- The Walt Disney Company (Rancho Mirage, CA)
- … Relationship & Outreach Coordinator will focus on broker and agent outreach, relationship management , and lead generation, playing a key role in expanding ... manage MLS. + Maintain an organized lead database using CRM platforms (eg, Salesforce ). + Analyze lead...experience in real estate, business development, sales, or client relationship management . + Strong understanding of the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …financial advisors to align services with client financial plans. + Maintain accurate client records using CRM software ( Salesforce ). + Follow up on pending ... Description A boutique wealth management firm based in Walnut Creek, CA is...client-first service. + Proficiency in Microsoft Office Suite and CRM systems ( Salesforce preferred). + Excellent organizational… more
- Sage (San Jose, CA)
- …, Sales, Support, and Finance - you'll process cases, troubleshoot provisioning issues, maintain customer data integrity in Salesforce CRM , and uphold high ... you don't need a crash course in entitlements or CRM systems. You're looking for a place where your...3 years of experience in SaaS/software provisioning, entitlements/licensing, order management , sales operations * Proficiency with Salesforce … more
- Antech Diagnostics (Thousand Oaks, CA)
- … activities at meetings as assigned. + Maintains Salesforce ( CRM ) customer and business date and other system records accurately and thoroughly. + ... the magnifying glass to Browse Jobs. **Job Purpose/Overview** The Diagnostic Sales Manager ("DSM") will manage their territory market share, book of business, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …transactions including deposits, withdrawals, and account updates + Maintain accurate client records using CRM software ( Salesforce preferred) + Collaborate ... Description Overview: A boutique wealth management firm is seeking a Client Service Associate...high-net-worth clients + Proficiency in Microsoft Office Suite and CRM systems ( Salesforce preferred) + Excellent organizational… more
- Sinclair Broadcast Group (Los Angeles, CA)
- …excellence for all owned accounts + Track revenue-generating activities within the CRM ( Salesforce ) and regularly supply sales outlooks and revenue forecasts ... generating and closing business through your own efforts is required + Experience using CRM software is required ( Salesforce experience is a plus) + Experience… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …account transactions including deposits, withdrawals, and updates + Maintain accurate client records using CRM software ( Salesforce preferred) + Collaborate ... multiple tasks and prioritize client needs + Proficiency in Microsoft Office Suite and CRM systems ( Salesforce preferred) + High attention to detail and strong… more
- ARAMARK (Fresno, CA)
- …objectives. + Coordinate the use of CRM and sales tracking tools (eg, Salesforce ) to ensure consistent lead management and accurate reporting. + Partner with ... collaborating closely with operational leaders, above property Sales, Revenue Management , and corporate support to meet and exceed annual...social media, paid search, and SEO. + Experience using Salesforce or similar CRM platforms to manage… more
- University of Southern California (Los Angeles, CA)
- …Director, Data Management University Advancement is seeking an Associate Director, Data Management to join its CRM and Data Management team. University ... ensure USC's global leadership in higher education. Reporting to the Senior Director, CRM and Data Management , this role focuses on ensuring data completeness… more
- Teledyne (CA)
- …Other duties may be assigned. + Builds and maintains an active pipeline in a CRM , Salesforce , to exceed orders and sales targets on a quarterly and annual ... basis + Provides accurate booking forecasts and keeps up-to-date customer and pipeline records + Actively manages the channels to ensure they are fully engaged,… more