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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
- ...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...SuggestedDaily paid
$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...SuggestedFull timeWork at officeRelocation- ...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...SuggestedWork experience placement
- ...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...SuggestedLocal area
- ...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...SuggestedContract work
- ...customers aware of latest developments Qualifications: Previous experience in sales, customer service, or other related fields Familiarity with CRM platforms Ability to build rapport with clients Strong negotiation skills Deadline and detail-oriented...Suggested
- ...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 operation al success of the local branch You are the first...SuggestedLocal area
$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...SuggestedImmediate start- ...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...SuggestedWork at office
- ...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...Suggested
$120k - $130k
...Apex Group CRM Role The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional...SuggestedWork at officeWorldwide$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...SuggestedWork at officeRemote work- ...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....Suggested
- ...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. Growth in net new investment assets in collaboration...SuggestedLocal areaFlexible hours
$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$85k - $130k
...provides leadership by mentoring junior team members and supports the execution of strategic initiatives that align with team goals. Some of... ...have not changed and have been properly documented using DI in CRM. Serve as primary interface on behalf of client with central...Work at office- ...to present to customers Qualifications: * Previous experience in sales, customer service, or other related fields * Familiarity with CRM platforms * Ability to build rapport with clients * Strong negotiation skills * Deadline and detail-oriented Company Description Established...
$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$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 timeTemporary work- ...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
$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 placementWork at office- ...Partner with Sales to support upsell and cross-sell initiatives, reinforcing the measurable impact of Instant Maintain impeccable CRM hygiene, ensuring customer health and engagement are always up-to-date Be the voice of the customer - analyze pain points, showcase...
- ...present to customers Qualifications: Previous experience in sales, customer service, or other related fields Familiarity with CRM platforms Ability to build rapport with clients Strong negotiation skills Deadline and detail-oriented Company...
- ...Translate customer needs into clear internal priorities, working with project and support teams to ensure timely and accurate execution. Customer Health Monitoring: Track account health metrics (usage, engagement, satisfaction) and take action to improve outcomes...Work at office
$150k - $200k
...Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution. * Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in...Temporary workWork at officeImmediate startHome officeFlexible hours- ...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
$105k - $135k
...client value. Stay Organized: Keep detailed records of client interactions, support requests, and upsell opportunities using our CRM system. Seize the Opportunity: Playground is a place where doers thrive. If you see a problem, solve it. If you see an...Work at office$55k - $95k
...collaborating with RBC's operations teams Log client interactions in a CRM for transparency and trend tracking What do you need to... ...Office (Word, Excel, and PowerPoint) Demonstrated ability to execute projects and implement change Series 7, 63,65 (66)...Full timeWork at officeFlexible hours- ...Skills & Experience ~ Bachelors Degree in Business or a related field (or equivalent years of experience) ~2 or more years of experience as a Project Manager, Project Coordinator, or similar type position ~ Proficiency in Microsoft Office Suite and CRM software...Contract workCurrently hiringWork at office


