- Robert Half Finance & Accounting (Berkeley, CA)
- …management systems and custodial platforms. + Maintain accurate account setups and data integrations with CRM systems. + Monitor portfolios for exceptions and ... Description A growing wealth management firm is seeking a Portfolio Administrator to...(Tamarac preferred). + Strong skills in Microsoft Office and CRM platforms (Salesforce a plus). + Proven ability to… more
- Allegion (CA)
- …metal experience + Knowledge of the security industry + Strong communication and relationship management skills, including the ability to interface with multiple ... growth to the hollow metal business profitably using managed pricing, mix- management , take off services and potential regional welding services. This position… more
- Market My Market (Los Angeles, CA)
- …new business acquisition through proactive lead engagement, compelling pitches, and relationship building. The ideal candidate for this role will be sales-driven, ... designer to create impactful presentation materials for client pitches + Maintain accurate records of all sales activities and prospect information in CRM +… more
- Silvus Technologies (Los Angeles, CA)
- …is seeking a **Sales Administrator Lead** who will report to the Sales Operations Manager . The successful individual in this role will be the primary point of ... for junior sales administrators supporting the full sales order lifecycle, customer inquiries, escalations, and team guidance. This position is also responsible… more
- Robert Half Office Team (San Diego, CA)
- …and a positive experience. + Data Entry & Documentation: Maintain accurate records in CRM tools or databases regarding customer interactions and ... Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM tools (eg, Salesforce) or customer -facing software is a bonus.… more
- Wolters Kluwer (Sacramento, CA)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Senior Customer Service Representative role offers growth potential opportunities, ... Kluwer (https://www.wolterskluwer.com/en/contact-us?compositeLink=%7B8B6D9790-777E-4EA6-8A2D-49AA4867660B%7D#AnchorContactForm)** **What You'll be Doing:** As a Senior Customer Service Representative, you will leverage your specialized skills… more
- Robert Half Office Team (Roseville, CA)
- …conference calls and ensure smooth communication between stakeholders. * Maintain and update CRM systems to track and manage executive-level data . * Provide ... as Cisco Webex Meetings, Concur, and Kronos Timekeeping System. * Familiarity with CRM platforms and ADP systems. * Strong organizational and time management … more
- Robert Half Office Team (Sacramento, CA)
- …Assist the sales team with tasks such as preparing client proposals, managing CRM data entry, and coordinating follow-up communications to support sales efforts. ... meetings, or client visits, including logistics and material preparation. + Customer Service: Greet visitors, answer phones, and handle inquiries professionally,… more
- Sage (San Jose, CA)
- …, Sales, Support, and Finance - you'll process cases, troubleshoot provisioning issues, maintain customer data integrity in Salesforce CRM , and uphold high ... you don't need a crash course in entitlements or CRM systems. You're looking for a place where your...play a key role in the day-to-day execution of customer account provisioning. From initial order setup to ongoing… more
- Robert Half Office Team (Santa Barbara, CA)
- …offboarding, and employee relations * Maintain accurate and updated employee records , including benefits management * Ensure compliance with California ... a contract to permanent employment opportunity for an Office Manager in Santa Barbara, California. This role involves overseeing...data * Utilize various software systems for accounting, CRM , and HR administration tasks * Manage inbound calls… more