NewAccount Manager JobotAccount ManagerBrea, CA$85,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With advanced capabilities across silicone sealants and insulation components, our client operates from a modern California facility and serves a broad and critical customer base, while fostering innovation, craftsmanship, and continuous growth.
NewAccount Manager - San Gabriel Valley Impact Floors of TexasAccount Manager - San Gabriel ValleyLa Mirada, CA$50,000–$80,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
NewAccounts Receivable Manager Way Forward ConsultingAccounts Receivable ManagerSanta Ana, CA$30–$32 / hourContractorPerform any ad hoc projects as assigned by management, independently leading cross functional teams by proactively engaging other departments and personnel as required. Top Skills: SAP - Attention to detail and critical thinking, Ability to apply accounting and mathematical principles to work as needed, Excellent customer service skills.
Account Manager Ambulatory Surgery Medline IndustriesAccount Manager Ambulatory SurgeryRiverside, CAFull timeIntermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
NewRental Sales Account Manager Ryder SystemRental Sales Account ManagerOrange, CA$50,000–$50,000Compensation Information : The compensation offered to a candidate may be influenced by a variety of factors, including the candidate’s relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. Security Notice for Applicants: Ryder will only communicate with an applicant directly from a [@ryder.com] email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire.
NewFoodservice Business Development Manager JobotFoodservice Business Development ManagerRancho Cucamonga, CA$90,000–$105,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. What began with importing authentic Italian extra virgin olive oil has grown into a trusted, second-generation company offering a full line of specialty oils to customers across the industry.
Territory Manager II Swisher International, Inc.Territory Manager IIRiverside, CA$70,000–$70,000 / yearWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
New100% REMOTE Regional Sales Manager - California- FOOD SALES REQUIRED Jobot100% REMOTE Regional Sales Manager - California- FOOD SALES REQUIREDHuntington Beach, CARemote$90,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in food sales, specifically within the protein sector, and a thorough understanding of ethnic markets and regional accounts.
NewSenior Account Executive JobotSenior Account ExecutiveSanta Ana, CA$90,000–$120,000 / yearThrough a large retail network and an industry-leading retail media platform, the company partners with consumer packaged goods (CPG) brands to drive measurable sales growth through digital advertising, data insights, and omnichannel marketing solutions. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Accounting Manager Vaco LLCAccounting ManagerIrvine, CA$65–$70Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Lead the month-end close process, ensuring accuracy and timeliness by prioritizing team workload and improving manual processes using advanced Excel tools (pivot tables, VLOOKUP/XLOOKUP).
NewPsychiatry Account Manager - Long Beach, CA LundbeckPsychiatry Account Manager - Long Beach, CAGarden Grove, CA$125,000–$150,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
NewPsychiatry Account Manager - Los Angeles Central, CA LundbeckPsychiatry Account Manager - Los Angeles Central, CABuena Park, CA$125,000–$150,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
NewPsychiatry Account Manager - Riverside, CA LundbeckPsychiatry Account Manager - Riverside, CALoma Linda, CA$125,000–$150,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
NewAccounting Manager JobotAccounting ManagerFontana, CA$100,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for overseeing all aspects of our company's financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, internal control policies, and procedures, as well as risk management.
Interim Accounting Manager Vaco LLCInterim Accounting ManagerIrvine, CA$65–$70Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Accounting Manager consultant will lead the firm’s financial operations, oversee HR?related processes, and serve as a client?facing partner to internal teams and external stakeholders.
Senior Accounts Receivable Specialist Vaco LLCSenior Accounts Receivable SpecialistIrvine, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Accounting Manager Kinetic Personnel GroupAccounting ManagerGarden Grove, CATemporaryWeâre urgently seeking a decisive, hands-on Accounting Manager to take command of daily accounting operations and lead a high-performing team across A/P, A/R, collections, and payroll. This role demands accuracy, speed, and strong leadership to keep financial processes tight and the organization moving.
