Registered Private Wealth Client Associate
, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication skills Skills: Account...
, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication skills Skills: Account...
to support account development and growth. Ensures that all sales activity is accurately reflected in Salesforce CRM system... feedback to senior management regarding performance and forecast through Salesforce CRM Provides timely, accurate, competitive...
skills;experience with Salesforce, Gainsight, or similar platforms High emotional intelligence and executive presence...
including: Gathering requirements Developing execution plan Aligning resources Creating Salesforce QA reports Building...
with others. Strong computer skills required including all Microsoft applications (Word, Excel, and PowerPoint), Google Workspace, and Salesforce... or the Salesforce platform Knowledge of Georgetown University Work Mode Designation This position has been designated...
: Build a pipeline via prospecting, digital outreach, and local networking. Maintain accurate activity tracking in Salesforce... to identify opportunities and close short‑cycle deals Track pipeline activity in Atlas and Salesforce. Consult with business...
in Business or Engineering Salesforce CRM Software, IoT, and networking experience Demonstrable understanding of how to market...
Keep your pipeline organized and your activity sharp in Salesforce Help shape our messaging — your voice and ideas matter... — the phone is your friend Familiar with CRM tools (Salesforce is a plus) and LinkedIn Sales Navigator Bachelor’s degree...
applications including Word, PowerPoint, and Excel Salesforce use and familiarity in helping track client information helpful...
working knowledge of Salesforce.com, Google Productivity Suite strongly desired Development and execution of sales and go...