Account Specialist Tax-MX
., Salesforce, CPQ platforms) Comfortable working cross-functionally and managing multiple priorities Compensation Base salary...
., Salesforce, CPQ platforms) Comfortable working cross-functionally and managing multiple priorities Compensation Base salary...
communication tools at scale (email automation, in-product messaging, Salesforce, Gainsight, Eloqua, Microsoft 365, Pendo). Proven...
to detail and follow-through. Analytical and solution-oriented mindset. Proficient in CRM and quoting tools (e.g., Salesforce...
commercial policies, quotes, and proposals with accurate product, pricing, and contractual information (primarily in Salesforce... (pivot tables, lookups, basic formulas, data analysis, and reporting). Practical experience using Salesforce (or a similar...
. Experience with Python, CRM platforms (e.g., Salesforce), and/or customer success tools (e.g., Gainsight). Skilled in BI tools...
abilities Highly organized with attention to detail and follow-through Proficient in CRM and quoting tools (e.g., Salesforce...
if required. (Salesforce / Lawson) Send customer receipt confirmation of complaint. Follow up and coordinate internally on solution... and corrective actions SAP and Salesforce credit-note procedures (DOA) Inquiry handling Handle customer questions on deliveries...
to promote consistent DCR (Dealer Contact Report) in Salesforce according to the mentioned responsibilities...
and complaints: Issue internal complaints and RMA if required. (Salesforce/SAP) Send customer receipt confirmation of complaint... or escalate/involve account manager. Action on solution and corrective actions. SAP and Salesforce credit-note procedures (DOA...
if required. (Salesforce / Lawson) Send customer receipt confirmation of complaint. Follow up and coordinate internally on solution... and corrective actions SAP and Salesforce credit-note procedures (DOA) Inquiry handling Handle customer questions on deliveries...