... the client before sending it out for authorization * Being proactive, but not pushy * Calling prospects diligently with quality * Using email, text, and CRM to increase workflow and contact rates
Our client is currently seeking an Account Executive (Southeast Region) to manage new and existing ... Identify new opportunities and develop ongoing relationships with customers in targeted markets to ...
... maintain client relationships. · Proficient in using CRM systems and sales tools. · Self-motivated, goal-oriented, and results-driven. · Ability to thrive in a fast-paced, competitive sales ...
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 ...
Ability to manage high volume and complex client needs * Able to conduct presentations * Ability to perform demos * Proficient written communications skills * CRM skills required * Adept at learning ...
... client relationships, and represent our products accurately during client meetings. Responsibilities * Visit clients in person to discuss purchase requirements. * Address client concerns. * Manage ...
Position will report directly to the VP, ISO Relationship Officer. Principal Responsibilities ... Manage Direct Agent and ISO renewals and incorporate contract changes when required. * Manage ...
Work with the Project Management team to verify accurate client and billing data. * Based on a ... Establish relationships with and submit invoices directly to our clients and verify successful ...
Support efforts to manage and nurture current client relationships and identify cross-sell opportunities. Qualifications/Skills: * Strong written and verbal communication skills * High level of ...
This can include pharmacologic management as well as individual or group psychotherapy. Every ... Maintains client stability through a planned ongoing treatment relationship or assesses and helps ...
Administrative Duties: • Manage and maintain client databases and CRM systems, ensuring data accuracy and completeness. • Prepare and distribute sales reports, forecasts, and other relevant ...
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 ...
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
Network and build relationships with new and existing client base Qualifications: * Previous ... management solutions to high-net-worth and Business clients.
Manage audits and reviews. * Prepare individual and business tax returns. * Collaborate with senior ... With a legacy dating back to 1993, we pride ourselves on personalized client relationships and ...
Excellent communication and relationship-building skills. Detail-Oriented: Ability to accurately manage client records and policy information. Organizational Skills: Demonstrated ability to ...
... and managing a territory and relationships. * Proven Winner . You have an ambitious spirit and ... and client relationships, identify solutions, and achieve success. Bonus points for these
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 ...
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 ...
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
... client inquiries, and conducting follow-up calls, while promoting BMW standards for superior ... Establish ongoing consulting relationship with customers by being available during normal hours to ...
... client has engaged us to identify candidates in these specific markets. * The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients
Ensures continuous client product knowledge and training. * Manages sales sample order process ... Maintains an up to date profile folder of each customer; utilizes the CRM system weekly to report ...
The ability to build and maintain strong client relationships and a robust network is crucial * Proficiency in Microsoft Office Suite and CRM software is required * A valid driver's license and ...