is appropriately archived and noted in Salesforce. Review and approve transactions submitted below a threshold specified in the Asset.... Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Lead institutional...
and event-driven patterns, and robust automation workflows that coordinate actions across tools like Zendesk, Salesforce...., Salesforce, Zendesk) Systems & Architecture Track record designing end-to-end integration architectures across multiple...
communication skills. Experience working with Salesforce.com Must possess strong analytical skills with the ability to identify...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
enablement tools such as Salesforce and Tableau to optimize performance Maintain accurate records of expenses, customer...
Salesforce to manage leads, track opportunities, maintain accurate records, and generate sales forecasts and performance reports..., marketing, and product teams. Proficiency in Salesforce or similar CRM platforms is required. Willingness to travel...
technical relationship management Proficient in SalesForce, Microsoft Excel, Word, Outlook, Office, PowerPoint. Superior...
Revenue Retention (NRR) through accurate forecasting and the use of CRM / CSM tools (Gainsight, Salesforce, HubSpot) to manage...
(s) for assigned projects; ensure that detailed, clear notes are taken and loaded into Salesforce promptly following the calls...
enablement tools such as Salesforce and Tableau to optimize performance Maintain accurate records of expenses, customer...
, such as Salesforce and SAP, ensuring alignment with business and technical requirements. Conduct functional, integration, system... required. Experience with database structures and querying tools (e.g., Salesforce SOQL and SQL) for comprehensive data validation strongly...
to work across teams and influence without authority AI fluency and proficiency using AI tools Familiarity with Salesforce...
in everything they do. Required qualifications for this role: 2 years of SaaS environment and/or related sales experience 2 year experience working in Salesforce...
, Outreach AI, Salesforce Einstein, or similar) to: Personalize outreach at scale Conduct and summarize account research... (Salesforce) and sales engagement platforms. Provide insights back to Marketing on ICP patterns, message resonance, and campaign...
Maintain timely and accurate information in Salesforce Safely drive a personal vehicle to appointments, cold calls, employee...
with Salesforce.com and CRM-driven sales processes Experience applying consultative and value-based sales methodologies (e.g...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot...
Experience managing digital campaigns, CRM systems (Podio, Salesforce, or HubSpot), and marketing vendors. Strong understanding...