- Cayuse Holdings (Sacramento, CA)
- …staff. + Strong knowledge of customer service technologies, including AI/ CRM systems, workforce management tools, and advanced reporting solutions. + ... **Overview** **Hybrid in Olympia, WA** **The Work** The Senior Account Manager is responsible for...staff readiness, and implement technology solutions like AI chatbots, CRM , and workforce management tools. + Drive… more
- Navient (San Francisco, CA)
- …and let's build something great together! **The Senior Lifecycle Marketing Manager position will report to the Director of Performance Marketing.** **As ... the Senior Lifecycle Marketing Manager , you will:** + Provide senior leadership...lifecycle marketing through new channels and capabilities. + Own customer journey development, including strategy, creative briefing, audience segmentation,… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …and billions under management is seeking a highly analytical and proactive Senior Fund Operations and Data Analyst to join its Venture Capital Operations team. ... Key Responsibilities + Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM , portfolio… more
- DoorDash (San Francisco, CA)
- …team to understand and remediate any compliance issues. You will report into the Director of Sales Compliance in our Sales Strategy and Operations. We expect this ... workflow automation (eg, ETL Express) + You're familiar with Salesforce/ CRM data structures + You have the ability to...own projects from day one + You have project management and organizational skills + You've applied AI/LLM frameworks… more
- BMO Financial Group (Los Angeles, CA)
- …pipeline, activity reporting & coaching + Address knowledge gaps in using the Client Relationship Management ( CRM ) platform to ensure their activities and ... Able to think strategically and implement strategic vision + Highly developed relationship management skills to effectively manage relationships across multiple… more
- WM (Sacramento, CA)
- …calls with prospects, supporting proposal and statement of work development, maintaining CRM records , and coordinating handoffs across legal and finance ... management , tracking invoicing, budgets, and follow-through to help the Enablement Manager and Director with reviewing team financials. + Engage with team… more
- Exploratorium (San Francisco, CA)
- …Officer (Deputy CPO) is a key strategic leader and the second most senior position in the Exploratorium's Institutional Advancement (IA) Department. The Deputy CPO ... the Deputy CPO works closely with the Chief Philanthropy Officer, Executive Director , Board of Trustees, and staff leadership to strengthen and expand philanthropic… more
- Sunrise Senior Living (Beverly Hills, CA)
- …and build interest in Sunrise Senior Living. + Assist the DOS with Customer Relationship Management lead tracking database entry, if applicable. + ... meaningful ways to serve, grow, and shine together.** **Sunrise Senior Living was again certified as a...community information to those inquiries in support of the Director of Sales (DOS) and Executive Director … more
- Anywhere Real Estate (San Jose, CA)
- …on the Upward Title & Closing business and work closely with the Director of Strategic Partnerships and cross-functional teams to identify new opportunities, engage ... discovery calls to assess partner fit and gather requirements + Support the Director of Strategic Partnerships with meeting preparation, follow-ups, and CRM … more
- Wolters Kluwer (Sacramento, CA)
- …: Advanced analytical skills for strategic planning and performance tracking. + ** Relationship Management ** : Exceptional ability to maintain and enhance ... **Sr. Account & Relationship Executive (Sr. Sales Executive , Risk &...comprehensive sales plans. + Conduct regular strategic meetings with senior management of client accounts. + Resolve… more