innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
, coverage, and payment) is preferred Demonstrated competence with salesforce.com CRM use, Microsoft Word, and Excel Johnson...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
for a cohesive sales strategy Utilize Salesforce as the primary sales management tool Support collections, RFP processes...
to identify new contacts. Assist with logging and tracking validated contacts in Salesforce and internal systems. Account.... Track research and discovery activities within Salesforce and related tools. Qualifications Currently pursuing...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
, and financial products common to fee-only advisory firms. Proficiency with CRM systems (Salesforce, Redtail, Wealthbox...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
pipeline data and customer records in Salesforce. Foster strong relationships with existing clients to drive renewals...-building skills. Experience using Salesforce or similar CRM. Benefits Health Care Plan (Medical, Dental & Vision...
/Sub, Cloud Storage, and Big Query); Observability tools (Langfuse); Enterprise applications (Salesforce and ServiceNow... experience in Java and Python scripting, as well as experience with Salesforce and GCP (Google Cloud Platform). Proficient...
(e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel) Experience delivering client-focused...
platforms, including Salesforce, to improve efficiency and client outcomes. Collaborative Team Environment Join a supportive...
Cloud Storage and BigQuery Observability tools Langfuse Enterprise applications Salesforce and ServiceNow and all external... with Salesforce and GCP Google Cloud Platform. Proficient in system integrations utilizing technologies such as SQL REST APIs...
Jira board and updates. Utilize tools like Mixpanel, Salesforce, Salesloft, and Shopify to deliver business insights... and customer lifecycle. Work with Salesforce developers to support testing and development of our GTM systems roadmap. Support...
innovative platforms like Salesforce and litigation technology that streamline case management and sharpen client results...
or Python scripting as well as experience with Salesforce and GCP Google Cloud Platform. Proficient in system integrations...