accordingly Update and attach Check outs, Certificates to Salesforce and One Drive Produce timely and accurate typed documents... with clients and applicants where necessary Draw up regular reports from Salesforce as appropriate Assist with general...
and in a timely and professional manner * Daily log and accurately maintain CRM (Salesforce) In conjunction with their colleagues... of Salesforce (Contact Management System) preferable but not essential. Experience in renewals inbound & outbound. Positive...
as well as our capabilities across our many alliance partners including Salesforce, Adobe, Braze, Shopify, Google... of any of Salesforce, Adobe, Braze, Shopify, CMS, Content CRM, marketing automation, Commerce, Customer Data Platforms or Customer...
and cold external outreach. Build and manage prospective client lists via Salesforce. Conduct market research to support... stakeholders. Previous experience using Salesforce would be highly desirable. An understanding of Capital markets, ESG...
with Salesforce, BI tools (Power BI or equivalent), and customer communication tools. · Experience implementing or managing AI-based... and colleagues including Salesforce, Data and Product to ensure alignment of data flows and technology. Represent Customer Success...
records in company CRM (Salesforce). Training our integrated AI solution in escalation practices Collaborating with cross.... Proficient in using Microsoft Office Suite and CRM tools, with additional experience in Salesforce being a plus. Fluent...
sure they feel looked after until everything is resolved. Using Salesforce, AWS tools and our operational systems, you’ll... such as Salesforce, Smart Agent, Voicesage, SAP and Microsoft Office to track cases, record updates and maintain clear, reliable...
forecasts, and churn/risk registers in CRM (Salesforce or equivalent). Provide concise, data-driven monthly updates and growth... in a business-value context. Strong forecasting, CRM management, and analytical skills. Proficiency with Salesforce (or equivalent...
