- Intuit (Mountain View, CA)
- …using QuickBooks/FinTech products. + Experience with CRM systems (eg, Salesforce , HubSpot) and leveraging them to manage customer relationships and ... or equivalent work experience. + 10+ years of progressive experience in customer event management , customer engagement, event management , or program … more
- Insight Global (San Mateo, CA)
- …all levels, from IT managers to C-suite executives. This role blends prospecting, relationship building, and strategic account management , with the goal of ... Comfortable engaging with both technical and business stakeholders. Proficiency with CRM tools (eg, Salesforce ) and sales engagement platforms. Self-motivated,… more
- Closet Factory (San Carlos, CA)
- …of exceeding sales targets and driving team performance. * Tech-Savvy: Experience with CRM systems like Salesforce ; proficiency in Microsoft Office and CAD is ... * Collaborate with ownership to drive business expansion and customer satisfaction. * Hire, train, and retain top sales...a plus. * Customer -Centric: Strong communication and organizational skills with a commitment… more
- Exploratorium (San Francisco, CA)
- …cultivation, and solicitation at large nonprofit organizations + Expert knowledge of Salesforce CRM including data management , reporting and analysis; ... corporate partners, foundations, and financial advisors + Manage the IA Department's Salesforce CRM for all fundraising areas, ensuring that the platform… more
- Principal Financial Group (Los Angeles, CA)
- …competing priorities. + Comfortable with data entry and database management ( CRM experience preferred - eg, Salesforce and PowerBI). + Professional demeanor ... your chance to work collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support of the… more
- Palo Alto Networks (Santa Clara, CA)
- …high volume of sales orders, ensuring precise accuracy in entering data into the CRM ( Salesforce ) and cross-checking with the ERP system (SAP). + Collaborate ... Operations department, ensuring the accurate and timely processing of customer purchase orders. You will handle a high volume...Strong knowledge of ERP systems (eg, SAP, Oracle, Netsuite), CRM platforms ( Salesforce preferred), and a solid… more
- Wolters Kluwer (Sacramento, CA)
- …daily and weekly calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards. + Promote new ... and services and their correlation with our client's needs + Proficiency with CRM tools (ie Salesforce .com; SalesLogix) **Other Knowledge, Skills, Abilities and… more
- Aston Carter (San Diego, CA)
- …and Inventory Manager . This hybrid role blends technical service, inventory management , and relationship -building across key accounts in the San Diego area. ... client relationships to uncover opportunities + Document activities in CRM systems ( SalesForce , SAP, Oracle) + Assist...ability to lift 50 lbs + Mechanical aptitude and customer -first mindset + Proficiency in Microsoft Office; CRM… more
- Markem-Imaje (Cypress, CA)
- …+ Generate new opportunities within defined sales area. + Maintain and update Salesforce CRM system with accurate and timely information. + Collaborate closely ... including al procedures and policies. + Provide feedback to manager feedback on customer & prospect needs,...Excel and Power BI + Intermediate working knowledge of SalesForce .com or similar CRM tool + Visible… more
- FranklinCovey (Sacramento, CA)
- …+ **Collaboration:** Work closely with internal teams, such as marketing, product management , and customer support, to ensure a seamless client experience ... using CRM systems, providing regular updates and insights to management . **Basic Qualifications** + Bachelor's degree in Business Administration, Marketing, or a… more
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