for custodians around all operational and tactical service matters Gather, organize, and input client data into the CRM (Salesforce...
Query and Power BI. Assist with integrating financial data from NetSuite, Salesforce, and other ERPs, ensuring seamless... and integration systems such as NetSuite, Salesforce, or similar tools. Familiarity with Power BI Strong accounting background...
, Microsoft Office Suite, Zoom/WebEx/GoToMeeting CRM experience with Salesforce or similar systems required Strong negotiation...
to manage full-cycle opportunities using CRM (e.g. Salesforce) Familiarity with relevant legislation and policy for assigned...
to manage full-cycle opportunities using CRM (e.g. Salesforce) Familiarity with relevant legislation and policy for assigned...
log all activities and insights in Salesforce and maintain a disciplined, data-driven approach to outreach. Hit Goals... of Salesforce, Outreach, LinkedIn Sales Navigator, and similar tools with demonstrated mastery in managing the sales pipeline...
Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless...
. Maintain CRM Hygiene: Accurately log all activities and insights in Salesforce and maintain a disciplined, data-driven approach... accounts. Strong written and verbal communication skills with a knack for sparking curiosity. Experience using Salesforce...
usability across our digital platforms-with a particular focus on Salesforce interfaces and data-rich dashboards. You'll turn... user experiences. Optimize Salesforce user interfaces, leveraging platform design standards while elevating user...
to manage full-cycle opportunities using CRM (e.g. Salesforce) Familiarity with relevant legislation and policy for assigned...
Salesforce Marketing Cloud. Assist with preparing materials for press releases and media pitches, as well as metrics...
) and CRM systems (e.g., Salesforce) Excellent analytical skills and experience interpreting data to drive decisions...
team Salesforce cases Manage all kit build activities, specifically larger kit build events for conferences... in Salesforce, Word, Excel, Power Point, and other related software Working Environment: 60% office; 40% outside meetings...
CRM (Salesforce and HubSpot) updated with accurate contact and activity data. Key Qualifications 5+ years...
(e.g. AWS, MSFT, Google, ServiceNow, Salesforce) - Participate in opportunity relevant innovation activities by reviewing...
. Effectively uses SalesForce.com to manage the pipeline, maintains an awareness of revenue responsibilities and performance to goal... with Salesforce or another CRM platform. Thrives in a fast-paced, rapidly changing environment. Proven agent for change...
metrics to improve performance Who You Are: Experienced in hi-tech direct sales Familiar with SaaS/Cloud and Salesforce...
to strategize and implement promotional campaigns. • Utilize Salesforce and other technologies to track sales activities and analyze...
. You are also responsible for self-sourcing net new opportunities via outbound prospecting. Forecast sales activity and revenue using Salesforce...
intervention Proven leadership, project-management and organizational skills Experience working in Salesforce and data analytics...