- Robert Half Finance & Accounting (Mountain View, CA)
- …plus + Proficiency in Microsoft Office (Outlook, Excel, PowerPoint) + Familiarity with CRM and document management systems is a bonus + Exposure to custodial ... a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role based...client meetings + Maintain and improve admin processes; update CRM regularly + Support advisors and executives with day-to-day… more
- 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
- Xerox (Sacramento, CA)
- …hardware, software, and cloud technologies, to federal clients. + Pipeline Management : Maintain accurate records of opportunities, forecasts, and activities ... managed services. + Excellent communication and negotiation skills. + Proficiency with CRM tools and Microsoft Office Suite. **Preferred** + Established… more
- Valet Living (San Jose, CA)
- …to analyze market trends and client needs to drive tailored solutions. + CRM Proficiency: Experience managing pipelines and driving results using CRM tools ... the ability to multitask in a fast-paced environment. + Tech-Savvy: Proficiency in Microsoft Office Suite and the ability to learn new platforms quickly. +… more
- Wolters Kluwer (Sacramento, CA)
- …and translate that knowledge into intuitive, enterprise-scale CCH(R) Tagetik performance management software solutions that drive business results. With over 180 ... here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **CCH Tagetik:** **CCH(R) Tagetik | Corporate Performance Management Software & CPM Solution | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/cch-tagetik)**… more
- ITW (Camarillo, CA)
- …and revenue selling quotes of core products equipment to targeted and prospective customer base each month, quarter, and year. + Perform regular face-to-face product ... revenue, opportunity funnel, close probability, and activities with current KPI tracker and/or CRM system. + Manage, generate new accounts, and complex sales with a… more
- Forward Air (San Francisco, CA)
- …are exceeded + Provide accurate and timely reporting of sales activities and customer interactions in the company's CRM system (Salesforce) + Continuously ... closing new business opportunities while maintaining and growing existing customer relationships. The ideal candidate will have a proven...well as in a team environment + Knowledge of CRM software (Salesforce) and Microsoft Office Suite… more
- Sumitomo Pharma (Sacramento, CA)
- …IT system user requirements, data elements, and user interface design for CRM and orchestration ecosystem supporting complex end-to-end product operations. Serves as ... business lead for CRM and orchestration systems. + Lead process mapping and...ability to create process maps and flows. + Project management skills including the ability to break down initiatives… more
- Xylem (San Diego, CA)
- … service to ensure satisfaction, retention, and repeat business. + Accurately maintain CRM records for sales forecasting and strategic planning. + Stay up ... invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions. As a Sales Representative… more
- Intertek (Menlo Park, CA)
- …standards and pricing; Follow through on sales transactions to ensure a superior customer experience for every project. + Provide outstanding customer service. + ... all KPI targets and log activity in to iConnect ( CRM ), as required. + Prepare sales reports and forecasts,...Technology Sector is a must. + Superior interpersonal and customer service skills. + Exceptional ability to communicate and… more