- TD Bank (New York, NY)
- …front-office decision-making. You'll work with Equities Sales, Trading, Research, senior management , and TDS Technology to develop data infrastructure and analytics ... transform complex, siloed data into actionable insights. The VP Trading Business Management TDS is responsible to provide the leadership team with information,… more
- Northeast Shared Services (Schenectady, NY)
- …when necessary. Communicate any barriers to customer resolution to department management . Create, maintain and update records in customer databases ... Representative will collaborate with the Consumer Services Lead and Manager to ensure that each customer interaction...management and online review responses. + Familiarity with CRM systems and customer databases is a… more
- Weeks Marine (New York, NY)
- …in a fast-paced environment. + Experience in client-facing roles and strategic relationship management . Other Requirements: + Regular, reliable attendance + Work ... This is a shared service environment in a professional office setting. **Responsibilities** ** CRM & Pipeline Management ** + Ensure the accuracy and completeness… more
- WM (Albany, NY)
- …calls with prospects, supporting proposal and statement of work development, maintaining CRM records , and coordinating handoffs across legal and finance ... Job Summary** WM Advisory Services is seeking a detail-oriented, customer service driven individual to play a key role...statement of work development strongly preferred. + Experience with CRM or pipeline management systems (eg, QuickBase,… more
- Cayuse Holdings (Albany, NY)
- …Science, Software Engineering, or a related field. + Certifications in project management (PMP, ScrumMaster) or DevOps (AWS Certified DevOps Engineer). + ... recommendations that advance the Exchange's goals. + Oversee efforts in CRM , telephony, APIs, and other system integrations to optimize technical performance… more
- Deloitte (New York, NY)
- …+ Lead customer project conference calls or interface with a project manager + Deliver technical specifications documents for customer review + Leverage ... and API integrations, along with excellent communication and stakeholder management skills. + Data Architecture & Design: Lead the...SnapLogic and similar) + 3+ years Experience with designing customer centric datasets (ie CRM , Call Center,… more
- Harbor Group Management (New York, NY)
- …Group International (HGI) is a leading global private equity real estate investment manager , with $20 billion in assets under management . Our fully integrated ... Collaborate closely with internal teams (transactions, asset management , investment management , finance, legal, compliance). + Maintain accurate records of… more
- Regeneron Pharmaceuticals (Sleepy Hollow, NY)
- …team! **In this role, a typical day might include:** The Director, Customer Insights (Patient), Ophthalmology, will report into the Executive Director, I&A, ... department. This role will be responsible for overseeing all patient-related Customer Insights activities for Regeneron's ophthalmology business. This role will… more
- Hoselton (East Rochester, NY)
- …industry trends, competitor offerings, and market dynamics. Provide feedback to management regarding customer preferences, pricing strategies, and product ... for prospecting, qualifying, and closing sales deals while providing exceptional customer service to our clients. **Responsibilities:** 1. **Sales Generation** :… more
- Wolters Kluwer (Albany, NY)
- …established account base of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:** **What you'll be ... calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards. + Promote new account/ customer… more
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