![Kipi.bi](https://media.trabajo.org/img/noimg.jpg)
Client Advisor
1 month ago
About Kipi.Bi:
Join an esteemed organization dedicated to empowering its employees to push boundaries and achieve excellence.
Kipi.Bi stands as an Elite Snowflake Consulting Partner, serving as the trusted source for data and analytics solutions across commercial, mid-market, enterprise, and strategic sectors. Renowned for our expertise in Snowflake, we're committed to helping clients unlock value and foster business growth. From inception to execution, we're devoted to equipping businesses with the tools and support necessary for robust data analytics and insights. Become a valued member of our team and witness how together, we drive agility and long-term success across diverse industries.
Are you a seasoned finance and banking professional skilled at blending business acumen with technical prowess to drive project success? Join us and spearhead initiatives that optimize projects through strategic business intelligence and data-driven strategies
Role Overview:
As a Client Advisor specializing in Finance and Banking, you will collaborate closely with end-users to discern their needs, guide technical projects, and catalyze process improvements within financial operations. Your responsibilities will include data analysis, identifying operational inefficiencies, and implementing solutions to enhance productivity, reduce costs, and ensure compliance with regulatory standards.
Key Responsibilities:
Engagement with End Users:
Forge close partnerships with end-users to elicit requirements, identify pain points, and unearth opportunities for process optimization and automation.
Serve as a liaison between business stakeholders and technical teams to ensure alignment of project objectives with user needs and business objectives.
Data Analysis and Insights:
Leverage financial data, performance metrics, and quality control data to derive actionable insights and pinpoint areas for improvement.
Collaborate with end-users to define key performance indicators (KPIs), developing dashboards and reports to monitor financial performance and track progress against objectives.
Project Guidance and Implementation:
Provide guidance on technical projects related to financial process enhancements, automation endeavors, and system upgrades.
Work collaboratively with IT teams to translate business requirements into technical specifications, conduct user acceptance testing, and ensure seamless solution implementation.
Continuous Improvement Initiatives:
Lead cross-functional teams in identifying process bottlenecks, conducting root cause analysis, and implementing corrective actions to drive operational excellence.
Facilitate workshops, Kaizen events, and process mapping sessions to engage end-users and foster consensus on improvement opportunities.
Quality Assurance and Compliance:
Collaborate with quality assurance teams to ensure adherence to regulatory standards, best practices, and quality management systems within financial operations.
Conduct audits and inspections to identify areas for improvement, implement corrective actions, and ensure compliance with regulatory requirements.
Preferred Skills:
Expertise in data warehousing, ELT (Extract, Load, Transform), ETL (Extract, Transform, Load), data lakes, Snowflake, Power BI, and SQL.
Qualifications:
Bachelor's degree in a relevant field such as Business, Data Analytics, Information Technology, or Computer Science. Advanced degrees or certifications (e.g., MBA, PMP, ITIL) are advantageous.
A minimum of 6+ years of consulting experience with a focus on business strategy and analysis.
Proven track record in both technology and business consulting roles, demonstrating a profound understanding of technology solutions and their impact on business operations.Strong analytical, problem-solving, and project management skills.
#J-18808-Ljbffr
-
BSMD Physician Advisor
4 weeks ago
Little Ferry, United States MedSchoolCoach Full timeAbout the Role We are looking for highly motivated and talented individuals who have a passion for education and helping students applying to pre-med or BS/MD programs. Working together with a college advisor, the physician advisor, also known as the BS/MD advisor, will support high school students through the college and BS/MD application process, helping...
-
Client Success Advisor
7 days ago
Little Ferry, New Jersey, United States Codat Full timeCompensation: $80,000-$110,000 base - $110,000-$137,000 OTEAbout Codat:Codat is dedicated to enhancing the connections between banks and their business clientele. We provide innovative solutions that facilitate the access, synchronization, and interpretation of data from clients' financial software tailored for various applications, including onboarding...
-
Client Success Specialist
7 days ago
Little Ferry, New Jersey, United States Swooped Full timeAbout SwoopedThe Client Success Specialist will be instrumental in enhancing customer satisfaction, optimizing service delivery, and identifying new business growth opportunities by effectively qualifying and nurturing client relationships in our expanding organization. Swooped is a Software as a Service (SaaS) provider thriving in a dynamic market,...
-
Practice Advisor
2 months ago
Little Ferry, United States Klarity Health Full timeJob Summary: The Practice Advisor plays a crucial role in guiding healthcare providers through the onboarding process on the HelloKlarity Marketplace platform. This position involves a blend of client relationship management, teaching and instruction, and support to ensure that providers are aware of their responsibilities and obligations when administering...
-
Chief Financial Officer CFO Advisor Washington
3 weeks ago
Little Ferry, United States ExecHQ Full timeCOMPANY OVERVIEW ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits, and other entities. Our clients range in size from...
-
Chief Financial Officer CFO Advisor Washington
3 weeks ago
Little Ferry, New Jersey, United States ExecHQ Full timeCOMPANY OVERVIEWExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits, and other entities. Our clients range in size from...
