Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the... quality work in a deadline driven environment Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite...
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...
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...
presentations. Digital Literacy: Must have strong Microsoft Office (Excel & Word), Salesforce (CRM), e-mail and other PC...
and developers. Maintain accurate Salesforce data: pipeline, forecasting, job status, and notes. Drive forecasting accuracy... partnering with operations, estimating, and preconstruction. CRM proficiency (Salesforce preferred). Compensation...
(Salesforce or HubSpot). Run reports, track extensions, and maintain data hygiene in CRM systems. Client Engagement & Support... Office, Google Workspace, and CRM platforms (Salesforce, HubSpot). Strong communication skills, polished and personable...
. Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce) and provide accurate... and revenue expectations. Create, manage, and advance accounts, leads, and opportunities in company’s CRM system (Salesforce...
planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce... to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record...
and oversee the deal approvals process within Salesforce, ensuring pricing requests align with company policy and profitability...
and oversee the deal approvals process within Salesforce, ensuring pricing requests align with company policy and profitability...
) are required. You should also be skilled in Salesforce, Microsoft Office and social networking platforms. Strong problem-solving skills; by exercising these...
) und Salesforce sind vorteilhaft. Zusätzliche Informationen: Verantwortungsbereich: Service, Wartung und technische Betreuung...