- Robert Half Finance & Accounting (Mountain View, CA)
- …Management + Serve as the primary advisor for a portfolio of high- net -worth clients. + Maintain regular communication and deepen relationships with clients and ... years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and custodial platforms (eg,… more
- SHI (Sacramento, CA)
- …Support renewals, attach, upsell, and cross-sell motions, but with a primary focus on net new business growth and solution expansion. + Represent SHI at Cisco and ... technical and non-technical audiences. - Intermediate + The expertise in using Microsoft Outlook, Word, Excel, PowerPoint, and various business systems such as AX,… more
- EPSILON SYSTEMS (Imperial Beach, CA)
- …Model HM651 + Twin Disc Marine Gear Transmission + Westerbeke 33KW EDE D- NET Generator Minimum Qualifications: + High school diploma or equivalent + A minimum ... diagnostic equipment. + Possess basic computer skills with working knowledge of Microsoft Outlook, Word and Excel. + Possess organizational skills. + Possess… more
- Citigroup (San Rafael, CA)
- …relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. ... communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro,… more
- Legence (Irvine, CA)
- …Certification is a plus -LEED Accreditation a plus Working Knowledge - Microsoft Office Suite -AutoCAD -Revit -California Building Code -National Electrical Code ... -HCAI experience is a plus - Net Zero Energy/Carbon experience a plus \#LI-Hybrid #LI-CC1 **What sets P2S apart?** For 15 years in a row, P2S has been regarded as a… more
- Ralliant (Sacramento, CA)
- …+ Create and execute OEM growth strategies to secure new design wins, driving net new sales in target markets, primarily the data center market. + Lead account ... Proficiency in Salesforce (SFDC) or similar CRM systems. + Strong skills in Microsoft Office Suite, including Outlook. This role presents a unique opportunity to… more
- Moss Adams LLP (Walnut Creek, CA)
- …to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss Adams exhibit the ... skills required for managing multiple client engagements + Proficient with Microsoft Office \(Word, Excel, PowerPoint, Outlook\) Here, you'll be challenged and… more
- Gelfand Rennert & Feldman (Century City, CA)
- …Highly organized and meticulous attention to detail + Advanced knowledge of Microsoft Office Suite, particularly Excel (macros) + Ability to handle multiple ... management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver… more
- Proofpoint (Sunnyvale, CA)
- …team** + 5+ years successful inside or field solution sales experience generating net new and/or add-on revenue. + Experience selling to IT departments, IT ... and use good judgment in resolving difficult issues + Working knowledge of Microsoft Office, CRM, and web conferencing tools + BA/BS or equivalent preferred **Why… more
- TicketManager (Calabasas, CA)
- …professionally. *This role is In-Office, Monday-Friday * Responsibilities: + Drive Net -New business by running in-person and virtual presentations with decision ... Proficient in corporate productivity and web presentations tools + Experience using Microsoft Dynamics or similar CRMs + Excellent written and verbal communication… more