Search jobs > San Diego, CA > Portfolio manager
A company is looking for a Client Portfolio Manager to ensure client success with their solutions.Key Responsibilities : Manage ongoing client needs to drive retention and loyaltyCollaborate with clients to establish and achieve business goalsIdentify upsell opportunities and develop strategies for client engagementRequired Qualifications : 2 - 4 years of client-facing experience in Client Success, Account Management, or SalesExperience with CRM systemsAbility to learn and understand Intapp solutions and client use casesProven ability to build strong relationships with client stakeholdersWillingness to travel up to 10% of the time
Client Portfolio Manager
A company is looking for a Client Portfolio Manager to ensure client success with their solutions. ...
Financial Analyst Consultant
Bachelors Degree in Business Admin, Finance, Legal or equivalent industry experience.Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.Vaco is an Eq...
Financial Analyst II
The Financial Analyst II is responsible for the preparation and analysis of monthly financial statements. The Financial Analyst II will prepare regular and ad-hoc reports to facilitate the review and analysis of financial data, as well as preparing and filing monthly, quarterly, and annual internal,...
Financial Analyst II
Key Responsibilities:Analyze financial data and prepare periodic financial reports, including variance analysisSupport monthly forecasting, annual budgeting, and investment processesReview account analyses and transactions, ensuring compliance with internal policies and GAAPRequired Qualifications:B...
META + GOOGLE ADS Performance Marketing Manager - Star Entertainment USA
Star Entertainment is looking for a Performance Marketing Manager to join our online marketing department and support our marketing team!. Job Title: Performance Marketing Manager - Star Entertainment USA. Manage the strategy, execution, and ROAS of online marketing campaigns, including campaign set...
Product Development Manager - San Diego, CA
IH operates as a vertically integrated company, possessing in-house manufacturing, architecture, and general contracting capabilities that create an ideal environment for cutting-edge product development efforts for the continuous improvement of its product line(s). A multi-disciplinary team of Impa...
HCM Account Manager - Remote (1898)
As an Account Manager on our Sales team you will be responsible for building business relationships with current customers working with to them uncover opportunities for on how Asure’s portfolio of solutions can assist them in developing workplaces for today’s workforce—and the wor...
Ambulatory Product Manager
As an Ambulatory Product Manager, your expertise drives the evolution of our EMR system solutions, overseeing their development and optimization for seamless client operations. Identifies existing product strengths and weaknesses across multiple components of the product to leverage existing technol...
Executive Regional Portfolio Manager (REF6182L)
The Regional Portfolio Manager is the individual directly responsible for managing a group of assets as assigned by FPI Management. The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory. Portfolio Managers are responsible for ensuring their Sites and ...
Business Intelligence Analyst
BI Analyst - Proficiency in SQL, including advanced querying techniques, data manipulation, and performance optimization - Strong experience with ETL tools and processes, including SQLSSIS, Python, or other data transformation tools - Proficiency with databases and data warehouses (e. A large health...