onboarding and handover, setting customers up for long-term success. Use Salesforce to accurately track activity, pipeline... (such as Salesforce) to manage pipeline, activity, and forecasting. Creative and resourceful approach to prospecting, comfortable...
initiatives. Cross-Sell & Whitespace Development Use Salesforce and PowerBI to identify whitespace within accounts and regions... multiple tasks in a fast-paced, dynamic environment Proficiency in Microsoft Office and CRM tools; experience with Salesforce...
. They promote accurate product use, provide feedback to product teams, and maintain detailed customer records in Salesforce CRM... of contact and problem resolution utilizing Salesforce CRM. Additional administration of Salesforce CRM to include...
activities in Salesforce Report business intelligence and market trends to help build out messaging for targeted audiences... time management You are self-motivated German language skills strongly preferred Experience with a CRM (Salesforce...
AI for model orchestration. GTM Data Integration: Play a pivotal role in our Go-To-Market strategy by integrating Salesforce Data... like LangChain or LlamaIndex and experience managing vector databases. The GTM Edge: Experience (or high aptitude) for Salesforce...
(e.g., Salesforce, Stripe, or ESPs). Database Skills: proficiency with SQL (MySQL, PostgreSQL) and NoSQL databases... APIs of major ESPs like Salesforce Marketing Cloud, Braze, or Mailchimp. Data Engineering: Basic knowledge of ETL...
with our Salesforce Team, hardcoding and helping to build new streamlined processes within the CRM Collaborating with stakeholders... of financial services, particularly intermediary sales and distribution models Experience with Salesforce and building flows...
Overview: My client is migrating customer and commercial data from legacy CRM systems to Salesforce CRM. The Data Migration... and evidence requirements Desirable: -Experience with Salesforce data migrations -Experience in utilities, energy, or financial...
within your defined territory utilising a variety of different activity types Update Salesforce with all business development activity... financial institutions and associated contacts to Salesforce while maintaining data integrity of 98% for existing accounts...
