- City National Bank (Newport Beach, CA)
- …existing client relationships; provide senior support and act as a role model to lead by example & foster a proactive business development culture within the branch. ... to be able to advise clients and support branch colleagues * Expertise in Salesforce CRM, including managing sales team to Salesforce utilization expectations *… more
- City National Bank (Beverly Hills, CA)
- …other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE). * Peer review ... the enterprise and of high quality. * Participate and/or lead client meetings and work within a team environment...NaviPlan, WealthStation, or the like * Demonstrable proficiency in Salesforce * Stay current on cutting edge wealth planning… more
- Vertafore (CA)
- …niveaux d'une organisation + Une solide experience avec les logiciels CRM (p. ex. Salesforce , CRM) et MS Office (en particulier MS Excel) + Experience dans l'offre ... the Vertafore Value Selling System. * Serve as the lead point of contact for all customer account management...an organization * Solid experience with CRM software (eg, Salesforce , CRM) and MS Office (particularly MS Excel) *… more
- TopMark Funding LLC (Roseville, CA)
- …process. + CRM Management: Maintain customer information and update CRM ( Salesforce or similar) with accurate notes from each interaction. Ensure follow-ups ... + Marketing Support: Assist the marketing team with projects, including lead management, email campaigns, and tracking marketing efforts. + Quality Assurance:… more
- Verint Systems, Inc. (Sacramento, CA)
- …exhibition space, travel, staffing and development of creative concepts. + Lead budget management for Partner marketing initiatives, ensuring resources are allocated ... needs. + Proficient in Microsoft Office programs (Excel, Word, PowerPoint). Salesforce .com, Wrike knowledge is a benefit. **Minimum Requirements:** + Bachelor's… more
- Autodesk (San Francisco, CA)
- …#** 25WD88989 As the **Sr. Manager, Technology Delivery Office** , you'll lead the day-to-day execution and successful delivery of high-impact technology programs. ... standards. This includes the successful implementation of major packaged applications like Salesforce , SAP, and eCommerce platforms, as well as the development and… more
- The Walt Disney Company (Rancho Mirage, CA)
- …licensed inquiries and direct them to the appropriate contacts. **Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services ... agent must determine final compliance. + Maintain a CRM system (eg, Salesforce ) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** +… more
- Clark Construction Group, LLC (Los Angeles, CA)
- …and partners (end-users, developers, owners, architects, engineers, and consultants) + Lead business development efforts across the assigned local region, with ... current contact lists and project/owner information using Clark's CRM tools including Salesforce + Represent Clark at industry and community engagement events in Los… more
- Evolent (Sacramento, CA)
- …as a leader. Role Overview: The VP, Product Marketing & Enablement will lead strategic infrastructure to support the growth organization in driving revenue for ... and tools o Oversee the management and optimization of Salesforce CRM to drive forecasting and trend reporting insights...landscape and customer needs . Oversee the optimization of Salesforce to drive KPI insights, trend analysis, and forecasting… more
- Bahwan Cybertek Group (Santa Clara, CA)
- …impact in a company poised for exponential growth, similar to the early days of Salesforce . If you are a strategic leader with a passion for driving revenue, shaping ... company's overall goals and objectives - Build, mentor, and lead a high-performing sales team, ensuring they have the...an exciting startup, similar to the early days of Salesforce - Competitive salary and equity package, commensurate with… more