- Kestra Financial (Wappingers Falls, NY)
- …Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a ... products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties...Experience with the following software preferred + Redtail client CRM + MoneyGuide Pro/Elite + eMoney + Morningstar Advisor… more
- ADDMAN Engineering, LLC (Ontario, NY)
- …+ Develop and deliver customized proposals and quotes based on project specifications Customer Relationship Management + Serve as the primary technical ... technical reviews to support sales efforts Engineering Support & Solution Design + Interpret customer ...customer meetings to promote company capabilities Reporting & CRM Use + Maintain accurate records of… more
- SHI (Albany, NY)
- …productivity and perform various tasks efficiently - Intermediate * Proficiency in utilizing Customer Relationship Management ( CRM ) software to manage ... within the Advanced Growth Technologies. The AI Solutions Executive will directly support SHI Account Executives and Sales Teams by equipping them and their… more
- Stryker (Buffalo, NY)
- …independently, using professional expertise to make informed decisions and drive results. + ** Customer Relationship Management ** : Strong ability to build ... serve your clients. + **Collaborate Effectively** : Work cross-functionally to resolve customer concerns, support product training, and ensure successful program… more
- Independent Health (Buffalo, NY)
- …relationships with internal staff, manufacturers, and providers. + Proven successful sales and customer relationship management ability and skills. + Proven ... efforts. The position will demand a proactive approach to relationship management , with a focus on consulting...and parent and affiliate company associates. + Maintain detailed records of all contacts and meetings through CRM… more
- Encore (New York, NY)
- …all customer information is up to date and accurate in the Customer Relationship Management system ( CRM ) at all times. * Actively refer and guide ... **Position Overview** The Sales Manager , Venues is responsible for effectively guiding customers...planning meetings, and appropriate venue meetings as necessary to support the customer event experience. * Understand… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Relations (UDAR) is dedicated to soliciting the private funding necessary to support the strategic goals of the University in teaching, learning, and research. ... alumni, parents, faculty, and friends for immediate, long-range, and future financial support , through gifts and pledges to the University, for critical operations… more
- International Rescue Committee (New York, NY)
- …Team. The Marketing Technology Team is responsible for the enterprise supporter management platforms that support the global delivery of private sector ... and support within the Salesforce NPSP architecture, including donation management , households, and engagement plans. + Administer and enhance Salesforce NPSP… more
- Casella Waste Systems Inc. (Plattsburgh, NY)
- …knowledge and competence in one or more technical areas of Casella's business and customer service and client relationship management \. Able to effectively ... and maintains customer and sales information in CRM and Case Management systems to troubleshoot...II:** 3\-5 years of progressively complex experience in the customer service and client relationship management… more
- Principal Financial Group (Albany, NY)
- …Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and ... (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically… more