details and monitoring receipt To process all manual credits using AS400 and Salesforce tool To confirm the fax or manual order via... raised by CRM teams on Salesforce To liase with members of the customer service team to prioritise jobs through the...
support to the Digital Business team. This role focuses on financial analysis, stock control, and Salesforce reporting... movements across sites and overseas branches, ensuring optimal resource utilization and minimizing write-offs. Salesforce...
: Salesforce Transformation / Software Implementation Delivery Overview We are hiring an IT Delivery Lead / Project Manager... (AVP level) with 2-6 years of hands-on delivery experience to join a major banking client on a significant Salesforce...
accurate client records on the CRM system (Salesforce) Preparing reports, documents, and meeting packs for advisers... Office and the ability to learn new systems (Salesforce experience is beneficial) A positive, proactive attitude...
briefing materials and investor notes for meetings, often with minimal notice. Use the CRM (Salesforce) to track investor... to troubleshoot and address issues outside regular business hours as needed. Knowledge of Salesforce and proficiency in MS Office...
results – Track and report on progress through Salesforce, providing clear insight into income, impact, and engagement. Who... and deadlines through Salesforce or similar CRM systems. Passionate about equality, education and creating opportunity for every...
or large-scale events. Comfortable using Google Suite, Salesforce, and Cvent (or similar tools). Willingness to travel 2-3... Ventures, Salesforce Ventures, Spark Capital and Meritech. You will gain experience in a diverse and exciting set...
improvements, and ensure alignment with governance and security standards. Leverage enterprise data platforms (Salesforce, SAP... scripting, or workflow automation. Strong understanding of data systems (Databricks, Snowflake, Azure Synapse, SAP, Salesforce...
to and process inquiries via Salesforce for queries on (but not limited to) New licensing and entitlements Client billing..., or similar role Excellent level of proficiency in MS Office, Excel, PowerPoint, and Salesforce Ability to solve complex...
into online proposal systems. Update Ad Point, Salesforce and Monday.com throughout the sales process with necessary account... applications; sales and data management tools such as Salesforce are also desirable Motivated self-starter, quick learner...
