- MAAC (Metropolitan Area Advisory Committee) (Chula Vista, CA)
- …long-term economic mobility for residents. Data & Reporting + Utilize MAAC's case management system (Salesforce) and other CRM platforms to track services, ... in events and services, while ensuring data is accurately tracked through CRM systems. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking ... a passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong...timely, and professional manner. + Maintain and organize client records and documentation in CRM systems. +… more
- BrightSpring Health Services (Anaheim, CA)
- …of 7 business days Responsibilities + Works collaboratively with the Business Development Associate and Associate Vice Presidents to identify and target net new ... business + Provides guidance, training, and support to the Business Development Associate (BDA), fostering a cohesive approach to maximize sales strategies and… more
- T. Rowe Price (San Francisco, CA)
- …and sales?! If so, we encourage you read more and apply! Responsibilities + Relationship Management - We work with assigned external sales partner in optimizing ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...Summary The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they… more
- City Wide Facility Solutions (Santa Rosa, CA)
- Objective The Sales Associate is responsible for setting sales appointments (ie 5-10) and selling B2B building maintenance solutions. Work with the Sales team to ... . Manage all sales prospecting and communication activities in Microsoft Dynamics CRM and use Emfluence program for email communication. . Handle incoming phone… more
- Robert Half Office Team (San Diego, CA)
- Description We are looking for a Bilingual (Spanish) Customer Experience Specialist to join our team in San Diego, California. In this role, you will serve as a ... client concerns in a timely manner. * Deliver exceptional customer service, ensuring clear and empathetic communication at all...clear and empathetic communication at all times. * Utilize CRM tools, chat platforms, and other software to manage… more
- WelbeHealth (CA)
- …of service on all calls, both inbound and outbound **Job Requirements:** + Associate 's degree preferred; or two (2) years of relevant experience may be substituted ... (1) year of experience in **tele sales** , **or** ** customer services sales** , Medicare or PACE sales experience...experience in a call center setting. + Experience using CRM systems (Salesforce or other similar CRM … more
- ITT (El Cajon, CA)
- …any concerns or special requirements. * Maintain accurate records of customer interactions, transactions, and feedback in the CRM system. * Coordinate ... customer satisfaction and operational efficiency. **Position Requirements** * Associate or bachelor's degree in business, engineering, or related field… more
- Compass Group, North America (Los Angeles, CA)
- …goals. + High level of self-motivation, accountability, and resilience. + Familiarity with CRM tools, sales reporting, and pipeline management . + Ability to ... it won't get you very far."** **Job Summary** Step into the role of **Sales Manager ** at Wolfgang Puck Catering and lead the charge behind our offsite events and… more
- Vagaro (Pleasanton, CA)
- …set during the sales process are met in delivery + Leverage Salesforce (our CRM ) to manage all sales activities + Understand the competitive landscape and determine ... position Vagaro in the market What You Bring: + Associate 's or Bachelor's degree in Business, Marketing, or a...General technical proficiency with software + Experience with Salesforce CRM is a nice to have Joining Vagaro offers… more