. Excellent verbal and written communication skills. Familiarity with CRM systems, preferably Salesforce. Ability to work...
across functions Experience using customer success platforms (e.g., Salesforce) and making data-driven decisions Bachelor's degree...
and highlight to Team Leaders Multichannel Support: Utilize multiple support platforms such as Salesforce, Slack, Jira, and Bliss... (Salesforce, Slack, Jira, Bliss) Experience with detecting and mitigating fraud and risk...
CRMs (Filevine, Salesforce, Smart Advocate, etc) is a strong plus, showing adaptability to complex software. KEY...
information Monitors and organizes sales (including salesforce crediting) and inventory information for appropriate local...
and RRTD. Record all customer queries, interactions, and investigation progress in the CRM tools provided (Salesforce). Ensure...
Salesforce/Certinia, payment and financial reporting tracking, financial reconciliation, and client portal troubleshooting... in Accounts Payable/Receivable, Salesforce and PeopleSoft is an advantage. Strong time management abilities with a proven track...
to/From Oracle Cloud From/To 3rd party systems like Salesforce, Zuora, Bank, RevPro etc. Strong analytical and problem-solving...
to promote self-sufficiency and long-term product success. Record activities in Salesforce, gather feedback, and share insights.... Show proficiency with technical tools such as Zendesk, Salesforce, Booking.com Extranet, and CRM/Email marketing platforms...
Familiarity with Salesforce or other CRM platforms Mindset Curious and quick learner who can grasp new tools and processes...
5th of the Month) 2. Sales and inventory information ▪Monitors and organizes sales (including salesforce crediting...
within fintech, banking, or financial services Familiarity with CRM and ticketing tools (Salesforce or equivalent...
Analyst is to create accurate and compliant quotes in Salesforce CPQ in close collaboration with Account Executives (AEs... and ad-hoc reports and dashboards using Salesforce, as required. Evaluate existing quoting processes and recommend...
implementations. Proven experience in designing Integrations to/From Oracle Cloud From/To 3rd party systems like Salesforce, Zuora...
for those who have closed six-figure ARR opportunities. Technical Proficiency: Experience with CRM systems (Salesforce) and office... in English. Certifications: Professional accreditations in Google Suite or Salesforce are preferred (Good to Have). Work Setup...
. · Document customer interactions through case creation in Salesforce (PMC specific) · Document product knowledge and solutions...
responsible for creating accurate, compliant, and commercially optimized quotes in Salesforce CPQ, while also acting as the... complex, high-value, and non-standard quotes in Salesforce CPQ. coordinating with relevant cross functional stakeholders...