- Robert Half Finance & Accounting (Orinda, CA)
- …strategies + Meet with clients alongside advisors and help maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) ... Description Paraplanner - Boutique Wealth Management Firm Orinda, CA | Hybrid $70,000-$105,000 DOE...personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in… more
- Aerotek (Stockton, CA)
- …service quality. + Utilize CRM systems and booking platforms to track customer interactions and maintain accurate records . **Essential Skills** + Strong ... administrative tasks, including scheduling meetings, preparing reports, and maintaining records . + Support customer feedback initiatives, addressing concerns… more
- Robert Half Office Team (San Diego, CA)
- …and resolve customer concerns with empathy and accuracy + Document all customer interactions in our CRM system (Salesforce or similar) + Follow up ... Description As a Customer Experience Specialist in a non-profit Call Center,...data entry, and multitasking abilities + Experience using CRM systems like Salesforce, Zendesk, or similar preferred +… more
- Robert Half Office Team (San Diego, CA)
- Description We are seeking a bilingual (Spanish-English) Customer Service Representative with a non-profit organization to support our community by providing ... thrives in a collaborative environment, and has experience with phone based customer service. Key Responsibilities: + Provide responsive and courteous support via… more
- Robert Half Legal (San Francisco, CA)
- Description AI legal start up is looking for an experienced Case Manager to join the team. Responsibilities: + Design and implement intake workflows for various ... from initial outreach and lead qualification to signed engagement and CRM integration. + Manage day-to-day intake activities, including lead triage, eligibility… 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
- Danaher Corporation (Redwood City, CA)
- …+ Embraces DBS and passionately demand that the DBS fundamentals (visual daily management , standard work, voice of the customer (VOC), Kaizen basics, 5S, ... and transactional process improvement) and solid commercial fundamentals (funnel management , order and revenue forecasting, dealer/distributor management ) are… more
- Airport Marina Honda (Los Angeles, CA)
- …with a focus on internet sales. * Strong understanding of digital sales platforms, CRM systems, and online lead management tools. * Exceptional leadership and ... Position Overview The Sales Desk Manager is a key leadership role within the...team to ensure consistent achievement of sales goals, exceptional customer service, and efficient processes that align with the… more
- Adecco US, Inc. (Fresno, CA)
- …logistics, supply chain, and finance teams to ensure seamless service delivery. + Utilize ERP/ CRM systems to manage customer data , issue credits, track ... Adecco Staffing is seeking an **experienced Customer Support Specialist** to join a growing team...and virtual platforms (Zoom, Teams). + Experience working with ERP/ CRM systems. + Familiarity with freight/logistics processes, billing issues,… more
- Walmart (Sunnyvale, CA)
- … care team is dedicated to providing exceptional cutting-edge agent tools for customer care business. We've developed a home-grown CRM solution tailored to ... structures, algorithms, and software architecture. **Preferred Qualifications** + Familiarity with CRM platforms or customer support tools. + Experience with… more