- Centralsquare Technologies (CA)
- …activity with prospective clients using the company's Client Relationship Management ( CRM ), currently Salesforce.com, software ; manage sales ... technology product/service + Proficient in MS Office suite + Knowledge of CRM software ; Salesforce experience a plus + Proven sales track record that… more
- Robert Half Finance & Accounting (Monterey, CA)
- … Systems * Familiarity with ADP - Financial Services * Strong skills with CRM software * Ability to generate Crystal Reports * Comprehensive understanding of ... managing all aspects of the financial operations, including the development and management of budgets, preparation of financial statements and reporting to company… more
- Raymond James Financial, Inc. (San Diego, CA)
- …Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software . + Assists Financial Advisors ... products and industry regulations. + Trading terminology. + Client Relationship Management ( CRM ) software...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… 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 ... industry. Our All-in-One Rental and Community Association Property Management Software simplifies operations, accounting, rent collection, maintenance,… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …financial advisor. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software . + Assists Financial Advisors ... markets, products and industry regulations. **Skill in** + Client Relationship Management ( CRM ) software...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… more
- University of Southern California (Los Angeles, CA)
- …initiatives with organizational goals. Additional requirements include producing clear management -level dashboards to visualize data from across the business and ... from various sources, including our ticket partner and internal CRM . Data visualizations will include ticket sales and gameday information in charts and heat maps,… more
- Dodge Construction Network (Sacramento, CA)
- Customer Success Manager Location: Remote, United States, United States **Description** TheCustomer Success Manageris a key member of our Go to Market ... and Skills_** + 2+ years of relevant sales, account management , or support experience supporting SaaS based software...+ Working in a SaaS based environment + Previous CRM or order management experience **_About Dodge… more
- Zones LLC (Los Angeles, CA)
- …reporting on KPIs tied to bookings, revenue, and margin contribution. Client Relationship Management : + Practice strategic relationship development and ... coordination-ensuring technology delivers value at the store level. + Sales Pipeline Management : Maintain accurate pipeline and forecasting in CRM tools,… more
- Evident Scientific (Sacramento, CA)
- …sample account. * Provide Sales Manager with weekly call reports via entries into CRM Calendar and weekly update of CRM open opportunities. * Work to develop ... The Microscopy Rep functions as a resource for the customer and identifies customer needs based upon...LMS365 etc. Develop proficiency with Salesforce.com Calendar and time management skills. * Develop proficiency with Elton inventory control… more
- Paylocity (San Francisco, CA)
- …specific to this segment + Maintain accurate and timely sales forecasting and pipeline management through CRM + Serve as a subject matter expert on Paylocity's ... Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company… more