, professional manner Maintain pipeline management and client communication through the CRM system Provide post-settlement care...
Operational Support Processes assigned Service Requests in a timely and accurate manner to meet all internal SLAs Monitors CRM...
: Comfortable with CRM (Salesforce), Gainsight, BI tools Revenue Accountability: Skilled in renewals, upselling, and ROI...
for a successful deal closure. Maintain a well-organized CRM by accurately tracking leads and updating deals. Ensure data integrity and keep... and qualify prospects effectively. Comfortable with high-volume cold calling and handling objections. Experience with CRM software...
unattended. CRM Documentation-- Record all interactions accurately to support compliance and enable seamless service. PRINCIPAL... Adherence - Follow all compliance standards consistently in all interactions. Accurate CRM Logging - Document details correctly...
records of engagement activities using CRM systems; provide accurate sales forecasts and pipeline updates. Frequently...
-functional support. Proficient in CRM platforms such as Salesforce, with hands-on experience navigating Google Drive...
. Proficient in SAP, Workday, Salesforce, and other ERP/CRM systems. Advanced skills in Microsoft Excel (pivot tables, formulas...
administrator will provide tier 1 support for our various CRM systems. Campaign administrator may at times be tasked to work...
or high-growth environment experience * Strong CRM discipline and organizational skills Experience in generating their own...
applications. Experience with Salesforce or similar CRM platforms is a plus. Strong attention to detail and organizational skills...
with SMB customers and understand the nuances of their sales cycles and needs. You're proficient with CRM tools...
using case management or CRM tools (e.g., Salesforce, Zendesk, proprietary platforms) 2+ years of experience in case...
Do Own and manage the LineLeader CRM system daily, ensuring accurate enrolment, lead tracking, and family communications... with CRM systems (LineLeader, HubSpot/Salesforce, etc.) Familiarity with childcare systems (Kidsoft, Hubworks, KIM...
Maintain accurate records in benefits platforms and CRM systems. Audit rosters, invoices, and change logs for accuracy...
in managing Salesforce or similar CRM-driven projects. Understanding of GTM processes (Lead-to-Cash, Territory Management...
and organizational skills Experience with CRM tools (Salesforce, Outreach, Tableau, UpdateAI) Know More About Workstream Additional...
, and internal teams, communicating clearly and professionally. Confident using CRM systems, lending platforms, e-signing tools...
, and CRM/email marketing software. Ability to manage multiple projects independently and meet deadlines. Highly organized...
workflows and CRM integrations. Leverage AI for data insights, reporting, and performance optimization. Lead Generation...