- Robert Half Finance & Accounting (Salinas, CA)
- …deals and contracts * Utilize 'About Time' software for effective time management * Ensure the provision of optimal customer service within the organization ... candidate will have the opportunity to utilize ERP and CRM skills, ensuring efficient operations and superior customer...* Knowledge and experience in logistics and supply chain management * Background in a manufacturing environment * Ability… more
- Robert Half Office Team (Santa Barbara, CA)
- …offboarding, and employee relations * Maintain accurate and updated employee records , including benefits management * Ensure compliance with California ... a contract to permanent employment opportunity for an Office Manager in Santa Barbara, California. This role involves overseeing...validating timesheets and other payroll data * Utilize various software systems for accounting, CRM , and HR… 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 skills and… 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 ... years of client service experience, preferably in financial services or wealth management + Familiarity with broker-dealer platforms (experience with LPL is a plus)… more
- Iron Mountain (Sacramento, CA)
- …focus on driving customer satisfaction, retention and growth. Key Responsibilities: Relationship Management : + Build and maintain deep, trusting customer ... at Iron Mountain. We provide expert, sustainable solutions in records and information management , digital transformation services,...and the ability to think strategically. - Familiarity with CRM software . - Ability to work independently… more
- Wolters Kluwer (Sacramento, CA)
- …and deep product/service knowledge. + ** CRM Expert:** Masterful use and strategic management of CRM systems. + ** Customer Advocacy Expert:** Leading ... **About the Role:** As a Customer Success Lead, you will be recognized as...(EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and… more
- Dentsply Sirona (CA)
- …promote products and services. + Maintain accurate records of sales activities and customer interactions in the CRM system. + Address customer inquiries ... and objectives set by the company. + Provide exceptional customer service and support to existing clients. + Stay...and able to work independently. + Proficiency in using CRM software and other sales tools. +… more
- Robert Half Finance & Accounting (Orinda, CA)
- …maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) + Coordinate with internal and external professionals ... Description Paraplanner - Boutique Wealth Management Firm Orinda, CA | Hybrid $70,000-$105,000 DOE...personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in… more
- Robert Half Office Team (San Diego, CA)
- …communication skills (verbal and written) + Comfortable using computers, phone systems, and CRM software + Ability to stay calm under pressure and multitask ... policies + Troubleshoot basic issues and escalate complex problems appropriately + Maintain detailed records of calls in our CRM system (Salesforce or similar) +… more
- Airport Marina Honda (Los Angeles, CA)
- …with a focus on internet sales. * Strong understanding of digital sales platforms, CRM systems, and online lead management tools. * Exceptional leadership and ... Position Overview The Sales Desk Manager is a key leadership role within the...informed decisions and drive performance. * Proficiency in relevant software tools, including CRM platforms, DMS systems,… more