;

66 results for Customer Service Manager in Sacramento, CA

Relevance

Date Posted

Create a Job Alert

Email me about new Customer Service Manager jobs in Sacramento, CA

Are you sure you want to pass on this job?

We are offering a permanent employment opportunity for an Account Manager to be based in Santa Clara, California. The function of this role lies in managing key accounts, providing excellent customer service, and ensuring smooth operations within the service contracting industry.

Responsibilities

• Manage the relationship with assigned customers, including handling inquiries, providing quotes, and ensuring effective communication

• Work closely with Service Managers to address operational issues and finalize job close-outs

• Ensure all job orders are comprehensively verified, including labor, freight, charges, and materials, before project completion

• Adhere to customer protocols for documenting refrigerant leaks and gas additions

• Generate and coordinate Preventative Maintenance jobs, including drafting service details and scheduling technicians

• Take responsibility for scheduling recurring tasks such as Preventative Maintenance, CARBs, leak inspections, and filter changes

• Assist in the creation and review of customer contracts, ensuring all details are accurate and up to date

• Regularly update after-hours service details and add new customer locations and company details into Service Trade software

• Collaborate effectively with the team to support the management of accounts and the delivery of high-quality service to customers.

• Proven experience in Account Management is essential
• Proficiency in managing Service Contracts effectively
• Strong ability in delivering an exceptional Customer Experience
• Must possess the ability to Multi Task in a fast-paced environment
• Excellent Communication skills, both written and verbal, are mandatory
• Knowledge of HVAC systems would be advantageous
• Demonstrable skills in Account Maintenance are required

TalentMatch^®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

66 results for Customer Service Manager in Sacramento, CA

Account Manager We are offering a permanent employment opportunity for an Account Manager to be based in Santa Clara, California. The function of this role lies in managing key accounts, providing excellent customer service, and ensuring smooth operations within the service contracting industry. Responsibilities• Manage the relationship with assigned customers, including handling inquiries, providing quotes, and ensuring effective communication• Work closely with Service Managers to address operational issues and finalize job close-outs• Ensure all job orders are comprehensively verified, including labor, freight, charges, and materials, before project completion• Adhere to customer protocols for documenting refrigerant leaks and gas additions• Generate and coordinate Preventative Maintenance jobs, including drafting service details and scheduling technicians• Take responsibility for scheduling recurring tasks such as Preventative Maintenance, CARBs, leak inspections, and filter changes• Assist in the creation and review of customer contracts, ensuring all details are accurate and up to date• Regularly update after-hours service details and add new customer locations and company details into Service Trade software• Collaborate effectively with the team to support the management of accounts and the delivery of high-quality service to customers.

Customer Care Representative We are offering a long-term temporary opportunity for a Customer Care Representative within the construction industry in Mountain House, California. This role involves managing customer relations, coordinating with construction staff, and overseeing the completion of tasks related to new home developments. Responsibilities: • Supervise the repair tasks performed by subcontractors post handover of the homes to homeowners.• Conduct thorough checks of homes, creating a detailed list of tasks for construction prior to delivering the home to the customer.• Manage the operation of walk-through repairs in coordination with construction staff and contractors, ensuring completion within a stipulated timeframe.• Schedule home inspections with homeowners, evaluate routine warranty claims and ensure all service requests are completed within a given period.• Provide timely and accurate updates to the Customer Care Manager regarding progress and scopes of work.• Maintain a positive relationship with homeowners by providing detail oriented, timely, and services.• Evaluate the performance of subcontractors and the quality of materials used, updating the Customer Service Manager accordingly.• Participate in the emergency on-call rotation service schedule.• Work cooperatively with the Customer Service Manager on special projects as needed.• Attend and participate in department meetings regularly.• Maintain meticulous service request logs and documentation of all work performed. Please call 209.279.5269 for immediate consideration

Customer Service Rep III We are offering a long term contract employment opportunity for a Customer Service Rep III in Sacramento, California. This role involves providing support to customers through service inquiries and problems, and taking appropriate corrective action to initiate repair return or field servicing. You will be working independently under limited supervision in a dynamic and fast-paced environment. Responsibilities • Handle customer inquiries, service problems and initiate corrective action as necessary • Establish and update company guidelines on servicing and repairs • Manage and maintain logs, records, and files on repairs • Escalate complex issues as required for resolution • Communicate with contacts typically on the same project to obtain or provide information • Apply a basic understanding of all aspects of the job and their practical application to complex problems • Use discretion within normal operating procedures to solve problems or improve effectiveness • Work towards achieving day-to-day objectives that consist of non-routine activities and have significant impact on work output.

