- Cayuse Holdings (Albany, NY)
- …solutions with the Customer Support Center's technology stack, including the CRM , Workforce Management Software (WFM), and Expresslane API. + Data-Driven ... to ensure that reporting solutions integrate seamlessly into technical systems (eg, CRM , Workforce Management Software) while adhering to compliance, data… more
- Cengage Group (New York, NY)
- …Proficient in CRM system workflows and data, particularly in pipeline management and forecasting (Salesforce preferred) + Ability to travel 30-40% overnight by ... with a Sales Support team. Each District consists of a District Manager , Sales Growth Specialists, and Account Executives or Strategic Account Managers, totaling… more
- 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
- 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
- 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
- Camping World (Kingston, NY)
- …for sales + Excellent customer service + Effectively manages responsibilities with time management to reach goals + Has prior CRM experience and is very ... of scheduling sales appointments. + Record and manage prospective customer information through the CRM . + Maintain...CRM system + Work closely with Sales Development Manager to increase the results of the department +… more
- KeyBank (Albany, NY)
- …a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management (" CRM "). As part of Key's second line of defense CRM ... Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The… more
- TD Bank (Little Neck, NY)
- …times and life events, save time and money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in ... offer a solution or partner referral + Utilizes the Customer relationship management tools to...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Pfizer (New York, NY)
- …with emphasis on key global platforms including Adobe Platforms (Experience Manager , Workfront, Express, Firefly), Web and Mobile Platform ecosystem and supporting ... capabilities, Python and AWS based automation capabilities, Salesforce Marketing CRM , CDP, Identity Platforms, alongside emerging generative and agentic AI… 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 ... and competitive position to serve clients by attending and engaging in training program for new hires; complete all self-study reading, exercises, and activities in… more