accurate and timely use of Salesforce and other sales tools to track activity, pipeline, and performance. Operational... business tools including Word, Excel, PowerPoint, and Salesforce. Demonstrated interest or experience in financial services...
accounting responsibilities, you’ll lead process improvements and drive system adoption (Salesforce and Sage Intacct) to enhance... processes and reduce manual work. Champion system adoption by driving greater use of Sage Intacct and Salesforce across finance...
for smooth delivery of leases for our Commercial and Government customers—from order submission in Salesforce through to contract... Request function within Salesforce as the single source of truth, produce the monthly delivery reports, and lead the Lease...
respective Business Development Executives. Maintain accurate records of all customer interactions in Salesforce. Work closely... experience. Previous experience with CRM systems (preferably Salesforce). The successful candidate...
. AWS, Azure) or SaaS offerings such as Salesforce Experience of using different delivery methodologies: Agile (Scrum... embracing the latest Cloud Technologies (AWS, Azure) or SaaS offerings (Salesforce) Experience of working within the Energy...
of new clients to operations and Customer Relationship Managers. Maintain accurate records in Salesforce and track KPIs... management, and organisational skills. Previous experience with CRM systems (preferably Salesforce). Ability to analyse data...
team for a 7-week contract. You will lead a structured assessment of Salesforce versus Microsoft Dynamics, reporting... vendor selection. Responsibilities Lead a structured vendor assessment of Salesforce versus Microsoft Dynamics Run...
in line with company guidelines (3 rings). Log all relevant queries on Customer Relationship Management system (Salesforce.... Pass any sales opportunities identified through customer conversation to the Account Manager. Ensure Salesforce and GDPR...
