- Charles Schwab (Irvine, CA)
- …also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool + Openness to manage local ... of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a… more
- Burns & McDonnell (Los Angeles, CA)
- …1898 & Co.'s offerings with customer needs. Client Engagement & Relationship Management + Build and maintain trusted advisor relationships with ... process, from lead generation to contract negotiation. + Leverage Client Relationship Management (CRM) system to track opportunities, client engagements, and… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …two years industry experience, or equivalent education + Previous experience with Customer Relationship Management (CRM) systems is a plus **Knowledge, Skills, ... of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve...integral to success and to establish a strong service relationship with families. The PPAR also develops relationships with… more
- SCI Shared Resources, LLC (San Jose, CA)
- …to two years industry experience or equivalent education + Previous experience with Customer Relationship Management (CRM) systems is a plus **Knowledge, Skills ... of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve...integral to success and to establish a strong service relationship with families. The PPAR also develops relationships with… more
- SHI (Sacramento, CA)
- …governance, privacy, and compliance using Microsoft Purview. + Identify customer needs and requirements, recommend appropriate solutions, and proactively identify ... programs, including in-person and remote sessions. + Participate in customer and internal meetings, providing technical guidance and facilitating discussions.… more
- Capital One (Sacramento, CA)
- …increase the profitability of the bottom line. We aspire to become a trusted advisor , an informed teacher, and a concierge to guide and improve the confusing ... responsible for recruiting, onboarding, and training new sellers, and supporting those Relationship Managers. As a Local Market Leader (LML), you will report… more
- Frontdoor (Sacramento, CA)
- …build long-term relationships with real estate partners. + Develop a trusted advisor relationship with key accounts, partner stakeholders and executive sponsors. ... to ensure the timely and successful delivery of our solutions according to customer needs. The incumbent will manage and develop partner accounts to initiate and… more
- DoorDash (San Francisco, CA)
- …the door for hospitality operators to a new frontier of streamlined operations, customer insights and relationship management across all channels - from walk-in ... provide. DoorDash Lead AEs are trusted advisors and expert relationship -builders, approaching every conversation with potential partners in a...on the potential to drive in store revenue through customer engagement + Serve as a trusted advisor… more
- Amazon (San Francisco, CA)
- …You'll leverage your IT and/or Management Consulting background to serve as a strategic advisor to customers, partners, and internal AWS teams. As a DPM you will be ... provide portfolio guidance and oversight; and meet and exceed customer satisfaction targets. As a DPM you are primarily...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- Walmart (Sunnyvale, CA)
- …extraction from databases techniques Independently drives product feature analytics. Driving Customer Client Needs Requires knowledge of Customer and business ... To build and maintain consistent relationships with customers and proactively identifies customer needs. Creates scalable processes to gather and analyze customer… more