Salesforce crm jobs in Albany, NYCreate job alerts

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Maintain strong client relationships, providing excellent customer service and acting as the ... management team. * Travel to client sites as required (up to 70%) * Other duties as required ...

Schedule consultations based on client needs and CRM availability. * Coordinate follow-ups and ensure potential clients receive necessary communication. Customer Service : * Provide excellent ...

Proficiency with CRM systems (e.g., Salesforce, Redtail) and financial planning software (e.g., eMoney, MoneyGuidePro). * Strong proficiency in Microsoft Office Suite, particularly Excel, Word, and ...

Developing relationships with customer base and ensuring General Managers have significant customer relationships throughout their area * Understanding the customer contracts and compliance needs

Utilizing and managing the company's Customer Relationship Management (CRM) Tool. Essential Skills & Qualifications The Administrative Assistant role is an excellent opportunity for someone who ...

Collate and maintain customer/prospect information in the CRM database. * Provide customer/prospect feedback to sales and management. * Help create and develop a robust pipeline of qualified ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Experience working with CRM tools. Travel * Occasional travel to include overnight stay. Must Have: * Certified Financial Planner designation * 5+ years in financial planning capacity providing ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Assure staffing levels and management coverage is appropriate to maximize the customer experience ... Ability to establish working relationships with all employees, management, and vendors * Ability to ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

Knowledge, Skills, & Abilities · Knowledge of customer service standards and procedures with ... time management skills, with the ability to prioritize multiple tasks seamlessly. · Collect ...

... our customers - Ability to develop a good rapport with other administrative staff - Excellent people skills - Ability to manage often conflicting priorities - Ability to deal effectively with a ...

Schedule consultations based on client needs and CRM availability. * Coordinate follow-ups and ensure potential clients receive necessary communication. Customer Service : * Provide excellent ...