system and access issues promptly, utilizing the Salesforce Case Management system for effective tracking. Manage daily...
. Proficiency with CRM and Customer Success tools (e.g., Salesforce, Gainsight, Totango, etc.). A collaborative teammate...
platforms (e.g., Salesforce Commerce Cloud) a plus Exposure to personalization or lifecycle optimization Must be authorized...
transformation or platform migration projects (e.g., Shopify, Adobe Commerce, Salesforce Commerce Cloud). Highly organized...
enablement tools (Salesforce, SalesLoft) to document activity, manage pipeline, and track OKRs Report on pipeline health...
and resilient, with a positive mindset Comfortable using technology (DocuSign, eSignature, Salesforce) Bachelor's degree FINRA...
Interact with Salesforce to follow the sales process, creating opportunities and assigning demos to Technology Sales Executives... Identify cross-sell opportunities & generate interest with prospective customers Update Salesforce data and update & maintain...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
. Proficiency with CRM and Customer Success tools (e.g., Salesforce, Gainsight, Totango, etc.). A collaborative teammate...
-on experience with eCommerce platforms (e.g., Salesforce Commerce Cloud, Shopify, Magento, BigCommerce) Deep understanding...
, Enterprise Sales, covering the OH Valley. This position oversees a portion of the regional salesforce and assists in developing...
, presentations, etc. Experience using CRM (i.e., Salesforce) to organize, prioritize and execute outreach and manage pipelines...
), financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management software (Orion), calendaring...
, Enterprise Sales, covering the OH Valley. This position oversees a portion of the regional salesforce and assists in developing...
in complex environments; ideally in fast-growth or scale-up stages. Deep familiarity with ticketing systems such as Salesforce...
systems, CRM tools (e.g., Salesforce), or similar databases. · Proficiency in Microsoft Office Suite (Excel, Word, Outlook...
programs will be needed after hire SalesForce experience a plus Forklift certification a plus, but not required (we'll...
research. Content audits, creation and optimization. Assist with Salesforce database management. Content support for Hey...
business is required Familiarity with Salesforce and sales tools (Zoominfo, LinkedIn recruiter, job boards etc.) A positive...
appropriate and documents referrals in Salesforce (includes referrals to other lines of business) Moves seamlessly through the...