· Strong understanding of CRM system, customer 360, customer servicing journeys, workflows, sale and campaign modules. · Ability... to understand surround systems of the bank and integration approach with CRM. · Solid technical knowledge in SQL / Database...
, fundraising progress, and milestone achievements. Prepare internal and LP reports. Maintain CRM systems (Airtable, Salesforce... company at industry events and conferences. Qualifications Education: BA in Business Administration, Finance...
to senior management regarding sales performance. Updating the Sales CRM on a daily basis. Maintaining accurate records... of client satisfaction. Experience, Skills & Qualifications: BA, MBA preferred or equivalent 5-7 years of experience...
effectively on leads. Providing timely feedback to senior management regarding sales performance. Updating the Sales CRM... in the market area to ensure high levels of client satisfaction. Experience, Skills & Qualifications: BA, MBA preferred...
is an advantage. Excellent knowledge of MS Office and CRM software. Thorough understanding of marketing and negotiating techniques... presentations. High school degree; BS/BA in business administration, marketing, or relevant field would be a plus. Disclaimer...
positive business relationships with existing and potential partners to ensure future sales. CRM Proficiency: Use CRM systems...-Driven Approach: Leverage data and CRM insights to inform sales strategies and optimize performance. Pipeline Generation...
Role Qualifications 0-1 years of recruiting experience or transferable professional experience. An undergraduate BA/BS... of information into insights. Experience working with Salesforce or other CRM. Demonstrated skill in building and maintaining...