- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, ... into workflow and follow through to funding + Manage CRM and pipeline entry + Sustain expertise on operational...years of relevant financial services industry ideally with wealth management experience -Minimum of 2 of the following Life… more
- Grant Thornton (New York, NY)
- …+ Regularly (daily) and consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up to date. You ... Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in...in areas such as Growth, Risk, Profitability & Performance Management . + Identify winning strategies by understanding the client's… more
- Bausch + Lomb (New York, NY)
- …a field-based sales position requiring an experienced sales representative to provide customer centricity through the management and selling of Bausch Surgical ... of eye health in the future. The **Clinic Account Manager (CAM)** is a professional sales account manager...(detailed call log, lead forecasting, etc.) and maintaining of customer information in Salesforce/ CRM . Participate in marketing… more
- St. George's University (Great River, NY)
- …in digital interactions. + Regularly audit and optimize copy across platforms based on data and UX best practices. Email Marketing & Nurture Journeys + Write and ... as needed. Cross-Functional Collaboration + Work closely with creative, digital, CRM , recruitment, and academic teams to align on messaging priorities and… more
- Leaffilter (Hamburg, NY)
- …and onboarding of new sales personnel, revenue and sales targets, quality customer experience metrics, etc. Essential Duties and Responsibilities: + Participate in ... improvements to support a unified and consistent sales process and customer experience. + Conduct in-person group training sessions with Sales Representatives… more
- Kestra Medical Technologies, Inc (Buffalo, NY)
- …reimbursement, navigating clinical teams, and responding to client issues and complaints + Maintain records and Sales data using CRM Technology. + Adhere to ... and their care teams harmoniously monitor, manage, and protect life. A Territory Manager is responsible for securing new business and managing a sales area… more
- Verint Systems, Inc. (Albany, NY)
- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase ... fixing problems and providing above and beyond type of customer service. They have a high sense of urgency...and seeing resolutions through to completion. They have impeccable relationship skills and can create win/win environments for all… more
- Motion Recruitment Partners (New York, NY)
- …Job Description Summary The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class ... RIA & BD clients * Provide operational support and data entry in order to onboard client accounts and...and custodian paperwork generation * Run client information in CRM (Salesforce) Skillset required: * High attention to detail… more
- Truecare Homecare Agency (Brooklyn, NY)
- …care aide (PCA) and home health aide (HHA) scheduling, billing, and compliance management . This a leadership role which is critical in ensuring that the agency ... according to plan authorizations and patient needs. + Monitor and manage EMR, CRM , and documentation systems to maintain compliance and quality standards. + Manage… more
- Zurich NA (New York, NY)
- …sales & marketing** : Work closely with Account Executives, Marketing, and management to develop campaigns and accelerate lead conversion. + **Leverage tools** : ... Manage outreach and tracking through CRM (Salesforce), sales engagement tools (eg Outreach), and intelligence platforms (ZoomInfo, LinkedIn Sales Navigator). +… more