, quarterly and annual quotas and business objectives. Platform / Systems Knowledge Utilize Salesforce to manage customer...
and utilize CRM (Salesforce) to track activity Prepare executive summaries for client presentations Take ownership for the...
activities and sales pipeline progression in a CRM (SalesForce.com) Ensures CRM (SalesForce.com) is updated and current... of CRM, preferably Salesforce Experience and comfort level working in a remote work environment Must have clear background...
(KPMs) and set aggressive region account development goals. Ensure sales tools (salesforce, PFL, lead generation..., preferably SalesForce #LI-AC1 We are an equal opportunity employer and all qualified applicants will receive consideration...
in White Glove delivery of services and support and customer onboarding. Experience with Salesforce CRM, including ability...
accurate CRM records and provide pipeline visibility and activity reports using Salesforce or a similar platform Travel... in Texas or Southern State Experience with CRM tools such as Salesforce is preferred Willing and able to travel regularly...
., Salesforce, AWS, Azure, Google Cloud) and message queues/event streaming systems (e.g., AMQ, Kafka, RabbitMQ). Technical Skills... controls. Connectors: In-depth knowledge of MuleSoft connectors (Database, Salesforce, FTP, JMS). Security: Experience...
., Salesforce, AWS, Azure, Google Cloud) and message queues/event streaming systems (e.g., AMQ, Kafka, RabbitMQ). Technical Skills... controls. Connectors: In-depth knowledge of MuleSoft connectors (Database, Salesforce, FTP, JMS). Security: Experience...
(Excel, PowerPoint), Salesforce preferred Exceptional customer relations and negotiation skills, providing the highest...
tools such as Copilot, Asana and Salesforce. Familiar with marketing automation tools such as Salesforce, Salesforce...
Graphing. Knowledge of Salesforce.com JDE and Tableau reporting preferable Pro-active, plan-ahead mentality – able to manage...
on personalized account-based campaigns You’re the best with LinkedIn and Salesforce. You attend 1:1’s, team meetings, trainings...
to SMBs or enterprise hospitality clients is a plus Familiarity with tools like Salesforce, Microsoft Suite, and Slack ⛳️...
and/or 65 registrations Knowledge of variable annuities Salesforce Orion Raymond James BranchNet/ClientWorks Powered...
and Salesforce is a plus. Ability to function within IMI’s Business Model which requires persistence and nurturing skills to succeed...
systems, CRM software and project management tools (e.g., Smartsheet, Salesforce, MS Office Suite, Slack). Multiple...
in previous roles. Experience in Sales, Customer Success, or Renewal Management preferred. Familiarity with Salesforce tools...
environment and modify approaches or methods to best fit the situation. Proficient in salesforce.com, MS Office applications...
utilizing SalesForce and other internal systems to ensure timely and accurate response to customers Manage your own customers...
and sales tools (Salesforce, Outreach, ZoomInfo, etc.) is a plus Bachelor’s degree or equivalent experience preferred...