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Technology - Our team uses laptops, cell phones, Microsoft Office, and a Customer Relationship Management System (CRM) to stay organized and connected. Experience with Customer Relationship Management Systems - Salesforce preferred.
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Utilize AssuredPartners’ Customer Relationship Manager (CRM) to track leads, individual sales activities, and email marketing campaigns. Must be enrolled in post-secondary education, ideally in a degree program concentrating in Risk Management & Insurance, Finance, Sales, or Business.
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While uniform sales will be the primary focus of the AE, they will also sell linens and facility services to support our growth and increase in demand. Monthly car allowance and gas card. Successfully pass Criminal Background, Motor Vehicle Record, and Drug Screen checks.
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Utilize customer relationship management software (CRM) and other tools to review activities, drive utilization and provide feedback to achieve optimal sales performance and productivity.
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Assist sales team with business development responsibilities such as gathering leads to import into Customer Relationship Management (CRM) tool, setting new meetings from reference checks, attending customer meetings, and selling Zachary Piper Solutions and/or Piper Companies services.
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Familiarity with any of these SAP Functional modules: Asset Management (EAM), Finance (FI), Funds Management (FM), Controlling/Cost Management (CO), Materials Management (MM), Inventory Management/Warehouse Management (IMWM), Project Systems (PS), Sales and Distribution/Reimbursables (SD), Production Planning (PP), Plant Maintenance (PM), Customer Relationship Management (CRM) Real Property (RP), S/4HANA Defense & Security, Public Sector, Oil & Gas Industry Solutions.
$73,900 - $132,100 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Our software offers Customer Relationship Management (CRM), Search Engine Optimization, Marketing, online invoices & receipts, text messaging, email marketing , print and social media management.
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Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
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Manage and update the Customer Relationship Management (CRM) database, including - scheduled calls, updated client records, notes from each call, and appointments set. Achieve or exceed monthly activity and lead generation metrics to achieve revenue targets as set by management.
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Maintain documentation of current activities in CRM (Customer Relationship Management) system. Fulfill the obligations of the essential functions: Client consultations (i.e., applying the skills of listening, information seeking, relationship building), Project management, and Business Development.
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Actively maintain contacts in client relationship management application (CRM) Excellent time-management and phone skills. We are looking to add both experienced and emerging commercial insurance agent to add to our company.
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We do it all in a convenient client experience management app that allows small business owners to get the job, manage the job and get credit all from the palm of their hand. Thryv is committed to provide equal employment opportunities throughout the employment relationship including recruitment, hiring, discharge, compensation, benefits, discipline, development, and advancement or other aspects of employment.
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Pull inquiries from our Customer Relationship Management system (CRM) Respond to inquiries via phone, text,chat,or email based on potential customer's expressed preference. Ensure 100% of contact activity, by recording customer information in the CRM in real time Develop/maintain relationships with related store personnel.
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Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems. Collaborating with your Community Relationship Manager (CRM), other OEs, and your Outreach Manager/Outreach Director to drive lead generation with local community members or Insurance Agents (IAs.
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Demonstrated experience with Salesforce, or another Customer Relationship Management (CRM), and data visualization. About the job Sales Operation Analyst (Remote work from Lebanon.
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