Top 246 Microsoft crm Jobs in Madison, Wi

Administrative Assistant
Retirement Income Planning, LLC —Madison, WI
- $47,000 - $52,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Customer Relations Specialist
RAE Staffing —Madison, WI
- $25.64 - $31.54 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Health savings account
Quick Apply
3d
Automotive Marketing Sales Associate (Remote)
Concentrix —Madison, WI
- $19 - $22 an hour
- Urgently hiring
- Remote
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
2d
Leasing Specialist - Property Management
Eenhoorn —Madison, WI
- Full-time
- Administrative experience
- High school diploma or GED
- Organizational skills
- Disability insurance
- Dental insurance
Quick Apply
9d
S&P N. America IT Business Relationship Manager (BRM), CRM
Renewaire —Waunakee, WI
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Continuous improvement
Quick Apply
Project Developer (Commercial Solar)
SunPeak —Madison, WI
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Engineering
- Health savings account
- Disability insurance
Quick Apply
Hospice Care Consultant
Korn Ferry —Madison, WI
- Full-time
- Skilled nursing facility
- Marketing
- Mid-level
- Mileage reimbursement
- Paid holidays
Quick Apply
Commercial Solutions Specialist
STIHL Inc. —Cottage Grove, WI
- $64,000 - $70,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Paid holidays
- Disability insurance
WI Territory Sales Manager – Outside Sales
J&B Medical —Wisconsin
- $60,000 - $70,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Consultant II - Wisconsin South Central
Guest Supply —Madison, WI
- $76,100 - $114,200 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Marketing
1d
Pricing Analyst
Demco, Inc. —Madison, WI
- Mid-level
- Office
- Finance
Quick Apply
8h
Product Safety Engineer
Johnson Health Tech North America Inc —Cottage Grove, WI
- Full-time
- Engineering
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
HEAVY EQUIPMENT OUTSIDE SALES TERRITORY MANAGER
Skidloaders Plus LLC —DeForest, WI
- $80,000 - $150,000 a year
- Weekends as needed
- Computer literacy
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Loan Originator
Dunmor —Madison, WI
- $0 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Sales Counselor
Everstory Partners —Madison, WI
- $60,000 - $75,000 a year
- Weekends as needed
- Microsoft Outlook
- Marketing
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
1d
Business Development Representative
Confidential —Madison, WI
- From $85,000 a year
- Full-time
- Hybrid work
- Clean driving record
- Construction site
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Sales Counselor
Everstory Partners —Madison, WI
- $55,000 - $65,000 a year
- Weekends as needed
- Microsoft Outlook
- Marketing
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
1d
Window Department Manager
The Exteriors Company —Madison, WI
- $65,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- OSHA
- Paid time off
- 401(k) matching
Quick Apply
Fleet Operations Sr. Manager
Cox Fleet —DeForest, WI
- Contract
- Up to 50% travel
- 3 years
- Master's degree
Quick Apply
Applications Manager
Placon Corporation —Madison, WI
- Full-time
- Research
- Analysis skills
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply

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microsoft crm jobs near madison, wi

Administrative Assistant

Retirement Income Planning, LLC -
Madison, WI

Quick Apply

Job Details

Full-time
$47,000 - $52,000 a year

Benefits

Paid holidays
Health insurance
Paid time off
Retirement plan

Qualifications

Spreadsheets
Administrative experience
High school diploma or GED
Organizational skills
Clerical experience
Productivity software
Event marketing

Full Job Description

Who We Are

Retirement Income Planning LLC is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. We provide our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services.

We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential.

What You Will Be Doing

Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls and transfer all calls to the appropriate personnel
Communicate with clients on behalf of financial advisor and firm
Track prospect-to-client process
Assist with coordination and execution of marketing campaigns and events
Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Assist in completing new account paperwork and annuity and life insurance applications
Process new business applications with detail and accuracy and submit to appropriate carriers
Obtain necessary documents and signatures from clients for carrier approval
Track application process and new account set up
Perform other clerical duties such as filing, photocopying, collating, faxing etc.
Maintain and organize office files and documentation
All other duties as assigned

What You Will Bring

2+ Years of Administrative Experience (Required)
Proficiency with Microsoft Office suite, including Excel (Required)
High school degree (Required)
Associate or bachelor’s degree (Preferred)
Prior Experience Working in Financial Advisory Industry (Preferred)
Clear and professional communication (verbal and written)
Strong attention to detail and organizational skills
Ability to learn and adapt to changes

What’s In It For You

Pay: $47,000 - $52,000 DOE
PTO
Paid Holidays
Group Medical Insurance
Retirement Savings Plan with Employer Match
Career Growth and Professional Development Opportunities

Check Us Out!

Website: https://www.retirementincomeplanningllc.com/index.html

If you think we’d make a great match, apply today!

Pay: $47,000.00 - $52,000.00 per year

Benefits:

Health insurance
Paid time off
Retirement plan

Application Question(s):

Are you willing to complete a background check?

Experience:

Administrative: 2 years (Required)

Ability to Commute:

Madison, WI 53718 (Required)

Work Location: In person

Quick Apply

Refine Your Search

microsoft crm jobs in madison, wi

Administrative Assistant

Customer Relations Specialist

Automotive Marketing Sales Associate (Remote)

Leasing Specialist - Property Management

S&P N. America IT Business Relationship Manager (BRM), CRM

Project Developer (Commercial Solar)

Hospice Care Consultant

Commercial Solutions Specialist

WI Territory Sales Manager – Outside Sales

Sales Consultant II - Wisconsin South Central

Pricing Analyst

Product Safety Engineer

HEAVY EQUIPMENT OUTSIDE SALES TERRITORY MANAGER

Loan Originator

Sales Counselor

Business Development Representative

Sales Counselor

Window Department Manager

Fleet Operations Sr. Manager

Applications Manager

I want to receive the latest job alert for microsoft crm in madison, wi

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