contact to conversion. (Preferred) CRM Experience using CRM systems such as Salesforce, employing these tools to manage...
cadence Utilize Salesforce CRM to document and track customer projects, and work with internal and external stakeholders... with Salesforce or similar systems Familiarity in programs such as Google Suite, Microsoft Office Suite, Zoom/WebEx/GoToMeeting...
to manage multiple projects and competing deadlines. Tech-Savvy: Proficiency in Microsoft Office Suite, Salesforce and ability...
managing leads in the Salesforce CRM system Requirements: Current Junior working towards a bachelor's or master's degree...
and utilize CRM (Salesforce) to track activity Prepare executive summaries for client presentations Take ownership for the...
systems (Anaplan, Pigment, Adaptive), Salesforce, and Looker a plus Collaborative mindset, strong work ethic, and eagerness...
dashboards and reports in Salesforce and Power BI that support weekly forecasting, pipeline reviews, QBRs, and other operational.... Strong proficiency in Salesforce reporting and Power BI (or similar BI tools such as Tableau, Looker, etc.). Comfortable working...
of our products. Documenting all issues and resolution actions in Salesforce Field Service Lightning. Providing valuable feedback...
Experience with Salesforce CRM Compensation Range: $120,000.00-$150,000.00 Individual pay may vary and is determined...
activity, including prospecting, pipeline development and logging daily phone calls, sales and emails in Salesforce...
investment operations support to financial advisors and their clients via a Salesforce tasking process which may include... of programs Embraces working on a team Strong written and verbal communication Familiarity with Salesforce preferred Knowledge...
systems such as Yardi, Salesforce Familiarity with real estate processes and documentation, such as purchase agreements...
of reimbursement (coding, coverage, and payment) is preferred. Demonstrated competence with salesforce.com CRM use, Microsoft Word...
Actionstep sales tools, systems and process (i.e. Salesforce, LinkedIn Navigator, 6Sense) to identify, record/track, connect... (or equivalent work experience). Legal Tech industry experience. Proficiency with Salesforce, Hubspot, Marketo...
suite, SAP, and Salesforce. Previous experience with customer secondary systems preferred. Must be able to obtain...
and benefits to both technical and non-technical stakeholders. Salesforce CRM mastery and disciplined new business, expansion...