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...
on-site ASAP Start Overview: My client is migrating customer and commercial data from legacy CRM systems to Salesforce... migration projects (Salesforce, Dynamics, Siebel, SAP, Oracle, or similar) Strong data validation, reconciliation...
. You will also support training and collaborate closely with teams across Salesforce, Marketing, and Operations. About You Microsoft... English Key Responsibilities Build and optimise Power BI dashboards and reports Reconcile data between Salesforce, Data...
, proposals, and internal approvals Maintain Salesforce accuracy and reporting discipline Market & Campaign Support Support... pipeline generated Contribution to closed revenue Salesforce hygiene and reporting quality Responsiveness and execution...
of the role will be embedding a robust, data-led sales approach and fully realising the benefits of our Salesforce CRM... use of Salesforce CRM. Establish strong data collection, analysis and reporting capabilities to monitor performance...
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...
is migrating customer and commercial data from legacy CRM systems to Salesforce CRM. The Data Migration Test Analyst... requirements Desirable: -Experience with Salesforce data migrations -Experience in utilities, energy, or financial services...
broker experience and reduce friction. Own and actively manage your pipeline in Salesforce, ensuring accurate and timely.... Knowledge of Salesforce advantageous. Details and benefits: Duration: Permanent Employment Type: Full Time Salary: Market...
between Stripe, NetSuite, Salesforce, Avalara, Hex, etc. and validate integrated data is complete and accurate before month-end close... Experiences in billing or quoting systems (Salesforce, Stripe, etc.), experiences in ERP system (NetSuite) Basic knowledge of SQL...
