- Navient (San Francisco, CA)
- …demonstrating problem-solving skills and a commitment to achieving conversion goals. + Utilize CRM software and other tools to track customer interactions and ... Happiness Origination Associate position will report to the Senior Manager of Client Happiness.** **As the Client Happiness Origination...You:** + 2-3 years of relevant sales and or customer success experience in relationship or consultative… more
- FranklinCovey (Sacramento, CA)
- …approach. + **Collaboration:** Work closely with internal teams, including marketing, product management , and customer success, to ensure a cohesive approach to ... records of sales activities, pipeline status, and forecast projections in CRM systems, providing regular updates to management . **Basic Qualifications** +… more
- Cognizant (Sacramento, CA)
- …frameworks, and system integrations** , ensuring seamless contract management across business units. **Key Responsibilities:** **Strategic CLM Architecture ... and automation rules** . + Develop **CLM integration strategies** with ** CRM (Salesforce, HubSpot, Dynamics 365), CPQ, ERP, e-Signature, and Billing systems**… more
- Robert Half Finance & Accounting (Orinda, CA)
- …clients in a clear, timely, and professional manner. + Maintain and organize client records and documentation in CRM systems. + Collaborate with advisors to ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management ...or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred. +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …are met and aligned with their financial plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce). + Follow up on pending ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm...select group of clients, with a strong emphasis on relationship -building, integrity, and long-term success. With over 15 years… more
- Warner Music Group (Los Angeles, CA)
- …Digital Marketing A little bit about our team: The mission of the Warner Records Artist Marketing team is to drive fandom, music consumption, D2C purchases, and ... digital advertising, social content ideation, influencer campaigns, digital advertising, CRM , social/digital partner activations, content seeding, websites, etc. We… more
- Robert Half Finance & Accounting (Orinda, CA)
- …strategies + Meet with clients alongside advisors and help maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) ... Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE +...personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in… more
- IBM (Costa Mesa, CA)
- …of Hakkōda * Expanding Hakkōda's presence in the region from both a customer and partner perspective * Collaborating regularly and proactively with key partners on ... of responsibility * Ability to work independently, with strong organization, time management , and prioritization skills * Ability to understand and build long-term… more
- Aston Carter (Santa Clarita, CA)
- …multiple projects simultaneously while meeting strict deadlines. - Keep meticulous records of opportunities, submissions, and follow-ups. * Relationship ... Network with municipalities, school districts, and other public agencies Skills Sales, Customer service, Inside sale, Lead generation, Account management , Data… more
- ITT (El Cajon, CA)
- …any concerns or special requirements. * Maintain accurate records of customer interactions, transactions, and feedback in the CRM system. * Coordinate ... general industrial, medical, and energy markets. **Position Summary** The Inside Sales and Customer Support Representative will serve as a key point of contact for… more