Network and build relationships with new and existing client base Qualifications: * Previous ... management firm
... clients and leverage the relationship to identify and bring in additional new business ... Review client's accounts and portfolios to identify, evaluate, and determine the appropriate course ...
Responsible for development of program monitoring systems, such as client chart tracking systems to ... Ability to establish effective working relationships with a variety of people at all levels of the ...
CRE Property Management to SimpleEQUITIES, SimpleCORE, SimpleOZ, and other 3rd Party Client ... Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to ...
Data entryOngoinging CRM management * Appointment Scheduling * Depositing client checks and cash Qualifications: * 2+ years of office and/or customer service experience * Strong attention to detail ...
Helpdesk / Client Service Coordinator Lincoln is on the lookout for an individual with between 1-3 ... Act as the primary customer interface for all service requests and relationship management
This is an incredibly dynamic role, in which you will build relationships with insurance ... Willingness to respond to client/project needs, and genuine desire to help people in distress
We are looking for someone who can effectively manage internal relationships, drive project management initiatives, maintain client relationships, and lead a team to deliver exceptional results
Meet minimum visit requirements based on client's determined acuity level and needs. * Maintain the ... Form and maintain a positive and professional relationship with both internal and external ...
Maintaining a presence on client calls and with clients to reinforce relationships with clients and a strong understanding of client expectations. * Assisting with vendor management ensuring the ...
Manage all activities through CRM software and identify scalable ways to generate interest and attract clients. * Collect and develop client product/solution requirements with the assistance of our ...
Create daily strategies that effectively work with our client's CRM analyzing data for efficiency and potential profits * Initiate contact with consumers, providing friendly and helpful answers to ...
Network and build relationships with new and existing client base Qualifications: * Previous ... management solutions to high-net-worth and Business clients.
Communicates with customers by phone or email to build excellent customer relationships to in order ... Manage daily emails/phone calls from customers and other offices/departments pertaining to ...
Manage caseloads and schedule. * Prepare for and attend depositions and trials. * Handle administrative tasks such as billing and record keeping. * Builds and maintains strong client relationships
Administrative Duties: • Manage and maintain client databases and CRM systems, ensuring data accuracy and completeness. • Prepare and distribute sales reports, forecasts, and other relevant ...
Manage client and contractor relationships. * Utilize Excel, Word, and AutoCAD for operational efficiency. Ideal Candidate: * 8-10 years managing high-end residential mill shop operations
Reach out to client's leads through cold calling. * Continuously maintain, organize, and update CRM. * Other duties as assigned. Requirements: * Bachelor's degree in Business, Marketing, or a related ...
You will help increase sales by developing strong client relationships and responding to customer ... Enter customer orders into the CRM and send acknowledgments and supporting documents * Research ...
Experiencing managing client relationships preferred * Interest in marketing products and services based on customer needs * Excellent communication skills - written, verbal, and listening * Able to ...
Develop relationship with client management, and communicate engagement status as well as issues in a timely manner with Managers. * Identifies opportunities to improve assignment efficiency and ...
... client relationships, and represent our products accurately during client meetings. Responsibilities * Visit clients in person to discuss purchase requirements. * Address client concerns. * Manage ...
Attend client meetings with Partners to help build and manage client relationships. * Work extended hours as needed. * Other related duties as assigned. Qualifications: * In-depth knowledge of tax ...
At DK's Enterprises, we've been a cornerstone in the New York State Managed Service Providers (MSP) industry for 25 years. Our foundation is built on long-lasting client relationships, transparency ...