, privacy/compliance, and the John Hancock business model. Train on core sales systems such as Salesforce, Brightscope Beacon... services, sales, or client-facing roles. Familiarity with CRM tools such as Salesforce or other sales enablement platforms...
related field, or related equivalent Minimum 5 years of experience in risk management or related field Salesforce experience...
to external customer-facing platforms (e.g., Salesforce, SAP Sales Cloud, e-Commerce). Demonstrated ability to influence...
., Salesforce or Microsoft Dynamics) and AI-based forecasting tools to optimize sales strategies and customer engagement. Develop... like Microsoft or Salesforce). Excellent analytical and problem-solving skills with keen attention to detail. Ability to translate...
: executes multi-track launches with attention to deadlines and dependencies. Tools and Systems CRM (Salesforce), Marketing...
, or salesforce. About Infor Infor is a global leader in business cloud software products for companies in industry specific...
knowledge of Microsoft Office Intermediate knowledge of Adobe InDesign, Photoshop and Salesforce a plus COMPETENCIES...
tickets in Salesforce. Provide additional remote technical support and Return Material Authorization (RMA) activities...
-developed negotiation strategies. Reduce cycle time by leveraging Salesforce.com (CRM tool) to track customer and account...
strategies and systems Strong analytical ability; SQL experience preferred Competence with Salesforce or comparative CRM...
of Salesforce or another customer relationship management software Bachelor’s Degree ABOUT WAYSTAR Through a smart platform...
practices. CRM: Utilize Salesforce as CRM tool to track and manage customer interactions with consistent and timely engagement...
objectives. Excellent communication skills and a proactive problem-solving approach. Experience with Salesforce, HubSpot...
and implement ETL/ELT processes to integrate data from diverse sources (e.g., NetSuite, Salesforce, Snowflake) into unified...
with the ability to handle multiple initiatives simultaneously. Proficiency in Salesforce, Microsoft Office, and CRM ticketing...
improvement and documentation An ideal candidate also has: Experience working with Gong and/or Salesforce Project management...
/financial services industry 5+ years of experience in Microsoft Office suite and CRM (ex. Salesforce) 5+ years of experience...
and accurate information on account status and sales activity in SalesForce.com Manages the account development and opportunity... pursuit process from initial assignment through close using Salesforce CRM Accurately forecasts new bookings Develops...
. Use Salesforce, Looker, and Power BIto track, measure, and report performance metrics and drive data-informed improvements... and compliance protocols. Tools & Systems Salesforce (preferred) Payment reconciliation tools Data analytics and reporting...
selling Strong consulting, negotiation, and presentation skills CRM experience required, Salesforce preferred Results...