determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
products/services Own proactive processes: host webinars, assist with the curation of valuable content for clients