- Robert Half Finance & Accounting (Houston, TX)
- … Systems . * Familiarity with CobiT is essential. * Experience working with CRM systems . * Deep understanding of Accounting Functions. * Proven track record ... findings. This role involves a deep understanding of business systems and CRM , as well as expertise...methodologies in auditing processes for optimal results * Manage CRM data to maintain accurate records and… more
- Levi, Ray & Shoup, Inc. (Dallas, TX)
- …Deliver EOM presentations and product demonstrations. + Update Management : Keep accurate sales records in the LRS CRM system and review account status ... within their environment. + Present LRS solutions to improve customer output management computing environments. + Propose... records of sales-related activities in our Dynamics CRM system . Organization Structure and Interfaces: The… more
- PenFed Credit Union (San Antonio, TX)
- …Connect, Data Connect, Salesforce CRM , etc., is required. + Previous experience with CRM /Lead Management systems is a plus. + Additional experience in ... security and use policies. + Support compliance with the records , information, and knowledge management requirements of...Deliver technical visualization of proposed solution for approval by customer and execution by system developers. +… more
- TruGreen (Houston, TX)
- …guidelines and technology/ CRM . + Generates leads through utilizing a CRM system to manage projects and opportunities, contact information, forecasting ... sales in a professional environment by calling on and prospecting with property management firms, as well as large corporations and sports related facilities. This… more
- Pentax Medical (Dallas, TX)
- …on-time within CRM systems + Manage forecast and probability within CRM system + Develop selling opportunities in high impact accounts and engage, VP, ... feedback + Hold Territory Managers accountable for their sales activities, including CRM updates and developing relationships with accounts + Support and develop… more
- Kestra Financial (Grapevine, TX)
- …and excellent client-facing skills. The Client Relations Associate manages the CRM system , schedules appointments, does meeting preparation and follow-through. ... pay close attention to detail, ensure accuracy and completeness of work + Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint +… more
- DHL Express, Inc. (Dallas, TX)
- …and written) + Computer Proficiency in Microsoft Excel (additional experience with a CRM system is preferred) Successful academic and professional track record ... and written) + Computer Proficiency in Microsoft Excel (additional experience with a CRM system is preferred) Successful academic and professional track record… more
- Coinbase (Austin, TX)
- …crypto concepts clearly and persuasively to prospective clients. * * CRM Management :* Maintain accurate and up-to-date records of all sales activities, client ... interactions, and pipeline progress in our CRM system (eg, Salesforce). * *Client Relationship Nurturing:*...a plus. * Prior experience in sales, business development, customer service, or a client-facing role (even internships) is… more
- Jack Henry & Associates (Allen, TX)
- …within CRM , Configure, Price Quote (CPQ), and Contract Lifecycle Management (CLM) applications. + Performs other duties as assigned. What you'll need ... and Lightning components, optimizing multi-cloud architecture, and driving automation across CRM , CPQ, and CLM platforms. Candidates will also explore AI-driven… more
- Principal Financial Group (Addison, TX)
- …+ Proficiency in Microsoft Office Suite and familiarity with industry-specific software and CRM systems . Ability to quickly learn new web-based programs. + ... broker dealer. + Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage,...+ A keen sense of urgency and responsiveness to customer needs as well as communication and relationship… more