CRM Insights and Gift Operations Specialist
Concordia University, Wisconsin
Concordia University, Wisconsin is seeking a full-time CRM Reporting and Gift Specialist. This role is crucial for coordinating administrative functions related to CRM, data, and gift processes for the Office of Advancement. The ideal candidate will have strong experience in CRM data systems, advanced computer skills, and the ability to communicate effectively across departments. Benefits include health insurance, retirement plans, and tuition waivers. #J-18808-Ljbffr Concordia University, Wisconsin
- ...CRM Reporting and Gift Specialist Concordia is a Lutheran higher education community committed to helping students develop in mind, body and spirit... ...Serve as a subject-matter resource for Advancement CRM operational use and perform CRM administrative functions within...CRMHourly payFull timeWork at officeLocal areaFlexible hours
$55k - $95k
...Selling : Work collaboratively with our Specialists to assist with top penetration opportunities... ...seamless product delivery. Lead with Insight : Develop new business by identifying... ...savviness proficiency in Microsoft Office and CRM tools like Salesforce is a plus. ~ Have...CRMMinimum wageWork at officeRemote work- ...donation processes. Ideal candidates will have a Bachelor's degree and at least two years of experience with CRM systems like Salesforce. The job includes processing gifts, creating donor lists, and supporting fundraising strategies, all while upholding the mission of the...CRMPart time
- ...A manufacturing company based in Mequon seeks a proactive Executive & Office Operations Assistant to support various teams. This part-time role involves administrative tasks, event coordination, and maintaining office functionality. Ideal candidates will have experience...SuggestedPart timeWork at office
- ...reliable reporting, and efficient fundraising operations that support the long-term sustainability... ...the primary administrator of our donor CRM and play a key role in supporting... ...communications. Responsibilities include gift processing, acknowledgements, data integrity...CRMTemporary workWork at officeRemote work
- ...Stays current on industry trends, competitor activities, and market insights to inform campaign strategy and digital marketing initiatives.... ...required. Working knowledge of marketing automation and CRM platforms; experience with Salesforce Marketing Cloud Account Engagement...CRMWork at officeRemote work
- ...contract changes Coordinate internally with sales, finance, and operations to ensure accurate setup and invoicing Assist with recurring... ...tables and VLOOKUPs Comfortable learning and navigating ERP/CRM systems such as NetSuite or Salesforce Highly organized with...CRMPermanent employmentContract workTemporary workWork at office
- ...improving pipeline visibility through consistent CRM usage, and collaborating cross-... ...opportunity data in alignment with sales standard operating procedures (SOPs). Provide regular... ...customer needs within the territory. Provide insights and recommendations to support product...CRMTemporary workWork at officeImmediate startWeekend work
$80k - $85k
...activities, opportunities, and accounts through CH tools, utilizing insights to craft strategies and cross-sell opportunities. Manages and... ...sustainable relationships. ~ Experience using Salesforce CRM. ~ Ability to travel 30-50% Join our team today! To learn...CRMFull timeContract workLocal area- ...Overview Position : Investment Operations Specialist Compensation : Base salary + bonuses + benefits Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients...Work from home
$100k - $130k
...engages potential customers by leveraging insights and the Company’s Value Proposition.... ...strategic integration opportunities to enhance operational efficiency and increase productivity for... ...); Previous experience with CRM preferred Excellent interpersonal, oral...CRM- ...asphalt and concrete industry. Ideal candidates will have strong communication skills, a detail-oriented approach, and proficiency in CRM systems. Competitive compensation with comprehensive benefits, including health insurance and a 401(k) plan, are offered, along with...CRM
- ...administration, and internal process support. The ideal candidate should be organized, reliable, and able to manage multiple tasks efficiently in a fast-paced environment. Strong Excel skills and experience with ERP or CRM systems are required. #J-18808-Ljbffr Truity PartnersCRMContract work
- Sterling Law Offices, S.C in Menomonee Falls, Wisconsin is seeking passionate teammates to help families through legal challenges. We value authentic integrity, a warrior spirit, and a servant’s heart. Candidates should have three or more years of family law experience ...
