for a cohesive sales strategy Utilize Salesforce as the primary sales management tool Support collections, RFP processes...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
degree preferred Experience in financial services sales a plus Experience with Salesforce as well as Teams meeting...
from create to close Maintain a robust sales pipeline within target accounts and track in Salesforce Develop key...
-on experience with operational tooling systems (e.g., Salesforce, PRM systems) and strong cross-functional stakeholder management...
such as Salesforce, Tableau, and other sales enablement platforms Conduct all sales activities in accordance with Travel & Entertainment...
for the community. Actively solicit both new and referral business using Salesforce.com to ensure the most effective...
accuracy, and performance dashboards in Salesforce CRM. Stage governance: Define and enforce stage criteria from lead.... Proficiency with Salesforce CRM for pipeline, forecasting, and dashboarding. Willingness to travel 4060% to key installations...
prospect needs, present tailored solutions, address objections, and close business Utilize Salesforce to manage outreach..., and achievement Highly organized with strong follow-through and attention to detail Experience with Salesforce or a similar CRM...
such as Salesforce, Tableau, and other sales enablement platforms Conduct all sales activities in accordance with Travel & Entertainment...
in Salesforce preferred Holds professional and personal ethics in the highest regards, maintaining complete confidentiality...
to deadlines and dependencies. Tools and Systems Pendo Analytics/Amplitude/Mixpanel, CRM (Salesforce), Marketing Automation...
. Develop relationships with executive stakeholders. Utilize Salesforce to effectively track and report on your pipeline...
barriers and drive adoption. Maintain documentation of training activities and customer interactions in Salesforce. Attend...
with DOT Manages multiple projects simultaneously over a multi-location region. Uses Salesforce to manage projects, run... Skills: Must be proficient in MS Office, Xactimate, Salesforce.com, and structural building experience. Insurance restoration...
-functional program execution and iteration. Proficiency with Salesforce, Outreach, and analytics/reporting tools. Analytical...
high velocity and high complexity deals in an Mid Market business environment Proficiency in Salesforce, Microsoft Office...
. Utilize SalesForce.com daily by keeping records of accounts, calls, quotes, leads, and expense reports in a timely manner... and account management. Knowledge utilizing common work and sales tools, i.e., Salesforce.com, PowerPoint, MS Office Suite...
, or resorts). Proficiency with Salesforce CRM. Familiarity with ConnectAndSell or similar outbound sales acceleration tools...
a strong and healthy pipeline in SFDC - SalesForce.com, driven by both proactive outreach and strategic account targeting. Execute...