information in CRM (Salesforce) Skillset required: High attention to detail Organizational/Prioritization skills...
and/or the individual Ensure CRM is sustained as the single source of truth Participate and/or lead in account planning...
Grant Thornton competitive. Regularly (daily) and consistently use CRM system to ensure that data reporting, customer... capabilities and comfort working with cross-functional teams. Proficiency with CRM platforms and Microsoft Office suite. Prior...
such as CRM, Microsoft Office, i.e., Teams, PowerPoint, One Note, Word, Excel, Outlook, etc Experience Advanced degree (PhD... to gather and synthesize scientific and clinical insights. Proficiency in using digital tools like CRM Microsoft Office Suite...
complex projects and clients simultaneously. Preferred Experience: Familiarity with CRM tools (e.g., Hubspot), analytics...
and nurturing leads. CRM & Data Management Accurately log all customer interactions, sales opportunities, and account... details in CRM systems (Salesforce or equivalent). Maintain organized account profiles including customer preferences, order...
against them. Maintain CRM system with accurate customer and pipeline information. Lead a Virtual Account Team Demonstrate...
or other customer-facing roles. Experience with CRM and sales engagement platforms. Exposure to B2B SaaS sales a plus. Knowledge... and build pipeline. Tech Aptitude: Quick to adopt CRM and AI-powered sales tools. High Standards: Views hitting quota as the...
-to-date CRM records (HubSpot, Salesforce, etc.) with accuracy and precision. What’s in it for you 👀 At Trustpair...
, and manage complex customer relationships. CRM & Data Proficiency: Strong experience with Salesforce or similar CRM platforms...
, discuss financial and portfolio strategies. Act as a true steward of the CRM System, entering copious notes that are current...
, discuss financial and portfolio strategies. Act as a true steward of the CRM System, entering copious notes that are current...
experience with CRM systems and development of sales materials. Note: Fidelity is not providing immigration sponsorship...
, quarterly, and annual sales targets. Maintain accurate records and forecasts in CRM systems. Role Requirements 5–8...
to develop integrated solutions using Mainframe technology partnering along with other team member supporting .Net and CRM...
under pressure Comfortable using CRM systems, call center software, and digital communication tools Typing speed of at least 40...
directly from clients to inform strategy. Keep the CRM up-to-date with accurate notes and updates, collaborating with the...
, capable of building strong relationships with customers and internal teams. Proficient in CRM and marketing automation tools...
, or corporate housing Experience with Microsoft Office Suite, Salesforce, Oscar, or similar CRM systems Exceptional written...
and Capital Markets product application Prepare quarterly Credit Risk Management (“CRM”) portfolio reviews Process annual review...