Buyer We are offering a contract for a dedicated Buyer in our Pittsburg, California office. In this role, you will be a key player within our team, responsible for handling domestic and international orders, liaising with internal customers and suppliers, maintaining our purchasing data, and providing essential customer service assistance. Your primary function will be to ensure the smooth operation of our buying processes. This is a hybrid position offering several remote days per week. Responsibilities: • Handle the processing of orders, both domestic and international, as well as capital orders.• Serve as the primary point of contact between internal customers and suppliers for product/service sourcing.• Input purchasing data into relevant systems, assisting with third-party vendor setup requests as needed.• Review and interpret contracts to ensure the best terms for our business.• Organize material delivery and freight options to optimize efficiency.• Monitor supplier performance, addressing any issues or concerns promptly.• Support senior management in the development and implementation of sourcing strategies.• Ensure compliance with all company policies, procedures, and regulatory standards.• Undertake any additional tasks or projects as assigned by management.

Front Desk Coordinator We are offering a contract to hire employment opportunity for a Front Desk Coordinator based in Placerville, California, United States. This role is within the industry and requires the coordination of front office tasks, providing high-quality customer service, and offering administrative support when required. Responsibilities: • Manage front office tasks meticulously and efficiently. • Provide exceptional customer service and handle incoming calls and correspondence in a detail-oriented manner. • Maintain a detailed log of phone calls, respond promptly, and forward inquiries to the appropriate team members. • Warmly welcome clients upon arrival and ensure their comfort during their visit. • Schedule appointments carefully and manage attorney calendars effectively. • Ensure meeting rooms are well-organized and prepared for client consultations. • Handle incoming and outgoing mail swiftly and efficiently. • Assist with light administrative duties as needed. • Maintain cleanliness and detail-oriented appearance of common areas. • Use Microsoft Word, Excel, and Outlook proficiently for various tasks.

Account Coordinator We are offering a contract to permanent employment opportunity for an Account Coordinator in Concord, California. In this role, you will be part of a dynamic team in the industry, focusing on customer service, communication, and operations. Responsibilities: • Establish and maintain relationships with customers, understanding their needs and proactively communicating with them. • Utilize various tools and resources to implement process efficiencies and maintain consistency across the network. • Collaborate with operations teams to standardize tasks and execute processes effectively and efficiently. • Respond to customer inquiries in a timely manner, providing updates related to exception management. • Review and analyze internal and customer data, including customer-aligned KPIs, for quality and accuracy. • Execute customer workflows, preferences, and SOPs to create efficient, cost-effective solutions for the customer. • Manage conflicts and navigate difficult conversations with customers using tact and diplomacy. • Participate in the execution of the customer pricing strategy set by the account management team. • Provide ongoing issue resolution through communication with the customer, offering options and alternative solutions. • Leverage technology to monitor order statuses and initiate corrective action when exceptions occur.

Aruba Network Engineer We are offering a permanent employment opportunity for a Technology Management I role in Sacramento, California. This role is crucial for the development, design, and optimization of IT and systems functions that support business processes and technical information system platforms. Responsibilities • Direct the selection and modification of enterprise systems and application software • Oversee the installation of network hardware and software, as well as database management • Lead the team in protecting the company's data, tools, and information systems • Ensure infrastructure architecture standards are upheld to maximize efficiency and support platform compatibility • Provide input to new products, processes, or standards in operational plans • Manage certain processes or projects within a defined budget set by management • Navigate unclear problems and issues that may involve multiple projects or customers • Communicate with internal and external constituents, influencing others on policies, practices, and procedures • Lead a small to mid-sized team of experienced individuals, reviewing their work and providing primary input to permanent, performance, and rewards decisions • Apply advanced knowledge and skills within a specific technical or detail oriented discipline, understanding the impact of work on other areas of the organization.

Associate Director of Operations **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Director of OperationsEmployment Type: Full-Time/Direct HireLocation: San Francisco (FiDi); 3 days in officeSalary: $130-150k base + Bonus This wealth advisory firm offers personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm provides strategic investment solutions aimed at helping clients achieve their long-term financial objectives. Responsibilities:<ul><li>Lead a team of five professionals across Client Service, Operations, and Trading to meet both client and firm requirements.</li><li>Supervise the execution of daily, monthly, quarterly, and annual transactions, ensuring compliance with regulatory standards and maintaining accuracy and timeliness.</li><li>Support the team in collaborating with various custodians and external data providers.</li><li>Evaluate Advisor requests from different locations, allocating team resources as necessary.</li><li>Collaborate with the Director of Operations to enhance and implement processes for client onboarding, performance reporting, and transaction reconciliation related to both new and ongoing investment activities.</li></ul>

