- Raymond James Financial, Inc. (St. Petersburg, FL)
- …marketing materials for all constituents listed above. + Assistance in managing the team's CRM system to ensure timely and effective follow ups related to deal ... securities industry. + Advanced transaction structure and process. + Advanced client relationship building and management . + Advanced concepts, principles, and… more
- Truist (Tampa, FL)
- …and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management ( CRM ) system . Execute on all risk, ... needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated… more
- Lithia & Driveway (Sanford, FL)
- …and ensure seamless hand-offs to the in-store sales team✔ Maintain accurate customer records in the CRM system ✔ Stay current on product knowledge and ... to join our winning team! If you're passionate about providing outstanding customer service, enjoy connecting with people, and want to grow your career… more
- Norstella (Tallahassee, FL)
- …market fit in highly complex selling situations * Utilize Citeline's Salesforce CRM system to document all pre-sales support activities **Qualifications:** * ... and development to regulatory approval, and from product launch to lifecycle management , we provide the intelligence and insight to help our customers seize… more
- KeyBank (Naples, FL)
- …business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system , and personal meetings. Captures ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) +… more
- Teleflex (Jacksonville, FL)
- …central catheters (PICC), as well as specialty devices and an advanced vascular positioning system to facilitate precise placement of a PICC or CVC near the heart. ... process by partnering with sales representatives and the current or intended customer to drive the clinical aspects of product evaluations, implementations, and… more
- NBC Universal (Orlando, FL)
- …(http://www.sportsengine.com/) , the largest youth sports club, league and team management platform; GolfNow (http://www.golfnow.com/) , the leading online tee time ... needs + Lead and/or participate in recurring meetings with stakeholders from our Product Management and Sales teams, and act as the voice of our business to ensure… more
- Amazon (FL)
- … customer service experience - A drive to dig into the details of a system or process to solve customer problems - Ability to document technical customer ... highly technical? Are your peers in awe of your Customer Service skills and troubleshooting skills? Do you have...a fast paced support environment - Experience using Salesforce CRM Amazon is an equal opportunity employer and does… more
- Wolters Kluwer (Tallahassee, FL)
- …records of all sales activities, pipeline status, and client interactions in the CRM system . **Other Duties:** + Performs other duties as assigned by ... a similar role. + 5 or more years of B2B field sales, account/ relationship management or partner/channel sales experience, including: + Developing and qualifying… more
- IDEX (Ocala, FL)
- …preferred. + Related experience in the fire industry is an asset. + Experience with customer management system . + Knowledge of MS Office suite. + **Must ... territory results. + Demonstrate effective territory and pipeline opportunity management with the Salesforce CRM tool. +...and pipeline opportunity management with the Salesforce CRM tool. + Handle Regional Trade shows and Distributor… more