- Robert Half Finance & Accounting (Berkeley, CA)
- …or portfolio administration + Familiarity with custodial platforms and CRM systems ( Salesforce preferred) + Strong attention to detail and data accuracy + Series ... 65 license (or willingness to obtain within 3-6 months) Preferred Experience: + Portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting of… more
- Ferguson Enterprises, LLC. (Hayward, CA)
- …all sales activity performed in our internal Customer Relationship Management tool ( Salesforce ) for ongoing evaluation of the new business pipeline and measurement ... of sales closure results. **Qualifications** + 2+ years industry related sales experience is preferred + A successful associate will be results oriented, self-motivated, able to complete tasks in a timely manner, build relationships and enjoy a team… more
- DoorDash (Los Angeles, CA)
- …teams and stakeholders. + You are comfortable with marketing technologies (eg, Salesforce , Marketo, Outreach) and driven by data and ROI. + You're willing ... to travel up to 30-35% of the time for regional activations and team collaboration. Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We use Covey as part of our hiring and/or promotional process for jobs in NYC and… more
- Amazon (Culver City, CA)
- …in internal and external systems databases * Advanced Excel, MicroStrategy, Salesforce , Rightsline, Airtable Preferred Qualifications . Ability to quickly master ... proprietary databases and applications . Motivated and proactive problem solver; team player with a positive attitude . Clear and concise communicator with superior written, verbal and presentation skills . Excellent time management, planning and… more
- Robert Half The Creative Group (San Francisco, CA)
- …familiarity with email marketing platforms such as Mailchimp, Braze, HubSpot, or Salesforce Marketing Cloud and SMS solutions. + Deep understanding of marketing ... channels such as email marketing, SMS, embedded push notifications, and app alerts. + Ability to work with analytics teams, interpret data reports, and turn insights into actionable strategies. + Knowledge of tools such as Google Analytics, Tableau, or… more
- Rocket Software (Sacramento, CA)
- …teams and colleagues, as well as customers + Experience working with Salesforce , or other CRM tool + High computer application literacy including Microsoft ... Office Suite. + SFDC, CPQ, CLM, and DocuSign experience a plus. + Committed to Rocket's core values of empathy, humanity, trust and love **Information Security:** Information security is everyone's responsibility. A fundamental principle of information… more
- Sysco (San Francisco, CA)
- …**Skills:** + Proficient in Excel, Word, Microsoft Outlook, and some knowledge of Salesforce a plus + Excellent oral and written communication skills are required. + ... Excellent organizational and presentation skills are required. + Intermediate word processing (Microsoft Word preferred) and intermediate spreadsheet application skills (Microsoft Excel preferred) are desired. + Ability to work with a variety of people and… more
- Ferrotec USA (Livermore, CA)
- …monthly and annual business planning cycles. * Maintain the CRM database ( Salesforce experience preferred) with discipline and commitment. * Update the organization ... with business status and pertinent news "of interest" on key accounts by developing and continually updated key account plans. * Know and sell Ferrotec's capabilities and differentiation (The Ferrotec Value Proposition). * Execute the territory trade show… more
- Insight Global (Santa Monica, CA)
- …process and structure Experience in healthcare or medical access Familiarity with Salesforce Experience using Lookr (or similar tools) for data visualization null We ... are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified… more
- CBRE (Irvine, CA)
- …skills + Ability to work independently and collaboratively + Familiarity with Argus, Salesforce and Tableau is a plus **Why CBRE?** When you join CBRE you ... will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your… more