in institutional giving, overseeing customer relationship relationship systems (CRM), developing donor communications, and managing... appeals and special initiatives. Salesforce and Development Operations Serve as the primary Salesforce administrator...
– A love for being involved in the deal, not just an administrator or “numbers guy” who sits behind the desk Skills... strategy, sales forecasting sales analysis, performance metrics, sales training, sales operations. Account management, CRM...
as needed. Submit weekly sales reports to the Administrator, detailing completed activities, new referrals, and progress toward sales...-to-date documentation of all sales activities in the agency’s CRM system. Ensure contact information for all referral sources is current...
Head of Sales Operations and play a key role in optimizing and enhancing the CRM (Salesforce) and CPQ (Configuration, Price... to support strategic decision-making. CRM Management: Write detailed business requirements and establish rules of engagement...
transformation or CRM-focused environments. 3+ years specifically managing Salesforce-related programs, ideally with experience... resolution, and organizational skills. Preferred Skills & Certifications Salesforce certifications (e.g., Administrator...
+ Certification and/or Red Hat Certified System Administrator and/or Red Hat Certified Engineer Responsibilities: Responsible... Salt Lake 5 days a week Desired: CompTia Linux+ Certification and/or Red Hat Certified System Administrator and/or Red...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
activities. Serve as regional power-user, trainer, and administrator of Dynamics CRM to include monitoring daily usage, data... a must. Experience with project manager software and graphics suites a plus. Dynamics or similar CRM experience required Experience...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
and monthly performance metrics to the sales administrator Understands pricing and cost components associated with proposed... for clients into Toll CRM and maintains this information per company policy Meets specific volume and revenue requirements...
with experience in implementation and ROI measurement. Excellent communication and collaboration skills. Familiarity with CRM... as a Salesforce Administrator is a plus but not required Experience with Lead-to-Cash systems (Netsuite, SAP, etc) Previous project...
data, and critical issues using a CRM, ensuring all insights are integrated into strategic account planning. Secure... Strong communication, negotiation, and interpersonal skills Proficiency with CRM software Preferred experience: Prior experience...
and submit to agency Administrator prior to weekly meetings Attend weekly sales meetings to review prior week goals; discuss new... activity in the agency’s CRM system Maintain current contact information for all referral sources in the agency’s CRM system...
in all relevant meetings Maintain satisfactory accounts receivable levels and CRM account notes as appropriate Coordinate with the... Branch Administrator to ensure databases are consistently updated with current client information Other tasks and duties...
with deep expertise in Sales Cloud to lead the configuration, optimization, and expansion of our CRM ecosystem, supporting... components is a plus. Credential Preferences: Required: Salesforce Administrator Preferred: Salesforce Advanced Administrator...