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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Demonstrated technical experience utilizing a CRM system or complex database systems (e.g.; Banner, Handshake, Starfish) for collecting data, maintaining records, creating queries, and compiling reports.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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The Junior CRM Manager, Sales Enablement reports to the CRM Technical Product Owner and assists Corporate and Regional HUBs in achieving their goals through use of technology. The Junior CRM Manager, Sales Enablement thrives working in an entrepreneurial environment—bringing forth and implementing new ideas and solutions.
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Identify business gaps related to D365 and Power Platform in collaboration with business and IT stakeholders, needed to the CRM system in order to meet evolving business requirements. Experience working as an analyst designing and implementing Dynamics 365 CE (CRM) or Power Platform applications.
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We are looking for an experienced MS Dynamics 365 Developer with experience across CRM, powerapps and other microsoft applications. Strong CRM industry knowledge and in-depth product expertise in Microsoft Dynamics 365.
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7+ years of SaaS business applications experience including robust hands-on experience in Marketing, CRM (Microsoft & or Salesforce), Master Data Management, CPQ and Enterprise Architecture. As a Sr IT Customer Relationship Management Cloud Developer, you will be part of the growing Salesforce and CRM/CPQ practice within Penumbra, serving as a Subject Matter Expert to Penumbra’s Marketing, Sales, Pricing and Sales Operations organizations.
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Knowledgeable in key areas of Communications provider/Hi Tech client domains including customer relationship management (CRM), CPQ, customer care operations, Service Operations, ERP and supply chain.
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Knowledge in Microsoft enterprise cloud technologies such as Dynamics 365 CRM, Office 365, Microsoft Azure. CGS is seeking a Power BI Developer to join our team in supporting a wide-ranging technical support initiative for a large Federal agency.
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The CRM Marketing Strategy Specialist will support Customer Relationship Marketing campaigns for Telemundo. This entails campaign development and hands-on execution of Spanish-language CRM campaigns (email, push notifications, in-app messages), closely partnering with Campaign Operations and Marketing Operations teams.
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Manage all sales prospecting and communication activities in Microsoft Dynamics CRM. Microsoft Dynamics CRM or similar platform. Identify janitorial sales targets by making proactive field visits, phone calls, and sending emails to business owners, facility managers, property managers and decision makers to generate appointments.
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Software-Engineering: Prozessautomatisierung, Portale, Apps und Webapplikationen, SAP HANA, S4 Utilities, SAP IS-U, CRM, SAP Customer Experience. IT Berater | RPA Developer | Cloud Developer | App Developer | ERP Consultant | Prozessberater.
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Our product covers a large surface - powering marketing automation, omni channel communications, AI bots, sales and renewal CRM, agent and self-guided touring, tenant screening, advanced business intelligence capabilities, and much more.
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Leads the creation, copywriting, evaluation, and deployment of email campaigns for graduate, undergraduate, and influencer audiences through the Slate CRM. Knowledge of Ellucian Colleague and the Slate CRM is a plus.
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crm job Company: Cahaba Media Group
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