- Sodexo (Sacramento, CA)
- …clients to drive holistic solution development and execution. **Sales Planning, Forecasting & CRM Management - 25%** + Maintain an accurate and up-to-date ... of solutions-including **Child Nutrition Programs, Professional Services, Integrated Facilities Management (IFM), and Managed Services** -that enhance the learning… more
- Dentsply Sirona (CA)
- …promote products and services. + Maintain accurate records of sales activities and customer interactions in the CRM system. + Address customer inquiries ... and objectives set by the company. + Provide exceptional customer service and support to existing clients. + Stay...and able to work independently. + Proficiency in using CRM software and other sales tools. + Valid driver's… more
- Rush Enterprises (Fontana, CA)
- …Maintain relationships within assigned territory and make personal sales calls at a customer 's location to maximize sales success, at least three (3) full business ... Framework matrix on required minimum quotes per month. + Utilize Microsoft CRM for proper managing of accounts and contacts. All communications and business… more
- Aston Carter (Santa Clarita, CA)
- …multiple projects simultaneously while meeting strict deadlines. - Keep meticulous records of opportunities, submissions, and follow-ups. * Relationship ... Network with municipalities, school districts, and other public agencies Skills Sales, Customer service, Inside sale, Lead generation, Account management , Data… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …and investment management . + Custodial systems and procedures. + Database management and reconciliation. + CRM systems (preferably Salesforce). + Microsoft ... Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio… more
- 3M (Sacramento, CA)
- …+ Implement and execute business priorities. + Deliver forecast attainment and CRM execution. + Support and engage channel, end users, and critical accounts ... + Prepare and conduct presentations/product demos at distributor partner and end-user customer locations (business reviews, product training, etc.). + Daily account … more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... rebalancing, and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …data management experience. + Proficiency in Microsoft Office and CRM systems (Salesforce preferred). + Experience creating and documenting workflows. Preferred ... Description A mission-driven wealth management firm is seeking a Portfolio Administrator to...+ Manage data integrations between custodians, portfolio systems, and CRM platforms. + Ensure accurate and timely account and… more
- C-4 Analytics (San Francisco, CA)
- …in every market, and to providing the highest levels of accountability and customer service. We are currently hiring for an Automotive Sales Executive: San ... and timely follow-ups. + Must possess a valid driver's license in good standing and have access to a...Required to travel as needed. + 3+ years of CRM experience - ability to keep a highly organized,… more
- Robert Half Finance & Accounting (Alameda, CA)
- …3-6 months) + Experience with securities trading, custodial systems, and database management + Proficient in Microsoft Office and CRM platforms (Salesforce ... join a mission-driven financial services firm focused on delivering personalized investment management . This role plays a critical part in ensuring accuracy and… more