. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
Experience with Salesforce and HubSpot a plus Experience in personal finance, employee benefits, or fintech a plus Benefits...
/MRP systems (SAP preferred), Salesforce, and Tableau. Strong administrative, organizational, communication, and people...
. Proficiency in Google Sheets, Docs, and CRM software (e.g., Salesforce) preferred. Must have a reliable vehicle for in-person...
, Salesforce) Fluent English at C1 level or higher, with no accent Key Traits Strategic thinker with a collaborative mindset...
accuracy and adherence to client specifications. Track and document production in Salesforce Create detailed manifests.... Proficiency in Microsoft Office (e.g., Outlook, Word, and Excel); familiarity with Salesforce is a plus. Ability to meet physical...
problem-solver who thrives in a fast-paced, performance-driven environment. Familiarity with CRM tools such as Salesforce...
with young people across program areas. Data Tracking and Reporting Maintain accurate documentation in the Salesforce system... records, assisting with report preparation, and utilizing data management systems (e.g., Salesforce) to track participant...
, and complete participant documentation in Salesforce on a daily basis. Support management of participant databases, ensuring... management systems (e.g., Salesforce) to track participant progress. Committed to real-time, precise documentation to support...
titles. Utilize salesforce for title absent support. Other duties as assigned. Minimum Qualifications: High School...
to material selection, ordering, and project tracking. Skills in prospect research, lead management, and CRM (Salesforce...
(Salesforce preferred). Proficient in Microsoft 365. Effective team-building and leadership skills, with the ability to engage...
in Salesforce (includes referrals to other lines of business) Moves seamlessly through the banking center acting in a variety...
for SaaS businesses Experience with Workday, Adaptive, and Salesforce (preferred) Experience with systems and data...
activities (customer meetings, conference calls, WebEx training, etc.). Apply Salesforce to assist in driving new sales.... Strong skills within the MS Office Suite (Excel, PowerPoint and Word); Salesforce knowledge a plus. We understand compensation...
meetings, conference calls, WebEx training, etc.). Apply Salesforce to assist in driving new sales opportunities.... Strong skills within the MS Office Suite (Excel, PowerPoint and Word); Salesforce knowledge a plus. We understand compensation...
a plus. Experience with Salesforce or a PMP a plus. Experience coordinating logistics and events. Ability to work independently...
meetings, conference calls, WebEx training, etc.). Apply Salesforce to assist in driving new sales opportunities.... Strong skills within the MS Office Suite (Excel, PowerPoint and Word); Salesforce knowledge a plus. We understand compensation...
. Use Salesforce to plan and complete your sales activities as well as maintain a current and accurate database of relevant...