application team - including Oracle Service Cloud, Salesforce, and several internal tools. As part of the AEXI team, this role... of our 3rd Party CRM platforms, including Oracle Service Cloud and Salesforce Define and meet continuous learning goals...
Office, Salesforce experience Business fluency in English. Has extensive product portfolio knowledge Able to clearly...
experts and service capabilities. Tracks all activity within Salesforce and acts as the contact/account data owner...
., Salesforce Service Cloud) for case management, ensuring accurate and timely updates. Implement and maintain routine operational... required Proficiency with a Service Management System (Salesforce Service Cloud, ZenDesk, Service Now, etc.) required Aptitude...
Relationship Management (CRM) system, Salesforce, to track investor data and communication. Create critical documents...
relationships and projects. Familiarity with CRM tools (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight...
and feature adoption. Keep CRM data (Salesforce) clean and up-to-date with meeting notes, usage trends, and account plans...
such as DataScan, Docusign, Salesforce, credit reporting, OFAC, and customer due diligence products. Physical Demands: The physical...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...
an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations...