- MISTRAS Group, Inc. (Cudahy, CA)
- …+ Provide feedback on the market & competitive trends. + Update & maintain current customer information, quotes, and sales activities CRM on a daily & weekly ... and ensure pricing, specifications, and timelines are accurate + CRM discipline - keeps detailed, current records ...Microsoft Office suite (Word, PowerPoint, Excel etc.) + CRM proficiency preferred + Exceptional communication skills. + Able… more
- Datavant (Sacramento, CA)
- …sales-related inquiries and facilitate the timely delivery of support solutions. + ** CRM Management ** : Maintain and update Salesforce, ensuring data accuracy ... and opportunities for improvement. + ** CRM Expertise** : Proficiency in CRM software (eg, Salesforce), including data entry, management , and reporting. +… more
- Sands Investment Group (Los Angeles, CA)
- …are you in the process of obtaining it? Are you proficient in technology, eg Microsoft Suite, Google Suite/Docs, and CRM systems? A Senior in College or recently ... developing skills in cold calling, marketing, and underwriting in addition to CRM /database maintenance and active participation in team role plays, meetings, and… more
- Sands Investment Group (Santa Monica, CA)
- …are you in the process of obtaining it? Are you proficient in technology, eg Microsoft Suite, Google Suite/Docs, and CRM systems? A Senior in College or recently ... developing skills in cold calling, marketing, and underwriting in addition to CRM /database maintenance and active participation in team role plays, meetings, and… more
- Cushman & Wakefield (Los Angeles, CA)
- …formatting of internal documents, bios and meeting agendas using branded templates. ** CRM & Contact Management :** Update and maintain broker contacts, activity ... client service **Job Description** **Key Responsibilities:** Calendar & Meeting Management : Coordinate internal and external meetings, lunch & dinner...logs, and client notes in the CRM system, as advised by brokers. Ensure… more
- MISTRAS Group, Inc. (Benicia, CA)
- …Sales Manager is responsible for managing and growing key customer relationships within a defined geographic territory while actively developing new business ... management . + Act as a voice of the customer by sharing insights on market trends, customer...Microsoft Office suite (Word, PowerPoint, Excel etc.) + CRM proficiency preferred + Able to work in a… more
- Principal Financial Group (Modesto, CA)
- …in life insurance/broker-dealer or RIA operations: client service, account opening, account management , or operations. + Proficiency in Microsoft Office Suite ... broker dealer. + Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage,...+ A keen sense of urgency and responsiveness to customer needs as well as communication and relationship… more
- HRPivot (Vernon, CA)
- …on-time delivery and handle shipping-related issues. + Maintain accurate records of customer interactions, orders, and feedback in our CRM system. + Follow ... to detail. + Ability to multi-task and manage multiple customer accounts simultaneously. + Proficiency with Microsoft ...multiple customer accounts simultaneously. + Proficiency with Microsoft Office Suite and CRM software (experience… more
- Dodge Construction Network (Sacramento, CA)
- …of opportunity management , pipeline tracking, and order processing within a CRM environment + Skilled in Microsoft Office applications (Outlook, Word, Excel) ... Strategic Account Manager Location: Remote, United States, United States **Description**...sense of attention to detail, organizational skills and proven customer management skills **_Preferred Experience, Knowledge and… more
- Zoom (San Jose, CA)
- …components to make system SaaS ready; + Integrate Lightning components in Tableau CRM dashboard; + Build Reusable lightning components to use them in flows, record ... components; + Build Forecasting and Pipeline dashboards in Tableau CRM which helps in running 10B$ business; + Integrate...years of experience Visual force, HTML, CSS, Java Script, Microsoft Visual studio code, Developer Console; + Must have… more