- Diversified (New York, NY)
- …delivery of proposals for customer opportunities, and function as the lead customer relationship manager for new and assigned accounts + Opportunity ... hard work. The Account Executive will be a solid relationship builder with the ability to penetrate organizations and...prospect calls to generate customer meetings, maintain customer data in the CRM ,… more
- Fujifilm (Albany, NY)
- …functional business areas in support of existing and new initiatives to ensure customer satisfaction. The Government Account Manager will work with various team ... **Position Overview** The Government Account Manager will be responsible for sales of the...+ Demonstrates proficient and effective use of the Company's CRM tool, as directed by management . Ensures… more
- Robert Half Office Team (Mineola, NY)
- …with travel arrangements and expense reporting using systems like Concur. * Maintain accurate records and data using CRM and timekeeping systems such as ... such as DocuSign and Microsoft Excel to handle document management and reporting. * Organize and prepare for meetings...Suite, including Excel. * Experience with DocuSign, Concur, and CRM systems. * Familiarity with virtual meeting platforms such… more
- Bank of America (New York, NY)
- …and opportunities within the healthcare, education, and not-for-profit sectors. + ** Data Management ** : Maintain accurate client information, sales activities, ... who can advocate for our clients in providing liquidity management , payments and receipts, trade and supply chain finance,...This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs)… more
- IBM (Buffalo, NY)
- …priority on Veeva CRM , CLM, Approved Email, Engage Meeting, Align, Events Management * Veeva Certifications eg, Vault Platform, Veeva Multichannel, Veeva CRM ... transformation including content creation, review and approval, digital asset management (DAM), claims management , and modular content...end to end content lifecycle * Ensure quality of data best practices in Veeva PromoMats and adherence to… more
- BrightSpring Health Services (Long Island City, NY)
- …patient's profile and/or CRM regarding every update and aspect of a customer 's/physician's care or needs + Uses discretion and independent judgment in handling ... of branches and healthcare professionals. Using a balance of account management and direct telephone outreach, the primary responsibility of theRegional Account… more
- Binghamton University (Binghamton, NY)
- …working with the Banner Student Information System (SIS), Technolutions Slate Admission CRM , and Binghamton University Identity and Access Management systems. ... higher education or research environment + Experience with Technolutions Slate Admissions CRM + Experience with Facilities Management software + Experience with… more
- Rockefeller University (New York, NY)
- …budgets, briefing materials, and promotional pieces + Create and maintain foundation donor records in Blackbaud CRM and shared drive, track proposals, reporting ... deadlines, and acknowledgments, run and format reports, and ensure accuracy of data + Support grant application processes, including management of print and… more
- FranklinCovey (Albany, NY)
- …+ **Collaboration:** Work closely with internal teams, such as marketing, product management , and customer support, to ensure a seamless client experience ... using CRM systems, providing regular updates and insights to management . **Basic Qualifications** + Bachelor's or advanced degree in Business Administration,… more
- Dow Jones (New York, NY)
- …sales cycle from start to finish. You must maintain accurate and appropriate client records within the Company's CRM . You will develop product subject matter ... role that requires cold calling * MANAGE PROSPECT/CLIENT INFORMATION: Keep accurate and clear records within the global CRM system to provide a solid deal… more