different teams. As well as, generate leads for the Workiva sales team to pursue. Evaluate organizational inefficiencies to help customers define appropriate business outcomes to be achieved. Identify opportunities...

Summary Workiva Customer Success Managers (CSMs) are a critical part of our customer-facing team. The CSM serves as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes, and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers’ ROI in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You’ll Do: Drive customer adoption of Workiva solutions Continuously prove ROI to your customers Consult on best practices, workflows, and management...

Job Summary The Business Intelligence Analyst Intern acts as an ad hoc Data Analyst, reviewing and answering questions regarding a variety of information. Assists with building visualization and research tooling and reporting. Responsibilities Work with existing metrics, reports, dashboards, and BI processes to support ongoing, customer success and improvements Research, and answer questions from internal team members regarding internal and public data Provides graphical, tabular, and textual reports to the end user Assists with building data infrastructure to supported automated reporting of disparate data sources Assists with building static and interactive dashboards and web apps to support research What You'll Need Skills Statistical knowledge with the ability to participate in data analysis Database skills including SQL queries Attention to detail R or Python programming language skills preferred Ability to extract, model...

ABOUT onX As a pioneer in digital outdoor navigation with a suite of apps, onX was founded in Montana, which in turn has inspired our mission to awaken the adventurer inside everyone. With more than 300 employees located around the country working in largely remote / hybrid roles, we have created regional “Basecamps” to help remote employees find connection and inspiration with other onXers. We bring our outdoor passion to work every day, coupling it with industry-leading technology to craft dynamic outdoor experiences. Through multiple years of growth, we haven’t lost our entrepreneurial ethos at onX. We offer a fast-paced, growing, tech-forward environment where ownership, accountability, and passion for winning as a team are essential. We value diversity and believe it leads to different perspectives and inspires both new adventures and new growth. As a team, we’re hungry to improve, value innovation, and believe great ideas come from any...

ABOUT onX As a pioneer in digital outdoor navigation with a suite of apps, onX was founded in Montana, which in turn has inspired our mission to awaken the adventurer inside everyone. With more than 300 employees located around the country working in largely remote / hybrid roles, we have created regional “Basecamps” to help remote employees find connection and inspiration with other onXers. We bring our outdoor passion to work every day, coupling it with industry-leading technology to craft dynamic outdoor experiences. Through multiple years of growth, we haven’t lost our entrepreneurial ethos at onX. We offer a fast-paced, growing, tech-forward environment where ownership, accountability, and passion for winning as a team are essential. We value diversity and believe it leads to different perspectives and inspires both new adventures and new growth. As a team, we’re hungry to improve, value innovation, and believe great ideas come from any...