- Wolters Kluwer (Sacramento, CA)
- … customer support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and ... pipeline of opportunities to achieve sales objectives via prospecting and account management + Develop sales strategy for prospects and assigned accounts and… more
- Fifth Third Bank, NA (El Segundo, CA)
- …credit support, treasury management , and capital markets + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, ... and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting… more
- Wells Fargo (San Francisco, CA)
- …and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems + Strategically lead and ... + Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence… more
- Comerica (Salinas, CA)
- …outreach and foster new business relationships. Effective utilization of converge for customer relationship management . Operational Risk: Ensure compliance ... Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management : Actively engage in Banker Readiness by… more
- Comerica (Tustin, CA)
- …and foster new business relationships. + Effective utilization of converge for customer relationship management . Operational Risk: + Ensure compliance ... + Retirement Plan + Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall...Control and mitigate losses by following policies and procedures. Customer Experience Management : + Actively engage in… more
- Amazon (CA)
- …adhere to HIPAA regulations, and accurately document all interactions in the company's customer relationship management system. They should also be able ... Microsoft Office Suite Experience using electronic health records (EHR) or customer relationship management (CRM) systems Knowledge of HIPAA compliance and… more
- Antech Diagnostics (Fountain Valley, CA)
- …software systems to service accounts. This includes but is not limited to Customer Relationship Management (CRM) Software, Enterprise Resource Planning (ERP) ... E-mail required. + Intermediate ability with Salesforce.com or similar CRM ( Customer Relationship Management ) preferred. + Ability to maintain quality… more
- Celestica (San Jose, CA)
- …promotes and get approval for customer solutions **Key Activities/Tasks** + Customer relationship management (issues, projects, escalations, etc.) + New ... business and performance **Skills, Capabilities, Experience and Attributes** + Executive Relationship Management + Sales Process and Business Development … more
- PNC (Corona, CA)
- …Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client Relationship Management , Customer Experience Management ... organization, you will be based in Riverside, CA. **Job Description** + Coordinates relationship management activities with new and/or existing clients in a book… more
- PNC (Merced, CA)
- …Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management , Customer Experience Management ... organization, you will be based in Fresno, CA. **Job Description** + Handles relationship management activities with new and/or existing clients in a book… more