- Zodiac Pool Systems (Carlsbad, CA)
- …Account Updates: + Document all sales activities and customer interactions within CRM system to ensure accurate and consistent records + Ensure the integrity ... will have superior attention to detail, organization and time management skills to provide accurate and timely data entry...Additionally, you will: + Support sales team with new customer account set-up + Review and verify data for… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Registered Investment Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate to join its collaborative ... certification program and is seeking hands-on experience in a respected wealth management firm. You'll work closely with advisors and planners, participate in client… more
- Datavant (Sacramento, CA)
- …sales-related inquiries and facilitate the timely delivery of support solutions. + ** CRM Management ** : Maintain and update Salesforce, ensuring data accuracy ... and opportunities for improvement. + ** CRM Expertise** : Proficiency in CRM software (eg, Salesforce), including data entry, management , and reporting. +… more
- ServiceNow, Inc. (San Diego, CA)
- …consultant and strategic advisor, collaborating closely with Sales, Product Management , and cross-functional stakeholders to craft customer -centric solutions. ... role in accelerating our US revenue growth by supporting CRM , CPQ, and digital commerce solution sales across a...Lead engaging technical discovery sessions and workshops to uncover customer challenges and use cases + Design and deliver… more
- WATTS (Escondido, CA)
- …and we have a dynamic future ahead. Sentinel Hydrosolutions LLC is a customer service-based company focused on protecting homes from catastrophic water damage. We ... a variety of jobs such as updating and creating customer files, saving documents and pictures on our server,...clients . Returning messages/taking messages . Working in a CRM database, navigating computers, emails, servers . Working in… more
- Zoom (CA)
- …models and technologies. The ideal candidate brings extensive experience in subscription management , CRM , billing, and ERP platforms, and understands the full ... business models , including licensing, provisioning, renewals, usage-based billing, and customer lifecycle management . + Proficiency with enterprise platforms… more
- Sands Investment Group (Los Angeles, CA)
- …developing skills in cold calling, marketing, and underwriting in addition to CRM /database maintenance and active participation in team role plays, meetings, and ... of Value (BOVs) and pull comps on deals Update and maintain company CRM /shared database Actively participate in all team huddles, meetings and trainings Successful… more
- Sands Investment Group (Santa Monica, CA)
- …developing skills in cold calling, marketing, and underwriting in addition to CRM /database maintenance and active participation in team role plays, meetings, and ... of Value (BOVs) and pull comps on deals Update and maintain company CRM /shared database Actively participate in all team huddles, meetings and trainings Successful… more
- Cushman & Wakefield (Los Angeles, CA)
- …formatting of internal documents, bios and meeting agendas using branded templates. ** CRM & Contact Management :** Update and maintain broker contacts, activity ... client service **Job Description** **Key Responsibilities:** Calendar & Meeting Management : Coordinate internal and external meetings, lunch & dinner...logs, and client notes in the CRM system, as advised by brokers. Ensure… more
- Kohler Co. (Palo Alto, CA)
- …subscription revenue, user growth goals, and implementing strategies to maximize customer acquisition and retention.This role will be pivotal in understanding our ... customer journey, developing targeted communication strategies, and optimizing touchpoints...be data-driven, creative, and possess a strong understanding of CRM , lifecycle, and growth marketing principles. **This is an… more