Product Specialist

• Product support & escalation management
• Primary point of contact for user-facing support escalations; provide a single, seamless resolution touchpoint across supported product(s)
• Turning processes into action, accelerating issue resolution, closure, and feedback loops between technology partners to resolve issues quickly and bring consistency to the user experience
• Understands and monitors integration touchpoints, partners with engineering and product to resolve issues
• Responsible for defect reproduction and partners with engineering to resolve and conduct root cause analysis
• Lead UAT testing from a user experience perspective ahead of releases to minimize post-launch case spikes
• Own launch and rollout execution for supported products, including hypercare and stabilization to accelerate time-to-value
• Manage multiple concurrent enablement initiatives, maintaining clear prioritization and communication across product, engineering, and platform partners
• Lead onboarding and engagement programs for Leasing users and platform partners
• Develop and maintain training materials, onboarding guides, knowledge bases, and AI support agent content to drive self-service success and a consistent user experience
• Run user engagement and feedback initiatives to accelerate adoption and surface product improvement opportunities
• Apply change management principles to technology rollouts, addressing user resistance, building stakeholder buy-in, and ensuring sustainable adoption beyond launch
• Guide and support P1–P2 team members on product knowledge, support workflows, and enablement best practices
• Actively use Leasing’s proprietary and AI tools across the product lifecycle to optimize workflows, drive strategies, and improve execution
• Track and report on adoption metrics (Active users, CSAT, engagement scores, case trends)
• Maintain data best practices to ensure accuracy and integrity within supported products

Senior Product Specialist

• Associate is responsible for identifying markets and participating in the sale and valuation of leased equipment.
• May evaluate residual values in structuring lease contracts.
• Associates may work with legal department on remarketing possessed equipment.
• May also participate in inspection programs to ensure that leased equipment is well maintained.
• Evaluation of current market conditions for a variety of used equipment.
• Build ongoing relationships with current clients.
• Develop and maintain an assortment of used equipment dealers, brokers and buyers.
• Follow all bank internal policies, procedures and training.

Product Specialist II – Credit/Equipment Management

• Lead payroll sales process
• Serve as Global Payroll Subject Matter Expert (SME)
• Advise Core Account Executives on deal execution strategy

Product Specialist – Global Payroll

• Collateral Valuation and Residual Risk Evaluation
• Assist in Structuring Equipment Finance Transactions for both Loan and Lease Transactions
• Contribute to Documentation Review and Negotiation
• Support Syndications Team
• Appraisal and Inspection Engagement and Review
• Portfolio Impairment Testing
• Provide Advice and Commentary on Equipment and the Markets in which they Operate to Internal Partners and Clients
• Support Global Leasing’s Corporate and Commercial businesses; ensuring EMG policies, procedures, controls and analytical principles are consistently followed
• Formulate and recommend Residual Value (RV) risk levels for new lease transactions, provide collateral valuations in support of loan-type products and support the acquisition of transactions and/or portfolios
• Provide accurate, well-reasoned opinions of current and future value, supported by research and data
• Work with a large, diverse marketing and sales organization to support, advise and provide consultative guidance relative to future asset values and market attributes
• Assist Credit, Legal, Transaction Management, Originations and Sales Management in structuring transactions to ensure that Global Leasing is protected in all situations contemplated in the financing
• Construct documents and provide specific terms and conditions designed to protect Global Leasing’s investment
• Build and maintain strong relationships with equipment brokers, inspectors, appraisers, remarketers and external suppliers
• Evaluate new target markets and provide responsive support for analyzing, winning and managing new equipment investment opportunities

Product Specialist II/III – Equipment Management

• Act as the Digital Pathology product expert for assigned accounts and territories
• Partner closely with field sales to advance opportunities through the sales funnel
• Lead high‑value pre‑sales engagements , including customer consultations, workflow assessments, technical presentations, and product demonstrations
• Support and participate in commercial negotiations
• Engage directly with pathologists, laboratory directors, clinical leaders, pharma/biopharma researchers, IT teams, and healthcare administrators to align solutions to customer goals
• Provide expert guidance on digital transformation, image management, AI‑enabled pathology workflows, and laboratory integration
• Collaborate cross‑functionally with Product Management, Field Applications, Field Service Engineers, Marketing, and Implementation teams
• Maintain opportunity‑level discipline
• Deliver customer workshops, training sessions, and go‑live support as needed
• Represent Agilent as a technical sales expert at customer meetings, professional events, and industry forums

Product Specialist – Digital Pathology

• Serve as the primary product expert for the Omnis Family and Agilent’s advanced staining platforms
• Drive high-energy product-focused presales execution
• Partner closely with District Sales Managers and Account Managers
• Deliver impactful product demonstrations
• Provide hands-on technical support during customer evaluations
• Support installed base growth by guiding optimal product utilization
• Maintain disciplined pipeline and activity documentation in CRM
• Represent Agilent at industry conferences

