Business Management Schedule meetings and calls with both external and internal stakeholders to meet desired metrics Use Salesforce to maintain pipeline data, track activities, pull reports, and update records Prepare EAB Directors for interactions with prospective and current partners by providing institution data, relationship history, and relevant market information De

Liaise with partners and EAB account managers to collect and standardize partner data for analysis, including test for data integrity and work with partners to resolve data related issues Create and maintain documentation of business rules used to standardize and consume partner data Stay knowledgeable and up to date on intricate partner data related issues Serve as a poi

Schedule sales meetings for PDEs to meet with prospective partners, working towards weekly, monthly, and quarterly goals Leverage all available resources such as Salesforce, external sources (e.g. social media, news alerts, etc.), and predictive modeling tools to strategically identify and contact qualified executives and organizations Communicate with current and prospec

Schedule sales meetings for PDEs to meet with prospective partners, working towards weekly, monthly, and quarterly goals Leverage all available resources such as Salesforce, external sources (e.g. social media, news alerts, etc.), and predictive modeling tools to strategically identify and contact qualified executives and organizations Communicate with current and prospec

Manage tax and compliance service providers in the preparation of tax provisions in accordance with ASC 740, federal, state and local tax returns, and year end tax reporting and quarterly compliance Administer tax and compliance policies related to business transactions and product offerings drawing conclusions on tax treatment Prepare and file multi state sales, use, and