- Robert Half Finance & Accounting (Berkeley, CA)
- …and investment management . + Custodial systems and procedures. + Database management and reconciliation. + CRM systems (preferably Salesforce). + Microsoft ... Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio… more
- Ralliant (Sacramento, CA)
- …between business stakeholders and technical teams, ensuring that our systems - from CRM to field service management , quoting, billing, and reporting - are ... ticketing, quoting, billing) + Experience working with MS Dynamics or other ERP/ CRM /service management platforms strongly preferred + Proven ability to… more
- Robert Half Office Team (San Diego, CA)
- …compassionate and detail-oriented Bilingual Spanish Call center specialist to join our team in San Diego, California. As part of a mission-driven nonprofit ... teams to address and resolve client needs effectively. * Deliver exceptional customer service in all communications, maintaining a positive and empathetic approach.… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... for someone detail-oriented, proactive, and eager to contribute to a collaborative team . What You'll Do: + Manage portfolio reporting, rebalancing, and trade… more
- UL, LLC (Fremont, CA)
- …this role will collaborate with other members of the UL Solutions Sales team , Affiliate Executives, and Alliance Partners to expand our client base, focusing on ... competitors. + Understands sales best practices, methods and supporting systems (including CRM ). + Strong collaboration skills with the ability to work seamlessly… more
- Robert Half The Creative Group (La Mirada, CA)
- …Collaborate with sales to ensure smooth lead handoff and pipeline growth. + HubSpot CRM Setup & Management + Implement and manage HubSpot for automation, ... efforts and serve as the bridge between our internal team and external marketing consultants. What You'll Do +...consultants. What You'll Do + Lead Acquisition & Campaign Management + Design and optimize digital campaigns (email, paid… more
- nVent (Sacramento, CA)
- …being: + Innovative & adaptable + Dedicated to absolute integrity + Focused on the customer first + Respectful and team oriented + Optimistic and energizing + ... solutions. **WHAT YOU WILL EXPERIENCE IN THIS POSITION:** As the Regional Sales Manager for Core Accounts, you will be responsible for leading sales efforts across… more
- Rep-Lite (San Diego, CA)
- …events Own Your Accounts + Manage your sales pipeline and forecast opportunities + Keep CRM and customer notes up to date + Submit accurate reports and expense ... We're looking for a motivated, early-career sales professional to join our fast-growing team as a Territory Sales Representative. You'll be the face of our company… more
- Sinclair Broadcast Group (Los Angeles, CA)
- …clients based on business needs, using existing company capabilities + Collaborate with team members to ensure sales and service excellence for all owned accounts + ... Track revenue-generating activities within the CRM (Salesforce) and regularly supply sales outlooks and revenue forecasts + Occasional overnight travel to meet… more
- Warner Bros. Discovery (Burbank, CA)
- …media investment, and product decisions. You'll work across paid media, CRM , social, community, and owned channels to analyze performance, identify optimization ... mobile and console/PC titles, focusing on paid media, UA, CRM , brand, social, and community channels. + Build and...them at www.wbd.com/guiding-principles/ along with some insights from the team on what they mean and how they show… more