- Robert Half Finance & Accounting (Berkeley, CA)
- … management tools (Tamarac preferred). + Strong skills in Microsoft Office and CRM platforms ( Salesforce a plus). + Proven ability to create and document ... Description A growing wealth management firm is seeking a Portfolio Administrator to...+ Maintain accurate account setups and data integrations with CRM systems. + Monitor portfolios for exceptions and ensure… more
- Robert Half Office Team (San Diego, CA)
- …experience. + Data Entry & Documentation: Maintain accurate records in CRM tools or databases regarding customer interactions and feedback. + Collaboration: ... Coordinate with various departments, such as fundraising, volunteer management , and program teams, to deliver seamless service. +...Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM tools (eg, Salesforce ) or customer… more
- Robert Half Office Team (San Diego, CA)
- …and troubleshooting issues. + Document customer interactions and maintain accurate records in CRM systems. + Collaborate with other departments to ensure ... you passionate about providing exceptional service and creating positive customer experiences? We are seeking a Customer ...+ Proficiency in Microsoft Office Suite and familiarity with CRM software (eg, Salesforce , Zendesk). + Ability… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …or data management experience. + Proficiency in Microsoft Office and CRM systems ( Salesforce preferred). + Experience creating and documenting workflows. ... Description A mission-driven wealth management firm is seeking a Portfolio Administrator to...+ Manage data integrations between custodians, portfolio systems, and CRM platforms. + Ensure accurate and timely account and… more
- Adecco US, Inc. (San Diego, CA)
- …high-volume customer service (minimum 3 years required). + 3+ years in account management or customer relationship roles (minimum 1 year required). + ... a top company in the area, recruiting for a ** Customer Service Guide** position in **San Diego, CA** **Job...Electric Vehicle industry is a plus. + Proficiency with CRM tools like Salesforce . + Strong organizational… more
- Robert Half Office Team (Sacramento, CA)
- …Strong organizational skills, proficiency in Microsoft Office Suite, and familiarity with CRM software (eg, Salesforce ) is a plus. + Adaptability: Comfortable ... Assist the sales team with tasks such as preparing client proposals, managing CRM data entry, and coordinating follow-up communications to support sales efforts. +… more
- Robert Half Finance & Accounting (Alameda, CA)
- …and database management + Proficient in Microsoft Office and CRM platforms ( Salesforce preferred) + Detail-oriented, proactive, and strong communicator ... join a mission-driven financial services firm focused on delivering personalized investment management . This role plays a critical part in ensuring accuracy and… more
- ManpowerGroup (Agoura Hills, CA)
- …in coordinating shipments and tracking deliveries for timely product arrival. + Maintain accurate customer and sales data in CRM systems and assist in market ... + Proficiency in Microsoft Office Suite and experience with CRM systems such as Salesforce . + Strong communication skills in English; proficiency in additional… more
- nVent (Sacramento, CA)
- …to work in a fast-paced, dynamic environment with changing priorities. + Proficient in Salesforce CRM or similar sales tools and systems. **WE HAVE:** + A ... solutions. **WHAT YOU WILL EXPERIENCE IN THIS POSITION:** As the Regional Sales Manager for Core Accounts, you will be responsible for leading sales efforts across… more
- Sodexo (Los Angeles, CA)
- …clients to drive holistic solution development and execution. **Sales Planning, Forecasting & CRM Management - 25%** + Maintain an accurate and up-to-date ... pipeline in Salesforce , ensuring data integrity and transparency across opportunities. +...portfolio of early-, mid-, and late-stage opportunities. + Leverage CRM insights to inform go-to-market strategies, improve forecasting accuracy,… more