- Kestra Financial (Fort Worth, TX)
- …to gather requirements for account creation + Adding, updating, and completing workflows within our CRM system + Address work items in NOT IN GOOD ORDER (NIGO) ... Symonds Wealth Management is a retirement planning and investment ...Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for handling… more
- Mass Markets (TX)
- …maintaining a positive attitude. + Document all interactions accurately in the CRM system . + Follow communication scripts and standard operating procedures. ... but not limited to Automated Contact Center Solutions (ACCS), customer contact management , IT Services (IT Schedule 70), and Temporary and Administrative… more
- Paschal Air, Plumbing & Electric (Arlington, TX)
- …at industry events and build brand visibility + Track activity and performance in our CRM system + Meet or exceed business development goals What We're Looking ... service options clearly to a variety of audiences. + Customer -Focused Mindset: You're passionate about providing value and creating...license and a clean driving record. If you're driven, relationship -focused, and ready to make an impact with a… more
- Cornerstone onDemand (Houston, TX)
- …communication, presentation, time management and organizational skills + Experience using a CRM or contact management system + Openness and ability to ... **We're looking for an** **Alliances Manager ** We are seeking a successful software alliance...different parts of the role: selling, marketing, strategy, sales management and relationship building. This individual will… more
- Truist (Dallas, TX)
- …and deliver Purpose Driven Wealth experience. 7. Document all client interactions via CRM system . 8. Establish consistent visibility within local legal or ... 1. Bachelor's Degree 2. 7 or more years of lending or relationship management experience in the financial services industry 3. FINRA: Maintains proper licenses… more
- Paychex (Fort Worth, TX)
- …+ Create, manage, and advance accounts, leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. ... targeted email campaigns, and corporate marketing programs, as directed by Sales Management . + Leverage the Go-to-Market Sales Strategy to identify customers' needs… more
- CGI Technologies and Solutions, Inc. (Austin, TX)
- …and business objectives * Solve interesting problems to build or improve a system * Assess user requirements, procedures and problems * Provide quality client ... SQL, Tableau, Power BI) * Familiarity or experience with CRM tools (eg Salesforce) * Familiarity or experience with...Experience with Office 365 Suite * Understanding of project management tools (JIRA, Azure DevOps, ServiceNow, etc.) * Passion… more
- Owens & Minor (Irving, TX)
- …existing referrals to grow the business. + Enters call plan and outcomes into the CRM system . + Uses Apria reports and data to identify referral targets. + ... the Sales Executive II will work with the General Manager / Sales Manager to develop and...to develop and execute specific strategies to achieve sales, customer satisfaction, and profitability goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES**… more
- Netsync Network Solutions (Mcallen, TX)
- …gross profit (annual GP target: $650K) + Enter account data and related metrics into the CRM system for manager review + Some travel required to attend ... Detailed Description The Account Manager is responsible for conducting field work to...for maintaining relationships with assigned account partners to ensure customer satisfaction. Key Responsibilities + + Work in an… more
- US Bank (Dallas, TX)
- …and sales experience **_Preferred Skills and Experience_** + Expert leasing sales, relationship management , and new business development skills + Considerable ... an open Direct Sales Officer position as an Area Manager (AM) in our Capital Equipment Group. The AM...+ The **_Direct Sales Officer_** works with US Bank Relationship Managers (bankers) to identify, transact, and close equipment… more
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