- Robert Half Finance & Accounting (San Francisco, CA)
- …financial strategies and goals. * Maintain accurate and current client records within Salesforce . * Follow up on pending client requests to ensure timely and ... such as wire transfers, rollovers, and account updates. * Proficiency in Salesforce or similar CRM systems for record management. * Exceptional attention to… more
- Thrivent Financial (Irvine, CA)
- …and delivery. + Demonstrate, model and coach on the use of Salesforce , MoneyGuidePro , Thrivent Planning Platform and other Thrivent advice tools during ... achievement preferred. + Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to… more
- Abbott (Alameda, CA)
- …incentivize contributions across departments. + Lead the evolution of Salesforce Knowledge, driving technology enhancements that optimize content management and ... and processes. **Required Qualifications** + Bachelors Degree + Minimum 2 years Salesforce knowledge experience + Minimum 3 years overall and industry specific… more
- Confluent (Sacramento, CA)
- …deliver insights to leadership + Create reports in business systems such as Salesforce or Tableau that allow us to measure and effectively execute strategies that ... environment + Proficiency in Excel, Tableau or other data visualization software, Salesforce , SQL (large data sets/data warehousing) + The ability to analyze data… more
- Kellermeyer Bergensons Services (Oceanside, CA)
- …the customers' needs + Maintain related information in required databases/software (eg Salesforce etc.) to provide the broader team and management with real-time ... of $7-10M per year or higher + Market analysis and sales planning + Salesforce and related software applications + Knowledge of one or more business arenas: retail,… more
- Amazon (Culver City, CA)
- …policies or equivalent - Experience with sales CRM tools such as Salesforce or similar software - Experience developing and implementing systems/tools utilized for ... CRM, variable compensation, revenue reporting, forecasting, Salesforce automation, etc. - Experience using Microsoft Excel to manipulate and analyze data Amazon is… more
- T. Rowe Price (San Francisco, CA)
- …with your external partner. CRM Management: + Appropriately document and update CRM ( Salesforce ) to ensure the integrity of our data as well as deepening expertise ... Preferred: + High attention to detail and proficiency in CRM systems (ideally Salesforce ). + Proven success using a consultative sales process. + Ability to adapt… more
- Southern California Edison (Irwindale, CA)
- …or related field. + Experience implementing automated offer management using Salesforce Marketing Cloud or equivalent enterprise-grade multi-channel marketing hub. + ... highly regulated industry experience. + Experience with enterprise marketing software - Salesforce Marketing Cloud, HubSpot, Marketo, Adobe Exp. or Cloud. + Ability… more
- City National Bank (Los Angeles, CA)
- …Preferred Banking Relationship Managers and Team Leads: * with overall salesforce management, workflow updates, pipeline management, and colleague reporting & ... multiple divisions within CNB * Ensure execution of the following recurring: * Salesforce Data * Sales Validation Reports * Scorecard Validation Reports * Assists… more
- CORT (Glendale, CA)
- …records of sales activities, client interactions, and pipeline updates in Salesforce . * Territory Management: Manage assigned territory by prioritizing outreach, ... **Qualifications** + Outside sales experience + Strong CRM experience, specifically Salesforce + Exceptional presentation skills + Solid time management and… more