- Robert Half Finance & Accounting (Mountain View, CA)
- …requests (eg, wires, checks, ACHs, RMDs) and monitor custodian alerts + Maintain accurate records in CRM systems and support client meeting scheduling + ... the financial services industry + Proficiency in Microsoft Office; experience with CRM and portfolio management software preferred + Familiarity with custodial… more
- Wolters Kluwer (Sacramento, CA)
- …help save lives, improve the way we do business, build better judicial and regulatory systems . We help them get it right. **Who We Are: Wolters Kluwer: The world is ... place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Senior Customer Service Representative role offers growth potential opportunities, professional… more
- Robert Half Finance & Accounting (Salinas, CA)
- …efficient operations and superior customer service. Responsibilities: * Utilize and manage CRM and ERP systems * Monitor and manage the supply chain process ... contracts * Utilize 'About Time' software for effective time management * Ensure the provision of optimal customer... management * Ensure the provision of optimal customer service within the organization Posted by Recruiting Director… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …interact with high-net-worth clients + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + Excellent organizational skills and ... Description Overview: A boutique wealth management firm is seeking a Client Service Associate...deposits, withdrawals, and account updates + Maintain accurate client records using CRM software (Salesforce preferred) +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …multiple tasks and prioritize client needs + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + High attention to detail and strong ... account transactions including deposits, withdrawals, and updates + Maintain accurate client records using CRM software (Salesforce preferred) + Collaborate with… more
- Teledyne (CA)
- …a quarterly and annual basis + Provides accurate booking forecasts and keeps up-to-date customer and pipeline records + Actively manages the channels to ensure ... you do and are looking for an exciting Sales Manager opportunity to share your unique talents in a...address not only brand level solutions, but turn-key, customized systems that leverage our full range of technology. Our… more
- Robert Half Office Team (San Diego, CA)
- …+ Excellent communication and active listening skills + Experience with Salesforce or other CRM systems preferred + Strong attention to detail and data entry ... Description We are seeking a bilingual (Spanish-English) Customer Service Representative with a non-profit organization to support our community by providing… more
- WM (Century City, CA)
- …Strong presentation, communication and negotiation skills + Proficient in Microsoft Office Suite, CRM systems and internet/social media + Results oriented with a ... have grown from a small start-up in medical waste management into a leader across a range of increasingly...strongly desired + Experience using Salesforce or other similar CRM and SAP is an advantage but not required.… more
- City Wide Facility Solutions (Belmont, CA)
- …Experience within a short sales cycle with strong closing skills. Proficient in CRM systems . Prior sales training. Outgoing, dynamic personality. An excellent ... achieving metrics, win business. + Utilize and manage our CRM to capture/enter all customer information. +...positive work atmosphere. + Other duties as assigned by management . Requirements 2+ years outside B2B sales experience Demonstrated… more
- SHI (Sacramento, CA)
- …+ The expertise in using Microsoft Outlook, Word, Excel, PowerPoint, and various business systems such as AX, SalesCenter, CRM , and PBI. - Intermediate + The ... through strategic solution selling, technical enablement, and proactive account management . The BSE works cross-functionally with SHI's sales organization, Cisco,… more