- BrightView (Pleasanton, CA)
- …helps to achieve long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, negotiates, and closes business ... and handle contract negotiations with minimum supervision. + Identify customer needs and utilize solution-based selling techniques to fully demonstrate… more
- Navient (San Francisco, CA)
- …together! **The Client Happiness Origination Associate position will report to the Senior Manager of Client Happiness.** **As the Client Happiness Origination ... and a commitment to achieving conversion goals. + Utilize CRM software and other tools to track customer...You:** + 2-3 years of relevant sales and or customer success experience in relationship or consultative… 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
- Robert Half Finance & Accounting (Long Beach, CA)
- …controls in accordance with the company's procedures. * Communicate financial metrics to senior management and provide advice on how to increase revenue and ... Proficiency in 3M, ADP - Financial Services, Concur, and CRM * Strong leadership and team management ...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- Robert Half Office Team (Santa Barbara, CA)
- …arrangements and expense reporting using systems like Concur. * Maintain accurate records and data within CRM platforms, ensuring up-to-date and accessible ... We are looking for a detail-oriented Executive Assistant to support senior leadership in a fast-paced financial services environment. This Contract position… more
- Experian (CA)
- …Learn more at experianplc.com. Experian's Direct-to-Consumer (D2C) business is looking for a Senior Product Manager to join our growing Insurance team. In this ... and platform partnerships. + Improve internal tools and workflows, enhancing CRM systems, quoting flows, admin controls, and automation to support operations.… more
- Danaher Corporation (Redwood City, CA)
- …Sciences; Master's Degree or PhD strongly preferred. + 15+ years experience in senior commercial management roles within North America, preferably in life ... to develop strong followership within the commercial organization. + Proficiency in CRM systems and commercial process management . Travel, Motor Vehicle Record… more
- Antech Diagnostics (Thousand Oaks, CA)
- …customer activities at meetings as assigned. + Maintains Salesforce ( CRM ) customer and business date and other system records accurately and thoroughly. + ... + Shares important insights and competitive market information to regional and senior leadership. + Enhance overall customer experience by researching customers… more
- Rep-Lite (San Diego, CA)
- …events Own Your Accounts + Manage your sales pipeline and forecast opportunities + Keep CRM and customer notes up to date + Submit accurate reports and expense ... our presence in non-acute healthcare settings like long-term care facilities, senior living communities, retail and LTC pharmacies, outpatient clinics, physician… more
- University of Southern California (Los Angeles, CA)
- …to secure resources that ensure USC's global leadership in higher education. Reporting to the Senior Director, CRM and Data Management , this role focuses on ... University Advancement is seeking an Associate Director, Data Management to join its CRM and Data Management team. University Advancement drives… more