- Robert Half Finance & Accounting (San Francisco, CA)
- …mindset + Knowledge of estate planning and tax strategies + Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor ... Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family office… more
- Bio-Techne (CA)
- …documents. Timely submission of service reports to clients, accurate data entry into CRM software, monthly expenses and mileage logs. Management of personal ... and company performance, in accordance with company policy. **Key Responsibilities:** + Customer and Instrument support - Deliver onsite customer facing and… more
- EXOS (San Francisco, CA)
- …Work collaboratively with internal Marketing, Finance, Customer Service, Business Systems/ CRM , Retention, and Management teams to enhance programs, develop ... Manager + Oversee reception desk operations, with day-to-day management led by the Member Experience Manager .... Client Relations & Communication + Maintain a strong relationship with the client and their operations team +… more
- Dentsply Sirona (CA)
- …Familiarity with digital orthodontic workflows (scanners, CBCT, 3D printing). * Proficiency in Microsoft Office and Salesforce CRM . * Ability to analyze data, ... targets and expand market presence. **Key Responsibilities:** **Sales & Pipeline Management :** Drive sales of key SKUs within assigned territory, manage pipeline… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …insurance. + Mastery of financial planning software (eg, eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office. + Strong communication skills; ... for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …provided excellent service from start to finish. + Create sales leads through the CRM system. Follow up daily on all leads and communicate via in-person, phone, and ... record of providing actionable solutions. + Excellent organizational and time management skills. + Self-driven attitude that encourages self-created leads and sales.… more
- Carrington (Anaheim, CA)
- …workload and meet deadlines + Excellent computer skills and working knowledge of Microsoft Office products + Strong customer service skills **Our Company:** ... flow and process. + Aggressive Marketing support including brochures, social media, and CRM . + Aggressive underwriting: we manual underwrite over 80% of our files +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wire transfers, rollovers, and account updates. * Proficiency in Salesforce or similar CRM systems for record management . * Exceptional attention to detail and ... with their financial strategies and goals. * Maintain accurate and current client records within Salesforce. * Follow up on pending client requests to ensure timely… more
- WestRock Company (Milpitas, CA)
- …Summary: The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales ... objectives. The Sales Representative manages current customer relationships, prospecting and engaging new customers. The Sales Representative partners with … more
- MongoDB (Palo Alto, CA)
- …seamlessly with upstream and downstream systems (eg, procurement, billing, expense management , data lake) + Develop and maintain SuiteScript, SuiteFlow, SuiteTalk ... provide architectural oversight for NetSuite-related initiatives Integration & Data Management + Oversee integrations with external systems (eg, payroll, banking,… more