Client Intake Specialist - Empathy, CRM & Team Impact
Greenberg Gross LLP
Greenberg Gross LLP in Sacramento, CA is seeking an Intake Specialist to connect with prospective clients by phone, text, and email, taking detailed, organized notes and routing information to the appropriate team members. The role requires professional communication, attention to detail, and the ability to work both independently and in a collaborative setting. Spanish bilingual candidates are a plus; overtime may be required. #J-18808-Ljbffr Greenberg Gross LLP
- ...& development Now Hiring: Intake Sales Specialist (Disaster Recovery) — Greater... ...confusion Document like a pro — CRM entries must be clean and... ...training and development A team that expects performance and... ...Calls that require urgency, empathy, and control Occasional...CRMLocal areaImmediate start
- ...As a Member Retention Specialist , you will play a critical... ...concerns that may impact retention Identify and... ...warm handoffs to Sales teams Maintain accurate... ...pipeline updates within CRM systems Support retention... ...and responds with empathy and understanding. Prioritizes...CRMWork at officeRemote workWork from home
- SERVPRO® Team Carpenter, located in Greater Sacramento, is now hiring an Intake Sales Specialist focused on disaster recovery. This role is pivotal as it drives business by being... ..., and document essential details in the CRM. The ideal candidate should possess a sales...CRMImmediate start
- ...thrive in a collaborative team environment and love... ...have openings for Intake Specialists. Essential Duties And... ...Connect with potential clients via calls, texts, and... ...Handle calls with genuine empathy and compassion.... ...maintain notes using CRM software. Perform other...CRMFull timeMonday to FridayFlexible hoursShift workDay shift
$2,930 per month
...passionate about making a positive impact, supporting others, and... ...expectations while valuing every team member, creating an... ...projects. This includes designated CRM Process. Establish personal performance... ...a sensible manner by showing empathy and a pleasant attitude to...CRMHourly payFull timeContract workPart timeLocal areaFlexible hoursAfternoon shift- ...working closely with the commercial team to bring prenatal care into... ...talking to people, has great empathy, and can uncover underlying... ...handling PHI. Familiarity with CRM systems and practices,... ...to rethink prenatal care and impact the lives of families globally...CRMFull timeRemote workFlexible hours
$30.07 - $31.47 per hour
..., and respect for people. Our team of professionals collaborates... ...innovation and make a positive impact in the healthcare industry. At... ...customer interactions, where empathy, efficiency, and expertise converge... ...Microsoft Office Suite and CRM/SAP systems. Ability to...CRMHourly payPermanent employmentFull timeWork at officeFlexible hoursShift work- ...providing excellent service that makes a positive impact on the people around you. You enjoy... ...We're also committed to investing in our team. You'll be trained in a proven consultative... ...of new business opportunities through our CRM. Support marketing campaigns, social media...CRMLocal area
- ...time, communicate with clients, and get paid so they can... ..., centralized intake forms, etc.). Participates... ...Relationship Management (CRM), Search Engine... ...: At Thryv, we're a team fiercely devoted to the... ...Thryv, making a positive impact within our team and in...CRMHourly payLocal areaRemote workDay shift
- ...customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal... ...Comfortable with engaging in sales conversations. Basic computer skills, including Microsoft Office and CRM systems. #J-18808-Ljbffr...CRMWork at officeFlexible hours
$45k - $60k
...want to make a positive impact on someone’s life? At FRSTeam... ...to join our team as an Account Representative. Compassion, empathy, and patience are key traits... ...geographical territory. Primary client contacts are commercial... .... Experience with CRM Who we are:...CRMPart timeRemote workWork from homeFlexible hours- ...customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal... ...in sales conversations. Basic computer skills, including Microsoft Office and CRM systems. #J-18808-Ljbffr Max Lam - State Farm AgentCRMWork at office
$45k - $80k
...Receptionist - State Farm Agent Team Member Max Lam - State Farm Agent is a leading insurance agency dedicated to providing exceptional... .... Basic computer skills, including Microsoft Office and CRM systems. Compensation: $45,000.00 - $80,000.00 per year My...CRMFor contractorsWork at office$26 - $28 per hour
...dedicated to advancing sustainable impact and empowering the people who... ...individuals to join our team, dedicated to exceeding customer... ...solutions. Customer Support Specialist Why This Role Matters You are... ...Preferred: Experience with Salesforce CRM, AS400, SAP S/4HANA, or SCPQ...CRMWork at office$18 per hour
...Make a real impact from home. Help Californians access the healthcare they need... ...Career growth: Clear paths to Team Lead, Supervisor, and Specialist roles Stable employment: 25+ years... ...Document all interactions in our CRM system with thorough, accurate notes...CRMFull timeContract workRemote workWork from homeHome office$20 - $23 per hour
