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- ...digital records (Client Profile Form/Proof of Address/Proof of ID) on CRM/SharePoint/ShareFile Support investment review preparation... ...skills and attention to detail Familiarity with Microsoft Office (Outlook, Excel, Word, PowerPoint) For client-facing...
- ...accurate records of calls, leads, and customer interactions in the CRM system. Collaborate with Sales and Marketing teams to... ...and negotiation abilities. Comfortable using CRM systems and Microsoft Office tools. Ability to work independently and collaboratively...
- ...Design and implement automation workflows using Zapier, Make, and similar platforms Build integrations between sales, marketing, and CRM systems to streamline data flow Support lead generation process automation and prospect nurturing sequences Troubleshoot...
9.55 $ per hour
...LinkedIn and Contra). Reach out to qualified prospects and arrange introductory consultations. Pipeline Management: Utilize our CRM (HubSpot preferred) to track all lead activity, maintain pipeline hygiene, and report on qualification metrics and progress....- ...media marketing , community engagement, and building the company’s brand presence. Perform automated or manual data entry , CRM updates, and pipeline tracking to ensure accurate and up-to-date records. Use (or be willing to learn) RPA, automation tools, and...
- ...targets. Knowledge of the Port of Houston and local freight market is a plus. Proficiency with basic computer tools (CRM, email, spreadsheets). Compensation & Benefits: Competitive base salary (based on experience and performance)....
- ...Responsibilities: Work and qualify leads from an extensive database of 50,000+ healthcare prospects Utilize in-house CRM tools and systems to manage and advance sales pipeline Conduct outbound calling campaigns to engage interested prospects effectively...
5.5 $ per hour
...scalable systems and coordinated marketing operations. Key Responsibilities Operational & Vendor Support Manage CRM platforms (HubSpot, Airtable, or similar) — keeping contacts clean, tagging accurate, and workflows humming. Manage inbox...- ...resolution of issues or full rebuild of the PC using client specific documentation provided by the client. Working technical knowledge of Microsoft Office Products antivirus products desktop services to allow for resolution of software application issues. Ability to utilize...
9.2 $ per hour
...reports. ● Conduct budget pacing, keyword optimization, and data QA across campaigns. ● Integrate ad performance data with GA4 and CRM systems. SEO & Technical Optimization ● Execute advanced on-page SEO: internal linking architecture, structured data (JSON-...5.2 $ per hour
...ups, and document reviews. Send appointment confirmations, reminders, and follow-up messages through email, text, or the firm’s CRM system. Answer incoming calls and messages professionally, providing assistance or transferring inquiries to management as needed...- ...with marketing manager Marie on campaign strategy and execution Take ownership of best practices implementation within GoHighLevel CRM Analyze and optimize existing marketing automation processes Provide technical expertise on GoHighLevel platform...
5.1 $ per hour
...scheduling setup, conducting initial onboarding sessions, and handing off to the operations or automation teams. Maintain accurate CRM records to track lead progress, client status, and key performance metrics. Support outreach and lead generation efforts (...- ...directly impact revenue generation in a recovering and evolving market. Responsibilities: Build and organize a comprehensive CRM database during your first month, focusing on event professionals across the Northeast region Research and update contact...
- ...Strong communication and teamwork skills; must stay engaged and responsive during work hours. Proficiency in Asana, Slack, and Microsoft Office (especially PowerPoint). Excellent writing, editing, and proofreading skills, with strong attention to detail and...
6.2 $ per hour
...skills and attention to detail. Ability to thrive in a fast-paced environment and manage multiple priorities. Proficient in Microsoft Office Suite and applicant tracking systems (ATS). Benefits Independent Contractor Perks: HMO Coverage for...- ...excellent verbal communication skills are an absolute must. Tech Savvy: Comfortable navigating various software platforms and systems (CRM, email, etc.). Attitude: Eager to learn, self-motivated, and goal-oriented. Experience: Previous experience is not...
- ...professionals and confirm attendance for upcoming CE sessions Maintain accurate records of calls, appointments, and follow-ups in the CRM/calendar Meet and exceed daily/weekly call and appointment targets Build positive relationships with prospects to encourage...
- ...for technology sector background Deep understanding of B2B SaaS platforms, ecosystems, and business models Experience with CRM systems, sales tools, and modern sales methodologies Demonstrated ability to work independently and take initiative in building...
- ...advantage Skills and Competencies: Strong attention to detail and accuracy Proficiency in data entry software, Microsoft Office (Excel, Word), and database systems Good understanding of medical terminology and basic healthcare documentation...