Accounts Receivable Vaco LLCAccounts ReceivableIrvine, CA$25–$30Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewProgram Manager Best Buddies InternationalProgram ManagerIrvine, CA$0–$43,000 / yearThis includes hosting virtual and in-person trainings, and engagement activities, communicating Best Buddies deadlines and expectations using online platforms, and ensuring participation from chapter advisors and student leaders in the Annual Leadership Conference. Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD).
Accounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistIrvine, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Accounts Payable Specialist Vaco LLCAccounts Payable SpecialistIrvine, CA$26–$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Accounts Payable Clerk Vaco LLCAccounts Payable ClerkLos Alamitos, CA$24–$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesWhittier, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
NewAccounts Receivable Administrator NucorAccounts Receivable AdministratorFontana, CA$22.72–$29 / hourResponds to all customer requests for information, including providing copies of invoices, proofs of delivery, information on billing and account discrepancies, account reconciliations and any other requests the customer may have regarding their account status. Responsible for collection activities such as communicating past due amounts with customers, sending follow-up inquiries, and settling past due accounts.
NewManager, District Sales Anheuser-BuschManager, District SalesSanta Fe Springs, CA$84,800–$100,700From our longstanding efforts to support American farmers, military, veterans, and first responders, to emergency drinking water donations and responsible drinking programs, we are guided by our commitment to the communities we call home and the 65,000 hardworking Americans who bring our beer to life. We are home to the nation’s most iconic beer and beyond beer brands, including Michelob ULTRA – America’s #1 top-selling beer – as well as Busch Light, Budweiser, Bud Light, Stella Artois, Cutwater Spirits, and industry-leading craft brands.
Acute Care Specialty Sales Manager Medline IndustriesAcute Care Specialty Sales ManagerAnaheim, CA$134,000–$201,000 / yearFull timeThe Manager of Specialty Sales will be responsible for overseeing and managing the development and performance of all sales activities in the division, staff and direct an Acute Clinical Specialty sales team and provide leadership towards the achievement of maximum profitability and growth in line with company vision and values. Hiring staff, recommending pay increases, performing performance reviews, training and development of staff, estimating personnel needs, assigning work, meeting completion dates, interpreting and ensuring consistent application of organizational policies.
NewAssistant General Manager Marriott International, IncAssistant General ManagerPerris, CA$70,310–$80,0002-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk, housekeeping, or related professional area. • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
NewSVP, Relationship Manager Enterprise Bank and TrustSVP, Relationship ManagerCerritos, CA$206,340–$252,194 / yearDevelop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
NewAP Manager Advantex Professional ServicesAP ManagerTustin, CA$100,000–$110,000 / yearSupport process improvements and play a key role in upcoming payment workflow enhancements Coordinate tax payments via banking platforms and assist with check and wire transactions as needed . Access vendor portals to retrieve invoices and ensure timely payment of recurring expenses such as insurance, rent, and freight .
NewTransit Market Manager Lamar Advertising CompanyTransit Market ManagerRedlands, CA$65,540–$150,000 / yearThe physical demands for this position include light lifting, pushing, reaching, seeing (which include reading, color distinction, acuity, depth perception, and peripheral vision), sitting more than 50% of the time, standing, stooping, talking, turning, walking, and climbing. Our Lamar office in Redlands, CA, is now hiring a Transit Office Manager to help us bring innovative outdoor advertising campaigns to life for brands in Redlands, CA, and the surrounding areas.
NewDistrict Sales Manager United RentalsDistrict Sales ManagerRiverside, CA$124,545–$205,505 / yearWork with the District Manager and Branch Managers to develop new markets, to understand market trends, competition and other matters affecting the profitability of the company. You will meet sales objectives in assigned territories by leading the development and management of a qualified sales team in cooperation with Branch Managers, District Manager and the Regional Sales & Marketing Director.
NewPricing Analyst II (Salesforce CPQ) JobotPricing Analyst II (Salesforce CPQ)Irvine, CARemote$90,000–$105,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work directly with Sales, Account Management, Product, and Legal to coordinate pricing in Salesforce CPQ, support contract alignment, and ensure pricing accuracy across new business opportunities and renewals.
