approach. Maintaining meticulous records within our CRM system to ensure optimal lead management. Who... portfolio of US-based businesses in the financial services sector, gaining invaluable insights into global markets. Premium...
of support cases. Document interactions clearly in the support or CRM system; ensure records are accurate and helpful.... Detail-oriented and disciplined in how you manage customer interactions, keeping records accurate in CRM or ticketing systems...
, with a strong emphasis on Salesforce CRM, Loyalty Management, Service Cloud platforms. This role involves overseeing the administration... business processes, challenges, and goals. By gathering comprehensive insights, you will translate these requirements...
understanding of customer service and sales operations. Proficiency in CRM and performance management tools. Strategic thinking... coaching. Identify growth opportunities through customer insights and market trends. Collaborate with marketing to align...
strategy for new features, lead lifecycle (CRM) marketing to drive activation and retention, and manage a growing team..., and reactivation Lead and mentor a team of four people with scope to grow, covering product marketing and CRM execution, setting clear...
conversations and outcomes in the CRM. 4. CRM & Pipeline Ownership Manage assigned accounts and opportunities in CRM (Zoho... booked, and pipeline created. Share insights from prospect conversations to refine outreach strategy. Recommend...
above insights into operational plans with Division Manager. Risk management of performance vs targets: Identify & quantify gaps... with data-driven insights. Own the reporting architecture and manage data integrity. Attributes: Analytical and critical...
. You will support Advisors and Partners by building data-driven insights, developing research packs, and contributing to live M... insights. Highly organised, methodical, and comfortable managing multiple priorities. Desirable: exposure to valuation...
. You will support Advisors and Partners by building data-driven insights, developing research packs, and contributing to live M... insights. Highly organised, methodical, and comfortable managing multiple priorities. Desirable: exposure to valuation...
behavior insights to provide tailored strategic recommendations and financial solutions. Collaborate with relevant teams... to manage and mentor a team in a fast-paced, omni-channel environment. Experience working with CRM systems (Zendesk preferred...
behavior insights to provide tailored strategic recommendations and financial solutions. Collaborate with relevant teams... to manage and mentor a team in a fast-paced, omni-channel environment. Experience working with CRM systems (Zendesk preferred...
and structured datasets, ensuring CRM hygiene and quality reporting. Produce competitor insights and market intelligence reports... Managers. Source and re-engage candidates using LinkedIn, ZoomInfo, email, text, and CRM platforms. Maintain accurate...
campaigns tailored to different business units Partner with Product Marketing and CRM Ops to optimise lifecycle continuity... (from acquisition to retention) and maximise ROAS and LTV Use insights from acquisition performance to inform broader marketing...
mapping software. Customer Relationship Management (CRM) Software: Understanding of CRM platforms like Salesforce, Microsoft... Dynamics, etc., which can provide valuable customer insights. Digital Literacy: Comfortable with digital technology...
and structured datasets, ensuring CRM hygiene and quality reporting. Produce competitor insights and market intelligence reports... Managers. Source and re-engage candidates using LinkedIn, ZoomInfo, email, text, and CRM platforms. Maintain accurate...
company's bespoke recruitment solution, ICE (Identify, Connect, Engage), you'll gather market insights, map competitors..., deduplication, and enrichment in CRM systems. Produce market intelligence and competitor reports to support hiring strategies...
parameters, and attribution modelling. Build dashboards using Power BI or similar tools to deliver actionable insights... Office suite and project management tools (Jira/Planner etc) Strong marketing automation platform administration and CRM...
Custodian Maintain, optimize, and troubleshoot Xero accounting software and Zoho CRM. Clean and structure financial data... and ensure consistency across systems. Create and maintain custom dashboards and reports in Zoho CRM. Train and onboard...
dashboards using Power BI or similar tools to deliver actionable insights to marketing leadership. Analyze website... etc) Strong marketing automation platform administration and CRM integration experience (Pardot – Salesforce preferred). Proven track...
analysis, market research, and customer insights to inform strategy. Provide regular reports on marketing performance, ROI... communication and presentation skills; ability to influence stakeholders. Proficiency in marketing tools (CRM, analytics, digital...