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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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Proficiency in SEO/SEM, Display, Facebook, CRM software, and other digital advertising mediums. The role of the Digital Director entails the supervision of the digital department, which encompasses web development, PPC, and SEO. This technical position requires front-end knowledge and programming skills, specifically in HTML5, CSS3, and JavaScript, as well as SSL certificates.
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CRM, Netsmart or Medicare / Medicaid systems experience are a strong preference. Preliminary assignment will focus on Broward County and Dade County line. CRM, Netsmart or Medicare / Medicaid systems experience are a strong preference.
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Full understanding of CRM Systems including (but not limited too) CMP, Halo, Unity, QCI, Salesforce and future CRM tools. Understanding of QCI, Salesforce and other CRM systems or the ability to learn them quickly is required.
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You will also manage our social media accounts, answer inbound phone calls, track/manage new leads in our CRM and in ad hoc reports, coordinate with our marine construction project team on larger jobs, and perform other administrative duties, as necessary.
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Work with e-prescribe and CRM platforms, such as Brightree, Salesforce, etc. Experience level: medical office and/or durable medical equipment sales processing preferred. Work with e-prescribe and CRM platforms, such as Brightree, Salesforce, etc.
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No nickel and diming you—we provide the LOS software, CRM, credit reports, scenario desk, lock desk, introductions to agents and lead generation. Proficiency in technical tools (Microsoft/Google Suite, CRM systems.
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AI powered CRM identifies most active prospects. Fully utilize and update the company CRM system. We are hiring an experienced mortgage originator to work with our 11,000+ in-house real estate agents and receive at least 100 buyer leads per month.
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Strong knowledge of working with CRM database and experience of using database to maximize optimum engagement and management for donor communications. Degree in non-profit management, marketing, communications, public relations preferred.
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Have work experience using timekeeping and/or customer relationship management ("CRM") systems. The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Database Maintenance : Update and maintain customer information in the dealership's CRM system. Proficiency in using CRM software and other sales tools. As a Sales BDC Representative, you will play a crucial role in our sales team, serving as the initial point of contact for potential customers.
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Tracking: Maintain accurate, up-to-date client records and interactions in our CRM. As a customer care specialist, you will serve as the first point of contact for all inbound general correspondence: phone calls, emails, walk-ins, etc.
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Responsibilities include CRM integration with AWS, testing infrastructure creation, day-to-day troubleshooting of system issues, scripting and development needed for Oracle Service Cloud CRM, and documenting & configuring systems.
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Updates CRM system by entering prospect and customer information and documents all relevant interactions including follow-ups. The Kitchen Sales Representative is responsible for promoting and selling the diverse range of products and services offered by the company to both existing and prospective clients.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Responsibilities:Greet & log guests into CRM (Customer Relationship Manager)Answer phonesMoney reconciliationReceipt moneyRun credit card transactionsMail collection/UPS labelsTrack vehicle keys for sales & lease returnsManage license plates and registrationsOrder suppliesQualifications:Must be able to work the following schedule as needed:M, T, & F.
Full-timeExpandApply NowActive JobUpdated 4 days ago
crm job Company: Brain Balance Of Coral Springs in Coral Springs, FL
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