Salesforce/nCino, or Key’s Credit Write-up & Approval (CWA) underwriting systems. Satisfactory understanding and knowledge...
train and use a donor database (such as Salesforce and Blackbaud). Experience using Canva, Adobe Suite, Tableau, Greater...
records, program updates, and opportunity pipelines in Salesforce CRM. Forecast and report on program status, bid... mindset. Proficient in Microsoft Office and CRM platforms (preferably Salesforce). Strong organizational and negotiation...
: Advanced proficiency in pipeline attribution, conversion analysis, and ROI optimization using Salesforce, HubSpot...
and competitor strategies. Sales Operations & Collaboration Maintain a sales funnel in Salesforce with disciplined stage hygiene...; +30 for digital customers. Salesforce hygiene: Stage accuracy, close-date realism, next-step notes present in > 95...
) Supported by 3G TMS - Salesforce CRM and ZoomInfo Lead generator 24-hour customer care and automated load tracking Flat, fast...
) Supported by 3G TMS - Salesforce CRM and ZoomInfo Lead generator 24-hour customer care and automated load tracking Flat, fast...
Salesforce CRM system to track performance and manage customers collaboratively. Additional Duties and Functions as assigned... subject area preferred. Minimum of three years of outbound sales experience or two years of WillScot experience. Salesforce...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
Salesforce CRM to maintain accurate records of all interactions. Assist with managing and stewarding existing full series...
with staff to ensure customer requests are addressed promptly. Maintain referral and relationship activity in Salesforce... to Clinic Directors and designated staff. Maintain an updated referral database in Salesforce. Qualifications Education...
Management tool (Salesforce) for ongoing evaluation of the new business pipeline and measurement of sales closure results...
preferred. Experience with business systems, salesforce automation platforms, and other business intelligence tools (e.g...., Salesforce.com, Oracle database, SAP, Business Objects, COGNOS, QlikView, Veeva, etc.) OR Master's degree in science or related...
or equivalent 3 years: Lead, Manage and host in person and online meetings 3 years: Epicor 1 years: Salesforce or other CRM tools...
. Effectively use Salesforce CRM to maintain accurate records of all interactions. Collaborate with the premium service team...-oriented environments. Technical Skills: Proficiency in Salesforce CRM and Archtics is preferred. Executive Engagement...
. Experience with business systems, salesforce automation platforms, and other business intelligence tools (e.g., Salesforce... settings Proficient in business systems and CRM tools (e.g., Salesforce, Veeva, Oracle, SAP, QlikView) Must reside...
Salesforce Management Update Salesforce with deal progression, client communications, and contract status Ensure data... Salesforce/DocuSign Maintain a repository of executed documents for easy reference Process Management & Enablement Act...
preferred. Experience with business systems, salesforce automation platforms, and other business intelligence tools (e.g...., Salesforce.com, Oracle database, SAP, Business Objects, COGNOS, QlikView, Veeva, etc.) OR Master's degree in science or related...