Management (CRM) system to document client interactions, manage pipeline activity, track referrals, and support effective... experience Working knowledge of personal and business banking products, consumer and residential lending, treasury or cash...
logged in CRM Provide a high level of customer service to ensure each prospective client and potential customer...+ year of call center experience required Experience with Lead Perfection CRM a plus Must be able to work independently...
in residential insurance restoration, specializing in windows, doors, and exterior systems. We are not a retail sales company... with or willingness to learn: JobNimbus (CRM & project tracking) Hatch (communication and follow-up platform) Team & Culture...
solutions for residential lawns, pet areas, putting greens, playgrounds, and commercial applications. Every project is backed... consultations. CRM & Lead Management Record all leads, conversations, and appointments accurately. Maintain activity logs...
and maintain key partnerships with residential communities and local agencies Conduct in-field outreach to increase awareness... of new program outreach and partnership strategies Maintain accurate and timely documentation in CRM and intake systems...
our residential division, we are hiring proven sales professionals who want a serious income opportunity backed by strong operational... support. This is not an entry-level role. We are looking for closers. The Opportunity As a Residential Restoration Sales...
and products to new and existing residential customers, while maintaining a customer-focused service to grow the business. You'll..., etc. Based on assessment findings, sell pest control solutions as well as preventative maintenance for residential customers...
Associate III (ISA III) plays a critical role in driving revenue and margin growth across residential and light commercial HVAC... with Windows and Microsoft Office applications Experience using Salesforce or similar CRM platforms Strong numerical aptitude...
About Texel Texel Residential is a residential real estate investment and operating company focused on acquiring, renovating... Coordinator & Executive Assistant to join Texel Residential's growing team, where operational excellence directly supports...
, and customer service, with a focus on residential and/or commercial landscape services. What you'll do Train, motivate... Maintain strong relationships with existing customers Track sales activity to maintain records in CRM software Represent the...