- Kiewit (Dallas, TX)
- …SharePoint. * Proficiency in Adobe InDesign preferred; experience with Cosential, SmartSheet or similar CRM software is a plus. * Ability to multi-task and work ... fun group focuses on winning more work with high-quality, client-focused sales strategies through creative communication techniques. Our rapidly growing team, which… more
- Wolters Kluwer (Austin, TX)
- …spend up to 95% of their time processing work. + Education: Bachelor's degree + Customer Relationship Management : Ability to manage and nurture customer ... - 5:00 pm CT** **What We Offer: ** The Manager , Customer Success role offers growth potential...assess satisfaction and areas for improvement. + Collaborate with sales and support teams to implement customer … more
- Kestra Financial (Fort Worth, TX)
- …Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a ... Symonds Wealth Management , a comprehensive financial planning and investment firm...reviews * Manage data and plans in financial planning software * Learn the technical aspects of the advisor… more
- Kestra Financial (Cypress, TX)
- …This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a ... industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities… more
- American Heart Association (Dallas, TX)
- …manner. + Ability to document plans, progress, and results in the Association's Salesforce Customer Relationship Management system in an accurate and timely ... professional estate planning and wealth advisors. + Demonstrated skills in relationship building and stewardship, conducting effective sales /solicitation calls,… more
- NTT America, Inc. (Dallas, TX)
- …Executives to develop customer relationships and manage risks. + Excel in customer relationship management at CXO levels, presenting operations and ... of sale. + Develop action plans to close forecast gaps. + Manage account ramp-up/ramp-down resources efficiently. Sales & Relationship : + Collaborate with Client… more