and referral source activity. Daily data entry of referral source activity in salesforce. Provide lead follow-up (in-person in Day...
usage—Salesforce and/or EveryAction is preferred. Demonstrated ability to handle confidential information with discretion...
environment with competing priorities. Technology: Proficiency in CRM platforms (e.g., Salesforce), service management tools, ERP...
and PowerPoint. Experience with donor database management programs, such as Raiser’s Edge or SalesForce. Direct reports...
and analytical fluency, effective presentation abilities, and proficiency in MS Office and Salesforce. · Achievement of team...
. Other responsibilities include maintaining and expanding congressional and executive branch contacts through Salesforce and other database... branch contacts through Salesforce and other database tools. Organize and schedule meetings, briefings, and events...
. Other responsibilities include maintaining and expanding congressional and executive branch contacts through Salesforce and other database... branch contacts through Salesforce and other database tools. Organize and schedule meetings, briefings, and events...
for effective moves management. Track communications within DMI/Salesforce CRM to ensure prioritizing individual passions through... software, e.g., Salesforce or similar database. Preferences Three years of experience working in non-profit organization...
processes within the territory including CRM management (salesforce.com), sales activity and account documentation, data...
within the project management database (Salesforce CRM). Manage and communicate in a timely manner across all parties to ensure...
within the project management database (Salesforce CRM). Manage and communicate in a timely manner across all parties to ensure...
. Proficiency with marketing automation and CRM tools like Marketo, Salesforce.com, Demandbase/6Sense, Outreach/SalesLoft...
. Proficiency with marketing automation and CRM tools like Marketo, Salesforce.com, Demandbase/6Sense, Outreach/SalesLoft...
, and professionalism. Proficiency in CRM tools, Salesforce preferred familiarity with Google Apps and a strong knowledge of Microsoft...
, and Salesforce(proficiency in these programs is required) Serve as the key point of contact for both internal and external clients...
and prioritize high-value opportunities in your sales funnel. Maintain detailed and accurate records using EFCO’s Salesforce...
(e.g. Jira and Confluence, Microsoft CRM, Salesforce.com). Experience: · 2-4 years of experience in customer service...
and accurate records using EFCO’s Salesforce platform, ensuring transparency and strategic alignment. Develop accurate monthly...
with participants in documentation system (Salesforce/CarMa) as applicable Maintains a good working relationship and effective...
members, including managing and sending application paperwork, entering data into Salesforce, and ensuring all member.... Maintain and update member records in Salesforce and ensure communication with relevant teams. Manage the club’s waitlist...