financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
financial planning tools and CRM systems (e.g., Intelligent Office) Proven ability to build rapport with advisers and clients...
ability to manage multiple priorities. Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management...
, platforms, and CRM systems to support adviser workflows Skills and Qualifications Strong understanding of financial planning... using financial planning software or CRM systems is advantageous...
and customer records, ensuring forward planning is clearly mapped out in relevant planning tools and the CRM database... (or related) marketplace and a track record of success in a medical device sales role Strong planner and possess good business...
bespoke ERP, CRM and business intelligence applications that we continue to service and support post go-live. Our people... Teams, Planner). Facilitate kick-off meetings, win theme workshops, and regular progress reviews. Coordinate inputs...
or equivalent. Experience of working with a CRM System and making decisions based on data analysis. Essential in operating... enterprise information systems (e.g. SAP, ERP, CRM). Previous experience of working in a technology led environment (ideally...
presence Develop and implement territory sales and marketing plans using the Territory Planner Analyse data to inform... with rehabilitation equipmentProven record of achieving sales growth Experience using KPIs, CRM systems and MS Office...
Business Administration–manage the reporting of the KPI’s* and general CRM housekeeping Sign up to and execute against a set... forward planner who critically assesses own performance and that of their team members Thirst for knowledge and a “can...
bespoke ERP, CRM and business intelligence applications that we continue to service and support post go-live. Our people... Teams, Planner). Facilitate kick-off meetings, win theme workshops, and regular progress reviews. Coordinate inputs...
development opportunities within existing client relationships Managing workflow through CRM systems and internal tracking tools... Financial Planner status Performance-related bonus Competitive pension scheme Private Medical Insurance (funded) Employee...
automation and CRM engagement Track multi touch attribution and optimise spend Manage relationships with Konnected/UNSTILL... and delivery focused Structured planner who can create order and rhythm Collaborative with Product, Sales, Client Partnerships...
with Client Relationship Management (CRM) upkeep. Participate and assist in creating and deploying departmental priorities... Suite (Planner, Excel, Word, Power Point, Outlook, and Teams) and excellent computer literacy required. Strong attention...