NewRN Case Manager, Home Health AccentCare, Inc.RN Case Manager, Home HealthCorona, CA$108,058.78–$132,071.84We’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. Graduate from an approved school of professional nursing and currently licensed to practice as a registered nurse in the state of agency operation.
Retail Service and Operations Manager Goodwill Southern CaliforniaRetail Service and Operations ManagerMoreno Valley, CAUnder the direction of the Site Manager, this role ensures seamless operations, outstanding customer and donor experiences, and strong team performance — all while advancing our mission of Transforming Lives Through the Power of Work. Goodwill Southern California is seeking a Retail Service & Operations Manager to help lead one of our retail stores, boutiques, or attended donation centers.
NewSenior Property Manager Boardwalk IG Management LLCSenior Property ManagerCosta Mesa, CA$100,000–$120,000 / yearManage vendor relationships, including but not limited to: Site marketing Site maintenance (included authorizing periodic and/or demand maintenance) Insurance issue management Builders’ Risk and General Liability REQUIRED QUALIFICATIONS Bachelor’s Degree required with a minimum of seven (7) years professional experience in Property Management for commercial real estate. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop, articulate and implement business plans for each assigned property, that are consistent with the owners needs and objectives to maximize NOI and asset value Coordinate vendor contracts for property-level services in accordance with the parameters of the management agreements.
Account Manager Davron LLCAccount ManagerMontclair, CAACCOUNT MANAGER | KEY ACCOUNT MANAGER | NATIONAL ACCOUNT MANAGER | RETAIL ACCOUNT MANAGER | BIG BOX RETAIL | HOME DEPOT | LOWE’S | CONSTRUCTION PRODUCTS | POWER TOOL ACCESSORIES | DISTRIBUTION | PRODUCT DEVELOPMENT | CUSTOMER RELATIONSHIP MANAGEMENT. This is an exciting chance to join a lean, collaborative, relationship-driven organization with approximately $100 million in annual revenue, strong big-box retail partnerships, and long-term growth potential toward leadership opportunities.
Account Manager I Onsite Ghost Management Group, LLCAccount Manager I OnsiteIrvine, CA$70,304–$84,000 / yearOur team is actively working to combat these attempts, but in the meantime, please be mindful of the following: Our recruiters will always communicate with candidates through an @weedmaps.com email address. Act as the steward of the client data hygiene by updating & maintaining the CRM (or any other designated locations) on calls, meetings, contact info, current license, and up to date on billing payments.
Sales Account Manager AMG Management IncSales Account ManagerNorwalk, CAFull timeSales Account Manager Essential Functions: Master diverse sales outreach techniques to generate new leads and expand our customer base in the residential marketplace. With our company, you can expect to receive comprehensive hands-on training with a dedicated team ready to support, assist with focusing on customer engagement, learning how to close sales, and delivering exceptional customer experiences.
NewMortgage Wholesale Account Manager Verity SearchMortgage Wholesale Account ManagerIrvine, CaliforniaWhile performing the duties of this job, the employee is regularly required to: communicate and accurately exchange information with clients at normal speaking levels; remain standing for sustained periods of time; use hands to finger, grasp, or feel; reach by extending hand(s) and arm(s) in any direction; have visual acuity to view a laptop, determine the accuracy, neatness, and thoroughness of the work assigned. We bring digital-first banking, lending, and financial services to the Black, Latino and underbanked communities which will disrupt legacy banks and neo banks.
CDS Account Manager Advantage Solutions IncCDS Account ManagerGarden Grove, CAAs the in-house product sampling company for Costco Wholesale, CDS has friendly, professional and talented employees who provide high quality product demonstrations and marketing services to Costco Wholesale and its vendors. For more than 25 years, Club Demonstration Services (CDS) has helped Costco members make shopping decisions and shaped the identity that Costco is perhaps best known for: its awesome free samples.
