- KeyBank (Tarrytown, NY)
- …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
- Comcast (Bellport, NY)
- …want you to fast-forward your career at Comcast. **Job Summary** The Senior Manager , Enterprise Direct Sales - Managed Solutions is responsible for leading and ... Account Executives, ensuring continuity and capability through effective talent management practices.** **Leverage strong knowledge of company products, pricing… more
- Paychex (Syracuse, NY)
- …Create, manage, and advance accounts, leads, and opportunities daily in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts. ... Uses digital tools, including conversational intelligence tools, as directed by management . + Develop and maintain key referral sources, including Accountants,… more
- Amazon (New York, NY)
- …a subject matter expert in terms of Live Sports data, requirements and system enhancements needed to optimize analytics and reporting * Execute granular revenue, ... ensure that each report is accurate and timely with a high degree of customer focus in resolving data discrepancies * Develop processes to efficiently distribute and… more
- Tompkins Community Bank (Ithaca, NY)
- …set-up; closing accounts; deposits/disbursements; account status changes; account notes in the CRM system . + Perform administrative tasks including sorting and ... to ensure compliance with Company and regulatory requirements. Responsibilities + Perform Customer Service related tasks including but not limited to new account… more
- Cognizant (Albany, NY)
- …years of experience in Salesforce. - Expertise in Salesforce including Integration, CRM Analytics, Experience Cloud. - Experience in technical code reviews and ... issues/risks and present alternatives. - Salesforce Application Architect or Salesforce System Architect certification. **These will help you stand out** -… more
- The Research Foundation for SUNY (Albany, NY)
- …empowered to make strategic decision regarding invention, technology, and intellectual property management , as long as those decisions support IEA goals, and the ... in RF's Technology Transfer Lifecycle. + Work collaboratively with Innovation Asset Manager and IP Assistant and Compliance Coordinator to ensure all disclosures are… more
- NTT America, Inc. (NY)
- …information to identify areas requiring support. + Ensure accurate maintenance within the CRM system as the central repository for all sales-related information. ... 15% **Ways to stand out:** + Proficient in Miller Heiman account management processes, with practical experience. + Familiarity with Agile project delivery methods.… more
- Narda-MITEQ (Hauppauge, NY)
- …and government contractors + Manage sales forecasts and pipeline health using customer relationship tools and analytics + Prepare and present monthly ... of all essential functions, duties and skills required of personnel in this position. Management retains the discretion to add or change the duties at any time.… more
- Paychex (Webster, NY)
- …+ Maintains accurate records of contacts and client information in BeneTrac CRM tools. + Strives to gain knowledge of the benefits brokerage business, Human ... sales activities in an assigned territory by introducing the BeneTrac system of electronic enrollment and benefit administration tools to broker distributors… more