Search Results for: Customer Relationship Management
Found 348 result(s).
Hubspot Automation
Hubspot consulting including workflows, dashboards, and overall rework so it’s focused on the home building industry.
Job Type: Hourly
Marketing Automation Marketing Operations & Workflow WordPress Customer Relationship Management HighLevel Automation Problem Solving Business Operations Process Optimization SaaS System Automation Marketing Automation Strategy CRM Software
Client Success, Retention and Implementation Specialist for B2B SaaS
We are currently seeking a Client Success Specialist to join our team. As a leading smile simulation SaaS platform, our mission is to ensure seamless adoption and implementation of our software, empowering dental practices to enhance patient engagement, increase case acceptance, and drive overall practice growth. In this role, you will manage and nurture client relationships, drive product adoptio...
Job Type: Hourly
Client Management Customer Relationship Management Customer Retention Strategy English SaaS Interpersonal Skills Customer Service
Monday CRM Dashboard Set Up
Overview: We are seeking an experienced Monday CRM specialist to help us recreate specific Salesforce dashboards inside Monday CRM. The goal is to mirror the structure, functionality, and insights of our Salesforce setup while taking advantage of Monday CRM’s native features and potential optimizations. This project is crucial to ensure continuity in reporting, forecasting, and business developmen...
Job Type: Hourly
Customer Relationship Management Salesforce CRM Automation Analytics Dashboard
Docusign Workflow Setup for Financial Debt Offering
We are seeking an experienced freelancer to assist with the setup of workflows and fillable forms in Docusign for a financial debt offering. The ideal candidate will have a strong understanding of Docusign's features and capabilities, ensuring a smooth and efficient process. Your expertise will help streamline documentation and enhance our team's productivity. If you have experience in finance-rel...
Job Type: Hourly: $20.00 - $75.00
Customer Relationship Management DocuSign Microsoft Excel Administrative Support Form Development
Zapier Automation Expert for Microsoft Suite Workflows
We are seeking a skilled Zapier expert to help automate tasks using the Microsoft Suite. Your primary responsibility will be to create efficient workflow automations that streamline processes and improve productivity. The ideal candidate should have experience in integrating various Microsoft applications with Zapier to optimize workflows. If you have a passion for automation and a deep understand...
Job Type: Hourly: $20.00 - $45.00
Customer Relationship Management Zapier Automation Microsoft Power Automate Pipedrive
Sales Engineer / Technical Pre-Sales Consultant for Web Agency (Ad Hoc Client Calls)
I run a digital agency in partnership with a top-tier development firm, and I’m looking for a tech-savvy, client-facing professional to join me on sales calls on an as-needed basis. You’d act as my technical counterpart—someone who can confidently speak to our capabilities, explain project feasibility, and help instill trust in prospective clients. We specialize in: - Custom web and mobile app dev...
Job Type: Hourly
Customer Relationship Management Sales Lead Generation Communications Email Communication Phone Communication
Monday.com Workspace and CRM Customization Expert Needed
We are seeking an experienced freelancer to assist with the customization of our Monday.com workspace and CRM. The ideal candidate will have a strong understanding of Monday.com functionalities and be able to tailor the platform to meet our specific business needs. Responsibilities include setting up boards, automating workflows, and integrating necessary tools. If you're passionate about enhancin...
Job Type: Hourly: $40.00 - $60.00
Customer Relationship Management Data Entry PHP Administrative Support WordPress CRM Automation
UKG Solutions Architecture Consultant
Role Overview We are seeking a seasoned UKG Solutions Architecture Consultant to support our clients’ enterprise workforce management and HRIS goals. This ad hoc role requires deep expertise across the UKG (Ultimate Kronos Group) platform, including Workforce Central, Dimensions, Ready, and Pro modules. You’ll act as a solutions architect, advisor, and technical implementer across multiple client ...
Job Type: Hourly: $60.00 - $75.00
Customer Relationship Management Implementation Solution Architecture Consultation Software Architecture & Design
Full-Time | Remote Customer Success Representative (SaaS Tech)
We are currently seeking a PROACTIVE, CUSTOMER CENTRIC-Customer Success Representative and solutions architect to join our team. As a leading digital publishing SaaS platform, our goal is to provide exceptional customer service and ensure the success and satisfaction of our clients. In this role, you will be responsible for managing and nurturing relationships with clients, ensuring their needs ar...
Job Type: Hourly: $25.00 - $30.00
Client Management Customer Relationship Management Communication Etiquette Email Communication Customer Satisfaction Email Support Customer Service CRM Software Phone Communication
Finance Solutions Consultant
Overview Our client Bread Squared, a leader in financial technology integration and credit brokerage, is seeking a highly skilled Finance Solutions Consultant to join the team. This role is pivotal in ensuring clients receive the best financial advisory services, credit solutions, and strategic business guidance. Responsibilities · Client Onboarding: Utilize advanced customer onboarding platforms,...
Job Type: Hourly
Customer Relationship Management Risk Management Financial Analysis Underwriting Finance Sales Credit Scoring