for Enabling Team and High Value Fundraising portfolios. Maintain data quality across relevant systems (e.g. Salesforce, Integra... BI, Integra, PowerQuery, Salesforce). Support process improvements to enhance accuracy, efficiency, and reporting...
interactions in Salesforce. Work closely with the local operational teams and internal stakeholders to support with customer... to process improvement and customer experience. Previous experience with CRM systems (preferably Salesforce). The...
customers. Create new business funnels for defined key customers/segments and maintain in Salesforce. Coordinate acquisition... Accounts role (Essential). Knowledge of Salesforce or similar CRM systems (Essential). Full UK Driving Licence (Essential...
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...
renewal and margin protection Use CRM and sales technology effectively, ideally Salesforce, to manage opportunities... ways to expand our share of wallet and market presence Maintain accurate records in Salesforce, including client meetings...
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...
of professional governance and data protection compliance Maintain monitoring and evaluation systems including MYMOPS and Salesforce... years’ experience in monitoring and evaluation systems Experience using CRM systems such as Salesforce Strong knowledge...