sales pipeline with disciplined follow-up. Maintain accurate, up-to-date contact and opportunity records in Salesforce CRM..., communication, presentation, and negotiation skills. Proficiency in CRM systems (Salesforce preferred) and data-driven sales...
and analytical research tools (i.e., Phocas, GForce, and Salesforce.com) and sales training resources to effectively target new..., Access, and Outlook). Familiarity with Phocas, Gforce, Box, Salesforce.com and PeopleSoft a plus. Physical Demands...
is appropriately archived and noted in Salesforce. Review and approve transactions submitted below a threshold specified in the Asset.... Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Lead institutional...
and prospect new business opportunities that result in new clients Profile and manage Salesforce.com daily Produce sales leads...
cadence Utilize Salesforce CRM to document and track customer projects, and work with internal and external stakeholders... with Salesforce or similar systems Familiarity in programs such as Google Suite, Microsoft Office Suite, Zoom/WebEx/GoToMeeting...
, computer skills and knowledge of Apttus (now Conga) or Salesforce experience Bachelor's degree in business, contracts...
in Salesforce, as well as maximizing the use of all Salesforce tools Communicate initial and annual strategy for all sales...
Teams, SharePoint, etc. Experience in using AI is a plus. An understanding of CRM. Salesforce experience...
technology platforms and software (e.g. Salesforce Marketing Cloud, MailChimp, Constant Contact, etc.). Analytical and problem...
in consulting, investment banking, or other highly quantitative roles Familiarity with Salesforce, Tableau, and other sales tech...
attention to detail. Investigative curiosity with strong organizational skills. Competence with Salesforce & Microsoft Office...
and customer value; communicates VetSuite leads to VAEs via Salesforce.com (SFDC). Acts as a primary customer liaison for the...
Salesforce Platform, mobile applications ·Agile Project Methodology ·Cross functional / co-innovation work Why Work...
, performance, and follow-through. Ensure accurate tracking and reporting in HubSpot and Salesforce, supporting clean handoffs.... Campaign performance is clearly tracked in HubSpot and Salesforce, with visibility into MQLs, pipeline contribution...
for tracking and reporting on donor engagement and retention (Salesforce is currently being used as GWD’s data collection platform...
implementations (e.g., Zuora, Salesforce CPQ, NetSuite, Stripe), including integration design and business process reengineering...
Strong understanding of CRM systems, particularly Salesforce.com Demonstrated success in developing and executing strategic sales plans...
), including building partnerships and leveraging co-selling strategies. Familiarity with sales engagement tools like Salesforce...
, data maintenance, and team communication. Support enhancements of PRA software including Salesforce and Event Cost Sheet... proficiency in MS Office and Excel; Salesforce and/or NetSuite experience is beneficial. Basic understanding of Accounting...
Proficiency in Microsoft Office and contact-management software such as Salesforce, ACT, etc. Willing to travel, including...