- HRPivot (Vernon, CA)
- …accurate records of customer interactions, orders, and feedback in our CRM system . + Follow up with customers to ensure satisfaction and encourage repeat ... Wholesale Customer Service Representative As a Wholesale Women's Apparel...accounts simultaneously. + Proficiency with Microsoft Office Suite and CRM software (experience with [ CRM name, eg,… more
- Dodge Construction Network (Sacramento, CA)
- …reporting discipline: + Document all activities, insights, and opportunities in the designated CRM system + Deliver timely reports, updates, and forecasts to ... possess a keen sense of attention to detail, organizational skills and proven customer management skills **_Preferred Experience, Knowledge and Skills_** + A… more
- UCLA Health (Los Angeles, CA)
- …processing, data management , and analytics and reporting using a fundraising CRM . + Bachelor's degree or equivalent experience. + Possess a strong attention to ... Prospect Research Coordinator who has experience working with donor management CRMs (ideally, Salesforce) in a fast-paced development environment. Working… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Word and Excel. + Experience with MoneyGuidePro or MoneyGuideElite preferred. + Familiarity with CRM systems (Tamarac CRM strongly preferred). + Knowledge of ... Registered Investment Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate to join its collaborative… more
- ServiceNow, Inc. (San Diego, CA)
- …consultant and strategic advisor, collaborating closely with Sales, Product Management , and cross-functional stakeholders to craft customer -centric solutions. ... of the Fortune 500(R). Our intelligent cloud-based platform seamlessly connects people, systems , and processes to empower organizations to find smarter, faster, and… more
- WATTS (Escondido, CA)
- …highly preferred . Familiarity with computers, phones, and Microsoft Office Suite Preferred Systems Experience . Knowledge of CRM databases . Microsoft Excel, ... and we have a dynamic future ahead. Sentinel Hydrosolutions LLC is a customer service-based company focused on protecting homes from catastrophic water damage. We… more
- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …Salesforce CRM or equivalent platforms for pipeline and document management . + Outstanding written and verbal communication skills, tailored to both ... change from time to time. **Primary Responsibilities - Proposal Development & Management ** + Manage the end-to-end RFP process, ensuring timely, accurate, and… more
- Robert Half Office Team (Vista, CA)
- …as the primary point of contact for life sciences clients + Manage and update CRM systems with client interactions and service data + Coordinate with internal ... sector, requiring a high level of professionalism, technical understanding, and CRM proficiency. You'll manage client relationships, track service requests, and… more
- Robert Half Office Team (Roseville, CA)
- …Cisco Webex Meetings, Concur, and Kronos Timekeeping System . * Familiarity with CRM platforms and ADP systems . * Strong organizational and time management ... conference calls and ensure smooth communication between stakeholders. * Maintain and update CRM systems to track and manage executive-level data. * Provide… more
- Walmart (Sunnyvale, CA)
- … care team is dedicated to providing exceptional cutting-edge agent tools for customer care business. We've developed a home-grown CRM solution tailored to ... system modernization or application migration projects. + Familiarity with CRM platforms or customer support tools. + Experience with containerization… more