Company: Advyzon Role: Client Success Manager -Financial Services Type: Remote/Hybrid, Full-Time, Direct Hire... Location: Chicago, IL (Hybrid) Shift hours: Mon-Fri, 8a-5p About Advyzon Advyzon was recently named to the "Best Places...
Company: Advyzon Role: Client Support Specialist -Financial Services Type: Direct hire, Full-Time Location: Chicago..., IL (On-site) Shift hours: Mon-Fri, 8a-5p About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list...
Responsibilities: Manage and optimize CRM systems (experience with Advyzon is a plus) Conduct client outreach, marketing campaigns...
, Advyzon) Overall general knowledge of financial services industry. Strong attention to detail and problem-solving skills...
in CRM software/database management (e.g., Salesforce, Redtail, Advyzon etc.) • Comfortable and adept with digital tools...