applications such as Excel and Word, and CRM/CPQ systems (Salesforce, Conga experience is a strong plus). Self-Starter - able...
such as Microsoft Copilot, Salesforce Agent Force, Gong and related AI tools. Strong understanding of data models, objects, workflows...
relationship management tools and case management solutions (Gainsight/Salesforce) (preferred) Collaborative team mentality...
, and automation services. - Proficiently learn and utilize the Salesforce CRM platform to manage client and prospect accounts... of business-to-business sales or customer-facing experience. - Salesforce experience preferred. - Proficiency in Excel preferred...
and external partners and stakeholders. Leverage technology tools (e.g., Gainsight, Salesforce, Gong) to manage client..., and Salesforce (or similar CS/CRM platforms). Prior experience in the legal technology sector or direct experience working...
Salesforce Customer Relationship Management system. Teams with corporate Contracts and Negotiations group to come to terms...
science and instructional design to enhance customer outcomes. Utilize Salesforce and Gainsight daily to manage customer... experience is a plus, especially in roles requiring customer guidance and support. Experience using Salesforce and Gainsight...
. Tech-savvy and organized, with proficiency in Microsoft applications; Salesforce experience is an asset. Valid driver...
introductions to the appropriate LVC sales teams. Log every cross-sell opportunity in Salesforce for seamless follow-up... accurate pipeline updates, forecasting, and activity documentation in Salesforce. Code & Industry Knowledge Maintain...
for the Western Area. Drive forecasting accuracy and pipeline rigor using Salesforce and defined KPIs. Analyze sales...
, Salesforce software Detail-oriented with strong organizational skills Excellent verbal and written communication skills...
, and automation services. - Proficiently learn and utilize the Salesforce CRM platform to manage client and prospect accounts...), plus three years of business-to-business sales or customer-facing experience. - Salesforce experience preferred. - Proficiency...
, Salesforce, and analytics/tagging systems (e.g., SiteCat, Ensighten). Diverse Lynx LLC is an Equal Employment Opportunity...
and demonstrating how our solutions can address them. Salesforce Maintenance: Regularly update our CRM system (salesforce...
. Salesforce experienced a plus. Exceptional leadership capabilities, including ability to select, evaluate, engage, motivate...
Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk...
models and metrics and ability to translate them into data logic/requirements preferred Salesforce Reporting (Reports / CRM...
like Marketo, Salesforce, and analytics/tagging systems (e.g., SiteCat, Ensighten). Content Creation & Publishing: Build... with accessibility standards (e.g., WCAG). Platform Integrations: Experience with tools like Marketo, Salesforce, and analytics/tagging...
, and deploying emails and journeys within Salesforce Marketing Cloud. Back up for managing, building, testing and deploying campaigns... from Marketo. Salesforce Marketing Cloud, Litmus, HTML, CSS, Workfront, Stensul/Knak (no code solution), email channel...