- Vertafore (CA)
- …et de developper les opportunites al'interieur du territoire + Agit comme Consultant au niveau des solutions pour les nouveaux clients durant le processus ... Une solide experience avec les logiciels CRM (p. ex. Salesforce , CRM) et MS Office (en particulier MS Excel)...reports on account status * Act as a Solution Consultant for new clients during the sales process *… more
- AON (Irvine, CA)
- …recommendations with engineering and property management teams, and track status in Salesforce . + Assist with questions from lenders and others regarding LBA's ... develop data schedules as needed. + Collaborate with the Risk Management Consultant to streamline administrative processes and improve productivity. + Prepare master… more
- CVS Health (Sacramento, CA)
- …+ Support and execute prospecting initiatives / lead generation + Conduct consultant meetings / briefings + Qualify RFP opportunities through consultant ... Ability to lead / facilitate finalist presentations, educational presentations, consultant briefings, and capabilities presentations with National Account audiences.… more
- ABBTECH Professional Resources, Inc. (Sacramento, CA)
- …to Succeed** **Education:** Bachelor's degree or higher** **Possess Valid Tableau Consultant with Designer Path certification - Please include Trailblazer link or ... and both business and technical stakeholders.** **Preferred Skills:** Experience with Salesforce and/or Salesforce Visual Force.** Experience with preparing data… more
- Charles Schwab (Sacramento, CA)
- …This individual will partner with Mid-Market sales, Mega Market sales and Consultant Relations professionals within their territory to develop relationships with key ... territory development activity goals + Maintain current and accurate data in Salesforce + Provide timely updates to Sales management and Retirement Plan Services… more
- CBRE (Los Angeles, CA)
- …investor communication, standard and bespoke reporting, quarterly questionnaires and consultant databases, day-to-day queries, ad hoc communication and fund ... implement efficiencies, ensuring quality and integrity of data. . Drive Salesforce platform management: dashboards, content, tracking, closings & pipeline and… more
- Autodesk (San Francisco, CA)
- …standards. This includes the successful implementation of major packaged applications like Salesforce , SAP, and eCommerce platforms, as well as the development and ... experience in the successful implementation of major packaged applications (eg, Salesforce , SAP, large-scale eCommerce platforms) OR extensive experience in 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** + ... journey. + Introduce the homeowner to a design center consultant . + Present Club memberships to new home buyers....+ Proficiency in Microsoft 365 tools, CRM platforms (eg, Salesforce ), and other technology tools. + Ability to maintain… more
- Autodesk (San Francisco, CA)
- …and personalization. + Integrate Marketo with enterprise platforms such as Salesforce , Snowflake, AWS, and CDPs (eg, ActionIQ, AEP) using native connectors ... ABM, Web Personalization, Reporting, and more. + Working knowledge of Salesforce CRM, including campaign and report management. + Familiarity with LeanData,… more
- Siemens (Fremont, CA)
- …and implementing plans to grow, develop, and manage contractor, consultant , developer, and end-user relationships; capitalize on sales opportunities within ... to the end user and the standard construction channel Act as a consultant to multiple levels of the customer's organization by understanding their challenges and… more