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Antenna’s Marketing Technology & SEO Specialist is responsible for configuring, customizing, and maintaining the CRM/Automation platforms systems (primarily Hubspot, with working knowledge of Pardot, Marketo, and Eloqua a plus) to ensure its efficient functionality and seamless integration with other business processes.
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Proficient use of Konecranes CRM tool for sales case management and associated reporting requirements Thorough Efecte software inquiry documentation Effective lead follow-up and new lead development Cost estimating and preparation of proposals.
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Utilizes dealership sales control (CRM/DSM) system. The Used Car Sales Consultant is directly responsible for selling used vehicles at dealership gross profit, volume, and customer satisfaction standards.
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Other Requirements (e.g. Skills): Media strategy and planning, programmatic media buying, experience with HCP platforms, paid search, DTC and social media, target list matching, NPI/PLD data strategy, measurement & reporting, financial oversight, and strong presentation skills Exposure to digital strategy, website development, social media strategy, and CRM program development May require a small amount of travel.
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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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Strong experience in Enterprise Architecture, including systems in sales and CRM systems (Salesforce), marketing automation systems (Marketo), Enterprise Resource Planning (ERP) systems, Content Management Systems (CMS), Digital Asset Management (DAM) systems, Billing and Payment systems, and more.
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Certified Risk Manager (CRM) or Certified Professional in Healthcare Risk Management (CPHRM). Certified Risk Manager (CRM) or Certified Professional in Healthcare Risk Management (CPHRM). 5+ years’ experience in relevant field, including experience with enterprise risk management, quality improvement, healthcare administration, legal support and/or claims management.
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Training Provided: Product Training CHS Sales Training National Sales Certification available Computer Training on CRM Software. We are looking for a motivated self-starter to join our growing agriculture organization to be an Agronomy Sales Representative to service and grow our customer base near Broadview, MT.
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Experience collecting and analyzing metrics and analytics for organic and paid campaigns in Meta (Facebook and Instagram), X/Twitter, email/CRM platforms, Google, LinkedIn , TikTok, and more. Experience collecting and analyzing metrics and analytics for organic and paid campaigns in Meta (Facebook and Instagram), X/Twitter, email/CRM platforms, Google, LinkedIn , TikTok, and more.
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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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Minimum of 10 years relevant experience in a consulting or industry role, with a minimum of 6 years relevant consulting in CRM technologies and Microsoft Dynamics 365 Customer Engagement/CRM.
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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 Customer Care Coordinator I is also the Voice of Our Customer which is captured in our Customer Relationship Management (CRM) tool, Pulse. Document all customer interactions and conversations in the appropriate Pulse CRM fields and update pertinent information into Oracle order notes.
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What Youll Do:Mid-Market Responsibilities:Manage the order entry process for Wholesale clients - input orders from clients into the Companys CRM (Salesforce) and conduct a thorough check on data accuracy, correcting for errors when necessaryMonitor inbound Wholesale client communications and make updates to existing order entries as requested; work cross-functionally, with Distribution, Demand Planning, Production, and others to ensure changes can be accommodated.
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crm job Title: graphic designer Company: Smart Data Solutions
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