with a clear perspective on improvement opportunities leveraging technology solutions (i.e. Salesforce) or Strong background...., Salesforce, Guidewire) is a plus. What We Look For A motivated professional passionate about leveraging consulting to drive...
with underwriting and operations teams. Own and update CRM tools (e.g., Salesforce) with key opportunities, contacts, and broker... attention to detail. Confident using Salesforce or equivalent CRM systems. Customer-focused, empathetic, and proactive mindset...
with Salesforce (or another CRM) and sales platforms like Gong Proven track record of being able to influence and rally diverse...
opportunities leveraging technology solutions (i.e. Salesforce) Strong background in insurance business operations, digital... with insurance core systems and platforms (e.g., Salesforce, Guidewire) is a plus. What We Look For A motivated professional...
qualifications are essential. Experience with Salesforce would be advantageous. Experience in financial services...
across your account base. Meet required monthly Salesforce CRM KPIs. Upload a forecast (Outlook) that is +/-10% of what is delivered... within existing accounts. Proficient knowledge of all MS Office tools. Experience in using Salesforce. Demonstrated closing...
with Salesforce and SAP is preferred. A degree or diploma in Finance is required. We’re doing work that matters. Help us solve...
concepts clearly. Technical Skills: Familiarity with sales processes, CRM tools (e.g., Salesforce), and Microsoft Office...
with imperfect inputs, e.g., Salesforce, Gong, to generate clarity from ambiguity. Define a good problem & process fit Prioritize...
. You will work with Salesforce, Marketo, Gong, and other tools -partnering with Sales & Marketing, analytics, and digital... enhancements and new feature implementations across Salesforce, Marketo, Gong and related tools. Serve as primary administrator...
environment Strong quantitative skills Strong MS Word, Excel and PowerPoint skills Bonus Points: Experience with Salesforce...