and platforms like Intercom, SQL visualization tools, and common SaaS tools like Salesforce, Vitally, etc. Understanding Net...
. Working knowledge of Bloomberg, Fidessa OMS, and Salesforce, or other similar systems, is preferred. Previous experience... Management System. Salesforce or another CRM System. Bloomberg. SQL knowledge is a bonus. Compensation Range: Salary: USD...
exposure to broker engagement, interact with regional leadership, and enhance your proficiency in Salesforce (CRM platform...
to do their jobs, spend more time with current and potential customers, and increase revenue. The scope of the team spans Salesforce...
for data analysis and reporting Experience with CRM tools (e.g., Salesforce, HubSpot) preferred Familiarity with project...
pipeline and opportunity documentation within Salesforce and provide quoting support as needed. Participate in Regional Sales..., Salesforce, and other relevant programs pertaining to products and sales. Must be able to communicate verbally and in writing...
journeys, complex sales cycles, and strategic account targeting. Experience working with platforms such as Salesforce, Marketo..., HubSpot, or equivalent CRM/MAP tools. Salesforce CRM expertise a must. Demonstrated ability to partner closely with Sales...
a data management device with CRM software (Salesforce) Protected sales territory Additional Benefits Group health...
service or customer care environment is beneficial Proficiency in cloud-based computer systems (Salesforce, iCIMS, ERP...
for all prospects and accounts in Salesforce CRM, and leading new leads weekly to create sales-ready opportunities Identify innovative... in Salesforce or another CRM is a plus Salary Range Transparency A reasonable estimate of the current base salary range...
and Excel skills Expert knowledge of Outlook Knowledge of Salesforce a plus, but not necessary Skills and Attributes...
/opportunity management and KPI reporting Maintain excellent data discipline in salesforce.com for your book of business...
: Experience with Salesforce, Outreach, Gong, LinkedIn & LinkedIn Sales Navigator, and/or Lavender What you'll be doing...
tools and platforms (e.g., Highspot, Salesforce, LMS systems) Certification in learning design or coaching (e.g., ATD, CIPD...
management tools (e.g., Salesforce) is preferred. Excellent verbal and written communication skills. Demonstrated passion...
required Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days of hire date Salesforce (or alternative CRM...
- Significant abilities in working with ambiguity and delivering results -Significant abilities with Salesforce: Order Management...
deep Salesforce expertise with a product-minded approach to delivering intuitive, scalable solutions. You will guide... architecture and design of Salesforce and the broader GTM technology stack (sales engagement, marketing automation, customer...
while prioritizing customer needs. CRM & Forecasting Excellence Maintain accurate monthly and quarterly forecasts in Salesforce...
design using multi-modality learning solutions Familiarity with tools like Salesforce, Highspot, and digital learning...