11 client solutions manager jobs at 6 companies in Greensboro, NC
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Financial Solutions Advisor - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay Varina or Greenville
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience; strong advisory, client management, and regulatory diligence skills.
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.
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Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
Winston Salem, North Carolina, United States
OnsiteFull Time
Ability to obtain SIE, Series 7 and Series 66 licenses; comfortable in a sales role; strong communication, time management, regulatory diligence, and client relationship skills.
3mo
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Business Banking Relationship Manager – Raleigh/Durham/Chapel Hill, NC
Chapel Hill or Raleigh
FieldFull Time
2+ YOEProvide financial solutions to small businesses, prospect and deepen client relationships, analyze financial statements, and manage a client portfolio while achieving sales targets.
CRM
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VP, Commercial - AI Data Solutions
United States or Boston or Charlottesville or Durham or Columbus
$225k-$255k/yr RemoteFull Time
10+ YOE2+ MgmtRequires 10+ years in enterprise sales, account management, or client success; 2–3 years at VP level; AI market fluency; enterprise sales, P&L ownership, forecasting, team leadership, and executive relationship skills.
Supervised Fine-Tuning (SFT), Reinforcement Learning from Human Feedback (RLHF)
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Zuora Solution Architect - Manager
Irvine or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Albany or Toledo or Atlanta or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Melville or Miami or Milwaukee or Minneapolis or Nashville or New Orleans or New York or Philadelphia or Phoenix or Pittsburgh or Portland
$99k-$232k/yr OnsiteFull Time
5+ YOEBachelor's degree and at least 5 years of experience required; Zuora Billing and Zuora CPQ X proficiency preferred, with leadership, client management, and analytical skills.
Zuora, Zuora Billing, Zuora CPQ X
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Dam Safety 2026 Conference
Raleigh or Winston-Salem or Greensboro or Charlotte or Wilmington or Asheville
OnsiteFull Time
Technically strong, collaborative, client-focused professionals with leadership, project management, multidisciplinary coordination, mentoring, client relationship, and infrastructure solution delivery skills.
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Entry Level Sales / Customer Service / 45-75K 1st Year
Greensboro, North Carolina, United States
OnsiteFull Time
Honest, ethical, punctual, solution-oriented, quick-thinking communicator able to relay accurate information among clients, management, employees, and offices. Automobile sales experience preferred.
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Data Protection Consultant
Chicago or Missouri or St. Louis or Oregon or Portland or Pennsylvania or Philadelphia or Texas or Houston or Indiana or Indianapolis or Ohio or Columbus or Kansas or Overland Park or New York or New York City or Cleveland or San Antonio or North Carolina or Raleigh or Kansas City or Florida or Miami or Minnesota or Minneapolis or San Francisco or Cincinnati or Dallas or San Diego or Colorado or Denver or San Jose or Orlando or Colorado Springs or Sacramento or District of Columbia or Washington or Los Angeles or Pittsburgh or Baltimore or Durham or Tampa or Brooklyn or New Jersey or Florham Park or Irving or Georgia or Atlanta or Austin or Tennessee or Nashville or California or Maine or Maryland or Massachusetts or Virginia or Washington
$100k-$145k/yr HybridFull Time
4+ YOERequires 4+ years of relevant experience, security or compliance solution delivery, client project leadership, and Microsoft security certification preferred.
Microsoft Purview, Security Copilot, Microsoft Azure