- Kestra Financial (Wappingers Falls, NY)
- …Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a ... products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties...skills, both verbally and in writing + Strong time management and organizational skills; able to work independently and… more
- Intermountain Health (Albany, NY)
- …patient facing technologies, enterprise resource planning, workforce scheduling, time and attendance, customer relationship management ) + The staff Analyst ... requirements into design and development specification while providing product management * Configures, test, installs, implements, monitors, and maintains common… more
- University at Buffalo (Buffalo, NY)
- …or R) for data analysis and interpretation. + Ability to work with or learn Customer Relationship Management ( CRM ) software (eg, Slate, Salesforce). + ... Academic specialization or demonstrated interest in entrepreneurship, small business management , strategic decision-making, supply chain management , and\or… more
- Hudson Valley Community College (Troy, NY)
- …messages have been answered by the end of each business day. 5. Manages the Customer Relationship Management database for the department. 6. Organizes and ... (2) years of clerical experience in a position involving public contact or customer service functions in a non-retail setting (OR) An equivalent combination of… more
- Zoom (Albany, NY)
- …as an Account Executive specifically in SaaS and Tech Sales + Experience Utilizing Customer Relationship Management (CRM) tool + Experience with high volume ... communication solutions for our customers. Through strategic partnerships and a customer -centric approach, they play a pivotal role in expanding Zoom's presence… more
- Paylocity (Rochester, NY)
- …consistent achievement of revenue targets. + Set appropriate client expectations. + Maintain customer relationship management (CRM) database. + Other duties ... written and oral communications skills to effectively present Paylocity. + Strong customer service skills. + Ability to establish priorities and work independently.… more
- Monroe Community College (Rochester, NY)
- …Functions: Customer Service Support + Enter prospective student data into the Customer Relationship Management (CRM) system. + Answer incoming telephone ... calls and other forms of inbound communication, and respond to questions from prospective students (applicants), various college departments, and personnel to clarify information regarding Admissions files. + Provide support to the front desk area and all… more
- CUNY (Brooklyn, NY)
- …school counselors in a timely and professional manner. + Use Slate, the college's Customer Relationship Management (CRM) system, to log outreach activity, ... Kingsborough Community College is seeking two (2) dynamic, dependable, and customer -focused College Assistants to support our recruitment and outreach efforts.… more
- City of New York (New York, NY)
- …impacting New Yorkers; - Assist with the management of the Customer - Relationship Management (CRM) for public facing financial empowerment programs. ... - Collect publicly available data to update the Neighborhood Financial Health Indicators on the Neighborhood Financial Health Index Map; - Support the preparation of PowerPoint presentations, internal and external briefing documents, requests for information,… more
- BrightSpring Health Services (Manhasset, NY)
- …for the patient care process.* Develops quarterly business plans and maintains Customer Relationship Management , such as Salesforce.com. Qualifications * ... goals and objectives.* Provides regular feedback to local and corporate management regarding sales activity and success in market development.* Represents the… more