teams to relay client feedback and troubleshoot issues Maintain and update client records in Salesforce and other tracking...
CRM platforms such as Salesforce Resolve client inquiries related to billing, interpreter services, or quality concerns... and satisfaction Proficiency of Microsoft Office Suite (Outlook, Word, Excel, Access, PowerPoint); Salesforce and Power BI experience...
creation process. Update and maintain data integrity within CRM (Salesforce) to ensure client/prospect projections...) Experience utilizing Salesforce and ZoomInfo (preferred) Experience selling SaaS solutions (a plus) #LI-AP1...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
, outcome-based sales approach. CRM & Data-Driven Insights: Utilize Salesforce to track prospects, manage opportunities...
, and field staff to address member needs Document interactions with members and customers in the sales platform (Salesforce...) Experience using CRM sales platforms (e.g., Salesforce) Certification and/or License – Property & Casualty and Life, Accident...
targeting tradeshow leads Update Salesforce.com with activity-based data Collaborate with peers, managers and quota-carrying... of sales experience Exceptional written and verbal communication skills Preferred Salesforce.com experience Healthcare...
, Salesforce preferred. Ability to use Google Workspace and other productivity tools. Capability to troubleshoot basic technical...
, and escalates unresolved issues. Logs all interactions in Salesforce VISION the same business day, following GSA documentation.... Proficiency with CRM systems, Salesforce preferred. Attention to detail and strong documentation accuracy. Ability to work...
with business operations. Submits sales activity report (via Salesforce), including weekly itineraries and other reports...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce and or NCino experience helpful Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...
, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations Kansas Notary Public (or willingness...