• Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …financial advisor. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software. + Assists Financial Advisors with ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management ( CRM ) software, or similar contact … more
    Raymond James Financial, Inc. (09/09/25)
    - Related Jobs

  • Credentialing Specialist

    Robert Half Office Team (Rochester, NY)
    …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... actions as needed. * Prepare reports and maintain detailed records to support compliance efforts. * Utilize...CRM systems, and EHR platforms for efficient documentation management . * Ensure adherence to state and federal guidelines… more
    Robert Half Office Team (09/09/25)
    - Related Jobs

  • Communications Intern - Digital Marketing…

    Arup (New York, NY)
    …trends, best practices, and benchmarking. + Help maintain data quality in Client Relationship Management ( CRM ) systems to ensure accurate reporting. **Is ... deadlines with great attention to detail + Experience with CRM systems + Experience with Power BI, Power Automate,...sense of belonging for all. Our internal employee networks support our inclusive culture: from race, ethnicity and cross-cultural… more
    Arup (09/05/25)
    - Related Jobs

  • Marketing Intern (Available June 2026)

    Arup (New York, NY)
    …project information and standard submission data + Update and maintain information our Client Relationship Management ( CRM ) system up to date + Assist with ... information for project pursuits, interviews, and client outreach + Support the planning and execution of events, conferences, and...InDesign and Photoshop an asset + Experience with a CRM system an asset + Experience with Power BI,… more
    Arup (09/05/25)
    - Related Jobs

  • Program Manager II-Membership…

    Mount Sinai Health System (New York, NY)
    …utilization of CAPC resources are the success metrics for the Senior Member Relationship Manager . The insight and knowledge garnered from the Member Relations ... **Job Description** The **Member Relationship -Program Manager II-** is a highly...at member health systems as a CAPC representative to support relationship building and engagement efforts. +… more
    Mount Sinai Health System (09/05/25)
    - Related Jobs

  • Regional Sales Manager

    Cornerstone onDemand (New York, NY)
    …Relationships:** Use CRM tools to track leads and maintain accurate records , while nurturing ongoing relationships to support long-term growth. + ... and engaging with both technical and non-technical decision makers. + Are proficient with CRM or contact management systems and bring strong business acumen. +… more
    Cornerstone onDemand (09/03/25)
    - Related Jobs

  • Pursuit Coordinator

    Johnson, Mirmiran, and Thompson Inc. (Albany, NY)
    …Produce consistently compliant high-quality submissions while delivering exceptional customer service. + Provide Marketing essential functions and responsibilities, ... When opportunities are found, enter data for these opportunities into marketing database ( CRM ), tracking leads and associated go/no go decisions, and wins or losses.… more
    Johnson, Mirmiran, and Thompson Inc. (08/31/25)
    - Related Jobs

  • Manager , Business Development and Real…

    Leap (New York, NY)
    Manager , Business Development and Real Estate About Leap: Leap is building the world's largest network of branded retail stores - powered by data, systems and scale. ... Leap brings modern brands to life with compelling, immersive customer experience and data-driven operations. Our team is excited...wanted. About the role: Leap is looking for a Manager , Business Development and Real Estate who can drive… more
    Leap (08/28/25)
    - Related Jobs

  • Private Client Producer II

    AON (NY)
    …Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records + Collect detailed ... in using a variety of computer programs including agency management software/ CRM , MS Office, and carrier...to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records +… more
    AON (08/18/25)
    - Related Jobs

  • Dynamics Tech Lead/Sr Developer - Operations…

    Capgemini (New York, NY)
    …a Senior Microsoft Dynamics and Power Apps developer, who is familiar with Dynamics CRM , AI Builder, and Co-Pilot. The candidate will take ownership for the whole ... performing analysis, design, configuration, testing, and maintenance of large-scale case management application. The successful candidate will be a highly motivated… more
    Capgemini (08/15/25)
    - Related Jobs