- Robert Half Office Team (San Diego, CA)
- …teams to address and resolve client needs effectively. * Deliver exceptional customer service in all communications, maintaining a positive and empathetic approach. ... * Utilize CRM and other systems to track and manage client...1-2 years of call center experience, preferably in a customer -focused environment. * Strong background or familiarity with public… more
- Wilson Language Training (Sacramento, CA)
- …timely and professional responses to prospects and customers. + Maintain and update customer information and sales activities in the CRM system. This includes ... products or services. This role involves working closely with the sales and customer experience teams to achieve sales targets and maintain high customer … more
- Robert Half Office Team (Poway, CA)
- …candidate will handle a wide range of responsibilities, including schedule management , report preparation, and effective communication within and outside the ... relaying detailed information while maintaining confidentiality. + Meeting and Event Management : Organize and coordinate meetings, prepare agendas, take minutes, and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... rebalancing, and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data… more
- Silvus Technologies (Los Angeles, CA)
- …seeking a **Sales Administrator Lead I** who will report to the Sales Operations Manager . The successful individual in this role will be the primary point of contact ... for junior sales administrators supporting the full sales order lifecycle, customer inquiries, escalations, and team guidance. This position is also responsible for… more
- Robert Half Office Team (San Diego, CA)
- …experience. + Data Entry & Documentation: Maintain accurate records in CRM tools or databases regarding customer interactions and feedback. + Collaboration: ... Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM tools (eg, Salesforce) or customer -facing software is a bonus.… more
- Robert Half Office Team (San Diego, CA)
- …and troubleshooting issues. + Document customer interactions and maintain accurate records in CRM systems. + Collaborate with other departments to ensure ... Description Are you passionate about providing exceptional service and creating positive customer experiences? We are seeking a Customer Service Representative… more
- UL, LLC (Fremont, CA)
- …competitors. + Understands sales best practices, methods and supporting systems (including CRM ). + Strong collaboration skills with the ability to work seamlessly ... field. + Proficient in MS Office (Word, PowerPoint, Excel, Outlook), and CRM software. + Relevant technical capabilities related to assigned specialty product /… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate Financial ... wellness, and committed to developing their career in wealth management . The position offers an opportunity to learn from...and spreadsheets. + Maintain complete, organized, and secure client records . + Document progress and update tasks in the… more
- Girl Scouts San Diego (San Diego, CA)
- …related field, preferred + 3+ years' experience using Raiser's Edge, including database management and reporting tools or similar CRM databases, for data ... goals through managing contributed revenue reporting and data hygiene and maintains standard CRM SOPs. The Donor Data & Research Specialist directly assists the team… more