CRM Manager Salary at Clickhere2shop BETA

Job Description Job Description Salary: $67K Job Type:Full-Time longer term career minded position Salary:$50K Base Bonus Up to $67K+ About The Investor's Edge The Investor's Edge is a premier financial advisory firm dedicated to empowering individuals to achieve their financial goals. We provide personalized investment strategies, retirement planning, and wealth management solutions. Job Description As a Sales and Scheduling Coordinator, you will play a pivotal role in driving business growth by identifying and cultivating new client relationships. Your responsibilities will include: Client Acquisition: Proactively reach out to potential clients through outbound calls, emails, and networking events. Lead Generation: Qualify leads and assess their potential fit for our services. Relationship Building: Establish rapport with prospects and build long-lasting relationships. Appointment Scheduling: Coordinate meetings between clients and financial advisors. CRM Management: Maintain accurat

Job Description Job Description Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary We are seeking a highly motivated and energetic Outside Sales Representative to join our team. In this role, you will generate leads, attract new clients, and close deals. Your responsibilities will include creating and submitting sales reports, building rapport with new and existing customers within your territory, evaluating their needs, and negotiating successful deals. The ideal candidate has an outgoing personality, exceptional customer service and negotiation skills, and a strong desire to close deals. Responsibilities Develop rapport and build relationships with existing and potential customers Travel to appointments and meetings with potential and existing customers within your territory Meet or exceed designated sales targets Create and implement an effective sales strategy Document all leads, sales, and customer interactions in customer relationship ma

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Nearly half of all working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We're a high-growth tech company changing the retirement industry. We've raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role We hope you're ready to begin your sales career as an Inside Sales Representative. You will be a pioneering member of our inside s

Inside Sales Representative, SLC Utah COMPENSATION $50,000 PLUS COMMISSION OFFICE BASED CORPORATE HEADQUARTERS - ONSITE, IN-OFFICE TELEPHONE AND COMPUTER Join MTI, a dynamic and forward-thinking company, as we seek a highly motivated individual to become an integral part of our Sales team. As an Inside Sales & Sales Support Specialist, you'll play a pivotal role in achieving our corporate goals. The chosen candidate will be tasked with closely collaborating with our field sales representatives and distribution partners. This role involves in our of our CRM/ERP system, actively contributing to sales growth within a designated territory, and offering support to fellow members of the sales management team as required. This on-site position, based in SLC, Utah, offers a competitive salary, commission, and a collaborative work environment. QUALIFICATIONS MINIMUM OF AN ASSOCIATE DEGREE (BACHELOR PREFERRED) 2 YEARS OF INSIDE OR OUTSIDE SALES EXPERIENCE PROFICIENT IN COMPUTER SOFTWARE, ERP AND

Description Company Intro NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include: •Two-time winner (2024, 2023) Nationa

3form is the leading manufacturer of award-winning, sustainable building materials and architectural hardware solutions for the Architecture + Design industry. The Project Coordinator is responsible for the success of projects in their assigned territories. This is a customer facing, revenue driven role and the ideal candidate must be confident discussing 3form solutions (training will be provided) to our customers and deliver them in a professional manner both verbally and in written form. The successful Project Coordinator will be able to multitask and prioritize competing tasks and deadlines and demonstrate the ability to make the best decisions under pressure from customers on various projects in different stages of completion. They are a strong team player who are proactive, possess creative problem-solving skills, and demonstrate good business judgment. This position requires the Project Coordinator to be responsive to requests from customers and colleagues. About You: You are se

Major Market Sales Executive, Field - Salt Lake City Remote - Salt Lake City, UT Paycor's HR software is purpose-built for leaders and modernizes people management. We help our customers build winning teams and great places to work. Paycor's culture is the key driver of our success. Every day, our associates find new ways to add value and progress toward audacious goals. We celebrate wins and share the wealth with a high performance-centric culture that empowers talented people to try new roles, innovate and experiment, and follow their passions. Job Summary The Major Market Sales Executive, Field identifies potential clients through prospecting activities, consults with the potential clients to identify which Paycor products and services will solve their business challenges and ultimately sells those solutions to new clients within assigned territories. He or she is responsible for self-generating leads through prospecting, telemarketing, sales database management (CRM) and networking

Job Description Job Description Job Summary We have an exciting opportunity in our growing company. We seek a motivated and detail-oriented Client Services/Transfer Specialist to join our dynamic team. The ideal candidate will excel in a fast-paced environment, demonstrating strong customer service skills while managing various tasks and responsibilities. This role is essential in supporting the financial advisors and our clients. Allen Financial, based in Murray, Utah, provides specialized financial services with a focus on retirement planning and wealth preservation. Responsibilities Update and keep track of all pending accounts. Review applications submitted and upload them to the client's CRM and cloud file. Review the transfer forms and ensure that the correct account number is listed. Also, confirm that we have a signature on all submitted transfer forms Schedule conference calls with clients to liquidate and prepare their funds. Follow up with the transfer company for updates on