- Robert Half Finance & Accounting (Berkeley, CA)
- …About the Role The company is seeking 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 investment management process and offers a unique blend of technical...or portfolio administration + Familiarity with custodial platforms and CRM systems ( Salesforce preferred) + Strong attention… 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 ... in search of a highly organized and detail-oriented Case Administrator . This role plays a vital part in ensuring...financial services, or a related field. + Experience with Salesforce or similar CRM platform preferred. +… more
- Stryker (Irvine, CA)
- …of industry standard enterprise systems (eg, ERP, CRM , QMS, Service Management etc.), and related integrations + Salesforce certification preferred + Medical ... activities to comply with IT risk compliance and change management policies to ensure system configurations and data handling...of working with Propel, Salesforce or other Salesforce based applications as an administrator +… more
- Envista Holdings Corporation (Brea, CA)
- …for building strong customer relationships. **Preferred:** + Experience with other CRM or marketing automation platforms such as Salesforce Marketing Cloud + ... to ensure customers are maximizing the value of our offerings. + List Management and Segmentation: Manage and segment customer lists within HubSpot to… more
- Cisco (CA)
- …a Marketo Product Owner or Administrator + Experience integrating Marketo with CRM systems (preferably Salesforce ) and other MarTech tools + Understanding of ... roadmap, configuration and performance of Marketo to power demand generation, lead management , customer engagement and lifecycle marketing. In addition to… more
- Joni and Friends (Agoura Hills, CA)
- …leaders + Communicates with team members before and after outreach + Updates volunteer records + Work with current travel management agency + Prepare team travel ... material to in-country partners + Input post-event statistics in Salesforce to maintain project records + Travel...with a competent, working knowledge of Windows, Microsoft Office, Salesforce or other CRM platform, and the… more
- FranklinCovey (CA)
- …schools implementing the _Leader in Me_ framework. Think of yourself as an **account manager , relationship builder, and thought partner** - all rolled into one. ... years in client-facing roles that included responsibilities involving account management , customer success, implmentation, consulting, r equivalent. **Preferred… more