and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms...
with marketing automation (Marketo), CRM (Salesforce), and BI/analytics (Looker, Tableau, or Power BI). Strong analytical skills...
you are not duplicating efforts. Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM...
initiatives align with firm goals. Utilize CRM systems (InterAction/Dynamics) and automation tools to maintain data integrity..., Microsoft Office (including SharePoint/Copilot), and CRM systems. Detail-Oriented: You have a proven ability to manage strict...
in CRM Call Lost Installer to regain business back Requirements: Required Skills and Qualifications: 3+ years... verbal and written communication skills Strong knowledge of CRM tools to drive productivity Experience working...
, and advance a pipeline with new leads from specific verticals or geographic area . Maintain accurate CRM data and forecasting..., prioritize tasks, and maintain detailed records. Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite...
and expansion of existing accounts. Adept with CRM systems, LinkedIn Sales Navigator, Apollo/ZoomInfo, and Microsoft productivity...
skills . Strong business and commercial acumen. Proficiency with CRM tools (Salesforce) and Microsoft Office Suite. Valid...
as needed Build and manage a strong pipeline of new preceptors and clinical training sites Use CRM tools (HubSpot preferred... Background in sales, business development, clinical recruitment, or higher education outreach CRM experience (HubSpot strongly...
outreach as needed Build and manage a strong pipeline of new preceptors and clinical training sites Use CRM tools (HubSpot... or equivalent experience Background in sales, business development, clinical recruitment, or higher education outreach CRM...
conversations. Basic computer skills, including Microsoft Office and CRM systems....
. Problem-solving skills with attention to detail. Technical aptitude and proficiency with Professional Services and CRM tools...
opportunities. Develop and maintain a pipeline of prospective clients and opportunities, using CRM tools to track and disposition... effective routing of Qualified Sales Leads (SQLs) for further development. Leverage CRM tools and data insights to inform...
to maximize sales in territory. Utilize Salesforce as a CRM to maximize penetration success. Perform special tasks...
Training Capabilities within AY Align with Enterprise Architecture Partner with CRM Director on Salesforce integrations...
, capabilities, and skills Experience working on financial systems or enterprise CRM platforms is a plus. Familiarity with data...
Customer Data: Collect and analyze data from CRM, research, and social media to gain a deep understanding of our customer...
and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms...
to advanced knowledge of MS Office Suite (Word, Excel, PowerPoint) and Keynote Prior experience with salesforce.com CRM..., or other CRM used to manage sales pipeline Excellent organizational skills and time management abilities The ability to handle...
Skills: Proficiency in data analysis tools (Excel, BI tools), distributor systems, and CRM or sales analytics platforms...