- WM (San Fernando, CA)
- …over 30 years ago, we have grown from a small start-up in medical waste management into a leader across a range of increasingly complex and highly regulated arenas, ... needs. Motivated by success. + Follows up on targeted marketing campaigns to grow business in geography leveraging our...strongly desired + Experience using Salesforce or other similar CRM and SAP is an advantage but not required.… more
- Robert Half Legal (El Segundo, CA)
- …temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support ... database of prospects and clients, ensuring accurate tracking within the company's CRM system. * Identify opportunities for up-selling and cross-selling services to… more
- Robert Half Finance & Accounting (Orinda, CA)
- …clients in a clear, timely, and professional manner. + Maintain and organize client records and documentation in CRM systems. + Collaborate with advisors to ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …are met and aligned with their financial plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce). + Follow up on pending ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Robert Half Finance & Accounting (Orinda, CA)
- …strategies + Meet with clients alongside advisors and help maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) ... Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE +...and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer… more
- Aston Carter (Santa Clarita, CA)
- …multiple projects simultaneously while meeting strict deadlines. - Keep meticulous records of opportunities, submissions, and follow-ups. * Relationship ... Network with municipalities, school districts, and other public agencies Skills Sales, Customer service, Inside sale, Lead generation, Account management , Data… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …and investment management . + Custodial systems and procedures. + Database management and reconciliation. + CRM systems (preferably Salesforce). + Microsoft ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Robert Half Finance & Accounting (Long Beach, CA)
- …Processes is a must * Proficiency in 3M, ADP - Financial Services, Concur, and CRM * Strong leadership and team management skills * Excellent communication and ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Robert Half Finance & Accounting (Hawthorne, CA)
- …temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support ... controls. * Oversee auditing processes to maintain accuracy and integrity in financial records . * Utilize accounting software systems and tools, such as CRM … more
- Cengage Group (Los Angeles, CA)
- …Work with other sales personnel (eg Customer Growth Specialist and Account Relationship Manager ) to achieve open territory and regional sales goals + ... of technology communication tools + Update and maintain our CRM (Salesforce) + Report to the District Manager...At least two (2) years of successful sales (or customer interaction) experience + Direct sales, marketing … more