...our customer database, assisting clients with their needs, and connecting them to the appropriate team members to ensure a positive... ...Assist customers during claim intake. Offer insight on timelines and... ...Microsoft Office and/or digital CRM software Strong written and verbal...CRMFull timePart timeFor contractorsWork at officeRemote workWork from homeMonday to Friday- ...Remote Customer Service Specialist At ForgeFit, we... ...coordinating with internal teams, your focus will be on... ...customer interactions using CRM Proactively follow... ...service, support, or client-facing role ~ Strong... ...brand that makes a real impact in the fitness world...CRMRemote jobHourly pay
$20 - $23 per hour
...a forward-thinking management team, ISC is combining the worlds of... ...customer database, assisting clients with their needs, and connecting... ...Assist customers during claim intake. Offer insight on timelines... ...Microsoft Office and/or digital CRM software ~ Strong written...CRMHourly payTemporary workWork at officeLocal areaRemote workWork from homeMonday to Friday$20 - $26 per hour
...through a collaborative, team-based approach to... ...technicians to assistants and client service representatives... ...patient outcomes from intake to recovery. Every team... ...filtered out. Your Impact as a Receptionist... ...Embody Compassion and Empathy: You'll be a calming presence...Hourly payLocal areaFlexible hours$90k - $100k
# Team Leader, End User**Sales Representative, End User****Location... ...to maximize positive impact with end user accounts. We need... ...classify the sales potential of each client.* Establish a network of... ...Utilization and maintenance of CRM tools for sales and activity reporting...CRMTemporary workWork experience placementLocal areaHome office$100k
...merchant services. Our worldwide team helps over 3 million companies... ...Maintain existing/prospective client records, in accordance with... ...Customer Relationship Management (CRM) systems; Salesforce.... ...finding better ways to deliver impact. We empower each other to make...CRMLive inWorldwide$150k
...global staffing services for B2B clients and are expanding our high-performing team . We’re seeking a driven Inside Sales... ...in Salesforce or comparable CRM platforms What You’ll Do:... ...be part of a global team built for impact. Company Description MyOutDesk...CRMBase plus commissionRemote workRelocation package- ...on positive outcomes for our clients in a variety of solutions in IT... ...working closely with internal teams to craft compelling proposals.... ...and pipeline management using CRM tools. Represent the company... ...grow the company and make an impact. Working in a team-driven environment...CRMContract workWork at officeLocal areaRemote workWork from homeFlexible hours
- ...Sales Consultant to join our team. In this role, you'll represent... ...customized solutions based on each client’s specific needs Build and... ...and performance metrics using CRM software What We’re Looking... ...represent a growing brand and make a real impact #J-18808-Ljbffr...CRMLocal area
- ...experience to help expand MyOutDesk’s client base. This role is focused on... ...updates in Salesforce CRM Maintain clean and organized data... ...effectively within a team environment Nice to Have: Salesforce... ...us and be part of a global team built for impact. #J-18808-Ljbffr...CRMRemote work
- ...insurance agency in Sacramento is seeking an energetic Insurance Account Representative to join their team. This role involves nurturing customer relationships, educating clients on insurance options, and developing leads to drive growth. The ideal candidate has a strong...
$117.5k - $159k
...join one of our fastest-growing teams, armed with Intuit Enterprise... ...The Role This is a high-impact individual contributor role focused... ...Solution Engineers, Services Specialists, CSMs, and Renewal Consultants... ...: Maintain rigorous CRM hygiene in Salesforce, providing...CRMLocal areaRemote work- Attio is the CRM built for the AI era. Designed for... ...ambitious go-to-market teams, it gives companies the... ...As a Technical Support Specialist, you’ll be the trusted... ...successful. You’ll combine empathy, product expertise, and... ...interview focused on impact and alignment with...CRMFull timeImmediate startRemote workMonday to Friday
$75k - $90k
...company dedicated to advancing sustainable impact and empowering the people who make water... ...invite passionate individuals to join our team, dedicated to exceeding customer expectations... ...analytical role. Strong proficiency in CRM and business management software, such as...CRMContract workWork experience placement- ...focuses on high-volume outbound prospecting to expand MyOutDesk’s client base. Candidates should have proven B2B sales experience, strong... ...-driven environment in a globally recognized staffing company dedicated to high-performing remote teams. #J-18808-Ljbffr MyOutDeskRemote work
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