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  • PdM Solutions Advisor

     ...technologies into existing programs Document customer activities in the CRM system to maintain visibility and alignment What You Bring...  ...outcomes ~ Proficiency with CRM tools such as Microsoft Dynamics 365 or Salesforce Why Trico At Trico, we combine... 
    CRM

    Trico Corporation

    Pewaukee, WI
    22 days ago

  • Commercial Insurance Producer

    $75k - $125k

     ...motivated and experienced Commercial Lines Producer to join a dynamic and growth-oriented team. This role is ideal for a professional...  ...with a small, close-knit team to achieve company goals. Utilize CRM software to manage accounts and workflows effectively.... 
    CRM

    The Jonus Group

    New Berlin, WI
    1 day ago

  • Customer Success Manager - Remote

    $30k

     ...values innovation, collaboration, and customer success. Work in a dynamic, fast-paced environment with opportunities for growth. Help...  ..., identify trends, and present insights. ~ Experience with CRM systems and Microsoft Office Suite. ~ A customer-first mindset... 
    CRM
    Work at office
    Remote work

    Zywave

    Milwaukee, WI
    3 days ago

  • Product Manager

     ...agreements. Ability to analyze and interpret commercial reports. Proficiency in Microsoft suite (Power Point, Excel, Word, Outlook) and CRM System (Salesforce.com) Ability to prioritize effectively. Key Competencies Self-Initiative and effective planning. Self-... 
    CRM
    Full time
    Work at office

    Denali Staffing

    New Berlin, WI
    17 hours ago

  • Client Development Associate

     ...a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one...  ...sales strategic plans. Ensures customer relationship management (CRM) software is accurate and current on all business development... 
    CRM

    Hammes Company

    Milwaukee, WI
    3 days ago

  • Receptionist - State Farm Agent Team Member

    $15 - $20 per hour

     ...exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent...  .... Basic computer skills, including Microsoft Office and CRM systems. Compensation: $15.00 - $20.00 per hour Looking... 
    CRM
    Hourly pay
    For contractors
    Work at office
    Flexible hours

    Joe Woelfle - State Farm Agent

    Waukesha, WI
    4 days ago

  • Sales Manager

    $150k - $225k

     ..., vision, PTO, and 401(k) Leadership Role: Manage and grow a dynamic residential sales team Culture of Excellence: Integrity, accountability...  ...to strengthen techniques and objection handling Ensure CRM entries, proposals, and contracts are accurate and complete... 
    CRM
    Full time
    Work at office
    Immediate start
    Monday to Friday

    Confidential Careers

    New Berlin, WI
    1 day ago

  • Customer Service Specialist in Pewaukee

     ...We’re seeking a Customer Service Representative who thrives in a dynamic, fast-paced environment and takes pride in delivering In this...  ...Leverage modern digital tools (email, Microsoft Excel, CRM systems, and order processing platforms) to receive, process, and... 
    CRM
    Work at office
    Worldwide

    Energy Jobline ZR

    Pewaukee, WI
    4 days ago

  • Receptionist - State Farm Agent Team Member

    $45k - $65k

     ...exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent...  .... Basic computer skills, including Microsoft Office and CRM systems. Compensation: $45,000.00 - $65,000.00 per year... 
    CRM
    For contractors
    Work at office
    Relocation package
    Flexible hours

    Christy Celeste - State Farm Agent

    New Berlin, WI
    17 hours ago

  • Customer Success Manager

     ...are, Client Success: Ready Rebound is in search of a dynamic and passionate individual to join our Client Experience team. The...  ...teams to enhance customer outcomes. ~ Proficiency in CRM and customer success platforms (e.g., Salesforce, Gainsight, or... 
    CRM
    Full time
    Temporary work
    Immediate start
    Flexible hours

    Ready Rebound

    Milwaukee, WI
    17 hours ago

  • HVAC Area Sales Manager

     ...Bosch, you change lives. Job Description We are seeking a dynamic and results-driven HVAC Area Sales Manager to join our team based...  ..., closing, and relationship-building skills Proficiency in CRM software and sales forecasting tools Outstanding presentation... 
    CRM
    Local area

    Bosch-HomeComfort

    Waukesha, WI
    1 day ago

  • Financial Services Sales Transformation Lead

    $132.5k - $302.4k

     ...digital engagement, and deploying advanced analytics Assess dynamics of client landscape and identify new market opportunities to thrive...  ...experience with Salesforce.com, MS Dynamics and other leading CRM, CPQ or ICM applications as well as other tools used for large data... 
    CRM
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Milwaukee, WI
    3 days ago

  • Customer Service Representative

     ...distribution or manufacturing environment preferred. Experience with CRM or ERP software is preferred. Strong knowledge and experience...  ...and freight carrier correspondence). WE HAVE: A dynamic global reach with diverse operations around the world that will... 
    CRM
    Full time
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    nVent

    New Berlin, WI
    1 day ago

  • Construction Project Director

    $70k - $100k

     ...Selling all services that BluSky offers Convert opportunities into sales Track and Measure sales and sales opportunities in our CRM and Tracking Sheets Revenue: Oversee and expedite revenue production in accordance with monthly goals Work with all members... 
    CRM
    Work at office
    Local area
    Night shift
    Afternoon shift

    BluSky

    Milwaukee, WI
    4 hours agonew

  • Client Development Associate

    $50k - $70k

     .... Coordinate and prepare meeting materials, presentations, and background research. Maintain accuracy of all activities within CRM systems (Salesforce) and generate regular progress reports. Collaborate with marketing to create and support campaigns that enhance... 
    CRM
    Work at office

