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Assessing a Potential Match [Shared]
Transcript of Assessing a Potential Match [Shared]
Part 2 of 3
...Portfolio Administration, Pricing Specialist, Accounts Payable, Billing...
Sounds like our Investment Operations Specialty!
How does the employer need align to the Product Catalog?
Needed specialty exists at my site
Needed specialty exists at YU, but not at my site
NOT A MATCH
Roles feel very different from anything in the Product Catalog
Close the deal!
Engage Program Lead
to assess options
ED/PL/RD choose whether to bring specialty to market
Engage Program Lead to assess options.
ED/PL/RD and National Solutions team decide whether to build new Specialty
Product Catalog Series:
Listen to the Need
Assess Potential Match
Choose How to Respond
Choosing How to Respond
Proceed to Part 3 of 3:
3 Step Consultative Process