Payroll Supervisor/Manager/Director We are in the market for a Payroll Supervisor/Manager/Director to join our team in the financial services sector, located in Walnut Creek, California. The successful candidate will be tasked with handling customer applications, maintaining accurate records, and resolving customer inquiries. Additionally, the role involves monitoring customer accounts and taking appropriate action. Responsibilities• Supervise, manage, and direct payroll functions and processes• Ensure accurate and efficient processing of customer credit applications• Utilize ADP - Financial Services and ADP Workforce Now systems for payroll management• Handle ATS - Asynchronous Transfer Mode operations for efficient data transfer• Implement Ceridian and Crystal Reports for better payroll management• Oversee 401k - RRSP Administration to ensure proper benefits management• Use About Time software for efficient time tracking and management• Perform various accounting functions to maintain financial health of the organization• Conduct auditing to ensure compliance with financial regulations • Manage benefit functions to ensure employee satisfaction and retention.

Program Support Specialist We are offering a long-term contract employment opportunity for a Program Manager based in Everett, Washington. The role involves supporting all activities related to the pursuit, capture, and execution of current and prospective programs. You will be expected to work across several departments including Operations, Engineering, Manufacturing, Sales, Contracts, Order Administration, Subcontracts, Quality, Finance and Services, and will have direct interaction with external customers. Responsibilities: • Managing projects of moderate risk and complexity or a portion of a larger project• Providing direction and oversight to ensure that issues/problems of moderate scope and complexity are avoided and/or resolved• Supporting program execution teams with activities such as risk management, financial reporting, and customer interaction/action reporting• Networking with senior internal and external personnel in own area of expertise on issues• Coordinating activities across the shared services business model and maintaining collaborative working relationships with all involved departments• Handling multiple issues that affect many products simultaneously• Providing a logical, in-depth analysis of problems or situations• Ensuring that all details of a project are accurate• Displaying energy, persistence, and a positive attitude when working on projects• Ensuring that information has been received and accurately understood by all parties.

Director of Supply Chain Amanda Warren is in search of a Director of Supply Chain to be a part of a dynamic team in Sacramento, California. This role focuses on overseeing all aspects of the supply chain operations, including procurement, inventory management, and vendor relations. You will be expected to align the supply chain functions with the organization's overall objectives, improve operational efficiency, and support company growth. Responsibilities: • Lead and manage the entire supply chain functions to ensure smooth operations and efficiency.• Collaborate with senior leadership to drive continuous improvement initiatives in the supply chain.• Implement supply chain solutions that align with the business objectives and support company growth.• Manage procurement processes to ensure the timely availability of materials and resources.• Oversee inventory management to maintain optimal stock levels and minimize costs.• Develop and manage relationships with vendors, ensuring quality service and cost-effectiveness.• Monitor distribution processes to guarantee timely and accurate delivery of goods.• Utilize ERP solutions and CRM tools to manage and track supply chain activities.• Generate KPI reports to evaluate supply chain performance and identify areas for improvement.• Ensure customer satisfaction by resolving inquiries and issues related to supply chain operations.

Paralegal Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate opening for a Paralegal you might be interested in. Based in the Sacramento area, this position is a permanent role. The solution to advancing your career could be in this position—if you possess a strong drive to succeed, savvy computer skills, and the ability to effectively prioritize. Responsibilities - Ability to prioritize, organize and handle heavy workload - Data base management of all relevant documents - Study, analyze and review complex legal documents - Assist attorney with a variety of case tasks

Senior Client Service Associate - Wealth Management *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Administrative Assistant Education client is looking for a temporary Administrative Assistant within their Student Support Services Department. Responsibilities Include:• Working directly with current students provide baseline advising to help student remain on track with registration and course progression.• Directing the students, as needed, with their questions and concerns to the Program Chairs.• Maintaining consistent communication with Program Chairs and specific faculty about student progress, needs, and requests for support.• Maintaining student files, both electronically and hard copies. • Auditing student files for appropriate paperwork, deadlines and tracking progress of coursework. • Monitoring students on Leave of Absence for return dates. • Monitoring students that have expiring Incomplete grades for completion of course work and submitting change of grade forms with program chair approval to the Registrar.• Provide audited student records to the Administrative Coordinator/Assistant – Credentials (Licensure) and Degree Completion Support Services for end of program processing• Assist with Master’s degree coordination (oversee the documentation of student work-thesis, research posters, DocuSign cover pages submitted to the Google Drive)• Assist in the planning and implementation of college events.• Assisting in maintaining the student information database (Box, Monday.com, Tableau, etc.)• Drafting memos, letters, and emails This temporary Administrative Assistant role will last through December 2025. If you are interested in the position, apply today! V

