ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Client Success Advisor II at Wintrust Financial Corporation - ApplyBlast

Client Success Advisor II

Wintrust Financial Corporation

1 day ago

4.1 on Glassdoor

Northbrook, Illinois, United States

Hybrid

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Client Success Advisor II at FIRST Insurance Funding provides agency and program analysis to support sales teams and the Integrated Solutions department in maintaining profitable client relationships. This role involves offering sales and onboarding support, managing system configurations, and conducting product training and demonstrations. The position requires troubleshooting various company software platforms and overseeing assigned projects to ensure operational efficiency.

Responsibilities

Provide agency and program analysis using PowerBI, SalesForce, and SQL
Support sales and onboarding processes including proposal creation and client meetings
Manage assignment rules and maintain reporting metrics in Emailgistics