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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 with CRM software; Deltek GovWin; and federal acquisition portals, tools, and databases. Thorough knowledge of Electronic Manufacturing Services (EMS) of design-to-specification or build-to-print opportunities ranging from printed circuit board assembly, cable and harness assemblies, subassemblies or subsystem integration, box builds, and complete systems.
$150,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Minimum of 10 years of related business development, corporate strategy, or program management experience within the EMS industry and ability to articulate success. Establishes credible and trusted relationships with U.S. Department of Defense (DOD) program offices and key stakeholders and with Tier 1 and 2 Aerospace and Defense prime contractors.
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Direct experience logging sales activities in a CRM such as Hubspot/Salesforce. CRM and Client Portal cleanliness. Proven track record of repeatedly exceeding quota as an Account Manager or Client Success Manager in previous roles.
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Providing input into future direction of CRM and CPQ systems based on experience. Managing of enhancements and prioritization process for CRM and CPQ systems. What you’ll be doing: Training all users of CRM and Quoting systems– Field Sales, Marketing, Customer Service, and Direct Customers.
$55,000 - $74,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Utilize customer relationship management (CRM) and support (Zendesk) tools in coordinating and monitoring customer experience operations. Proficient in software tools and systems (CRM, Zendesk, Microsoft Apps, etc.
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Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
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Complete required Customer KPI expectations, CRM-Service Titian entries, reports and other paperwork in a timely manner and in accordance with Company policy. May require physical effort and cardiac endurance while reaching with hands and arms, stooping, kneeling, crouching, standing, walking, balancing, bending, leaning, kneeling, walking, and climbing.
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Skills and Experience Inside or outside B to B sales or customer service Strong communication skills Passion for doing thing rights Great attention to detail and time management Desire to learn and solve problems Experience with Salesforce or comparable CRM tool Comfortable in a fast-paced, multi-tasking environment Compensation $60-70K On Target earnings Plan Commission for closing web/phones leads Commission for sign up new certified partners No commission cap #tsaj.
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Professional insurance designations such as CIC, CRM, or ARM are highly desirable. Solid experience with CRM software and MS Office (particularly MS Excel). Proven work experience as a Commercial Lines Account Manager, Sales Account Manager, or relevant role in the insurance industry.
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Ability to learn Cargas and Dynamics GP/Intacct/CRM products. Ability to learn Cargas and Dynamics GP/Intacct/CRM products. Drive product change and improvement to make Cargas Energy the top tier energy platform.
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Entry of pre-sale quote activities into CRM/quote configuration systems. Word, Excel, Outlook, PowerPoint, AutoCad, and CRM systems. 2-year Associates of Applied Science degree in an engineering-related field, or.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Experience with enterprise ERP and CRM (Customer Relationship Management) infrastructure, implementation, and support. Today, CBW is a full-line, full-service wholesale distributor serving retailers in the Mid-Atlantic region, and is recognized as one of the Top 10 leading convenience store wholesalers in the country.
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Work closely with CRM systems manager and other team members in the development, maintenance, and optimization of HOPE’s CRM instance (Salesforce NPSP) and related financial, reporting, and marketing applications in compliance with security, data privacy, and organizational needs.
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Proactively prospect for new business opportunities , up-sell to existing customers (new product sales) within a specific set of named accounts. Complete consistently scheduled phone blocks and cold call prospecting activities to establish initial and follow-up appointments with customer/prospect decision-makers within a designated territory.
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crm job Company: Brain Balance Of Coral Springs in Lancaster, PA
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