and reporting training, and maintaining CRM hygiene. Minimum Qualifications 5+ years of experience in Sales/Revenue Operations...
conversations. Basic computer skills, including Microsoft Office and CRM systems....
sales documentation in CRM Maintains up-to-date knowledge of all vehicles, accessories, financing options, and promotions...
phone, email, text, or chat Maintains accurate sales documentation in CRM Maintains up-to-date knowledge of all vehicles...
shipment issues and investigate missing inventory. Monitor CRM system to log client engagements and project updates. Ensure...
Proficiency with Salesforce (or similar CRM) and Microsoft Office applications Regular travel to events and client meetings...
, detail-oriented, and able to translate data into clear insights. This role will work closely with CRM, Web Content...
relationships with new and existing clients through networking, CRM follow-ups, and personalized selling. Develop and drive.... Maintain high standards in clienteling, CRM data collection, and after-sales service while contributing to store KPIs...
phone, email, text, or chat Maintains accurate sales documentation in CRM Maintains up-to-date knowledge of all vehicles...
. Responsibilities Source clients by accessing CRM system and evaluating potential opportunities of clients that could generate a trade...
working within a CRM. Quoting and Order Writing experience is a plus! We are an Equal Opportunity Employer...
. Forecast with precision Deliver 95 %+ forecast accuracy using CRM; instill discipline across the pod. Market evangelism Speak...
opportunities for expansion and formulate outreach strategies. Become proficient in using the firm’s CRM to manage relationships... opportunities in the firm’s CRM. Track and report on results of pitches, proposals and referrals. Marketing Communications...
and communication skills with demonstrated expertise Experience with CRM Preferred Experience, Knowledge, Skills, and Abilities...
of personalized digital marketing, where CRM and addressable channels converge, and decisions must be made in real time to aggregate...
Proficiency with PowerPoint sales deck creation and Salesforce (or similar CRM) Regular travel to events, sales meetings...
mentality to collaborate with internal and external stakeholders. Tech-savviness – proficiency in Microsoft Office and CRM...
to conversion. (Preferred) CRM Experience using CRM systems such as Salesforce, leveraging these tools to manage customer...
required Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date Salesforce (or alternative CRM...
of personalized digital marketing, where CRM and addressable channels converge, and decisions must be made in real time to aggregate...