- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and ensure a smooth, welcoming experience + Process client transactions and maintain accurate records in CRM systems + Collaborate with advisors to align service ... About the Firm The Company is a boutique wealth management firm committed to delivering personalized financial guidance to...prioritize effectively + Proficiency in Microsoft Office Suite and CRM systems ( Salesforce preferred) + High attention… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …investment operations, or portfolio administration + Familiarity with custodial platforms and CRM systems ( Salesforce preferred) + Strong analytical skills and ... Description About the Firm The company is a mission-driven wealth management firm dedicated to helping individuals, families, and organizations achieve their… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …investment operations, or portfolio administration + Familiarity with custodial platforms and CRM systems ( Salesforce preferred) + Strong attention to detail and ... a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is essential to the smooth execution of our… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and administrative processes with care and precision. This role blends relationship management with operational expertise. You'll support financial advisors, ... for new clients + Process transactions and maintain accurate records in CRM systems + Collaborate with...Strong communication skills and detail oriented + Experience with CRM systems ( Salesforce preferred) and broker-dealer platforms… more
- Robert Half Office Team (San Diego, CA)
- …complex problems appropriately + Maintain detailed records of calls in our CRM system ( Salesforce or similar) + Meet performance goals including call ... information. You'll follow scripts and protocols while maintaining a customer -first attitude and documenting interactions accurately. Key Responsibilities: + Answer… more
- WM (Century City, CA)
- …+ Post-secondary education (College or University Degree) is strongly desired + Experience using Salesforce or other similar CRM and SAP is an advantage but not ... have grown from a small start-up in medical waste management into a leader across a range of increasingly...and negotiation skills + Proficient in Microsoft Office Suite, CRM systems and internet/social media + Results oriented with… more
- TP-Link North America, Inc. (Irvine, CA)
- …sales targets + Strong communication and relationship -building skills + Experience with Salesforce or similar CRM platforms + Self-starter with a customer ... and enable consumers to enjoy a seamless, effortless lifestyle. The Inside Sales Manager will be responsible for driving sales growth within Tier 3 and Tier… more
- FranklinCovey (Sacramento, CA)
- …+ **Collaboration:** Work closely with internal teams, such as marketing, product management , and customer support, to ensure a seamless client experience ... using CRM systems, providing regular updates and insights to management . **Basic Qualifications** + Bachelor's degree in Business Administration, Marketing, or a… more
- ITT (El Cajon, CA)
- …any concerns or special requirements. * Maintain accurate records of customer interactions, transactions, and feedback in the CRM system. * Coordinate ... and energy markets. **Position Summary** The Inside Sales and Customer Support Representative will serve as a key point...environment while maintaining attention to detail. * Proficiency in CRM systems (eg, Salesforce , HubSpot) and Microsoft… more
- Danaher Corporation (San Jose, CA)
- …are executed to meet customer expectations. + Optimize cycle time by using Salesforce .com ( CRM tool) to maintain customer and account activity, to map ... be a plus if you also possess previous experience in: + Proficient using Salesforce CRM + Expertise in demand creation for ground-breaking technologies versus… more