- Sysco (Union City, CA)
- …collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco's CRM tool) + Leverage sampling in a solutions-oriented ... goal of purchasing and selling their products to FreshPoint customers. The Specialist helps farmers understand food safety requirements as well as forecasting needs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based in San Francisco (hybrid, ... Service team to prepare for client meetings, including reports, data gathering, and CRM updates ( Salesforce /eMoney). + Communicate with clients by phone or email… more
- LA Care Health Plan (Panorama City, CA)
- …the development and implementation of a work plan, technical procedures, and relationship management ensuring successful implementation of CRC initiatives. Acts ... Community Resource Center Specialist III Job Category: Customer Service...sound decisions with incomplete information. Preferred: Experience with the Salesforce CRM platform Knowledge and understanding of… more
- ZOLL Medical Corporation (Irvine, CA)
- …proven track record with sales projects, assignments and providing clinical and relationship management support to physicians and staff. + Excellent organization ... for account post sale implementation and execution inclusive of customer training, and project management responsibilities. +...WellStar) preferred. preferred and + Two years minimum of CRM or Salesforce experiencerequired and + Minimum… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …issues. + Prepare reports and assist with quarterly client reporting. + Maintain CRM and portfolio management systems ( Salesforce , Orion). + Support ... About the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management ...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... + Prepare reports and assist with meeting materials using CRM and portfolio management systems. + Contribute...sensitive information. + Experience with Orion Advisor Tech and Salesforce is a plus. Want to know more? Apply… more
- AECOM (San Francisco, CA)
- …of collaborative tools such as Microsoft Teams, SharePoint, etc. + An understanding of CRM Salesforce experience is a plus. + Initiative, skill, and personal ... Join us. **Job Description** **AECOM** is seeking a highly talented **Marketing Proposal Specialist III** to join our **West Specialist Marketing Team** and work… more
- T. Rowe Price (San Francisco, CA)
- …Registered Investments Advisors, Banks, and Retail Platforms + Strong organizational, time management , and relationship management skills + Significant ... customer service and a comprehensive suite of investment management solutions to our diverse client base which include...territory and segment + Appropriately document and update our CRM ( Salesforce ) to ensure the data integrity… more
- Sysco (Riverside, CA)
- …collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco's CRM tool) + Leverage sampling in a solutions-oriented ... the expectation of achieving assigned business goals while enhancing the customer experience. This will be accomplished through maintaining industry and category… more
- Acuity Brands (Costa Mesa, CA)
- …+ Working knowledge of marketing automation platforms [Marketo, HubSpot, etc.] and CRM platforms [ Salesforce , Microsoft Dynamics, etc.] + Analytical mindset with ... of innovative new products and services, including lighting, lighting controls, building management solutions, and an audio, video and control platform. We focus on… more