portal support, order admin and customer service tasks. The hire must be able to manage their workload and priorities... with customers required. Technical background, knowledge, or experience preferred. Sales training and onboarding experience...
(e.g., Zendesk Admin, Salesforce Administrator, ITIL Foundation) Familiarity with process improvement methodologies (e.g... system issues and coordinate resolutions with IT and vendors Provide coaching, training, and documentation for system users...
may involve: process development, forecasting, strategic planning, sales support, product training, client service... of API based work B2B FinTech experience Worked for a hypergrowth-startup company Previous utilization of Salesforce...
training and monthly Admin Program meetings. Executes administrative support functions to management and follows company... meeting logistics. Performs weekly safety training updates using HRMS and Egnyte software. Reconciles and sends billing...
, or equivalent agile credential 5+ years of experience as a Business Analyst, or in Salesforce Functional/Systems/Admin roles... of Salesforce systems. You’ll provide expertise in business process design and improvement, system analysis, and the transformation...
Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party... functions of Salesforce.com On-board and training new employees on SalesForce.com and other sales processes Manage...
sales process. Utilize Salesforce to ensure opportunities become part of the official pipeline, are valid and transparent... Salesforce, ERP (BUS) system, Qlik, etc. New Customer Generation (30%) Territory will have limited directly-serviced accounts...
Deliver daily end-user support, training, and proactive guidance to enhance Salesforce knowledge and adoption across teams... other applications as needed. Licenses and/or Certifications Salesforce admin certification is a plus Salesforce advanced admin...
and HubSpot CRM (admin-level proficiency). or an equivalent CRM like Salesforce Strong analytical skills with the ability... definition, demand-gen process optimisation). Share best practices and support global training and documentation initiatives...
to maturity as indicated on the weekly maturing loan report provided by Credit Admin. This includes requesting updated financials... in advance, and coordinate with the designated Team Lead or Credit Admin as needed. Routine reliance on short-term extensions...
, and technology platforms like Salesforce, Jira, and Confluence. If you’re someone who takes pride in being the “glue” that keeps... timelines and follow-ups, coordinating and documenting system testing, and assisting with user training and process...
autonomous quality assurance on data integrations and analytics platforms (e.g., admin tools, data validation interfaces, user.... Recommend system reconfigurations, improvements, or enhancements. Manage incoming Salesforce CRM cases and/or email to ensure...
a multi-entity admin team; balance workloads and drive cross-training. Establish clear communication and reporting lines... (ResCom) lines across Townsend and Gunnison. The role consolidates dispersed admin teams and standardizes processes to improve...
treatment industry. General Admin 10%-15% Utilize Salesforce CRM to collaborate, validate, progress and communicate...% Maintain an up-to-date level of product knowledge, e.g., via training. Keep up to date with changes and updates in the...