of financial statements Proficiency in Google Workspace, Salesforce, Tableau Familiarity with customer relationship management...
. Proven ability to crush KPIs and bring in new accounts using tools like ZoomInfo, LinkedIn, and Salesforce. Strong business...
: Manage a territory to create new accounts Maintain timely and accurate information in Salesforce Safely drive a personal...
to our customers and partners, leveraging our Salesforce ticketing system and customer screen sharing calls. Troubleshoot code...
, and data visualization tools. Experience with Salesforce and/or ETO is strongly preferred. Experience working...
to: Enter all referral types into MatrixCare and SalesForce, assign referrals to Patient Access Scheduling Coordinators..., but are not Limited to: · Enter PCP referrals into MatrixCare and SalesForce. · Enter Interdisciplinary referrals into MatrixCare...
or multi-site bids by providing technical scoping input Forecasting & Performance Uses Salesforce CRM to maintain a segment...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
applications and Salesforce application 3. Physical Demands/Work Environment Must be able to travel 75-80% with 3-4 overnights...
CRM platforms (HubSpot, Salesforce, or similar) and familiarity with prospecting tools (ZoomInfo, Apollo, LinkedIn Sales...
or software preferred Experience managing direct reports Experience managing remote employees Familiarity with Salesforce...
a fundamental understanding of how to utilize Salesforce to execute job responsibilities. 🎯 What We're...
Oversee and manage ERP system (NetSuite), e-commerce platforms, and Salesforce for business analytics. Ensure integration... tools (Salesforce preferred). Strong understanding of system integration and business process optimization. Excellent...
related position required. Intermediate Salesforce/CRM skills Intermediate Microsoft Office skills Strong written, verbal...
and Experience You Should Bring: Strong knowledge of Salesforce Associate’s degree preferably majoring in Finance, Accounting...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
related position required. Intermediate Salesforce/CRM skills Intermediate Microsoft Office skills Strong written, verbal...
lead funnel and optimize conversion at each stage Collaborate with Revenue Operations to ensure Salesforce and marketing...
and noted in Salesforce. Transactions may be complex in nature. Oversee and monitor daily asset valuation activity to ensure...
transaction is appropriately archived and noted in Salesforce. Process outgoing ACAT transactions. Ensure all vendor rejects... related to the ACAT transaction is appropriately archived and noted in Salesforce. Proactively communicate with clients via...