in Hertfordshire. Key Responsibilities: Managing client data on salesforce, specifically with regards to: Inputting, scanning...). Managing their workload by using tasks on salesforce. Being involved in preparing and maintaining client files including...
manner. Previous experience Microsoft Word, Outlook and Client Relationship Management Software, (ideally Salesforce... of client management systems such as Salesforce (desirable). If you are interested in this position then please send a copy of your CV to...
also be responsible for troubleshooting issues as they arise, maintaining Salesforce article documentation, providing audit support... for flexibility as part of our working culture. BASIC QUALIFICATIONS - Experience with sales CRM tools such as Salesforce...
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...
correspondence and/or documents as required by the Directors including meeting minutes Logging client / key calls on Salesforce... and taking detailed notes as appropriate Use of Salesforce to monitor tasks, note client actions and update client status...
. Strong knowledge and expertise in using Form Assembly and UTM to capture leads with full integration to Salesforce CRM, ensuring... Pardot and/or Marketing Cloud, Form Assembly, etc. Strong understanding of CRM systems, preferably Salesforce...
(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...
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...
