- 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...organizational standards and procedures during all interactions. Requirements * Associate 's degree or higher preferred; equivalent education and experience… more
- Robert Half Finance & Accounting (Orinda, CA)
- …fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate Financial Planner to join its ... 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
- Antech Diagnostics (Thousand Oaks, CA)
- …customer activities at meetings as assigned. + Maintains Salesforce ( CRM ) customer and business date and other system records accurately and thoroughly. + ... the magnifying glass to Browse Jobs. **Job Purpose/Overview** The Diagnostic Sales Manager ("DSM") will manage their territory market share, book of business, and… more
- The Dewitt Companies (City Of Industry, CA)
- …and closing the business. + Facilitate the hand-off of new business to the Customer Experience Associate . Identify new services and products to sell existing ... key target accounts. As a National Sales Business Development Manager , you should be organized and able to analyze...handle a variety of challenges. + Daily update in CRM software. + Meet or exceed daily, weekly, and… more
- University of Southern California (Los Angeles, CA)
- …fundraising campaigns and giving initiatives. Reporting directly to Jennifer Noriega, Associate Athletic Director, the Director of Stewardship will work in ... Creative Cloud, as well as the ability to navigate CRM and marketing email systems. + Valid driver's license...Creative Cloud, as well as the ability to navigate CRM and marketing email systems. -Valid driver's license is… more
- Robert Half Office Team (Sacramento, CA)
- …Support + Assist with membership campaigns, events, and communications. + Maintain member records in the CRM system. + Support research and preparation for ... Associate 's or bachelor's degree (or in progress) in management , marketing & communications, or a related field. +...multiple tasks. + Comfortable using Microsoft Office and learning CRM / management systems. + Familiarity with Canva or… more
- Xerox (Sacramento, CA)
- …hardware, software, and cloud technologies, to federal clients. + Pipeline Management : Maintain accurate records of opportunities, forecasts, and activities ... Level Individual Contributor Job Type Experienced Job Field IT_SERVICES_(SALES) Seniority Level Associate Currency USD - United States - US Annual Base Salary… more
- Valet Living (San Jose, CA)
- …to analyze market trends and client needs to drive tailored solutions. + CRM Proficiency: Experience managing pipelines and driving results using CRM tools ... online education center + Additional Perks: Referral bonuses, pet insurance, associate assistance programs, discount programs, rewards, recognition, and free access… more
- Wolters Kluwer (Sacramento, CA)
- …and translate that knowledge into intuitive, enterprise-scale CCH(R) Tagetik performance management software solutions that drive business results. With over 180 ... here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **CCH Tagetik:** **CCH(R) Tagetik | Corporate Performance Management Software & CPM Solution | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/cch-tagetik)**… more
- Kelly Services (Commerce, CA)
- …troubleshoot issues, and ensure timely resolutions. + Keep accurate records of customer accounts, orders, and activities in the CRM system. + Generate and ... **Sales / Customer Service Representative - City of Commerce, CA**...Manager . **Requirements** + High school diploma or equivalent ( associate 's or bachelor's degree preferred). + 2+ years in… more