-
Business Advisor
3 weeks ago
Little Ferry, United States Transworld Business Advisors Full timeJob Description: Your primary duties as a Business Broker are threefold based upon our service offerings: Business Brokerage: You will build relationships with small business owners and help them prepare their business to be confidentially listed. Once the business is listed you will be the transaction manager for the buyer screening, offer, due diligence,...
-
Client Success Specialist
1 week ago
Little Ferry, New Jersey, United States Litera Corp. Full timeCustomer Success Manager at Litera Corp.As a vital member of our team, you will be responsible for ensuring that our clients achieve their desired outcomes while utilizing our products. Your role will involve:Collaborating with clients to establish and execute success strategies that align with their goals.Serving as a trusted advisor and advocate for...
-
Client Engagement Specialist
7 days ago
Little Ferry, New Jersey, United States Juvare LLC Full timeCompany Overview:Juvare LLC is a leading SaaS provider dedicated to crafting cutting-edge enterprise resilience solutions tailored for government entities, corporations, healthcare organizations, and educational institutions globally. Our innovative platforms have been instrumental in managing over 500,000 emergency response situations across all 50 states...
-
Client Success Specialist at Zillow
7 days ago
Little Ferry, New Jersey, United States Zillow Full timeAbout the CompanyZillow is a leading online real estate marketplace dedicated to empowering consumers with data and insights to make informed decisions in their real estate journey.We believe that customer success is pivotal to our mission, and this role is essential in helping our clients effectively utilize our platform to enhance their business...
-
Client Success Specialist at Zillow
7 days ago
Little Ferry, New Jersey, United States Zillow Full timeAbout the TeamZillow is a leading real estate platform dedicated to empowering real estate teams to enhance their operations by streamlining processes, engaging leads effectively, and fostering accountability to achieve outstanding results.Are you eager to be part of a dedicated team that strives to deliver significant outcomes for its clients? The Customer...
-
Client Success Specialist at Zillow
1 week ago
Little Ferry, New Jersey, United States Zillow Full timeAbout the TeamZillow is a premier platform dedicated to empowering real estate professionals to enhance their businesses through organization, lead engagement, and accountability that drives measurable outcomes.Are you eager to be part of a dedicated team that strives to deliver tangible results for its clients? The Customer Success department is pivotal to...
-
Client Success Specialist
7 days ago
Little Ferry, New Jersey, United States Zillow Full timeAbout The TeamZillow Group's acquisition of ShowingTime marks a significant advancement in our commitment to enhancing the showing process for our clients and the real estate sector at large.As the industry leader in innovative showing management, feedback, recruitment, and analytics solutions for residential real estate, ShowingTime has been catering to the...
-
Client Success Specialist
7 days ago
Little Ferry, New Jersey, United States Zillow Full timeAbout The TeamZillow Group's acquisition of ShowingTime signifies a pivotal advancement in our collective commitment to enhance the showing process, ultimately benefiting our clients and the real estate sector.As the leading provider of innovative showing management, feedback, recruitment, and analytics solutions for the residential real estate market,...
-
Senior Client Service Advisor
7 days ago
Little Ferry, New Jersey, United States Talentify Full timeIndustry Sector: Healthcare ServicesWhy Explore This Career Opportunity:Attractive compensation up to $31.44 per hourPathway for professional growth and advancement within the organizationExtensive benefits packageDefined direction and development opportunities for various rolesRemote work flexibility availableSupportive and inclusive workplace cultureKey...
-
Client Success Strategist
7 days ago
Little Ferry, New Jersey, United States Philips Full timePosition Title: Customer Success ManagerPosition Overview:The Customer Success Manager is responsible for implementing innovative strategies and customer success initiatives that enhance customer insights, adapt to evolving customer needs, create new opportunities, and provide exceptional customer experiences.This role guarantees comprehensive management of...
-
Client Success Program Manager
7 days ago
Little Ferry, New Jersey, United States LaunchDarkly Full timeAbout The Role:As a Customer Success Strategist, you will spearhead our commitment to improving client interactions, fostering enduring partnerships, and integrating LaunchDarkly seamlessly into their operations. You will work alongside clients to tackle technical obstacles, align LaunchDarkly with their objectives, and formulate customized Success Plans....
-
Little Ferry, New Jersey, United States Autodesk Full timeJob Requisition ID: 24WD78352Position OverviewAs a Client Success Strategist within the Autodesk Construction Solutions (ACS) team, your primary focus will be on retaining and expanding our clientele in the construction sector.In this role, you will be pivotal in promoting the adoption of our cloud-based solutions and ensuring that our clients achieve their...
-
Risk Management and Client Solutions Expert
2 days ago
Little Ferry, New Jersey, United States Newfront Full timeAbout the Role:This position is responsible for developing, communicating, and servicing the needs of our Financial Institution-oriented client companies, while retaining large, complex accounts through relationship management.Key Responsibilities:Manage and retain client relationships as a trusted advisor, often at the most advanced complexity or...
-
Client Success Specialist I
1 week ago
Little Ferry, New Jersey, United States ExtraHop Networks Full timeAbout ExtraHop NetworksExtraHop is dedicated to safeguarding and fostering trust by uncovering the cybertruth: the reality of the threats already infiltrating an organization's network, their actions, and the strategies to counter them swiftly. Your RoleAs a Customer Success Manager I, you will engage with ExtraHop end-users to provide tailored support and...