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Description Citizens Private Bank is opening a Private Bank Office in New York, as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale...

ESSENTIAL DUTIES AND RESPONSIBILITIES  • Foster the customer relationship in a team based selling model. • Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads...

ESSENTIAL DUTIES AND RESPONSIBILITIES  • Foster the customer relationship in a team based selling model. • Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads...

Strong proficiency in data analysis tools (e.g., Excel, Tableau, SQL) and CRM systems (Gold Mine); familiarity with ERP software is preferred. Required Skills * Strong analytical skills to evaluate ...

Ensure that all CRM and marketing information systems are current by providing regular entry and update of our client, contact and opportunity information * Coordinate tasks and streamline ...

Familiarity with CRM systems and practices * Customer orientation and ability to adapt/respond to different types of characters * Excellent communication and presentation skills * Ability to multi ...

Our client is now hiring an experienced Customer Success Manager. The primary responsibility is to ... Strong relationship building skills. * Proven record of exceeding quota in previous positions

Extensive knowledge of Microsoft Outlook and proficiency in Excel, Word, and PowerPoint; CRM experience a plus. If you meet the required qualifications and are interested in this role, please apply ...

... Salesforce CRM platform. • Provide ongoing business support to the users for the CRM platform • Strong experience with Salesforce and hands on - • Apex programming language • Solid ...

Work in progress reporting and project economics Stakeholder Collaboration - Act as a liaison between the business, finance and business relationship managers to understand and address application ...

Create/update CRM, VDR and other database platform tools to (i) support the investment management team in diligence, origination, backoffice tracking and planning, (ii) support financial operations ...

Be in constant communication with prospective clients/customers via community outreach, calls, networking events, and CRM tools. * As part of your training, be a part of our client support team

Strong interpersonal and relationship management skills. Certified Information Systems Security Professional (CISSP) a plus Security certifications a plus

Proficiently utilize and maximize our CRM database, ViaTour, Microsoft Access, Google's G Suite, and Microsoft Word/Excel to fulfill your responsibilities. * Occasionally accompany travel groups as a ...

Support Client Engagement with CRM data, tools, and activities * Support the CRM department on all on-going projects * Support with seasonal client gifting organization/shipping * Support with ...

Strong relationship management skills * Excellent verbal and written communications skills * Demonstrated problem-solving and critical-thinking skills * Attention to detail and a proven track record ...

Proactively manage housing partner subsidy programs and relationships. * Follow up with 3rd parties that promised payment on behalf of new tenant for the initial Security Deposit and/or 1st month ...

Collaborate with CRM and eCOMM teams to support more lower-funnel initiatives. Lead and manage daily media optimizations, collaborating with brand teams and their respective creative agencies to lead ...

The Manager oversees a team of full stack developers who design, develop and maintain Java Web & Salesforce CRM applications with a specific emphasis on usability, performance and scalability

...  CRM platforms, BI tools, legal contract systems). * Evaluate existing workflows, identify inefficiencies, and recommend technology-driven improvements. * Ensure seamless integration of new systems ...

Strong relationship building skills and ability to cultivate personal rapport. * Positive, "can do ... Ability to manage competing deadlines in a fast-paced entrepreneurial work environment. Timing

... management ... Provide strategic vision on network growth in relationship to business plan. Ensure that the ...

Reporting on results and recording daily activity through CRM software. * Developing and maintaining a database of community partners and referral sources * Creating monthly/quarterly reports on ...

Support the Investor Relations team in relationship management of existing and prospective investors, ensuring transparent communication and effective reporting. * Address investor inquiries and ...