management skills across technical, operational, and commercial functions. - CRM experience (Salesforce preferred...
coordination, or similar roles. - CRM Knowledge: Required proficiency in a Sales CRM (specifically HubSpot, Salesforce, or similar...
, processes, and data infrastructure. You’ll leverage our CRM (HubSpot and Salesforce) and sales enablement technologies to ensure.... ROLES & RESPONSIBILITIES - Support day-to-day CRM administration across HubSpot and Salesforce, including user support...
: - Experience in the financial services or fintech industry. - Familiarity with HubSpot, Salesforce, or other CRM/automation...
, and other relevant client information, in the Customer Relationship Management (CRM) system;currently SalesForce.com. Keeps management...
, Salesforce, or other CRM/automation platforms. â— Background working with product managers, developers, and technical architects...
.com, SharPoint, Excel, Salesforce, etc. Forecasting & Inventory Planning: Analyze sales data and trends to forecast demand and place... and communication. Tech Stack Operations: Use platforms like Monday.com, Microsoft Suite, Salesforce, SharePoint, Zoom, Teams...
client information, in the Customer Relationship Management (CRM) system;currently SalesForce.com. Keeps management informed...
estratégicas. Registrar y mantener actualizada la información comercial en CRM (HubSpot, Salesforce u otros). Requerimientos...
in our CRM system SalesForce. Assist in preparing proposals, contracts, and other sales-related documentation. Assist in the...