. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
, required. 1-3 years of experience in Client Success or Account Management Knowledge of Salesforce preferred Proven success...
. Experience with ServiceNow or similar enterprise platforms (e.g., Salesforce, Workday, Microsoft Dynamics). Experience...
-management platforms (e.g., Salesforce, ACT, or similar systems) Working Environment / Safety Requirements Office-based...
segments, customers, and distribution channels Experience with SalesForce Proven success in architectural selling...
, SalesForce, SAP or other ERP/planning tool preferred. Attention to detail and ability to perform with a high degree of accuracy...
. Experience with ServiceNow or similar enterprise platforms (e.g., Salesforce, Workday, Microsoft Dynamics). Experience...
or identify areas needing program improvement. Acting as key advisor for Salesforce — developing reports, data, and tracking... experience with CRM software (Salesforce), project management tools (Wrike), and ticketing software (ServiceNow) Leadership...
with onboarding, customer education and client transitions. Salesforce Proficiency: Navigate and utilize Salesforce.com to track... in outbound sales. Proficiency in Excel, Word, PowerPoint, Salesforce.com, Microsoft Teams and Zoom. Experience in B2B sales...
and customization of case management systems (e.g., Equivant JWorks, Tyler Odyssey, ServiceNow, Dynamics 365, Appian, Salesforce...
. · Contact businesses to align with Cellular Sales B2B representatives for optimal care. · Daily use of Word, Excel, Salesforce...
. · Contact businesses to align with Cellular Sales B2B representatives for optimal care. · Daily use of Word, Excel, Salesforce...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
of all customer information in Salesforce, including all sales activity in real-time Provides upstream marketing and customer... of each customer Microsoft Suite, Oracle, and Salesforce experience is preferred Must be available for work 7:30am - 4:30pm CST Note...
and computer/internet skills for communications and research. Experience using CRM tools, Salesforce preferred. Reliable...
sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot...
sales within a short cycle. Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes...
success/sales/account management/customer service experience General knowledge of software applications i.e. Salesforce...
. Proficiency in using several types of software and applications; experience with Salesforce is a plus. What does the work...
. Proficiency in using several types of software and applications; experience with Salesforce is a plus. What does the work...