background with general understanding of the overall sales process and knowledge of Salesforce.com Strong written & verbal...
(e.g., Salesforce) and other revenue systems to support accurate reporting and reliable forecasting. SOX Compliance... Suite. Experience with Salesforce and Tableau is highly preferred. Analytical Prowess: Exceptional critical thinking...
background with general understanding of the overall sales process and knowledge of Salesforce.com Strong written & verbal...
weekly activities and performance metrics through Salesforce CRM, including follow-ups, lead management, and opportunity... (Salesforce preferred) and virtual collaboration tools such as Microsoft Teams. Ability to travel 70% ICP Group is an Equal...
in Lead generation for B2B in a high-velocity setting (i.e., SaaS, PEO, Fintech). Salesforce, SalesLoft...
tools such as Microsoft Teams, SharePoint, etc. An understanding of CRM Salesforce experience is a plus. Initiative...
transaction is appropriately archived and noted in Salesforce. * Transactions may be complex in nature. Oversee and monitor...
consultants, brokers, and/or health plans Familiarity with CRM tools (Salesforce preferred) and performance tracking platforms...
For technical roles: experience with relevant tools such as Argus, Tableau, R, Java, SQL, PeopleSoft, Salesforce, or similar...
tools such as Microsoft Teams, SharePoint, etc. An understanding of CRM Salesforce experience is a plus. Initiative...
cycles; comfort with legal & procurement. Proficiency in Salesforce, pipeline inspection, stage exit criteria, and data...
For technical roles: experience with relevant tools such as Argus, Tableau, R, Java, SQL, PeopleSoft, Salesforce, or similar...
, and has strong Salesforce, databasing, written, and verbal skills. This position will provide knowledge of the innerworkings of the brokerage... or other related field Proficient in Salesforce Excellent communication skills, ability to develop strong working relationships...
in excel and argus, understand financials at a high level, has experience in data analytics, and has strong Salesforce... in Salesforce Excellent communication skills, ability to develop strong working relationships with both internal and external...
, Java, SQL, PeopleSoft, Salesforce, or similar Strong verbal and written communication skills High attention to detail...
: experience with relevant tools such as Argus, Tableau, R, Java, SQL, PeopleSoft, Salesforce, or similar Strong verbal...
Salesforce Coordinate with other departments and utilize resources based on fee-earner needs Ensure timely deliverables...
Maintain timely and accurate information in Salesforce Safely drive a personal vehicle to appointments, cold calls, employee...
, Salesforce, Active Campaign, etc.) Background in financial services, private equity, or high-ticket consultative sales..., returns, and performance metrics Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience...
-building skills. Proficiency with Microsoft Office and CRM systems (Salesforce, HubSpot, etc.). Understanding of P...