Product Specialist

• Generating proposals, preparing sales quotations and presentations, planning customer meetings, and demonstrating equipment capabilities on Women’s Health Ultrasound (WH) products in assigned territory
• Maintaining satisfactory after-sale relationships.
• Penetrating competitive accounts and communicating current market intelligence back to the business, along with field concerns, issues and requirements.
• Providing leadership in market analysis and development/execution of strategies and action plans to drive WH Ultrasound sales.
• Prospecting for new customers and business in addition to growing and maintaining our existing customer portfolio.
• Annual and quarterly achievement of multiple sales and revenue targets.
• Development of long-term customer relationships coupled with the ability to identify and capitalize on opportunities that immediately satisfy customer needs.

Product Sales Specialist, Women's Health Ultrasound

• Serve as a subject matter expert for DocuBuilder and related Asset Management Regulatory Communications solutions.
• Partner with the AMRC Product team to support the development and execution of a clear product vision, strategy, and roadmap.
• Ensure that implementation and client service activities are delivered in a manner that is consistent with the product vision, product standards, and intended client outcomes.
• Act as a bridge between Product, Implementation, Client Services, and Operations to ensure consistent communication, prioritization, and execution.
• Partner with the Sales organization to support presales activities, including client presentations, product demonstrations, solution discussions, and responses to client inquiries.
• Identify client and market needs that can be addressed by Broadridge solutions, with a particular focus on fund administrators, fund servicers, and asset managers.
• Represent Broadridge as an industry-facing product expert through client meetings, webinars, conferences, publications, and other market-facing activities.

Senior Director – Product Specialist

• Maintain the upfit catalog by identifying correct components
• Ensure product compatibility and accuracy
• Create clear technical documentation
• Serve as the subject matter expert (SME) for cataloged products
• Support Sales, Engineering, Operations, and suppliers
• Evaluate new products and vendors for catalog inclusion
• Monitor catalog models for compliance with product applications and processing standards
• Act as a technical liaison between departments
• Participate in technical projects and support continuous improvement efforts

Product Specialist – Upfit

• Train customers on the use of Keystone software products, both on-site and remotely; includes developing training materials, planning agendas, and preparing follow-up documentation
• Become a subject matter expert in one or more Keystone software products, serving as a trusted resource for customers and internal staff
• Provide billable professional services to customers, including implementation support, configuration guidance, and tailored training engagements
• Perform comprehensive testing of new software modules and releases, documenting findings and working closely with the development team
• Serve as a Tier 3 customer support resource, handling complex or escalated issues that require deep product knowledge — diagnosing problems, coordinating with the development team, and seeing issues through to resolution
• Write and maintain clear, accurate software documentation and user-facing materials
• Build up skills to be able to conduct pre-sale and post-sale software demonstrations
• Manage customer relationships independently, building long-term trust through consistent, high-quality service

• Serves as a market level credit product expert
• Structures and advises clients on various types of credit and credit-related transactions to meet clients needs while staying within the Bank's risk profile
• Responsible for the entire execution of credit related products and all other credit products including but not limited to ACH, FX, EF and Derivatives
• Manages the diligence/approval process and negotiate all legal documents and closing
• Partners effectively with the Relationship Banking team to help identify and drive revenue through credit products
• Directly responsible for managing a portfolio of borrowers and all portfolio management activities, including direct and on-going communication with the clients
• Collaborates with RMs and other product partners (i.e. TM, FX, DCM) to assess credit needs generate ideas and deliver integrated solutions
• Able to assess industry dynamics to advise on the best solutions
• Participates in client and prospect calls in conjunction with the RMs
• Responsible for structuring credit transactions within the Banks credit risk appetite
• Leads internal white boarding and diligence sessions to assess viable solutions
• Drives the internal credit approval process, loan documentation and closing
• Responsible for the indirect management of a team of employees to handle all aspects of the credit process
• Plays a key role in training, mentoring and developing junior talent

Credit Product Specialist – Financial Institution Group, Diversified Financial Institutions

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
• Design technical workflow and projections for customer success management meetings and executive business reviews.
• Design playbook and best workflow procedures for Casepoint products.
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

Product Specialist jobs in New Jersey

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Product Sales Specialist, Women's Health Ultrasound

Senior Director – Product Specialist

Product Specialist – Upfit

Product Specialist

Credit Product Specialist – Financial Institution Group, Diversified Financial Institutions

Product Consultant