- Raymond James Financial, Inc. (San Diego, CA)
- …Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software. + Assists Financial Advisors with ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...products and industry regulations. + Trading terminology. + Client Relationship Management ( CRM ) software, or… more
- Element Materials Technology (Los Angeles, CA)
- …/ visit logs are entered + Actively participate in regular pipeline reviews, ensuring all CRM records are up to date and critical success factors are identified ... **Overview** Element has an opportunity for a **Business Development Associate ** . In this role you will be an...in a timely manner on quotations for the assigned customer base + Actively utilize CRM to… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a… more
- Unlimit Ventures (San Diego, CA)
- …a focus on lead generation and early-stage closing. + Tech-Savvy: Familiarity with CRM tools, email marketing, and lead management platforms. + Strong ... We're seeking a results-driven Business Development Associate with a passion for hunting new opportunities,...processes. Qualify leads to ensure alignment with our ideal customer profile. + Close Initial Deals: Negotiate, pitch, and… more
- Antech Diagnostics (CA)
- …data base management , email, video conferencing and the Internet. The associate is frequently required to use a calculator; fax, copy machine, and phone ... experience, education, training and budget.** **Job Purpose/Overview** The Diagnostic Sales Associate (DSA) focuses on Business Development by generating leads for… more
- Carrier (San Leandro, CA)
- …to lead because we have a world-class, diverse workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com ... align with repair urgency and efficiency goals. + Partner with the Service Manager and Service Operations Lead to prepare and maintain the bi-weekly technician… more
- LA Care Health Plan (Los Angeles, CA)
- …them. Sales Data Management Ensures the integrity of data. Effectively utilizes the Customer Relationship Management ( CRM ) system to manage the sales ... oversight. For the Medicare and Commercial lines of business, territory management /outreach and lead generation activities should be aligned to broker agents… more
- CBRE (San Francisco, CA)
- …+ Support transaction management including lease tracking, document coordination, and CRM updates + Maintain organized records of listings, availability, and ... Sales Associate Job ID 232737 Posted 11-Aug-2025 Service line...and local and national retailers. As a CBRE Sales Associate , you will work closely with a team of… more
- International Rescue Committee (Oakland, CA)
- …of the United States, the Associate Director will serve as a relationship manager throughout the donor life cycle, working across fundraising teams and ... Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior...Associate Director will also be responsible for the management and coaching of 2 front-line fundraisers and/or support… more
- WTW (Los Angeles, CA)
- …of accountability to understand, interpret, analyze, and/or present analytical models + Relationship Management skills: ability to leverage internal and external ... **Description** The Associate Client Advocate (ACA) client-facing functions utilizing the...and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to… more