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  •  ...Position Responsibilities : CRM Project Manager/ Program Manager Charlotte, North Carolina (Hybrid role) Look for Nearby candidates . Having a background in CRM or Client data management would be beneficial. I'm looking for a mid-senior lever strong... 
    Suggested

    Apex Informatics

    Charlotte, NC
    4 days ago
  •  ...introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations,...  ...a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in... 
    Suggested
    Local area

    Citizens

    East Norriton, PA
    15 hours agonew
  •  ...Position Summary A Wider Circle seeks an experienced CRM Implementation/Project Manager Consultant to lead the transition from several...  ...and API's as needed. Data Migration and Strategy and Execution Lead development of data migration strategy from legacy systems... 
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    Daily paid

    A Wider Circle

    Silver Spring, MD
    4 days ago
  •  ...Marketing Data Specialist/CRM My client, a law firm of 140 attorneys with offices in Florida, NY, NJ, and DC, seeks an experienced Marketing Data Specialist/CRM to maintain the firm's client relationship management database. Qualified candidate should have extensive... 
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    Permanent employment

    Suncap Technology

    Fort Lauderdale, FL
    5 days ago
  •  ...retention Support loyalty initiatives, VIP programs, and special client events Track client interactions and maintain accurate CRM records Develop strategies to strengthen client engagement and increase repeat business Brand Ambassador Responsibilities Represent... 
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    Robert Half

    Hillsborough, NC
    3 days ago
  •  ...Senior Client Partnership Executive As a Senior Client Partnership Executive, your responsibilities will be to partner with our clients...  ...team to identify new advertising opportunities Utilizes Sales CRM tool to track all pertinent account information and sales... 
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    Work experience placement

    84.51

    Chicago, IL
    16 hours agonew
  • $200k - $300k

     ...certified, providing quality services with a focus on customer satisfaction and operational excellence. : We are looking for a CRM Executive to join our team. The ideal candidate will have at least 2 years of experience in customer relationship management and possess... 
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    Full time
    Work at office
    Relocation

    White Force Outsourcing Pvt Ltd

    India
    a month ago
  •  ...problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the... 
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    Local area

    Charles Schwab

    Boca Raton, FL
    2 days ago
  •  ...Commercial Risk Client Executive The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering...  ...is preferred. Designations preferred, including CPCU, CIC, CRM, or ARM. Demonstrates the organization's core values, exuding... 
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    Contract work

    Bubble Insurance (joined The Baldwin Group)

    Rockwall, TX
    3 days ago
  •  ...involves managing customer relationships and handling property and casualty insurance matters. The ideal candidate will have experience in CRM and a strong understanding of the insurance industry. Responsibilities include: Managing customer accounts Processing... 
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    ClifyX

    Boston, MA
    4 days ago
  •  ...problem solving, helping us challenge the status quo and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the... 
    Suggested
    Local area

    Charles Schwab

    Boca Raton, FL
    20 hours ago
  •  ...CDE II - Client Delivery Executive NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a CDE... 
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    NTT DATA

    Atlanta, GA
    3 days ago
  •  ...Attio Crm Built For The Ai Era Attio is the CRM built for the AI era. Designed for the most ambitious go-to-market teams, it gives...  ...owner and a consultative product expert Design and execute strategies to monitor health, and drive adoption, retention, and... 
    Suggested
    Work at office

    Attio

    San Francisco, CA
    1 day ago
  • $70k - $100k

    Customer Success Manager We are innovators. We are culture-builders. We are Bee Genius. Join the team that's building the future of work, today. Come join the company building the future of work. Who We Are: At Bee Genius, we thrive on innovation and pushing...
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    Immediate start

    Bee Genius

    Oakland, CA
    2 days ago
  • $95k - $145k

     ...management. ~ Strong communication and interpersonal skills. ~ Problem-solving skills with a customer-focused approach. ~ Proficient in CRM software and Microsoft Office. Key Competencies: Relationship Management Strategic Thinking Communication Skills... 
    Suggested
    Work at office
    Remote work

    Blue Ridge Associates

    Chicago, IL
    4 days ago
  •  ...educate customers and serve as a trusted advisor Maintain accurate records of customer interactions, updates, and feedback in the CRM system What We're Looking For Excellent communication and interpersonal skills with a customer-first mindset Strong problem-... 

