and lifecycle transparency using CRM tools Ensure accurate lead tracking and robust pipeline reporting within Salesforce... pipelines is highly desirable. 1+ years of experience with Salesforce to ensure accurate lead tracking and robust pipeline...
. Familiarity with Encompass, Salesforce, LendingPad, Jungo, or other loan management platforms. Background in real estate...
. Strong SQL skills for data analysis, validation, and troubleshooting. Experience working with CRM data models (e.g., Salesforce... suite). Preferred Qualifications Experience with Salesforce, Dynamics 365, or similar CRM platforms. Exposure to SSAS...
. Hands on experience with Salesforce.com In-depth understanding of the sales administration process Excellent interpersonal.... Forecasting and account/opportunity management in Salesforce.com. High-energy, motivated self-starter and team player. Complete...
organizational change and transformation Experience in Salesforce required;IP 1 is a plus Strong cross-functional collaboration...
internal owner to tie everything together. Day-to-day, this role leads the migration from Salesforce to HubSpot or Zoho...-on experience leading at least one CRM migration from Salesforce to HubSpot or Zoho, including data migration, configuration...
) Strong communication & relationship-building skills CRM-savvy (HubSpot or Salesforce) as well as proficiency in Microsoft Excel, Word...
. Proficiency in English and Spanish required;Portuguese valued. Proficiency with Salesforce, Power BI, CRM tools, digital...
(Outlook, Word, Excel) and web-based applications Familiarity with tools such as Power BI, Salesforce, SAP, Intelex...
within LATAM Knowledge of contact management solutions, preferably Salesforce.com Strong English communication skills Ability...