with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently...
Experience supporting sales teams and/or customer education is a plus CRM fluency (Salesforce preferred) Strong written...
-value-added steps that hinder growth. Master New Tech: Lead the implementation and optimisation of Salesforce RevCloud... into streamlined, measurable results. Technical Mastery: Expert-level proficiency with Salesforce;specifically, the ability...
(Salesforce). Communicate issue status and resolution steps to customers. Coordinate with field personnel by providing...
, including executive leaders Proficiency in data analytics tools (ie. Salesforce, Looker, and Excel) and familiarity...
/Incubator solution offerings Use tools like Salesforce.com, LinkedIn, Pitchbook, Tableau, and Salesforce to identify...
., Salesforce, Tableau, GCP). Prior experience in planning, designing, and implementing sales improvement solutions at a global...
, and performance analytics. Hands-on experience with Marketo, Salesforce, database management, and ABX tools. Excellent written...
agents in Salesforce for Medicare application/SOA follow-up. Provides outreach to potential enrollees who are referred via... required Strong understanding or experience with Salesforce preferred Proficiency with personal computers, including MS Excel, Word and Outlook...
and adjustments to cost estimates Completes Project Work - using and maintaining a bid calendar and updating Salesforce Develop...