United States, North Carolina, Marketing Consultant jobs

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.

Your Impact

• Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

• Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

• Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

• Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

• Drive and achieve the following business and operational objectives:

  • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

  • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

  • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

  • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

  • Achieve global target service margin ratios through delivery efficiency and cost control.

  • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

  • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

• Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

• Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

• Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

• A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

• 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
• 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
• Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
• Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
• Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.

• Skilled in key business systems, including:

  • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
  • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
  • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
• Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
• Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
• Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
• US Government DoD Active Top Secret Clearance or higher.
• Relevant industry certifications such as CISSP and/or PMP are highly desirable.
• Background in cybersecurity or enterprise IT preferred.
• Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $230000 - $268000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.

Responsibilities:

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Monday – Fridays and rotating Saturdays

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As a Product Marketing Manager at Palo Alto Networks, you will play a key role in planning and executing the product marketing strategy for our data security offerings. You will be the expert, voice, and go-to-market driver for Palo Alto Networks’ data security capabilities. You will drive positioning, messaging, content creation, and sales enablement for the product line that you are responsible for. You will work closely with stakeholders from product management, sales, field marketing, and technology partners to develop and execute your strategy and advance our mission.

Your Impact

• Apply your data security knowledge to translate product capabilities into simple, compelling messages and tools that resonate with customers, with a clear understanding of the target markets and buyer personas

• Work closely with Product Management to build a shared market and product vision, and a cooperative relationship that forms the foundation of all product marketing activities

• Author compelling, high-quality content, both at a business and a technical level, in a variety of formats including print, web, social media, and video. You like to write and present

• Launch products and collaborate with field teams to execute marketing campaigns; be a subject matter expert and a go-to resource for the sales and field marketing teams

• Effectively work at building and executing plans that cross different functional groups, including product management, business development, and sales

• Represent the company in customer engagements and at events, to evangelize our point of view

• Track the data security market and competitive landscape in collaboration with product, marketing, and sales leadership

Your Experience

• 5+ years of product marketing experience ideally with 3+ years in data security or adjacent cybersecurity solutions..

• An understanding of data security technologies, market trends, competitive landscape, and customer requirements is desirable

• Outstanding verbal and written communication skills

• Comfortable with creating and delivering presentations in a range of environments, from industry conferences to customer briefings

• Demonstrated record of working cross-functionally to drive sales, demand generation, and overall organization and business success

• Experience and innovative energy to champion successful market and competitive disruption initiatives

• Bachelor’s degree required, Technical degree or equivalent background or equivalent military experience is desirable

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $131,000 - $212,500/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.