    Extension, Inc

    Milwaukee, WI
    11 days ago

  • Inside Sales Representative

     ...Job Description The Inside Sales Representative role is a dynamic position that requires a blend of interpersonal, technical, and analytical...  ...trends, new projects, and emerging markets. Experience using CRM platforms to track customer interactions and manage pipelines.... 
    CRM
    Local area

    The Lignum Group

    Milwaukee, WI
    6 days ago

  • Global Product Marketing Manager - Fire Suppression

    $97k - $130k

     ...Comfortable operating in a matrixed, fast-paced global environment. Preferred Experience with Salesforce, Pardot, or similar CRM/marketing automation platforms. Familiarity with indirect sales channels and distributor marketing. MBA or advanced degree.... 
    CRM
    Work at office

    Johnson Controls

    Milwaukee, WI
    19 days ago

  • Expeditor Assistant

     ...with various teams. Customer-focused, detail-oriented, proficient in time management and organizational skills. Proficiency in CRM systems and Microsoft Office. Data entry experience is beneficial. Ability to compose and edit business communications (e-mails... 
    CRM
    Work at office

    Siding Unlimited LLC

    Waukesha, WI
    1 day ago

  • Business Account Executive

     ...vehicle and car insurance Preferred Qualifications: Outside sales experience in telecom, tech or a related field Experience utilizing CRM systems (Salesforce) Experience with Microsoft Office (Excel, Word, PowerPoint, Outlook) SAE270 2025-64721 2025 Here, our employees... 
    CRM
    Base plus commission
    Full time
    Work at office
    Local area
    Visa sponsorship

    SPECTRUM

    Shorewood, WI
    1 day ago

  • Business Manager - Graphics Plates & Equipment

     ...research to identify industry trends, customer needs, and competitive dynamics, using these insights to shape our growth strategy. This...  ...touchpoints, and projected close dates are regularly updated in the CRM. Provide leadership, mentorship, and oversight to commercial... 
    CRM

    Wikoff Color Corporation

    Milwaukee, WI
    5 days ago

  • Homeowner Eligibility Specialist

     ...Experience doing face-to-face Preferred Qualifications Proficiency in Microsoft Office Suite & Google Workspace Familiarity with CRM software: Salesforce Knowledge of Fair Housing laws. Strong communication skills: ability to deliver difficult or sensitive... 
    CRM
    Work at office
    Local area

    Milwaukee Habitat for Humanity

    Milwaukee, WI
    3 days ago

  • Customer Service Team Lead

     ...verbal communication abilities. ~ Effective time management skills and ability to prioritize tasks for the team. ~ Proficiency in CRM, ERP, or customer complaint systems. Advanced Excel skills a plus. Job Relationships: Interacts with all levels of the... 
    CRM
    Flexible hours

    Inpro Corporation

    Muskego, WI
    17 hours ago

  • Customer Service Representative

     ...KHS filling and packaging products. Your Responsibilities: Receive customer inquiries or orders via phone/email and add to CRM Systems (SAP Cloud) Process customer quotes within Enterprise Resource Planning (ERP) system. Works closely with cross functional... 
    CRM

    KHS USA, Inc.

    Waukesha, WI
    4 days ago

  • Member Service Representative

     ...Proficiency in Microsoft Office Suite and experience with customer relationship management (CRM) software. - Ability to work independently and as part of a team in a dynamic and fast-paced environment. - High degree of professionalism and integrity in handling confidential... 
    CRM
    Work at office
    Afternoon shift

    Planet Fitness Brown Deer

    Milwaukee, WI
    3 days ago

  • Remote Data Entry Operator / Entry Level

     ...spreadsheets, and database systems (e.g., Microsoft Excel, Google Sheets, CRM platforms). Ability to work independently and remotely while...  ...and location. Learning and growth opportunities within a dynamic and supportive team. Gain valuable experience in the data... 
    CRM
    Remote work
    Flexible hours

    Link Up Overseas

    Milwaukee, WI
    1 day ago

  • Customer Success Manager - Value Realization

     ...remote. Drive Customer Value: Schedule success check-ins and outreach campaigns to ensure customers fully leverage key modules—CRM, eMAR, EHR, Billing, Move-Ins. Partner with internal teams to ensure world-class experiences for our customers throughout their lifecycle... 
    CRM
    Remote work

    ECP

    Milwaukee, WI
    17 hours ago

  • Customer Service Representative

     ...via chat, phone, web, or Customer Relationship Management System (CRM) for orders, quotes, product inquiries, expedites, and Return...  ...Enterprise Resource Planning) and CRM platforms such as Microsoft Dynamics preferred ~ Experience navigating and utilizing corporate... 
    CRM
    Contract work
    Flexible hours

    Ellsworth

    Germantown, WI
    17 hours ago

  • Client Specialist

     ...policies. ~ May manage FA and Team's social media presence (website, LinkedIn, X, etc.). ~ Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-... 
    CRM
    Work experience placement
    Work at office

    Baird

    Waukesha, WI
    3 days ago

  • Regional Sales Manager HVAC - Midwest

     ...collection and project management activities, when needed. Our team dynamics You will join a dynamic, talented, high performing team,...  ...spoken and written, good communication skills Familiar with CRM (Customer Relationship Management) software tool like SalesForce... 
    CRM
    Full time
    Local area
    Remote work
    Monday to Friday

    ABB

    New Berlin, WI
    9 days ago

  • Territory Manager Lake Country, WI

    $50k - $90k

     ...'re not just delivering food - we're delivering success. Join a dynamic team where your expertise, energy, and ideas are valued. Take your...  .... + Tech-savviness - proficiency in Microsoft Office and CRM tools like Salesforce is a plus. + Have the ability to occasionally... 
    CRM
    Minimum wage
    Work at office

    US Foods

    Waukesha, WI
    18 days ago