through well-designed systems and processes. Many of these sit within or integrate with Salesforce. If you enjoy translating... closely with developers, Salesforce teams, and delivery managers during implementation Facilitating workshops, stakeholder...
is highly preferred. Technical Proficiency: Advanced skills in Salesforce and deep, hands-on administrative or ownership... experience with a leading CPQ platform (e.g., Salesforce CPQ, Apptus, Zuora). Proven ability to leverage data modeling...
and implement requirements within Salesforce Marketing Cloud functionalities. This role is responsible for maintaining... and optimizing the Salesforce Marketing Cloud environment, while supporting integration and campaign execution...
of products. Be accountable for creating quality Salesforce cases and contacts, taking ownership to avoid duplication, sending.... Proven experience using a CRM system such as Salesforce. Good working knowledge of Microsoft office applications. General...
and careful account planning Maintain accurate forecasting across revenue and margin using Salesforce and internal tools Deliver... within inside sales, corporate sales or technology-led environments Familiarity with CRM tools such as Salesforce Experience...
and maintaining MI and dashboards in Salesforce and other reporting tools Analysing data to identify trends, risks, and areas... meaningful insights Strong Excel skills and familiarity with reporting tools such as Power BI or Salesforce dashboards...
collaborate with investment teams and the institutional salesforce, gaining broad exposure across asset classes and client types.... Collaborate with investment teams and institutional salesforce to deliver tailored solutions for clients. Support application...
. Build and manage campaigns in HubSpot and coordinate lead flows into Salesforce Create and update landing pages and online..., including budget ownership and vendor management Hands-on experience with HubSpot and Salesforce (or equivalent marketing...
by delivering an outstanding customer experience. Maintain accurate pipeline management and forecasting in Salesforce. Project.... Comfortable being “in the market” with clients and driving engagement. Tech-savvy with CRM experience (Salesforce preferred...
systems, e.g. Salesforce and NetSuite. Setting up an Administer DUO for 2-factor authentication. Printer support, resolve..., Salesforce, Active directory, Mimecast, DUO, Meraki, Office 365 About working for us Our focus is to ensure we're inclusive...
Understand customer needs and tailor sales pitches accordingly Manage and update customer information using Salesforce CRM... environment Proven track record of meeting or exceeding sales targets Experience using CRM systems such as Salesforce Excellent...