The Senior Client Service Operations Specialist manages daily operational workflows, system administration, and reporting activities for the Client Service organization. This role also coordinates cross-functional projects, ensures data integrity, and provides guidance to team members on complex processes.
eMoney Advisor
12 Remote Job Openings at eMoney Advisor
The VP of Enterprise Account Management will lead a team to drive revenue growth, client retention, and customer success within the financial services sector. Responsibilities include strategic account planning, managing high-stakes renewals, and fostering collaborative, solution-based partnerships with enterprise clients.
The Client Support Specialist handles high-volume customer inquiries and technical support requests regarding eMoney applications. They are responsible for resolving issues, escalating complex cases, and maintaining high standards of call quality and professionalism.
The Product Owner manages the product backlog and translates business requirements into actionable user stories to deliver software solutions. They act as the primary bridge between stakeholders and development teams to ensure alignment with strategic goals and successful release execution.
Lead the detection, analysis, and prevention of cyber security events to protect client assets. Design detection rules and automate investigative processes using Python and AI technologies.
The analyst transforms raw data into meaningful insights by managing analytics projects and developing dashboards. They define KPIs, ensure data integrity, and partner with business units to solve complex problems.
Lead the Sales Enablement team to equip customer-facing teams with tools, content, and training to improve revenue performance. Partner cross-functionally with Product Marketing and Sales leadership to manage the end-to-end lifecycle of sales collateral and onboarding programs.
The role involves implementing analytics projects and creating data-driven stories to provide insights for various business functions. The analyst will collaborate with stakeholders to develop quantitative models and drive strategic business decisions through reporting and KPIs.
Oversees the coordination and administration of implementation and custom development efforts for enterprise partners. Acts as the primary liaison between clients and internal technical teams to define and deliver feature requirements.
Advisory Enterprise Sales Executive - Growth Accounts
eMoney Advisor
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Full Time
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a month ago
eMoney Advisor
Drive net-new revenue by acquiring enterprise clients and managing the full sales cycle from lead to go-live. Act as a trusted advisor to C-suite executives while collaborating with internal teams to optimize sales programs and proposals.
SVP, Development and Enterprise Architecture
eMoney Advisor
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Full Time
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a month ago
eMoney Advisor
Lead the evolution of the engineering organization into an AI-first, platform-driven ecosystem by redefining software delivery and architecture. Drive the overall engineering strategy and scale high-quality, secure, and resilient platforms to create a competitive advantage in wealth management.
Lead the strategic planning and execution of demand generation, marketing operations, and client retention to drive acquisition and growth. Manage and coach a cross-functional team to optimize ROI across digital channels, events, and nurturing campaigns.