- Service First Mortgage (Rockwall, TX)
- …including follow-up, appointment setting and time blocking as appropriate. + Manage the CRM , including follow-ups with warm leads and closed loans. + Pipeline ... management , including scheduled pipeline reviews, daily tracking and weekly...and various loan products and guidelines. Skills: + Excellent customer service skills. + Self-motivated with the ability to… more
- Vontier (Houston, TX)
- …good eye for creative and knack for developing effective campaign briefs. + CRM and marketing automation software skills (Salesforce marketing cloud preferred). ... **INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)** The Global Marketing Manager at ANGI Energy, a Vontier company, plays a key role in driving profitable… more
- Wolters Kluwer (Austin, TX)
- …and interpret sales data. * Sales Software : Proficient use of advanced CRM and sales management tools. * Team Collaboration: Skills to work effectively ... Sales Executive, you will leverage your solid understanding of business, financials, and customer needs to drive sales within your territory. With a higher level of… more
- The Hartford (San Antonio, TX)
- …PowerPoint, Outlook) and other standard business applications; experience with risk assessment software , data visualization tools, or CRM platforms is a plus. ... partners, and agents through timely delivery of industry-leading safety and risk management solutions This role offers a remote work arrangement but requires the… more
- Truist (Dallas, TX)
- …and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential ... emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by… more
- Oracle (Austin, TX)
- …and feedback to develop skills of team members. Effectively consults with management of customer organizations. Participates in business development activities. ... **Job Description** **Sr Principal Consultant-Advanced Customer Support / Managed Services, Oracle | NetSuite**...Retail.) + Strong understanding of NetSuite modules including Financials, CRM , Inventory Management , Order Management ,… more
- Insight Global (Fort Worth, TX)
- …Deep knowledge of financial planning processes, tools, concepts and strategies: - Tools: CRM (Salesforce) & Tax Review Software - Presentation Skills: Client ... in Financial Planning, Finance or Business Related - RICP (Retirement Income Certified Professional) and EA (Enrolled Agent) designations - Sales and Client Meeting… more
- Flowserve Corporation (Irving, TX)
- …opportunities to collaborate with associates from Sales, Sales Operations, Product Management and Engineering and IT, offering exposure to business partners and ... ability to master the administration and implementation of the software as well as firm understanding of the requirements...other team members to integrate CPQ with our Salesforce CRM , ERP and other enterprise systems. + Provide troubleshooting… more
- C&W Services (Austin, TX)
- …+ Outstanding written and verbal communication and influencing skills. + Experience with CRM software . Cushman & Wakefield also provides eligible employees with ... candidate will have experience leading growth initiatives in facilities service, facilities management , or other relevant B2B services industry. This leader will be… more
- Two95 International Inc. (Austin, TX)
- Title: Project Manager End Date: 6+ Months Location: Austin, TX traveling once a month to client location in New Orleans Responsibilities: *Work pursuit teams to ... trends, mergers, etc.) Experience Guidelines: *At least 4-6 years of project management experience within the consulting space delivering digital solutions that may… more