mindset. Excellent written, verbal, and presentation skills. Familiarity with CRM platforms, and proficiency with Microsoft...
properties is a plus Comfort using basic digital tools (logging systems, CRM platforms, Emails, MS Office tools etc.) Ability...
mindset. Excellent written, verbal, and presentation skills. Familiarity with CRM platforms, and proficiency with Microsoft...
. Knowledge of Salesforce or other CRM databases. What Would Make You Stand Out: Strong interpersonal and negotiation skills...
and confidence in prospecting activities Proficiency with LinkedIn and familiarity with CRM systems (nice to have) If you’re...
: Maintain impeccable CRM hygiene, ensuring accurate and timely updates to account records including opportunity stages... & Reporting: Maintain accurate deal progress and forecasts within CRM, ensuring leadership visibility into opportunities and risks...
with knowledge of Change Control & Incident Management processes Good experience using Microsoft Office and CRM databases Ability...
) Experienced leveraging CRM Software for daily account management activities Critical thinker and independent problem-solver...
using CRM systems (Salesforce preferred) to track proposal activity and performance metrics ● A proactive mindset with the...
Financial Services Cloud, Creatio, BUSINESSNEXT or other Financial Services CRM systems a plus. Benjamin Dzanic...
events. Maintain detailed records of sales activities and client interactions in CRM systems. Meet or exceed monthly..., and comfortable working independently. Proficiency with CRM software and basic sales reporting tools. Knowledge of gemstones, metals...
. Stay up to date on industry trends, competition, and regulatory changes. Use customer relationship management (CRM.... Experience with customer relationship management (CRM) software Strong verbal and written communication skills Ability...
using CRM systems (Salesforce preferred) to track proposal activity and performance metrics ● A proactive mindset with the...
Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Sales CRM Problem Solving Collaboration...
, weekly and monthly basis. Document daily activities in Salesforce CRM. Work closely with the sales team to accelerate...
generation, relationship building, and deal negotiation Familiarity with CRM systems, market analysis tools, and industry...
with deadlines and firm branding standards. CRM & Data Management: Serve as a data steward for the firm’s CRM system (Intapp... Suite (Word, Excel, PowerPoint). Experience with CRM systems; Intapp DealCloud experience strongly preferred. Familiarity...
information. Utilize CRM and company tools to identify priority accounts, optimize referral potential, and document account...
eligibility and levels of care is preferred Knowledge of customer referral source [CRM] management systems for activity tracking...
% and precise. This includes track/react reporting on CRM. Complete all relevant admin processes and procedures, using Tii systems...