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401(k) Relationship Manager
access_time Posted 1 month ago
account_balance Boston Wealth Management, LLC
location_on Wayland
... - Assist with participant distribution and loan requests. The Ideal Candidate Will Have: - A ... CRM systems (Redtail preferred) and experience using financial reporting software. - Series 63, 6, ...
Relationship Manager
access_time Posted 22 days ago
account_balance Trove Family Office
location_on Boston
Review insurance coverage and identify opportunities for optimization. * Assist with concierge ... Expertise in financial software, Microsoft Office, and CRM systems. Compensation: Trove Family ...
Marketing and CRM Intern
access_time Posted 9 hours ago
account_balance 908 Devices
location_on Boston
The ideal candidate has aspirations and interest in working with CRM platforms, like Salesforce. The summer Co-op will support projects related to database cleanup, CPQ implementation, process ...
CRM / Lifecycle Marketing Manager
access_time Posted 19 days ago
account_balance NESN LTD
location_on Watertown
The CRM /Lifecycle Marketing Manager nurtures our loyal New England and Pittsburgh fans throughout their lifecycle with NESN and SNP's digital products. They will partner with the larger marketing ...
Customer Relationship Management Business Analyst
access_time Posted 24 days ago
account_balance Atlantic Partners Corporation
location_on Boston
The primary focus of this position is the administration, enhancement, support and integration of Sales and CRM systems Salesforce. Responsibilities include, but are not limited to: • Performing ...
CRM Specialist for Hubspot (Project-based) | Philippines
access_time Posted 2 months ago
account_balance Peak Support LLC
location_on Cambridge
As a CRM Specialist for Hubspot, you will be responsible for the administration, maintenance, and optimization of our multi-tenant HubSpot platforms , as well as others such as Zendesk, Gorgias, and ...
CRM Instructional Design & Conversion Specialist
access_time Posted 1 month ago
account_balance College of the Holy Cross
location_on Worcester
Design, deliver training, update and create all current and new training materials for Affinaquest CRM and other specific software systems that might be used in development work including products ...
Customer Success Manager
access_time Posted 20 days ago
account_balance CallMiner
location_on Waltham
Collaborate and assist customer program team to identify, plan and execute their company ... Experience developing and managing B2B customer relationships. * Ability to manage customer ...
Technical Customer Success Specialist
access_time Posted 5 days ago
account_balance C Squared Systems LLC
location_on Auburn
Track and update customer information in CRM or project management tool. * Travel to customer office locations and trade shows to meet with customers and assist sales teams. * Prepare reports on ...
Assistant Store Manager- Wolford
access_time Posted 14 days ago
account_balance Wolford America
location_on Boston
Actively develop client book adhering to CRM guidelines and outreach. Operations * Execute Visual Merchandise directives,; ensure that all products are perfectly displayed, efficiently organized, and ...
Administrative Assistant
access_time Posted 1 month ago
account_balance District Management Group
location_on Boston
ABOUT THE POSITION DMGroup is hiring an Administrative Assistant. The position offers an ... Experience with Salesforce or other CRM preferred, but not required * Occasional flexibility with ...
Relationship Banker I - Float
access_time Posted 1 month ago
account_balance North Easton Savings Bank
location_on Brockton
Job Type Full-time Description Position Summary Relationship Banker I demonstrates a broad ... who can assist in meeting specific customer needs such as wealth management, IRA, commercial ...
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