Strategic Account Manager - Nuclear Power Plants Curtiss-WrightStrategic Account Manager - Nuclear Power PlantsBrea, CaliforniaRemoteWorks with Product Managers across multiple business units to develop and execute tailored account strategies that align with the company's long-term objectives, ensuring the maximization of account value through cross-selling, upselling and renewals. The Strategic Account Manager is responsible for representing Curtiss-Wright in their assigned territory that includes nuclear power plants, utility corporate offices and A&Es involved in nuclear power plant projects.
NewOutside Sales Rep/ Account Manager ProhireOutside Sales Rep/ Account ManagerIrvine, CaliforniaWe are currently seeking an Outside Sales Rep/Account Manager with Full Cycle Sales Experience Our client is a leading supplier of custom packaging for the Pharmaceutical, Medical Device, Food, Beverage, Cosmetics/Beauty, Pet, Nutriceuticals, Automotive and Environmental markets. An exceptional level of motivation, desire, competitiveness, customer driven focus, time management, multi-tasking, and project management skills.
Account Manager Valin CorpAccount ManagerIrvine, CA$80,000–$110,000 / yearThe Account Manager (AM) must possess a high degree of knowledge of the Refining industry including control valve and process filtration application requirements such as valve selection, filter and filter housing sizing, specification, and selection criteria. The Account Manager must also effectively leverage both internal and external resources for product and customer service support, allowing the Account Manager to maximize time spent generating revenue-producing opportunities.
Senior Employee Benefits Account Manager RSC Insurance Brokerage IncSenior Employee Benefits Account ManagerIrvine, CA$65,000–$120,000 / yearRisk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
Employee Benefits Account Manager RSC Insurance Brokerage IncEmployee Benefits Account ManagerIrvine, CA$51,800–$80,000 / yearRisk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. Your Impact: Act as a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary.
Senior Account Manager City Wide Facility SolutionsSenior Account ManagerHuntington Beach, CA$60,000–$70,000This is an outside, B2B account management position that provides field support including – training, guidance with starting new clients, inspections of Contractor performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and Contractors. Manage all Contractor relationships including – Interview and hire, negotiate pricing and other contract terms, manage agreements, develop service specifications, client compliance, verify Contractor compliance, and remove/replace Contractors as necessary.
Account Manager - Irvine, CA GSK plcAccount Manager - Irvine, CAAnaheim, CARemote$162,750–$271,250 / yearValid driver's license Travel Required: Up to 50% (based on specific district size) The selected candidate will be hired at the appropriate level based on experience: Account Manager 6: Minimum 5 years of biotech/pharmaceutical experience required Account Manager 7: Minimum 3 years of biotech/pharmaceutical experience required Preferred Qualifications: Proven success in product launch sales. Site Name: USA - California - Irvine, USA - California - Anaheim, USA - California - Newport Beach Posted Date: Apr 23 2026 Account Manager Job Summary: The Account Manager is pivotal in owning the B2B customer relationship in the largest and most complex healthcare delivery networks (e.g.
Hepatology Account Manager - Irvine, CA GSK plcHepatology Account Manager - Irvine, CAAnaheim, CARemote$162,750–$271,250 / yearThe role of the Account Manager is to serve as the primary liaison with our largest customers and to engage C/D level clinical & non-clinical stakeholders to understand unique customer needs & priorities and to deliver a customized value proposition. Provide feedback on marketing strategy, analyze the effectiveness of sales activities and territory performance, and develop territory plans with the Regional Sales Director, brand team, and other support partners to deliver exceptional customer experience.
Client Service Account Manager - Healthcare Payments - Vice President JPMorgan Chase & CoClient Service Account Manager - Healthcare Payments - Vice PresidentIrvine, CAServe as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction. Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
Commercial Lines Assistant Account Manager Alera GroupCommercial Lines Assistant Account ManagerIrvine, CaliforniaRemoteThe Assistant Account Manager will assist one or more Account Executives in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned. Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications according to the procedure.