Help USCRO to oversee the activities of CRM who serve as the risk management function for the Branch and determine key risk indicators to be monitored on a regular basis and to ensure that the Branch ...
Consistently use the CRM tool to support business development in the firm, including taking ownership of contact information for attorney's contacts and updating, maintaining, and resolving conflicts ...
Client Relationship Management : Build and maintain strong relationships with key client stakeholders, understanding their requirements and proactively addressing their concerns. Serve as a technical ...
Sweep is the business process creation tool that empowers RevOps professionals and CRM leaders to build and manage a scalable CRM architecture independently, quickly and with confidence so they can ...
Our mission is to map the off-market sector and connect buyers and sellers efficiently through our CRM matching platform, that's on it's way to becoming a digital brokerage marketplace. This cutting ...
This role involves coordinating daily administrative tasks, handling scheduling, maintaining the Director's CRM, doing research and outreach, and assisting with commercial real estate deals. The ...
Strong relationship management skills. * Proficient in Microsoft Suite (Word, Excel, Outlook, and PowerPoint) * Exceptional Organizational Skills: planning, expediting, prioritizing, managing ...
This role will handle various responsibilities including CRM and pipeline management, lead qualification, report generation, market research, and representing the firm at industry events. The ...
Strong leadership, customer relationship management, budget development, and problem-solving skills. * Travel: Ability to travel between 25%-50% of the time. * Personal Attributes: Highly organized ...
Ensure qualitative monitoring and updating of customer information (CRM) Operations: * Assisted in executing operational work and ensured efficiency in all areas. * Maintain visual displays of the ...
Conceptualize, design, and develop engaging digital creative assets, including graphics, animations, videos, and other multimedia content for CRM channels (email, site, and app). Experience/Skills
Enter data into CRM (account/travel information, etc.) * Track time on client trips through an online tracking system * Learn and use Local Foreigner tools including Salesforce and Sabre REQUIREMENTS
Partner with CRM and acquisition teams to ensure data accuracy and deliver actionable reports on customer acquisition costs, engagement trends, and retention metrics. * Work closely with brand teams ...
Advanced relationship management skills * Solutions driven and customer service oriented * Understanding of financial services business model * Demonstrate the highest of standards of ethics ...
The Site Manager of our clinics will be responsible for all of the staff and operations within ... professional relationships. Essential Duties & Responsibilities Essential functions of this ...
Constantly maintain and update our electronic case system (CRM) with accurate recordkeeping * Stay updated with legal trends, changes in regulations, and new case laws * Collaborate effectively with ...
Maintain CRM, database, and marketing files * Create tailored approaches and maintain materials used for proposals, business development, correspondence, and presentation materials and reports
This position involves a combination of strategic leadership, project management, and client relationship management. * Lead the growth and development of the Sage Intacct practice, ensuring the ...
Oversee the timely close-out, renewal, or extension for all AAF's grants and contracts, particularly for sub-granted awards Communications & Relationship Management * Develop and improve an internal ...
Relationship Management: * Develop and nurture a robust network of executive-level candidates. * Stay engaged with placed executives to ensure long-term success and foster future collaboration
Success requires attention to detail, proactive problem-solving, and strong program and relationship management skills. Adaptability in a fast-paced, high-tech environment is key. As an active team ...
Experience with constituent relationship management (CRM) databases and/or reporting software. * Experience with Raiser's Edge/NXT is required. * Strong working knowledge of Google Suite. * Excellent ...
Provide analytic insights in support of custom audience creation based on multiple data sources including first party CRM data, third party data and syndicated survey data * Oversee the use of ...
Manages client lists and leads outreach initiatives and follow-up * Partners with the CRM team and requests client lists in order to drive traffic and sales * Ensures client appointments and ...