Product Specialist – Omnis Family, Pathology

• Develop, implement, and maintain advanced analytics models using data science and AI/ML techniques
• Collaborate with investment professionals to identify analytical opportunities and communicate insights
• Analyze large and complex financial datasets to extract actionable insights
• Build, validate, and optimize predictive models for growth, risk management, and efficiency
• Shepard the AI/ML models through various validation and governance committees
• Stay abreast of trends in AI/ML, data engineering, and investment analytics
• Partner with IT and Data Engineering teams for data integrity and scalable analytics infrastructure
• Present complex analytical findings to both technical and non-technical audiences
• Mentor and guide junior analytics team members

Senior Product Specialist, Analytics & Machine Learning

• Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide
• Manage transactions from inception to completion, ensuring compliance and mitigating risk while delivering exceptional service
• Structure, negotiate, and execute complex escrow and paying agent agreements, collaborating with internal legal counsel
• Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate deal closings
• Engage with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs
• Oversee account openings, fundings, and closings, ensuring accuracy and resolving deficiencies
• Monitor account activity, manage 'tickler' items, and oversee claim submissions
• Serve as a primary point of contact for client inquiries, providing timely and accurate resolutions
• Participate in sales calls and client presentations to promote Escrow Agent services
• Adhere to all legal and regulatory policies of Citi Wealth

Escrow Product Specialist – Senior

• Develop and execute an account plan that serves as a success roadmap to exceed the quota
• Perform outbound prospecting activities to generate new business within an existing Adobe customer base
• Maintain an active pipeline of forecasted sales to meet and exceed monthly, quarterly, and annual quota objectives
• Collaborate and work with various cross-functional groups within Adobe (Product, Marketing, Legal, Finance, Deal Desk) to successfully manage the entire sales cycle
• Build strong, lasting relationships with customers by understanding their needs and business objectives and communicating how Adobe can solve them
• Acquire and maintain a working knowledge of the complete capabilities of Adobe Analytics, CJA, Mix Modeler, Content Analytics, Data & Insights Agent
• Develop account plans with key partners.

Product Specialist – Data & Insights

• Lead comprehensive onboarding and adoption programs for law firms implementing Litera's AI-powered products
• Design and execute custom integration strategies that align with clients' existing legal workflows and processes
• Conduct in-person and virtual training sessions to demonstrate product value and maximize user engagement
• Build and maintain strong relationships with key stakeholders

Legal Product Consultant

• Build trusted relationships with law firm and in-house legal teams by understanding their unique workflows and offering tailored guidance on how to incorporate Harvey’s AI into their daily practice.
• Design and lead onboarding sessions, training workshops, and ongoing enablement programs that drive adoption and maximize the value of Harvey’s platform.
• Act as a strategic partner to Customer Success Managers and Account Executives to identify expansion opportunities and support renewal efforts through demonstrated impact and engagement.
• Proactively surface obstacles to adoption by engaging users with thoughtful questions and legal empathy, then develop and implement strategies to overcome them.
• Translate legal practice needs into actionable feedback for the product and engineering teams, helping to shape product development through a lawyer’s lens.
• Monitor usage trends and identify at-risk accounts or untapped opportunities, working cross-functionally to re-engage users and showcase new or underutilized capabilities.
• Contribute to customer-facing content (e.g., training materials, use case guides, FAQ resources) to ensure continued customer success across a range of practice areas.
• Support the credibility and brand of Harvey as the leading AI platform for lawyers by delivering high-quality, domain-specific guidance that meets the expectations of top-tier legal professionals.

Legal Engineer – Product Specialist

• Provides analytical support to Global Leasing client teams throughout the sales process for asset-finance transactions
• Responsible for integrating tax, accounting, credit, and financial constraints in lease optimization models
• Prepares pricing and economic analyses for clients and coordinates with internal functional groups
• Work independently with limited direction and on strategic analytic assignments

Product Specialist III, Pricing Specialist

• Promote and increase sales of the BioPatch product line
• Work closely with your PDI Territory Sales Managers within the region to jointly cross-sell
• Complete the BioPatch training curriculum, including field training and advanced corporate training, to develop product expertise and effective presentations
• Coordinate and conduct sales calls, trials, in-services, educational events, and be active with regional conferences
• Work closely with outsourced in-service providers and select contacts within accounts to coordinate in-services and maintain schedules
• Increase knowledge base through educational programs, seminars, conferences, reading journals, and participating in committee or group programs
• Develop rapport and work closely with distribution partners across the region

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