Client Services Coordinator
& Outlook required Experience with SalesForce, Pardot, Bizzabo, Monday.com, Swapcard preferred Willing to work US hours when...
& Outlook required Experience with SalesForce, Pardot, Bizzabo, Monday.com, Swapcard preferred Willing to work US hours when...
) is desirable but not essential Familiarity with Salesforce and/or reporting tools is an advantage About Social Finance...
(including Mintel, Nielsen, GlobalData, Descartes, Quid, Salesforce, and internal commercial and customer data), the Analyst... floor on analytical quality across all programmes. Support the use of Salesforce and customer data to better capture...
solutions that contribute to their success. Maintain accurate customer account information within the CRM (e.g., Salesforce...
to Account Executives. Maintain accurate account, stakeholder, and activity records in Salesforce. Contribute to pipeline... challenges. Tech Stack Proficiency: Experience working with Salesforce, SalesLoft/Outreach, and ZoomInfo or equivalent sales...
to LSE (Salesforce, Mulesoft etc.) This will involve an environment comprising multiple and varied database technologies...
working with Salesforce CRM platforms, ideally including Salesforce Marketing Cloud and loyalty solutions. Strong stakeholder...
detailed documentation and CRM updates (Salesforce) to ensure compliance and client satisfaction. Build and maintain strong... sector. Strong attention to detail and resilience in project management. Technologies: Proficient in Salesforce...
in Salesforce (the system we use to manage relationships with partners, donors, and supporters), keeping it accurate and well...). Experience with database or project management software, such as Salesforce or Asana, or a willingness to learn them quickly...
complex ideas to technical and non-technical audiences. Comfortable with tools like Salesforce, Jira, Confluence, and remote...