Product Specialist

• Lead and coordinate technical aspects of converting pilot customers into fully onboarded clients
• Guide customers through onboarding during Beta stage releases
• Perform minor restructuring of technical setups for optimization
• Act as a technical advisor for post-sales teams
• Build customer trust by being responsive and solution-oriented
• Contribute to product improvement by surfacing feedback and identifying gaps

Senior Product Consultant

• Assist in taking inbound calls / chats daily to help train and answer questions clients may have on the Orion trading platform
• Assist with additional training needs by participating in Home Office Visits, travel to client offices, and attend conferences such as Ascent
• Quickly identify trading system issues and partner with programming and trading leadership and deliver a resolution to clients
• Demonstrate the ability to be an advocate for clients by receiving feedback and providing system enhancement suggestions through Jira
• Support multiple Orion Trading Functionalities and platforms – Including but not limited to TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve trading, and Compare Tool
• Maintain expected service levels and high-quality engagements as measured by Glia, cases, and NPS surveys
• Collaborate effectively with internal teams and external clients, providing support across business functions as needed
• Cross-train and adapt to meet evolving business needs

Trading Product Specialist

• 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

• Develops, trains and supports distributor personnel
• Conducts education events like refinisher meetings
• Demonstrates safety awareness
• Supports market activities and collaborates with the team
• Completes ongoing trainings
• Utilizes Axalta paint and material account management tools
• Manages overall selling expense within designated budget
• Remains current with industry trends
• Demonstrates and fosters teamwork with peers

• 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

• Responsible for the development of product plans, strategies and tactics in coordination with the Product Management team
• Focus on the debit card delivery journey, including card distribution flow and activation processes
• Work closely with digital development teams, vendor management, and customer experience teams
• Identify customer pain points in the card ordering journey and map out changes to address those gaps
• Present the status of the card delivery roadmap to senior management
• Manage the debit card pin delivery experience and work with third party vendors on issues

Debit Card Product Specialist

• 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

• Perform detailed technical due diligence to evaluate project feasibility and identify design, construction, budget, schedule, contractual, and operating risks, including preparation of formal technical memoranda
• Review project design documents, technical specifications, schedules, and construction methodologies for reasonableness and compliance with industry standards
• Validate technical and economic assumptions in financial models and collaborate with deal teams to develop and review sensitivity analyses
• Coordinate with and manage work performed by independent engineering and technical consulting firms
• Monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues)
• Partner with Portfolio Management on construction monitoring, post‑COD performance reviews, and asset risk assessments
• Support Origination teams by assisting with early‑stage technical pre‑screening of potential transactions
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types

Product Specialist III – Global Renewable Energy Credit

• Perform detailed technical due diligence to evaluate project feasibility and identify design, construction, budget, schedule, contractual, and operating risks, including preparation of formal technical memoranda.
• Review project design documents, technical specifications, schedules, and construction methodologies for reasonableness and compliance with industry standards.
• Validate technical and economic assumptions in financial models and collaborate with deal teams to develop and review sensitivity analyses.
• Coordinate with and manage work performed by independent engineering and technical consulting firms.
• Monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues).
• Partner with Portfolio Management on construction monitoring, post‑COD performance reviews, and asset risk assessments.
• Support Origination teams by assisting with early‑stage technical pre‑screening of potential transactions.
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types.

• 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

• Support and work closely with Senior Product Specialists to promote CANVAS®
• Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firm sales professionals
• Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service and Implementation teams on a daily basis
• Serve as primary home office and financial advisor coverage for select partner firms
• Educate clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
• Develop new advisor relationships and retain and deepen existing relationships
• Work with partner firms through their advisory management and home office sales team to promote CANVAS® and specific initiatives/offerings
• Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
• Take ownership of follow-up communication
• Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
• Work with other internal teams to manage ongoing account service requests in a timely manner
• Demonstrate a comprehensive understanding of industry and financial advisor practices
• Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Product Specialist – Canvas Custom Indexing

• Lead OR/NICU selling and clinical activities for INVOS cerebral/somatic oximetry and Nellcor pulse oximetry technologies within assigned territory and partner with regional sales teams to ensure both pre- and post-sale requirements are met.
• Lead pre-sale clinical demonstrations and evaluations to showcase the clinical value of ACM solutions.
• Coordinate and participate in evaluations along with aligned field sales team and customer to ensure they are conducted according to best practices.
• Engage key stakeholders with product value propositions, supporting literature, etc. appropriate to their specific care area.
• Lead post-sale activities including implementation, product education, in-servicing, and ongoing support to ensure robust adoption and utilization.
• Stimulate, support, and facilitate clinical champions in the development of institutional policies and processes that leverage ACM products to improve patient care.
• Demonstrate skills appropriate to successful advancement of complex sales, including: Strong analytical abilities and use of business tools such as Salesforce.com (SFDC) and Sales Analytics to develop a robust territory strategy and business plan.
• Consistent effectiveness in both offensive and defensive competitive selling situations.
• Expert-level clinical knowledge of acute care in the adult/pediatric OR/CVOR and/or NICU/PICU including monitoring applications for critically ill neonates and children, including Nellcor pulse oximetry and INVOS cerebral/somatic oximetry.
• Act as a key resource for and collaborate with other internal partners (e.g., Clinical Directors, Sales Leaders, Sales Partners, Marketing, Medical Affairs, R&D) on the following: Educate and update the organization quarterly on OR/CVOR NICU/PICU trends and customer needs.
• Identify and develop Key Opinion Leaders, reference accounts and/or potential development partners development and sharing of best practices throughout the organization as a OR/NICU CPS Subject Matter Expert (SME).

Senior Clinical Product Specialist, OR/NICU/PICU – Acute Care and Monitoring

• Build high-impact, trusted relationships with senior stakeholders.
• Design and lead sophisticated onboarding programs, trainings and ongoing enablement.
• Serve as a strategic partner to Customer Success Managers and Account Executives.
• Anticipate and proactively address adoption obstacles.
• Translate sophisticated legal practice needs into actionable product and model feedback.
• Take ownership of projects that enhance team workflows.

See all jobs on JobTailor

Senior Product Consultant

Trading Product Specialist

Product Specialist II/III – Equipment Management

Product Specialist

Senior Product Specialist, Analytics & Machine Learning

Debit Card Product Specialist

Escrow Product Specialist – Senior

Product Specialist III – Global Renewable Energy Credit

Product Specialist III – Global Renewable Energy Credit

Product Specialist – Data & Insights

Legal Product Consultant

Product Specialist – Canvas Custom Indexing

Product Specialist – Canvas Custom Indexing

Senior Clinical Product Specialist, OR/NICU/PICU – Acute Care and Monitoring

Senior Legal Engineer – Product Specialist