queries via Salesforce: troubleshoot situations as needed Manage customer workflows including investigating and implementing... must have strong excel skills Experience with CRM systems - Salesforce an advantage Can work to deadlines effectively and able to multitask...
hygiene in Salesforce, ensuring all activities, contacts, and opportunities are logged and accurate. Engage with senior... and confidence engaging senior stakeholders. Fluency with sales tech stack (e.g. Salesforce, Salesloft, Apollo/Cognism/ZoomInfo...
to help define requirements for integrated Edge systems (e.g., Salesforce/B2B, NuOrder) that work closely with SAP. Support... with senior stakeholders. Familiarity with ERP systems (especially SAP) and integrated platforms such as Salesforce/B2B...
and circulate meeting packs - Prepare any business correspondence as directed - Maintain Salesforce records to ensure Partner... animation and visuals. Is a proficient user in Salesforce, can both input and extract data from the platform independently...
to Salesforce following a meeting and log servicing tasks for completion Action relevant follow up servicing actions for the client... client meeting Completing the CFR on Salesforce in full post meeting and keeping the client file up to date To keep track...
(primarily Salesforce) and delivering accurate management information (MI) to the Senior Management Team (SMT). Key... Responsibilities: Produce accurate weekly and ad-hoc MI reports; maintain Practice targets and pipeline data. Act as Salesforce...
