to tri-state operations, with vehicle reimbursement provided. Roles and Responsibilities (Essential Duties and Functions... Department and assisting with the Collections process. CRM (Salesforce.com) updating with daily Sales Calls to log all customer...
Working pattern: Hybrid (three days a week in our office) About Foliometrics: Foliometrics is a premier CRM solution... space. Our platform empowers teams to enhance their client relationships, streamline operations, and make data-driven...
, optimize spend, and uncover opportunities for growth. Reporting to the VP, Growth Marketing & CRM, this leader will partner... closely with growth marketing, CRM, product, data engineering, and executive teams to ensure analytics informs our marketing...
& cryptocurrencies. At Fireblocks, we enable businesses to securely build, run and scale digital asset operations through the Fireblocks... Prospecting, territory, and account planning Updating and maintaining the Fireblocks CRM You'll bring: 5 years of Enterprise...
, competitors, vendors, etc.) Effectively manage all activity in the CRM, keeping all relative information and activity up... while keeping current clients happy and responding to their needs and requests. Elevate Operations: Communicate and coordinate...
are effective, efficient, and clearly understood. Responsibilities: Compensation Administration & Operations Manage the end... Operations to model, manage, and deploy sales quotas. Data Analysis & Reporting Develop and maintain dashboards and reports...
& cryptocurrencies. At Fireblocks, we enable businesses to securely build, run and scale digital asset operations through the Fireblocks... Prospecting, territory, and account planning Updating and maintaining the Fireblocks CRM You'll bring: 5 years of Enterprise...
closely with our marketing, sales, operations, and content teams to design, build, and maintain automations that save time... bots for lead qualification, data entry, follow-ups, and content scheduling Automate outreach, CRM updates, and call...
relationships with key customer stakeholders across HR, IT, and Operations; host business reviews for all internal and external... teams (Operations, Product, IT) ● Act as escalation point for any customer questions or issues ● Identify opportunities...
Operations Support 10% CRM maintenance and client relationship system management Vendor coordination and administrative... and walk away, Keel rolls up its sleeves and gets hands-on by fixing operations, stabilizing cash flow, coaching leadership...
of experience in a business operations, client support, project coordination, or executive support role, preferably within a fast...) and experience with CRM systems (e.g., Salesforce) or project management tools. Ability to work independently and as part of a team...
to provide comprehensive support. The Coordinator leverages detailed knowledge of legal procedures, firm operations, and client..., document management systems, CRM platforms, expense reimbursement, time, attendance and billing tracking software (e.g...
**Account Manager** Dow Jones New York CIty **About the Team:** B2B and Operations provides services, solutions... and timescales + MANAGING ACCOUNT INFORMATION: Maintain accurate and appropriate client records within the global CRM system...
, Unified SASE, and AI-Driven Security Operations solutions. Our commitment to customer success has earned us the trust of over... on outreach and lead qualification. Maintain accurate and up-to-date records of interactions and prospects in our CRM system...
framework spanning ERP, CRM, data management, and cybersecurity systems. Key Responsibilities Define and execute... across core business platforms, ensuring seamless integration between operations, finance, and reporting. Oversee IT...
cross-functionally with design, operations, and sales to ensure marketing programs are executed seamlessly. Regularly... analyze campaign data and share actionable insights with the broader marketing team, highlighting CRM's impact on business...
will leverage AI technologies to streamline operations, enhance decision-making, and drive execution of key responsibilities... reviews. Collaborate with legal, compliance, operations, and portfolio monitoring teams throughout deal execution and post...
activity. Responsibilities : Actively manage all facets of the daily operations of the identified portfolio, including... Management (“CRM”) portfolio reviews; Process amendment and waiver requests, write or review credit modifications, submit...
accordingly Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM... with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Other duties...
: Lead the go-to-market strategy that drive product adoption, increase market share and CRM activities to monetize better P2P... with cross-functional teams, including product, marketing, operations, finance and IT/technology. Demonstrated ability...