    AvidXchange

    Charlotte, NC
    1 day ago
  •  ...market conditions, and improvement opportunities Drive Service & Execution Partner with Operations and Capacity teams to ensure...  ...preferred) Strong Excel and reporting skills Familiarity with CRM tools and customer performance analytics Why RWI Logistics... 

    RWI Logistics

    Cincinnati, OH
    7 days ago
  •  ...video chats as needed Engage customers via calls, emails, and chats with professionalism & accuracy Ensure timely documentation in CRM Use Microsoft Office and various software & online tools Manage concerns related to services/products & escalate to leadership... 
    Work at office

    RedBrick Staffing

    Denver, CO
    3 days ago
  • $120k - $150k

     ...relationships and business growth in a premier Southern California market! We are seeking a Private Bank, Client Relations Manager (CRM) to join our team in Newport Beach, CA. This role is ideal for a seasoned professional with strong experience in complex residential... 
    Work at office
    Local area
    Work from home
    Monday to Friday
    Flexible hours

    Citizens

    Newport Beach, CA
    15 hours agonew
  •  ...comfortable using data and metrics to drive customer engagement and success. Proficiency in using Customer Relationship Management (CRM) software. Self-motivated and able to work independently, as well as collaborate effectively within cross-functional teams.... 

    Technosylva Inc

    Chicago, IL
    4 days ago
  •  ...Type Privately Held About the Role The Company is seeking a Head of Customer Success to lead the development and execution of strategies that drive customer satisfaction, retention, and expansion. This pivotal role involves building and nurturing executive... 

    Confidential

    Bellevue, WA
    3 days ago
  • $110k - $130k

     ...win Strategic + creative: be able to constantly zoom out and think of better ways to approach problems Bonus: have used Zapier, CRM automations or agents in CS/support function Benefits: Competitive salary: $110k-$130k OTE (includes commission and... 
    Full time

    Bobyard

    San Francisco, CA
    20 hours ago
  •  ...Financial Consulting Center Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors Maintain (CRM) database and client files (filing, copies, data input) Education/Qualifications ~4-year degree preferred ~3-5+ years minimum... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Overland Park, KS
    2 days ago
  • $75.43k - $90.51k

    Client Relationship Manager The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship...
    Remote work

    Zenith American Solutions

    San Francisco, CA
    20 hours ago
  •  ...create documents: amazing, design-perfect pages, which anyone can create. They come with payment, e-sign, easy integration into your CRM, and all the other functionality you wish your old PDF documents had. We have made a beautiful product that solves customers' needs,... 
    Remote work

    Qwilr

    Camden, NJ
    1 day ago
  • $100k

     ...of 1–2 field technicians. Customer Success Platform Experience: Schedule service activities and follow up consistently through our CRM system to ensure accountability and client satisfaction. Evaluate opportunities to increase customer satisfaction, expansion, and... 
    Full time
    Temporary work

    Airoom

    Lincolnwood, IL
    2 days ago
  • $80k - $100k

     ...portfolios on behalf of the Financial Advisors Creates and maintains records and files utilizing Client Relationship Management (CRM) software Actively engages in available training/cross-training and educational and/or professional development opportunities to remain... 
    Work at office

    Raymond James Financial Services

    Lemont, IL
    20 hours ago
  • $50k - $60k

     ...Operational Support Provide administrative support to advisors and internal staff Maintain accurate client records within the firm’s CRM system Assist with document preparation, scanning, and filing Prepare materials for client meetings and presentations... 
    Work at office

    Artemis Solutions

    Danville, KY
    2 days ago
  • $40 - $43 per hour

     ...The Planet Group is seeking a CRM Campaign Operations Project Manager to join one of our well-known global pharmaceutical clients...  ...cross-functional team members and agency partners to align and execute on email, SMS, and direct mail campaigns. This role will focus on... 
    Work experience placement
    Work at office

    The Planet Group

    Lake Forest, IL
    3 days ago
  • $57.39k - $70k

     ...Client Services Executive We're looking for a strong Client Services Executive to join our NAM team and become an integral part of our...  ...communication and daily upkeep of internal records and communication via CRM tools - Identify improvements to current processes that... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    WGSN

    New York, NY
    2 days ago