partners and stakeholders. Leverage technology tools (e.g., Gainsight, Salesforce, Gong) to manage client information..., and Salesforce (or similar CS/CRM platforms). Prior experience in the legal technology sector or direct experience working...
, finance, marketing, IT, or commercial strategy ● Proficiency with Salesforce.com, Tableau, and other business intelligence...
with our custodian and software is not required, but will be a plus: Charles Schwab, Salesforce, and Sharefile. The Process...
, and analytics. Proven experience with platforms such as Salesforce Marketing and Customer Data Platform, Adobe Learning Manager...
and verbal. Comfort working with computer systems and production software. Experience with ERP systems, SAP and Salesforce...
and increase productivity. Utilize Salesforce.com to track customer and sales rep interactions. Ensure all company programs... with technology to maximize effectiveness (Microsoft Office Suite, Salesforce.com, and various software applications) Solution...
, CRM, SalesForce or other client management tools, social media, etc. Strong presentation skills in a face to face...
with our custodian and software is not required, but will be a plus: Charles Schwab, Salesforce, and Sharefile. The Process...
in using the organization’s advice platform, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations... of concepts and practices that lead to experienced advisor success. Ability to utilize technology, like Salesforce and Power BI...
Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor...
, and analytics. Proven experience with platforms such as Salesforce Marketing and Customer Data Platform, Adobe Learning Manager...
Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor...
information, sale orders, and profile activity within Salesforce, Thomson Reuters CRM system, correctly and accurately; ensuring... change Pipeline management skills in the CRM environment required – Salesforce.com experience strongly preferred excellent...
's ERP environment (Workday and Salesforce) and demonstrate the ability to troubleshoot issues and navigate systems... with Workday and Salesforce Base Salary Range: $91,000—$130,000 USD Our Commitment to Diversity, Equity, Inclusion...
with a high level of collaboration Proficiency in Microsoft Office suite and CRM (ex. Salesforce) Ability to travel up to 50...
preferred. Experience with business systems, salesforce automation platforms, and other business intelligence tools (e.g...., Salesforce.com, Oracle database, SAP, Business Objects, COGNOS, QlikView, Veeva, etc.) OR Master's degree in science or related...
partners, including Workday, IBM, Salesforce, and others, to ensure our solutions are seamlessly integrated, secure...
Technology & Systems Ensure data integrity and accuracy within Salesforce CRM Lead and manage a team of 3 estimators... teams on tech stack (Salesforce, Gong, Gainsight) enhancements, integrations, and system changes Partner with the...
, CRM, SalesForce or other client management tools, social media, etc. Strong presentation skills in a face to face...