- Insight Global (Los Angeles, CA)
- …rules, forms, dashboards, and security roles. * Serve as the primary liaison between business stakeholders and technical teams for CRM-related initiatives. * Use ... experience configuring and administering Dynamics 365 CRM (Sales, Customer Service, or Marketing modules). * Strong SQL skills, including writing complex queries and… more
- Umpqua Bank (Irvine, CA)
- …& operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large ... investment decisions. + Coordinate and assist Financial Advisor(s) with client events by marketing , mailings, follow-up & assistance on day of event. + Work with… more
- Robert Half Office Team (Mountain View, CA)
- …records, and other office documentation. + Communication: Serve as a liaison between departments, clients, and external stakeholders. + Office Coordination: Assist ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- FANUC America Corporation (Lake Forest, CA)
- …+ Financial establishment of new customers + Follow up on aging leads from marketing and leads distributed to ASI's + Coordinate and support trade shows, regional ... open houses, training events, school group visits and sales meetings + Ongoing liaison to Headquarters and Regional offices to identify best practices and support… more
- Robert Half Office Team (San Diego, CA)
- …compile data to support executive decision-making. + Serve as a liaison between executives and internal/external stakeholders. + Manage confidential information with ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- Robert Half Technology (Rancho Cordova, CA)
- …projects simultaneously, contributing as a dedicated team member. * Act as a liaison between the business community and IT teams, ensuring technical solutions meet ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …distribute quarterly capital statements to investors. + Act as the primary liaison for fund administrator relationships. + Support auditors to ensure timely issuance ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- Abbott (Sylmar, CA)
- …unit. + Responsible for direct compliance support to eg sales teams, marketing teams, and building compliance program to support their activities. + Responsible ... on compliance audits, oversees the fulfillment of auditors requests, acts as liaison between business and auditors during on site activities, evaluates and responds… more
- Robert Half Office Team (Irvine, CA)
- …ensuring all required information is available. * Act as a liaison between executives and internal or external stakeholders, facilitating clear communication. ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- Robert Half Office Team (Montebello, CA)
- …them correctly into the order system. + Serve as the primary liaison between customers and internal teams, ensuring clear communication and effective follow-up. ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more