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Litigation Paralegal Candidates who possess the ability to think critically while providing research and administrative support might thrive in this Paralegal position. This immediate Paralegal position via Robert Half is for candidates with a passion for the legal field. Candidates in the Sacramento, California area may be interested in applying for this permanent opportunity. The ideal candidate for this position is motivated, and exercises focus, good computer skills, and organizational qualities. Major responsibilities - Research and analyze intricate legal documents - Ability to effectively prioritize and organize a substantial amount of work - Assist attorney with a variety of case tasks - Data base management of all relevant documents

Customer Engagement Administrative Assistant We are offering a long term contract employment opportunity for a Customer Engagement Administrative Assistant in the transport industry, located in Stockton, California. This role involves processing customer applications, maintaining customer records, and resolving customer inquiries for our transportation department. Responsibilities: • Facilitate customer communication by answering and redirecting phone calls to the appropriate departments within the organization. • Provide comprehensive customer service, both in person and over the phone, ensuring customer satisfaction. • Handle sales transactions, including cash and credit card payments, and reconcile daily sales reports to maintain accurate financial records. • Respond to customer feedback via various channels, such as telephone, email, and in-person visits, and provide solutions that cater to their needs. • Utilize CRM software to maintain accurate records of customer interactions, transactions, feedback, and resolutions for future reference and reporting. • Use online and paper-based resources effectively to provide correct bus schedules, route information, and directions to passengers. • Assist with general office tasks, including filing, data entry, and record-keeping, to ensure efficient and organized operations.

Assistant Property Manager We are offering a long term contract employment opportunity for an Assistant Property Manager in Concord, California. In this role, you will be responsible for managing various aspects of our properties, including addressing tenant issues, maintaining accurate records, and performing data entry tasks using Yardi system. You MUST be bilingual in Spanish to be considered. Responsibilities: • Respond to tenant inquiries in a timely and efficient manner• Carry out recertifications as required• Ensure accurate data entry into Yardi system• Handle incoming phone calls professionally• Maintain a deep knowledge of Low Income Tax Credit Housing (LITCH)• Assist in overall property management duties. If you are interested in this bilingual Spanish Assistant Property Manager role, apply today!

Accounting Manager/Supervisor We are in search of an Accounting Manager/Supervisor to join our team in the Food & Manufacturing industry, located in Solano County, United States. In this role, you will be overseeing the accounting functions of our organization, including both Accounts Receivable and Accounts Payable, as well as supervising staff and managing various accounting procedures. Responsibilities: • Supervise the Accounts Receivable/Chargeback and Accounts Payable staff, providing backup support during staff absences• Ensure the accuracy of Customer and Vendor accounts in the Accounts Payable and Accounts Receivable Subledgers• Oversee all month-end and year-end accounting procedures, including the preparation and entry of journal entries for Accounts Receivable, Accounts Payable, and General Ledger systems• Administer customer credit management functions, coordinating credit approval processes when necessary• Manage the Continuous Improvement program, targeting cost savings and efficiency improvements in the Accounts Payable and Accounts Receivable areas• Assist with various audits, ensuring compliance with accounting standards• Leverage skills in Accounting Software Systems, ERP - Enterprise Resource Planning, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, Billing Functions, and GAAP Accounting.

Administrative Assistant We are seeking an Administrative Assistant located in Napa, California. This role is crucial for the seamless functioning of our organization, involving a wide array of administrative tasks, meeting coordination, and front desk support. This opportunity offers a contract to permanent employment arrangement. Responsibilities: • Coordinating a variety of administrative tasks to ensure an effective workflow, including managing schedules and communications. • Providing front desk support, including greeting and directing visitors, managing incoming and outgoing mail, and fielding phone calls and inquiries. • Executing comprehensive meeting coordination, from scheduling and agenda preparation, to room and technology setup, to catering and event setup, and on-site coordination and cleanup. • Assisting with additional tasks as directed by leadership. • Collaborating with various departments to ensure smooth communication and coordination between teams. • Handling data entry and email correspondence. • Utilizing Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, for various administrative tasks. • Managing inbound and outbound calls and scheduling appointments. • Providing exceptional customer service.

