- Robert Half Office Team (San Diego, CA)
- …vendors to obtain outstanding requirements + Process and manage insurance cases within Salesforce , ensuring accurate and timely data entry + Serve as a primary point ... with order entry, case processing, or similar workflows + Familiarity with Salesforce or comparable CRM systems preferred + Strong organizational skills with the… more
- The Walt Disney Company (Rancho Mirage, CA)
- …agent must determine final compliance. + Maintain a CRM system (eg, Salesforce ) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + ... multiple tasks. + Proficiency in Microsoft 365 tools, CRM platforms (eg, Salesforce ), and other technology tools. + Ability to maintain confidentiality and uphold… more
- eCapital (Carlsbad, CA)
- …attention to detail. + Experience with CRM and email marketing platforms, like Salesforce (SF) and Salesforce Marketing Cloud (SFMC). Bonus Points: + Previous ... experience in financial services. + A proactive, go above and beyond attitude to help the team achieve goals + A good sense of humor. We're only kidding. We Bring: + Competitive Compensation ($80,000-$100,000 annually) + Annual Bonus Incentives + PTO + Health,… more
- Republic Services (Rancho Cordova, CA)
- …Lead Generators within 2 hours and always creates a follow up task in Salesforce to determine the next step. + Performs contractual re-signs on existing customers to ... or responds to customers in support of Company pricing initiatives. + Utilizes Salesforce on a daily basis, schedules and documents all activities, and develops… more
- GAF (San Diego, CA)
- …knowledge, application techniques, and best practices. + Strategic Insights: Utilize Salesforce and Tableau to compile insightful reports to strategize next steps, ... interest and motivation to grow in sales are equally valued + Experience with SalesForce and Tableau is a bonus + Bilingual is a plus **Travel Requirements:**… more
- Antech Diagnostics (Ventura, CA)
- …support activities and customer activities at meetings as assigned. + Maintains Salesforce (CRM) customer and business date and other system records accurately and ... sales skills. + Proficient with Microsoft Office suite and CMS, such as Salesforce and ability to quickly learn new technologies used to support sales. **Knowledge,… more
- KBR (El Segundo, CA)
- …activities, growth opportunities, and customer interactions using CRM tools (eg, Salesforce ). + Provide regular updates to senior management on relationship health, ... communication, and presentation skills. + Experience with CRM software (eg, Salesforce ) and Microsoft Office Suite. Preferred Qualifications: + Master's degree in… more
- S&P Global (San Francisco, CA)
- …management, forecasting, and sales activity tracking through CRM systems like Salesforce + Stay current with industry trends, regulatory developments, and ... with ability to engage senior-level executives + Proficiency with CRM systems ( Salesforce preferred) and sales enablement tools + Strong interpersonal skills with… more
- S&P Global (San Francisco, CA)
- …management, forecasting, and activity tracking through CRM systems such as Salesforce + Stay current with industry trends, competitive landscape, and regulatory ... ability to engage senior audiences + Proficiency with CRM systems such as Salesforce and sales enablement tools including LinkedIn, ZoomInfo, and SalesLoft + Strong… more
- Allied Universal (Irvine, CA)
- …Marketo, HubSpot, Pardot, or active campaign + Experience with reporting - Salesforce , GA4, understanding of attribution models + Experience working with and leading ... + Familiarity with marketing automation tools (like Marketo), CRM tools (like Salesforce ), and project management tools (like Wrike) + Familiarity with design tools… more