Account Manager
, meeting agendas/notes, Salesforce data and financial accuracy) for Client Management to the best standards Take execution...
, meeting agendas/notes, Salesforce data and financial accuracy) for Client Management to the best standards Take execution...
client. Informing candidates about the results of their interviews. Using our Salesforce system to manage bookings...
, and understand client needs. Proficiency with CRM systems (Salesforce, HubSpot, or similar) and lead generation tools...
to values of process improvement and LEAN values. Good knowledge of Salesforce, Configure Price Quotes tools (CPQs), Excel...
for supporting the team in bringing our CRM campaigns to life through Salesforce Marketing Cloud. If you've got the skills...
in partnership with the Account Managers for each territory to maximise the opportunities available using our CRM (Salesforce... use of a CRM system (ideally SalesForce.com) to plan and manage a geographical region. Experience of working within a regulated...
internal and external data sources (e.g., SAP, Salesforce, SuccessFactors, Marketo) Develop and implement data quality...
efficiently. Maintain accurate records of customer interactions and sales activities in our CRM system (Salesforce). Identify... abilities. Tech-Savvy: Proficiency in Microsoft applications and CRM systems (Salesforce). Mindset: A strategic thinker...
and Salesforce Event management experience in the UK and Europe ideally in the asset management or the financial services... in using Salesforce to track the success of event campaigns would be beneficial A self-starter and team player willing...
maker(s) and capture within Salesforce.com. Manage customer escalations and identify preventative measures. Maintain...