operations. Proficiency in financial software and CRM tools, preferably Salesforce. Excellent communication and interpersonal.... Experience with compliance and risk management in financial services. Prior experience with Salesforce or similar CRM platforms...
: 80 meaningful client contacts per month with full Salesforce notes written up in a timely fashion. Utilise existing... opportunities within Salesforce. To act as a focal point of contact for Aberdeen Investments mutual fund queries from clients...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes and enhance your capabilities... technology for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce...
salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes and enhance your capabilities... technology for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
(like HubSpot and Salesforce), and can maintain a high number of plates in the air simultaneously. You will report to the Head... and Salesforce for lead capture, reporting, and follow-up alignment. Familiarity with smaller project management tools like Monday...
advantage of leveraging salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes... such as Salesforce Demonstrated ability to identify clients' needs, adapt to their unique challenges, and provide innovative...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
with sales strategy. With deep Salesforce expertise and a strong understanding of sales processes, this person will be the bridge... and optimise the sales technology stack, with Salesforce as the core platform. Work with sales leadership, CRM team and operations...
