- ManageCasa Inc. (San Francisco, CA)
- …closure, ensuring a seamless transition to the onboarding team . 6. Customer Relationship Management : Cultivate strong, long-lasting relationships with ... value proposition. 4. Pipeline Management : Maintain accurate records of sales activities, opportunities, and customer ...accurate records of sales activities, opportunities, and customer interactions in CRM software to track… more
- Vylla Home (Long Beach, CA)
- …need. Vylla Home invests in you! We provide everything from free marketing and customer relationship management tools to 24/7 training, face-to-face broker ... costs! + Qualified leads, assets and referrals + Free CRM and CMA tools, transaction management system,...in you! We provide everything from free marketing and customer relationship management tools to… more
- HNTB (Santa Ana, CA)
- …and quality control of marketing materials/technical documents + Knowledge and/or familiarity with customer relationship management ( CRM ) platforms + ... With our historic growth, it is an exciting time to join our team of employee-owners. This opportunity entails being responsible for writing and organizing proposals… more
- Carrington (Anaheim, CA)
- …Encompass or equivalent loan origination system, or ability to learn it + Knowledge of Customer Relationship Management ( CRM ) systems, or ability to ... our amazing team ** Responsible for the management of Account Executives and broker relationship ...management . + Ensure that Account Executives are updating CRM system with sales activities, marketing efforts, and broker/contact… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …* Proficiency in using 3M * Experience with ADP - Financial Services * Proficient in Customer Relationship Management ( CRM ) * Experience in ERP - ... an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in...and CRM to maintain efficient and accurate customer credit records . * Facilitate leadership development… more
- Thompsons Auto Group (Placerville, CA)
- …satisfaction. Reports To General Sales Manager / Sales Manager Responsibilities Customer Relationship Management + Customer Engagement: Greet ... dealership sales processes. Administrative Duties + Documentation: Prepare and maintain accurate records of customer interactions, sales, and purchases using the… more
- City Wide Facility Solutions (Los Gatos, CA)
- …for City Wide's outside sales team . + Manage and update the Customer Relationship Management ( CRM ) database (Microsoft Dynamics), including ... include qualifying prospects and coordinating appointments for our sales team , ensuring a steady flow of opportunities for business...+ Working knowledge of Applicant Tracking Systems (ATS) and Customer Relation Management ( CRM ) +… more
- Intellisense Systems Inc (Torrance, CA)
- …in a technical customer support or logistics role. + Proficiency with customer relationship management ( CRM ) software and Enterprise Resource ... maritime, and airborne applications. We're seeking an exceptional Technical Customer Support Agent to join our team ....engineering. + Maintain meticulous records of all customer interactions and logistical activities in our CRM… more
- APTIM (San Diego, CA)
- …of document control systems and records filing. + Provides hands-on assistance with Customer Relationship Management ( CRM ) implementations and data ... as Concur, highly desired. + Technical aptitude with exposure to data management , CRM implementation, Agile methodologies, and workflow automation considered… more
- HNTB (San Diego, CA)
- …Pro), and Microsoft Office (Word, Excel, Powerpoint) + Knowledge and/or familiarity with customer relationship management ( CRM ) platforms + Excellent ... serving as a supervisor or similar oversight role + Strong mentorship and team leadership and relationship -building skills + Proficiency in Adobe Creative Suite… more