• Annie Malone Children & Family Services (St. Louis, MO)
    …close admissions to meet program intake metrics. Data Entry and Management : Maintain accurate and up-to-date client records in the organization's database. ... a vital role in ensuring the efficient intake and data management processes for the organization's programs...Salesforce or another CRM system promptly. Ensure data integrity and confidentiality of client records .… more
    Upward (07/03/25)
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  • ChenMed, LLC (New Orleans, LA)
    …solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management ( CRM ) tool (ie, SalesForce). ... independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating… more
    Upward (07/09/25)
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  • MCI Careers (Tampa, FL)
    … interactions, payment arrangements, and account statuses in the collections database or customer relationship management ( CRM ) system. Generate reports ... portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management , IT Services (IT Schedule 70), and Temporary… more
    Upward (07/05/25)
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  • Optimum (Stillwater, OK)
    …Digital proficiency: Comfortable navigating digital platforms and tools. Proficient in using customer relationship management ( CRM ) systems, ... exceeding sales targets, and delivering an unparalleled partner and customer experience. As a valued member of the Optimum...information being transmitted by Jobcase to the Employer, as data controller, through the Employers data processor… more
    Upward (07/19/25)
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  • PitchBook Data (Seattle, WA)
    …objectives and drive organizational growth. Primary Job Responsibilities: Analyze financial data across multiple systems, including ERP, CRM , and business ... deliver on them. Collaborate closely with cross-functional teams, including marketing, sales, customer success, product, and finance, to align data analysis… more
    Upward (07/07/25)
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  • Siemens (Wendell, NC)
    …projects within Salesforce CRM to support sales processes, pipeline management , and reporting needs. Data Analysis and Reporting: Analyze intricate ... and maintain the training documentation on the tools and processes to support CRM adoption and standard methodologies. The Sales Operations Analyst will also be… more
    Upward (07/18/25)
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  • Scranton Auto Group (Vernon Rockville, CT)
    …the sales team to exceed sales targets and provide excellent customer service. Customer Relationship Management Ensure the team maintains high levels of ... data and prepare regular reports for senior management on sales performance, market trends, and customer... customer service and communication skills. Proficiency in CRM and dealership management software. Ability to… more
    Upward (07/12/25)
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  • Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
    … and internal reporting across various systems and processes, such as the firm's Customer Relationship Management ( CRM ) system, pitch and experience ... teams in the Americas. This role focuses on assisting with the coordination, data management , and execution of business development activities and provides an… more
    Upward (07/03/25)
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  • Kaiser Permanente (San Francisco, CA)
    …Business; documenting progress on Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management ( CRM ) platform ... hire Additional Requirements: Knowledge, Skills, and Abilities (KSAs): Negotiation; Customer Data ; Benefits/Services; Benefits/Services Presentations; Market Research;… more
    Upward (07/11/25)
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  • The JM Smucker Company (Syracuse, NY)
    … analysis, problem solving skills, and time management skills Experience with a customer relationship management ( CRM ) tool (ex. Salesforce) Ability ... Your Opportunity as the Territory Sales Manager , Away from Home Sales (Upstate New York)...of our Away from Home products and for building customer relationships within this specific geographic territory. You will… more
    Upward (07/02/25)
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  • McKesson Corporation (Richmond, VA)
    …to drive revenue growth and efficiency. This role requires deep expertise in CRM platforms, sales automation tools, data analytics, and AI-driven sales ... Stack Management *Oversee the administration, customization, and enhancement of CRM systems *Manage and optimize sales and marketing enablement tools and… more
    Upward (07/14/25)
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  • AEG Worldwide (Dallas, TX)
    …motivate them to achieve their full potential. Familiarity with contact center technologies, customer relationship management ( CRM ) systems, and other ... surveys, and using Call Miner to gage overall sentiment and effectiveness of customer contacts - then reporting these finding to leadership. Train coach and mentor… more
    Upward (07/14/25)
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  • Access Holdings (Baltimore, MD)
    Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management . Founded in 2013, ... will play a critical role in supporting the project management of the IR function. You will support in...and materials), be responsible for managing the Investor database CRM , support event planning and coordination, and supporting marketing… more
    Upward (07/19/25)
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  • Draper (Cambridge, MA)
    …track and manage those opportunities through the business capture phase via the Customer Relationship Management system. *Work with the Electronic Systems ... alternatives. Demonstrated success working across multiple business tools (for CRM , financial planning and analysis, project management , scheduling,… more
    Upward (07/03/25)
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  • Flow Control Group (Portland, OR)
    …sales process, including lead generation, lead pursuit, closing techniques, and customer relationship management . Understanding of discounting, margins, ... and DeZURIK, to name a few. Summary: The Account Manager pursues leads and drives sales activity to meet...new and existing customers. Recommends technical solutions to solve customer problems. In conjunction with CB management ,… more
    Upward (06/26/25)
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  • Express Employment (Newberg, OR)
    …in a timely manner. * Control upkeep of all sales records . * Utilizes CRM system to capture pertinent data . * Analyzes and evaluates problems and makes ... Top Job Located in Newberg, OR Salary: $20.00 - $25.00/hour The Customer Service Support II representative will maintain a high level of exceptional technical… more
    Upward (07/19/25)
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  • Hill Bros (Omaha, NE)
    …to secure capacity, resolve issues, and deliver timely, high-quality service. *Enter and manage customer data using TMW and CRM systems; generate insights ... accountable *Self-motivated with a strong sense of ownership *Strong relationship -builder and influencer * Customer -first mindset and solutions-oriented *Clear… more
    Upward (07/14/25)
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  • HatchMed (Boston, MA)
    …strong product, technical, and market knowledge to confidently position HatchMed solutions. 5. CRM Management Log all customer and prospect interactions in ... the CRM system (Zoho) to maintain accurate sales data . 6. Performance Reporting Provide weekly updates on sales performance and territory progress to the Sales… more
    Upward (07/07/25)
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  • ECM USA Inc. (Pleasant Prairie, WI)
    …will be responsible for accelerating ECM Group equipment sales through targeted Customer needs. This position provides full technical service sales support from lead ... which includes but is not limited to, new business sales efforts, current customer interactions, technical analysis, and final contract reviews. To excel in this… more
    Upward (07/11/25)
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  • Wealth Enhancement Group (Falls Church, VA)
    …merge, and mail client welcome letters Support administration of the process exchanging data between Portfolio Accounting and CRM databases. Support New Business ... About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the...select our initial compensation target using national compensation survey data . When we make an offer, we then factor… more
    Upward (07/17/25)
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