- GE HealthCare (CA)
- …Coach and drive adoption of the sales team's utilization of GEHC CRM Salesforce to create and manage opportunities.** Responsible for communicating, ... physicians. You will work cross-functionally with your Molecular Imaging Sales Manager counterparts leading other product categories to drive holistic solutions… 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 ... reporting and rebalancing tools + Background in investment advisory or wealth management + Experience automating or scripting business processes Why Consider… more
- 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
- ManageCasa Inc. (San Francisco, CA)
- …their property management operations. Collaboration and Reporting + Maintain accurate records of sales activities and customer interactions in the CRM ... + Meet or exceed monthly and quarterly sales targets and quotas. Client Relationship Management + Build and maintain strong relationships with prospective and… more
- FranklinCovey (Sacramento, CA)
- …using CRM systems, providing regular updates and insights to management . **Basic Qualifications** + Bachelor's degree in Business Administration, Marketing, ... Work closely with internal teams, such as marketing, product management , and customer support, to ensure a...professional services, or learning and development. + Proficiency with CRM software (eg, Salesforce ) and sales analytics… more
- City National Bank (Newport Beach, CA)
- …as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach; maintain strong relationships...advise clients and support branch colleagues * Expertise in Salesforce CRM , including managing sales team to… more
- Virgin Galactic (Tustin, CA)
- …requirements, processes, or projects, and actively address in collaboration with the business solutions and project delivery teams. + Recognize and identify ... and Experience** + Bachelor's or Master's degree in Computer Science, Information Systems, Business Management or a related field, or equivalent work experience.… more
- LiveRamp (San Francisco, CA)
- …retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new ... afraid to roll up your sleeves to dive into business challenges and create solutions to problems...Deal Desk + BS or BA degree required + Salesforce .com and or CRM experience specific to… more