Wealth Management Seasonal Client Associate (FP)
, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written...
, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written...
CEO's contacts to AIMS/Salesforce (grant and donor management software) Upload the CEO's meeting minutes to AIMS.../Salesforce and link to the correct account Who You Are: You possess exceptional organizational skills and a keen eye...
, Pardot, and Salesforce to streamline project management and communication efforts. Temporary Marketing Assistant (30 hours... with website content management. Familiarity with Pardot, Trello, and Salesforce. Strong organisation and ability to manage...
areas for improvement. Maintain accurate documentation on our clients CRM system, Salesforce. Promote awareness...
Management: Create, update, and maintain vital supplier records across platforms including SharePoint, Salesforce, and S360...
across teams and levels. Confidence with CRM and support tools such as Salesforce, VIDA and TIE, plus solid Excel and PowerPoint...
with target platforms, such as Salesforce Commerce Cloud, Shopify, Netsuite, API, etc. - Align merchants, technology partners...
Google suite and Microsoft office, strong typing skills. CRM Knowledge such as Salesforce will be a plus â— Flexible to work...
(Salesforce) to track interactions, manage communications and analyse data to enhance both partnership and outreach effectiveness...
and lead generation platforms (e. g. , HubSpot, Salesforce, LinkedIn Sales Navigator) is a plus Highly organized, self...