of an office setting Preferred Qualifications SAP experience SalesForce.com experience Results oriented with a strong sense...
and platforms, such as Marketo, Salesforce, Asana, and other marketing automation and content management systems. o Experience...
pain points. Documentation: Maintain detailed records of customer interactions and activities in Salesforce. Data... of practical experience in customer service and retention. Salesforce: Proficiency in using Salesforce for documenting...
Primary Skills: Customer Service - Expert, Renewal - Expert, Salesforce - Beginner, Spanish - Professional, Customer.... Maintain organized and detailed documentation of customer interactions within Salesforce. Analyze customer data to identify...
of customer interactions and activities in Salesforce. · Data Analysis: Analyze data to identify trends and opportunities... and retention. · Salesforce: Proficiency in using Salesforce for documenting and managing customer interactions. Skills...
with site visits and co-developed negotiation strategies. Reduce cycle time by leveraging Salesforce.com (CRM tool) to track...
and spreadsheets for client presentations Sell detailed contracts and leases Enter accurate information in Salesforce Ensure the...
with CRM tools such as Salesforce is a plus. Key Competencies: Goal-oriented with strong drive to meet and exceed sales...
. Maintain account and opportunity updates within Salesforce Serve as a role model and mentor for new team members and help... technology to get your job done; including Gmail, Salesforce, Groove, MS Office, Zoom and more. Reach and/or exceed monthly...
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...
for our Salesforce application, executing configuration / low code changes and documenting requirements to hand off to development teams... associated priority. Serves as a business and system (Salesforce) expert, understanding business requests and determining the...
requirements. Assess current SaaS application landscape and identify target platforms for integration (e.g., Salesforce, Microsoft... platforms (Salesforce, M365, Workday, etc.). Experience integrating security tools (SIEM, IAM, CASB) with SaaS environments...
detailed contracts and leases Enter accurate information in Salesforce Ensure the highest level of customer satisfaction...
and spreadsheets for client presentations Sell detailed contracts and leases Enter accurate information in Salesforce Ensure the...
by the Lead Generators within 2 hours and always creates a follow up task in Salesforce to determine the next step... communicates with or responds to customers in support of Company pricing initiatives. Utilizes Salesforce on a daily basis...
reporting. Assists Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve...
and troubleshooting Familiarity with marketing automation platforms (Salesforce Marketing Cloud, Marketo, HubSpot, Braze...
in the Salesforce ecosystem. We help companies make the transition from sales to customer success frictionless, driving... greater efficiencies and creating unmatched customer experiences – all within Salesforce. Culture is at the heart of TaskRay...
in martech platforms (e.g., Google Marketing Platform, Adobe Analytics, Salesforce Marketing Cloud) and eCommerce solutions (e.g...
facing support on deals within prescribed thresholds Educating and enabling the salesforce on Cisco products and sales...