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...
, educate and support them in growing DR&OS sales as a dedicated salesforce multiplier for the team. This is a very exciting...
, finance, marketing, IT, or commercial strategy ● Proficiency with Salesforce.com, Tableau, and other business intelligence...
with a high level of collaboration Proficiency in Microsoft Office suite and CRM (ex. Salesforce) Ability to travel up to 50...
with our custodian and software is not required, but will be a plus: Charles Schwab, Salesforce, and Sharefile. The Process...
, 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...
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...
, 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...
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...
'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...
partners, including Workday, IBM, Salesforce, and others, to ensure our solutions are seamlessly integrated, secure...
with a high level of collaboration Proficiency in Microsoft Office suite and CRM (ex. Salesforce) Ability to travel up to 50...
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...
level as a trusted executive partner Document opportunity progression and Win Plan details within Salesforce.com Client...
in Salesforce to ensure accurate revenue forecasting both monthly and quarterly Close business and achieve quota attainment...