Previous experience utilizing a CRM (Salesforce a plus) and VOIP * Knowledge of medical and insurance terminology preferred * Law firm industry experience preferred * Proficient in Microsoft Office ...
Comfortable with office and CRM software (e.g., Wealthbox, Salesforce, Redtail, DocuSign, etc.) and proficient in MS Office (Outlook, Excel, PowerPoint, Word) * Communication Skills : You excel at ...
Customer Relationship Management (CRM) Software (e.g., Salesforce). * Understanding of compliance software relevant to the financial industry. Benefits: * Competitive salary with performance-based ...
Experience with administration or support of Salesforce and or Veeva CRM platforms * Experience with data visualization tools such as Qilksense, Tableau, or PowerBI (or similar tools) * Ability to ...
... management of, and expanding, the client relationship. In addition, the role will be responsible for customer service (24/7), tracking, routing, problem resolution, vendor compliance, account ...
Customer/Client service, and staff management experience. * Good verbal and written skills. * Be ... Maintaining customer and internal relationships (engaging with sales reps, accounting, distribution ...
You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in P&C and or financial sector Customer ...
... excel, CRM, and task management software -Must have minimum 1 year lab experience COMPENSATION & BENEFITS: At CryoFuture, we value the dedication and expertise of our team. In return for your ...
Manage set up of new clients and customer master data change requests including order entry and ... Proficient knowledge of Microsoft Office, SAP, Salesforce knowledge a plus * Bilingual in Spanish ...
You have excellent time management skills and understand the value of circling back with a customer ... relationships * You demonstrate a positive/understanding attitude in the face of difficult or ...
Build client relationships by showcasing exceptional customer service and closing sales through ... The ability to effectively communicate with various levels of management and demonstrate a ...
Account Management and Inside Sales: Responsible for managing and developing assigned accounts, ensuring customer satisfaction, maintaining strong customer relationships and identifying sales growth ...
... crucial. • Sales or customer service experience is advantageous but not mandatory. Your ... relationships with them. • Collaborate with your manager to define clear objectives and goals ...
Expertise in digital marketing tools and platforms (Google Ads, Meta Ads, CRM, analytics tools). * Exceptional communication and presentation skills. * Ability to thrive in a fast-paced ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... We strive to deliver amazing customer experience while building long-term relationships that ...
... Delivery (LMD), return management and customer service. As an exceptional collaborator and ... SalesForce, Tableau, etc) Benefits : Medical, Dental, Vision, Life, STD, LTD, AD&D, 401K, and ...
As a National Account Manager , you will take the lead in managing relationships with national customers, driving sales growth, and expanding distribution. This role is perfect for a results-driven ...
Minimum 2 years of account, relationship, client, or partner management experience * Outstanding customer service and interpersonal skills * Excellent relationship-building, communication and ...
Maintains close working relationships with all practice staff to ensure proper workflow, care and ... along with previous customer service/data entry, administrative/office management/clerical ...
Re-prioritize and adapt to an ever-changing environment including learning new CRM's, sales processes, and newly added product lines. * Identify and prospect potential clients in various industries ...
... customer needs and creates and nurtures mutually beneficial relationships within AEGIS and with ... Staff Management and Development Supervise and oversee the work produced by property operations ...
Many placed into Business Development roles have moved into management positions, with promotions ... Establish and maintain exceptional relationships with strategic customers and industry stakeholders
Our mission is to help customers look and feel their best. Store Managers are relentless in ... A collaborative mindset, fostering strong and sustainable relationships with employees and managers
... customer experience, website conversions and optimize leads and sales. He/she must have expertise ... teams and management. · Work with marketing and web development teams to develop and execute ...
... talent management, clientele development, and merchandising. They will ensure a positive work ... Resolve customer issue trends by investigating problems, developing solutions, preparing reports ...
... investment management to serve the needs of the bank's consumer and business customers. The ... building up new client relationships · Identifying cross-sell opportunities, including ...
... customer service * Foster team spirit and function internally as go to person on all retail issues ... Ability to build and maintain strong relationships with key stakeholders, including retailers ...
... CRM and other sales management tools. Minimum Requirements • Bachelor's degree or 3-5 years of experience in industrial sales, or an equivalent combination of education and experience. • ...
Strong core values, supportive work relationships, high quality training and personal development ... Resolve customer inquiries and complaints. * Create collateral sales material for onsite sales ...
Initiates, builds, and maintains customer relationships * Compiles lists of prospective customers ... Contract Management. * Analyzes customer forecasts and develops stock and release programs for the ...
Developing, managing and maintaining client relationships * Providing quotes * Visiting existing and potential customers to understand their needs and building a customized solution that meets their ...
You will work closely with internal teams to ensure customer satisfaction, resolve issues, and meet sales targets. Key Responsibilities: * Client Prospecting and Relationship Management : Identify ...
Operations Management: o Optimize workflows for the customer service team, set measurable quality goals, and monitor performance against KPIs. o Build and maintain strong relationships with payment ...
Collaborate with senior management to drive operational improvements and efficiencies across ... Manage vendor relationships, negotiate contracts, and ensure cost-effective, high-quality services ...
... customer service representatives (CSRs) on container shipments. · Partner with the Logistics ... vendor relationship management abilities. · Experience with invoice review and reconciliation ...
The successful candidate will have demonstrated success in customer relations, relationship management, operations, procurement, inventory control and inventory management. This leader will operate ...
... customer experiences; defines and maintains staffing models and implement comprehensive training programs for each concept * Cultivates and manages relationships with internal and external key ...
Innovate methods for gathering and analyzing customer feedback * Manage the CXM vendor relationship and facilitate user onboarding and best practices * Oversee data source acquisition from an IT ...
The Junior Account Manager position is responsible for increasing the customer base by maintaining relationships with existing customers and by developing new relationships. Junior Account Manager ...
Proficiency in CRM software and Microsoft Office Suite. * Ability to travel locally to meet with referral sources and visit facility locations as needed. Benefits & Compensation: * Competitive salary ...
The Communications Manager Trainee is the liaison between our Wireless clients and our customers and is responsible for increasing the customer base by maintaining relationships with existing ...
The Syndicated Loan Transaction Specialist will coordinate between Relationship Managers ... customers / CPAs / insurance companies for expired information. * Follow-up on outstanding ...
This position maintains effective working relationships with all customers, including patients ... Maintains operations by following policies and procedures; reporting needed changes to management ...
Develop and manage relationships with customers within your territory. * Promote NEOVA to drive sales. * Drive new business through prospecting and leads. * Work with the Regional Manager to develop ...
... Salesforce) platforms and Veeva Platform supporting the Legal Medical Regulatory review cycle ... relationships, in particular with senior level managers. Education and/or Experience * A Bachelor ...
Keep your pipeline organized in our CRM system What We're Looking For: * A competitive, never-back-down attitude. * A people person who loves chatting and closing deals. * Someone eager to learn - we ...
This includes developing account relationships, recommending new products and technology, providing ... · Manage customer inquiries, navigating customer needs, and generating business. · Resolve ...
Some experience with CRM/ERP system, preferably NetSuite * Experience with ISO 9001:2015 preferred * Experience with MS Excel * Some travel required (trade shows)