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interactions, sales activities, and progression in the sales pipeline using CRM tools. Stay informed on B2B tech industry trends... and relationship-building, with the ability to guide tech companies through the decision-making process. Experience with CRM software... Apply Now

archaeology A demonstrated ability to write clearly and professionally Previous experience writing CRM reports is required Detail... Apply Now

Maintain customer information and contacts in CRM Follow-up with existing customers to build relationships that encourage... Apply Now

and wellbeing. Familiarity with CRM software and sales tracking tools. Valid driver's license and reliable transportation.... Apply Now

strategy for the Digital Technology Sales Transformation products, including Dynamics CRM, that sets us up for success... deadlines Work cross functionally to define a north star vision for CRM and GTM products with strategy of delivery... Apply Now

-savvy and experience with a CRM or the ability to quickly learn new software Time management, prioritization... Apply Now

, projections, etc. with both tax and wealth management clientsMaintains accurate list of returns in CRM, including status, fee... Apply Now

on all service requests, both internal and external in a timely manner. Updates every customer’s Service Titan account (CRM system...) for each customer interaction. Accurately captures all new customer information in the CRM system. Follows up on all leads, proposals... Apply Now

., account scoring, CRM changes) in your territory and provide feedback to improve the tools and resources at your disposal... Proficient in Microsoft Office, Google Sheets and a CRM (Salesforce preferred) If you are hired, you will be required to provide... Apply Now

network Log all activity in a CRM Meet and exceed goals each month and quarter Benefits Full time Health, Medical... Apply Now