Overview. We are currently looking for a Customer Account Manager in the Salt Lake City, UT office. The purpose of this position is to support iPipeline AMS/CRM clients on a day to day basis, provide project management to ongoing custom projects, and provide exceptional customer relationship management to their needs and specific implementations.. Responsibilities. Key Responsibilities. Project and account management of customer work processes, and configuration of iPipeline software to meet the needs of the customer. Consult with customers on how best to utilize iPipeline’s suite of products ... view job details
Overview. We are currently looking for a. Financial Analyst – FP&A. in the Exton, PA office. The Financial Analyst is a critical member of the Financial Planning and Analysis (“FP&A”) team. This position provides analytical support to corporate financial leadership and assists in monthly, quarterly, and ad hoc analytics and reporting, with an emphasis on supporting the Professional Services department. Success in this role relies on clear communication, attention to detail, and strong business acumen.. Responsibilities. Assist with forecasting, budgeting, and financial analysis. Contribute to ... view job details