• Sr. Financial Analyst

    Robert Half Finance & Accounting (Tustin, CA)
    …temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support ... opportunities. * Utilize your skills in 'Business systems', 'Confluence', ' CRM ', 'Crystal Reports', 'Data Mining Techniques', 'About Time', 'Accounting Functions',… more
    Robert Half Finance & Accounting (07/29/25)
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  • Territory Portfolio Manager (Capital…

    Insight Global (San Francisco, CA)
    Job Description Insight Global is seeking Device Sales Representative/Territory Portfolio Manager for a for a direct-hire opportunity at one of our Healthcare Device ... expect to travel up to 75% for the role - including onsite customer visits, tradeshows, traveling to headquarters for demonstrations etc. Comission is uncapped and… more
    Insight Global (07/26/25)
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  • Senior Consulting Director, Cloud Security,…

    Palo Alto Networks (Santa Clara, CA)
    …few! **Your Career** As a Senior Consulting Director within Unit 42's Cyber Risk Management ( CRM ) team, you will lead our Cloud Security Assessments offering and ... leadership, and advancing service innovation. Working closely with the Managing Director and CRM NAM Practice leader, along with peers in North America and other… more
    Palo Alto Networks (07/23/25)
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  • Field Account Executive, Retail Focus

    Zones LLC (Los Angeles, CA)
    …reporting on KPIs tied to bookings, revenue, and margin contribution. Client Relationship Management : + Practice strategic relationship development and ... coordination-ensuring technology delivers value at the store level. + Sales Pipeline Management : Maintain accurate pipeline and forecasting in CRM tools,… more
    Zones LLC (07/20/25)
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  • Client Service Associate at Thriving Wealth…

    Robert Half Finance & Accounting (Mountain View, CA)
    …a plus + Proficiency in Microsoft Office (Outlook, Excel, PowerPoint) + Familiarity with CRM and document management systems is a bonus + Exposure to custodial ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
    Robert Half Finance & Accounting (07/19/25)
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  • Account Manager , Senior Living

    BrightSpring Health Services (Union City, CA)
    …cannot be performed remotely. Required: 3 or more years' experience in client management ( customer service) or sales in Long-Term Care. We offer: DailyPay ... new facility start-ups/transitions.* Compiles Client reports and assists with CRM data management and issue resolution ...or related industries* Desired: previous experience in a client management , customer service, or client support role;… more
    BrightSpring Health Services (07/19/25)
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  • Regional Sales Manager

    Cornerstone onDemand (San Francisco, CA)
    …competing priorities to consistently meet and exceed sales targets as well as key management objectives. + **Build Relationships:** Use CRM tools to track leads ... and engaging with both technical and non-technical decision makers. + Are proficient with CRM or contact management systems and bring strong business acumen. +… more
    Cornerstone onDemand (07/12/25)
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  • Community Liaison - Hospice

    BrightSpring Health Services (Chula Vista, CA)
    …Apreva Hospice Overview Under the general administrative direction of the reporting manager , the Community Liaison will market hospice and or home health services ... facilities and other relevant organizations. + Document all interactions in the CRM system. + Build and maintain strong, professional relationships with referral… more
    BrightSpring Health Services (07/09/25)
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  • Assoc., Sales (remote position…

    Evident Scientific (Sacramento, CA)
    …sample account. * Provide Sales Manager with weekly call reports via entries into CRM Calendar and weekly update of CRM open opportunities. * Work to develop ... The Microscopy Rep functions as a resource for the customer and identifies customer needs based upon...LMS365 etc. Develop proficiency with Salesforce.com Calendar and time management skills. * Develop proficiency with Elton inventory control… more
    Evident Scientific (07/07/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Diego, CA)
    …Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software. + Assists Financial Advisors with ... products and industry regulations. + Trading terminology. + Client Relationship Management ( CRM ) software, or...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… more
    Raymond James Financial, Inc. (07/03/25)
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