- ...exceed revenue and cross-sell targets on a consistent basis. Track sales activity, pipeline, and performance metrics using CRM tools. Provide insights and feedback to improve product offerings and sales strategies. Stay up to date on industry trends, competitor activity,...CRM
- ...experience in sales, marketing, and research within an industry-leading organization. Responsibilities include lead generation, maintaining CRM systems, preparing sales materials, and conducting market research. Applicants should be enrolled in or recently graduated with a...CRMFull timeSummer internship
- FashionUnited is looking for a Merchandise Specialist in Menomonee Falls, Wisconsin. The role involves coordinating Buying Office activities, including managing purchase orders and samples. The ideal candidate will have strong problem-solving abilities and excellent communication...Work at office
- The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. The role ensures offices are fully equipped, functional, and aligned with brand standards by providing hands‑on operational, technical, and logistical...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
- ...multitasking ability Quick learner able to apply knowledge and operate in a team environment Demonstrated verbal, written and... ...telecommunications or technical industry preferred Experience utilizing CRM systems (SalesForce) Experience with Microsoft Office (Excel,...CRMCasual workWork at officeLocal areaVisa sponsorship
- ...and outbound sales activities to develop new business opportunities. Maintain accurate customer records and account information within CRM and ERP systems. What We Look For Associate degree in a technical field or equivalent combination of education and experience....CRMWork at officeRemote work
- H&R Block is hiring for a seasonal Operations Technical Specialist in Menomonee Falls, Wisconsin, to ensure operational readiness of tax offices. The position involves supporting office setups, performing routine maintenance, and providing logistical support. The ideal...Seasonal workWork at office
$80k - $120k
...N205 Commerce Court, Cedarburg, WI 53012 Account Growth Sales Specialist We are seeking a highly detail-oriented Account Growth Sales Specialist... ...accounts and develop actionable plans. Familiarity with CRM software and sales tools is a plus. Preferred Qualifications...CRM- ...relationships with Sourcing/Purchasing, Engineering, Operations, and C level professionals are required.... ...strategic material suppliers to share insight into the market and develop strategies to... ...pipeline, track project status in CRM, and provide progress reports as required...CRMContract workWork experience placementWork at officeLocal areaRemote workHome officeFlexible hours
- ...completed on time, within scope, and on budget. Coordinating with our Operations Manager, field crews, and subcontractors to ensure seamless... ...organizational and time management skills. Proficiency in CRM systems and Microsoft Office Suite. Knowledge of local market trends...CRMFor contractorsFor subcontractorWork at officeLocal area
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- ...staff to ensure customers get what they need. Ensure all sales calls in region are documented in Company’s customer information program (CRM). Evaluate market potential for new and existing products and prepare market analysis for key suppliers. Observe economic changes in...CRMFull timeFor contractorsWork from homeFlexible hoursNight shift1 day per week
$20 - $23 per hour
...about treatments, aftercare, and health optimization programs. Ensure accurate documentation in EMR/CRM systems and maintain confidentiality at all times. Operational Excellence Coordinate with the clinical and front office teams to ensure timely patient flow. Manage...CRMPart time$500 per month
...accuratelyBuild and maintain strong customer relationships to drive repeat business and referrals Follow up with customers using the dealership CRM system Collaborate with sales managers and team members to achieve individual and dealership goals Stay current on GMC and Buick...CRMFull timeTemporary workLocal area- ...and maintaining client financial plans, and serving as a primary operator of the firm’s financial planning technology. This is an... ...technology stack; eMoney, Holistiplan, Orion, Nitrogen, and Redtail CRM. Update and maintain client data in eMoney following meetings,...CRMFull timeLocal area
- ...Development Mentor and lead product marketing specialist(s), driving a culture of accountability,... ...acceleration, sales tool creation) from insights and cross-functional collaboration.... ...development and marketing strategies. Leverage CRM and marketing automation data in decision...CRM
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