Supply Chain Analyst We offer an exciting opportunity for a Supply Chain coordinator in the wholesale distribution industry in San Francisco East Bay, California. This role will primarily involve tracking and dispatching shipments, managing inventory, establishing vendor relationships, and handling purchase orders. Responsibilities: Work closely with the purchasing team to maintain accurate product data and inventory levels.• Coordinate with the sales team to ensure accurate delivery dates.• Develop and implement logistics policies and procedures to improve efficiency.• Prepare accurate reports for upper management.• Prepare and maintain shipping documents.• Monitor and report any cost inefficiencies to management.• Participate in cross-functional teams to improve processes throughout the company.• Stay updated with the latest industry trends and best practices.• Provide training and guidance to team members when required.• Resolve logistics-related issues or disputes.• Forecast and plan Material Requirements for the organization.• Ensure compliance with health and safety standards and regulations.• Collaborate with other departments to integrate logistics with business systems or processes.• Manage third-party logistics service providers and negotiate contracts and pricing.• Evaluate and manage the performance of logistics service providers.• Responsible for managing warehouse operations.• Responsible for the accuracy of shipments and meeting all documented service requirements.

Administrative Assistant We are seeking a detail-oriented and organized Part-Time Administrative Assistant to join our team. The ideal candidate will provide administrative support to ensure efficient operation of the office.Responsibilities:<ul><li>Perform general administrative tasks such as filing, data entry, and managing correspondence</li><li>Answer and direct phone calls, emails, and other inquiries</li><li>Schedule appointments and maintain calendars</li><li>Assist in preparing reports, documents, and presentations</li><li>Maintain office supplies and equipment, placing orders as needed</li><li>Provide support for special projects as assigned</li></ul>Qualifications:<ul><li>Proven administrative or assistant experience</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook)</li><li>Excellent time management and organizational skills</li><li>Strong written and verbal communication skills</li><li>Ability to multitask and prioritize effectively</li><li>High school diploma or equivalent required; additional qualifications a plus</li><li>Experience at a tax firm preferred</li></ul>

Marketing Assistant/Analyst 3 We are offering a long term contract employment opportunity for a Marketing Assistant/Analyst 3 in Rancho Cordova, California. In this role, you will primarily be tasked with researching market conditions to determine potential sales of a product or service. You will also be responsible for gathering information on competitors and their marketing and distribution methods. The Marketing Analyst plays a key role in researching market conditions at local, regional, and national levels to assess the potential demand for products and services. This role involves analyzing sales trends, gathering competitive intelligence, and evaluating marketing strategies to support data-driven decision-making.

Accounting Manager We are offering an exciting opportunity for an Accounting Manager in Vallejo, California. In this role, you will be tasked with the management and coordination of accounting functions and systems. This includes ensuring the accuracy of accounts, handling financial services, and resolving any related inquiries. We are subcontractor with a reputation for quality work and excellent customer relationships. As part of a close-knit team, we maintain a focus on efficient business practices while delivering exceptional services to our clients. Key Responsibilities:<ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, payroll, and general ledger activities.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements to provide insights into financial performance.</li><li>Maintain the company's chart of accounts and ensure accurate transaction coding.</li><li>Collaborate with the owner to develop, monitor, and update budgets and cash flow forecasts.</li><li>Provide financial forecasts to support strategic business decision-making.</li><li>Ensure compliance with federal, state, and local tax regulations and filing requirements.</li><li>Prepare for and coordinate external audits, including providing necessary documentation and reports.</li><li>Process Improvements and Internal Controls:</li><li>Develop and implement accounting policies, procedures, and internal controls to protect the financial integrity of the company.</li><li>Identify inefficiencies and implement process improvements to enhance accuracy and timeliness of reporting.</li><li>Supervise and mentor one accounting clerk, providing guidance on day-to-day tasks and fostering professional development.</li><li>Delegate tasks effectively and ensure deadlines are met.</li><li>Manage accounting software and perform system updates, if needed.</li><li>Work closely with management to ensure effective use of financial systems for decision-making.</li><li>Prepare ad hoc financial reports and analyses as requested by the owner.</li><li>Maintain vendor and client relationships related to financial transactions.</li></ul>

Administrative Assistant We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction. Responsibilities: • Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom.• Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff.• Troubleshoot IT issues.• Compile and prepare in-person presentations for both prospective and existing clients.• Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution.• Handle client paperwork processing, including applications and plan documents.• Record meeting minutes and keep track of action items.• Set up new client service agreements in DocuSign and prepare invoices and wire instructions.• Run monthly client reports and ensure their prompt delivery.• Prepare timelines and other relevant documents for potential client meetings.• Delegate tasks within the CRM and ensure all client records are kept current.

Next Results Page

TalentMatch®

66 results for Customer Service Manager in Sacramento, CA

TalentMatch^®