- Cushman & Wakefield (San Diego, CA)
- … and client Provide sales, marketing and transaction support Supports client relationship management in partnership with Broker(s) Support timeliness of ... brochures and other marketing materials as needed for listings **Maintain Client Relationship Management Database-** Maintain and enter new leads and… more
- Microsoft Corporation (San Francisco, CA)
- …(ERP). This includes areas such as CRM , Customer Service, Customer Insights and Marketing, Field Service, Project Management , Supply Chain Management ... a comprehensive set of business applications that address both Customer Engagement ( CRM ) and Enterprise Resource Planning...Program Manager to join our Dynamics 365 Customer Experience and Growth team . This role… more
- Fortive Corporation (CA)
- …investment tools as needed. The Regional Account Manager approaches each customer from a total account management perspective by using resources ... Manager accurately articulates the value proposition for the customer , including collaborators such as surgeons, clinical leaders, surgical business managers,… more
- Ford Motor Company (Sacramento, CA)
- …+ Drive adoption and proficiency of sales tools and technologies (eg, CRM , sales engagement platforms, learning management systems) through training and ... the way the world moves? Ford Pro Intelligence provides telematics and fleet management services to our commercial and fleet customers. Ford Pro products and… more
- Semios (Shasta Lake, CA)
- …& Data Management (50%) + Own the strategic optimization of CRM (HubSpot) workflows, lead routing, and data governance policies to enhance sales effectiveness ... decision making to help nature feed a growing population. Join our team of expert engineers, agronomists, entomologists, crop researchers, and data scientists who… more
- Envista Holdings Corporation (Torrance, CA)
- …soliciting and securing orders for their business use. In partnership with a team of Inside Sales and Customer Support representatives, communicate product ... in CRM system. **PRIMARY DUTIES & RESPONSIBILITIES:** + Solidify customer relationships as a trusted, consultative business advisor and partner. Probe and… more
- WelbeHealth (CA)
- …The Senior Care Advisor will collaborate with market leaders, members of the clinical team , and others to get seniors all the way to enrollment, which may include ... (1) year of experience in **tele sales** , **or** ** customer services sales** , Medicare or PACE sales experience...experience in a call center setting. + Experience using CRM systems (Salesforce or other similar CRM … more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …are met and aligned with their financial plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce). + Follow up on pending ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm...and personable Client Service Associate to join its growing team . This firm is known for delivering highly personalized… more
- Robert Half Finance & Accounting (Orinda, CA)
- …strategies + Meet with clients alongside advisors and help maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) ... Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE +...is seeking a Paraplanner to join their collaborative, tight-knit team in the East Bay. This role is ideal… more
- Robert Half Finance & Accounting (Hawthorne, CA)
- …including CRM and Crystal Reports. * Demonstrated leadership and team development skills. * Familiarity with federal credit union operations and processes. ... are looking for a skilled Controller to join our team in Hawthorne, California. This role is ideal for...auditing processes to maintain accuracy and integrity in financial records . * Utilize accounting software systems and tools, such… more