• Senior Portfolio Manager

    CIBC (New York, NY)
    …**Employment Type** Regular **Weekly Hours** 40 **Skills** Business, Creativity, Credit, Credit Approvals, Customer Relationship Management ( CRM ), Team ... closes to assure optimal client experience. + Ensuring all customer financial reporting / covenants are collected on time...that impact team members, partners and CIBC clients. + ** Relationship Management ** - You'll create trusted advisor… more
    CIBC (07/09/25)
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  • Sales & Business Development Associate *Software*…

    Wolters Kluwer (Babylon, NY)
    …and marketing projects effectively. + CRM Software Proficiency: Understanding of customer relationship management tools + Presentation Skills: Ability to ... results for improvements * Organize and maintain comprehensive sales records and customer databases * Conduct market...customer inquiries and find suitable solutions + Time Management : Skills to prioritize tasks and manage deadlines +… more
    Wolters Kluwer (07/01/25)
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  • Admissions Coordinator (Multiple Positions)

    CUNY (New York, NY)
    …software applications, including Microsoft Word, Excel, PowerPoint, and Outlook, experience with Customer Relationship Management ( CRM ) Systems(Slate) + ... and school counselors, providing guidance throughout the admissions process. + Leverage basic data analysis to manage decisions in a designated region(s) or area of… more
    CUNY (07/01/25)
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  • Sr Account Director/Executive Account Director,…

    ThermoFisher Scientific (Grand Island, NY)
    …in a similar role that has consistently achieved measurable results. + Strong customer relationship management skills to reach mutually acceptable ... partners assigned to accounts to ensure client satisfaction, provide insights into relationship management and operations, identify areas of opportunity, and… more
    ThermoFisher Scientific (06/22/25)
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  • Associate/Support Advisor

    Kestra Financial (Wappingers Falls, NY)
    …Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a ... products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties...deliver advice and participate in client reviews + Manage data and plans in financial planning software + Learn… more
    Kestra Financial (05/17/25)
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  • Revenue Operations Analyst

    LiveRamp (New York, NY)
    …for assisting our customer facing teams with structuring deals within our CRM to ensure that our bookings policy and SaaS revenue model is followed. The ... **LiveRamp is the data collaboration platform of choice for the world's...is setting the new standard for building a connected customer view with unmatched clarity and context while protecting… more
    LiveRamp (07/11/25)
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  • Solutions Consultant

    Publicis Groupe (New York, NY)
    …trusted advisor, helping enterprise clients understand how Publicis Groupe's capabilities-across CRM , media, martech, and data -can seamlessly integrate with ... **Cross-Functional Integration** + Collaborate with internal teams across strategy, data , media, CRM , and tech to define the "how" behind agency offerings… more
    Publicis Groupe (07/07/25)
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  • Salesforce Administrator - Private Wealth

    Neuberger Berman (New York, NY)
    …communication skills + Experience with building and delivering Salesforce training + Strong data management abilities, with data maintenance tool experience ... + Interface with data teams on automatic data feeds into CRM , ensure proper monitoring...- Data Loader, DemandTools + Project management and/or program management experience, with proficiency… more
    Neuberger Berman (05/13/25)
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  • Sr. Business Operations Analyst

    Zoom (New York, NY)
    …models and technologies. The ideal candidate brings extensive experience in subscription management , CRM , billing, and ERP platforms, and understands the full ... success initiatives. + Systems & Tooling : Proficiency in CRM and GTM tools such as Salesforce, Clari, and... Data Mapping : Skilled in process and data flow mapping across sales, finance, and customer… more
    Zoom (06/25/25)
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  • Zoning Application Portal Product Owner

    City of New York (New York, NY)
    …Azure DevOps,and prepare and participate in requisite training for new features, as warranted. Data management - In partnership with the PCO Pipeline Manager ... and standard operating procedures (SOPs). - Conduct regular reviews of project records , closing outdated projects, and conducting regular data cleanup, as… more
    City of New York (06/13/25)
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