- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with Box, ... and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and maintain service calendars *Contact Michelle… more
- Robert Half Office Team (Oakland, CA)
- …Strong skills in Microsoft Office (Word, Excel, PowerPoint, Outlook); knowledge of CRM systems, scheduling tools, or project management software is a plus. + ... documents, spreadsheets, reports, and presentations. + Maintain organized and confidential records , files, and documentation. + Track deadlines, monitor progress on… more
- National Multiple Sclerosis Society (San Francisco, CA)
- …skills with the ability to manage calendars, track deadlines, and maintain accurate records . + Proficiency in Microsoft Office Suite (Word, Excel, Outlook); ... coordination (ie : t-shirts, incentives) including but not limited to event supplies management . + Track inventory and ensure timely delivery and setup of event… more
- Rush Enterprises (Fontana, CA)
- …set forth by the company's insurance carrier. + Gain literacy and competency of Microsoft Dynamics 360 ( CRM ) to pre-call plan, document sales strategy, manage ... through various mediums, partnering closely with Rush Aftermarket National Accounts Sales Manager (RSM) to promote account programs and process. + Sell multiple… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to client communications, ideally within the same business day. + Proficiency in Microsoft Office Suite; experience with CRM platforms such as MS Dynamics ... and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and bespoke family… more
- Bausch + Lomb (Sacramento, CA)
- …customers by providing excellent customer service. + Maintain and update territory records of all customers within Salesforce CRM . + Effectively utilize and ... of eye health in the future. The Surgical Device Manager - Cataract (SDMC) is a professional sales position...exceed territory sales objectives. + Develop an effective teamwork relationship with other B+L representatives in the sales region,… more
- Cardinal Health (Sacramento, CA)
- …life-changing therapies to patients who need them-faster._** Our Sales Administration/Operations Management function plays a critical role in enabling the success of ... insights that strengthen proposals, and elevating the quality and impact of customer -facing deliverables as outlined by the Business Development Director. This role… more
- Pearl Interactive Network (Sacramento, CA)
- …managing and motivating high-performing sales teams. + Tech-savvy with proficiency in CRM systems, sales automation tools, and Microsoft Office suite. + ... updated on industry trends via platforms like G2Xchange. + Maintain Salesforce records for sales opportunities. + Evaluate opportunities from Deltek GovWin and GSA,… more
- Robert Half Office Team (San Diego, CA)
- …reports, and presentations for internal and external audiences. + Data Management : Manage records , databases, and spreadsheets, ensuring information is ... in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Familiarity with project management tools and CRM systems is a plus. + Communication Skills:… more
- Nexstar Media Group (Sacramento, CA)
- …of digital advertising platforms (eg, OTT, programmatic, SEO/SEM, etc.). + Proficient in Microsoft Office; CRM experience (eg, Salesforce) is a plus. + Valid ... challenges to tailored media solutions. + A self-starter with strong time management and follow-through skills. + A confident communicator-written, verbal, and in… more