CRM Jobs in Melville (WA)
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Search Results - CRM Jobs in Melville (WA)
Frontline Retail-Melville WA
experience for every customer.
Managing visual merchandising and stock levels in line with brand guidelines.
Building and nurturing client relationships through CRM and one‑on‑one styling services.
Collaborating with department store partners and head...
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WizeHire, Inc-Melville WA
and prospective customers
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Computer proficiency in Microsoft Office, CRM systems...
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appcast.io -
All 4 People-Melville WA
and interpersonal skills with a client‑focused approach.
• Ability to manage multiple tasks and prioritise workload effectively.
• High attention to detail and organisational skills.
• Proficiency in CRM systems and Microsoft Office Suite.
Why Join Our Client...
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WizeHire, Inc-Melville WA
Series 7 & 63/66 documents are a bonus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Baseline knowledge about financial industry...
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Comfort Keepers-Melville WA
forums, and through stakeholder presentations.
• Develop and maintain relationships with referral partners, assessors, hospitals, GPs, and community organisations.
• Maintain accurate CRM records and documentation to ensure compliance with legislative...
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WizeHire, Inc-Melville WA
advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications
• Computer proficiency in Microsoft Office, CRM systems, financial...
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appcast.io -
Comfort Keepers-Melville WA
with client needs and preferences
• Maintain accurate records, client notes, and case management in our CRM
• Monitor and respond to changes in client circumstances and budgets
• Provide exceptional support to clients, families, and care teams
What You’ll...
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WizeHire, Inc-Melville WA
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use...
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Comfort Keepers-Melville WA
Administration and Reporting: Maintain detailed records in CRM, HR, and training platforms. Run weekly compliance reports and provide monthly reports to the General Manager regarding recruitment, training, and compliance status.
Key Skills and Expertise...
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Mosquito Joe of North Shore Long Island-Melville WA
administrative, organization and filing skills
• Phone sales experience preferred, not required
• CRM software experience preferred, not required
• Outgoing and personable with strong interpersonal skills
• Interpersonal skills
• Communication skills...
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