- Providence (CA)
- …Or equivalent combination of education and experience. + 8 years Contact center, customer service, patient services, and/or practice management experience. + 5 ... Avaya, etc. + 5 years Hands on experience with CRM tools such as Salesforce , Microsoft Dynamics,...skills based scheduling for a large workforce using workforce management tools such as Genesys, Salesforce , TalkDesk,… more
- Bausch + Lomb (Sacramento, CA)
- …+ Maintain and update territory records of all customers within Salesforce CRM . + Effectively utilize and manage territory expenses, sample accounts, ... of eye health in the future. The Surgical Device Manager - Cataract (SDMC) is a professional sales position...exceed territory sales objectives. + Develop an effective teamwork relationship with other B+L representatives in the sales region,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …onboarding and ensure a smooth, welcoming experience for new clients. + Maintain accurate records in Salesforce and follow up on pending client needs. + ... Description Join a people-first, high-touch wealth management firm with over 15 years of advisory...and professional presence + Proficiency in Microsoft Office and CRM systems ( Salesforce preferred) + Highly organized,… more
- Proofpoint (San Diego, CA)
- …experience in financial modeling and incentive plan optimization. * Proficiency in compensation management tools and CRM platforms ( Salesforce , Xactly, or ... a culture of growth. We are seeking an experienced Sr. Sales Compensation Manager to design, implement, and manage sales incentive programs that drive revenue… more
- Resideo (Sacramento, CA)
- …by managing partner accounts, activities, facilitating internal processes, and deepening customer relationships. **JOB DUTIES:** 1. **Account Management & Sales ... 1. Serve as the primary support for Outside Sales Reps, addressing high-level customer inquiries and assisting in account management to maximize revenue &… more
- Robert Half Office Team (San Diego, CA)
- …and satisfactory resolutions. + Document customer interactions accurately in our customer management system (eg, Salesforce or equivalent). + Assist ... Description Are you a customer service superstar who thrives on delivering exceptional...Microsoft Office Suite (Word, Excel, Outlook) and/or familiarity with CRM systems (eg, Salesforce ). + Positive attitude,… more
- Charles Schwab (Sacramento, CA)
- …and non-qualified plan marketplace knowledge and competitor insight + Experience with Salesforce CRM + Bachelor's degree or equivalent experience; may have ... activity goals + Maintain current and accurate data in Salesforce + Provide timely updates to Sales management... Salesforce + Provide timely updates to Sales management and Retirement Plan Services leadership upon request **What… more
- FocusKPI Inc. (San Francisco, CA)
- …or a related role, preferably within a SaaS environment + Proficiency in Salesforce CRM and familiarity with enterprise SaaS tools like Gong, ServiceNow ... of our clients, a high-tech SaaS company. Our client's Customer Strategy & Operations (CSO) team sets and drives...Governance: - Ensure consistent and accurate data entry across Salesforce and related tools - Promote system adoption and… more
- Robert Half Office Team (San Diego, CA)
- …and clients to obtain necessary information. + Maintain detailed and up-to-date records in Salesforce and other internal databases. + Generate reports ... skills, thrive in a fast-paced environment, and possess a customer -first mindset. Key Responsibilities: + Serve as the main...financial services, or a related field. + Experience with Salesforce or similar CRM platform preferred. +… more
- Bausch + Lomb (San Diego, CA)
- …service. Maintain and update territory records of all customers within Salesforce CRM . Effectively utilize and manage territory expenses, sample accounts, ... leading the advancement of eye health in the future. The **Surgical Device Manager Cataract (SDMC)** is a professional sales position whose primary purpose is the… more