are collated, updated, retained and deleted in line with policy and procedures in TRP systems including Salesforce.... Ability to build process to support AML concepts and client focussed experience. Previous experience working with salesforce...
and technology solution architecture using Salesforce technologies (e.g. Salesforce Lightning PaaS for application development... solution architecture definition integrating channel solutions with core business systems, CRM (preferably some Salesforce CRM...
information into Salesforce. Produce presentations and pitchbook, with a focus on our Living strategies, for existing clients... of Salesforce or a similar CRM database. Recruiter: Hannah Curtis Work Level: Experienced Colleague We have a diverse...
and evolution of the assigned clients to increase sales and prevent churn. Utilise existing tools (e.g., Salesforce CRM and Tableau... and negotiation Solid knowledge of MS Office applications and Salesforce Understanding of travel technology and market trends...
, worked with tools like Outreach, Salesforce, and ZoomInfo, and want to be part of a team that's smart, scrappy... strategy Leverage Outreach, Salesforce, ZoomInfo, and AI tools like ChatGPT to operate efficiently and creatively Identify...
and monitor all leads and activities in Salesforce Utilise smart, targeted discovery questions to speak knowledgeably...: 1 year’s sales, telemarketing or lead generation experience is a plus Experience using Salesforce is a plus Interest...
our mission and strategic goals. With the upcoming implementation of a new Salesforce CRM, you will ensure its.... Create architectural blueprints & detailed documentation for the Salesforce CRM & other systems Engage with stakeholders...
and dashboards using Salesforce, Excel and BI tools Audit and reconcile sales data, supporting automation and data integrity...: Expertise in Sales Operations, with experience in Salesforce and MailChimp being highly beneficial Strong proficiency in Excel...
success of the team. Maintain accurate daily record of sales activity using Salesforce. Perform other duties as assigned... in using Salesforce or similar CRM. Multi-tasking abilities with consistent and timely follow-through. Ability to exercise...