(EOD) SFTP files Clearing, securities lending, and prime brokerage platforms CRM systems (Salesforce) Design and manage...
in Microsoft Excel, Microsoft Word and Microsoft Powerpoint Familiarity with Salesforce and Liberty’s Quality systems...
within a short sales cycle. Maintain accurate client records and pipeline activity in Atlas and Salesforce CRM systems. Upsell...
with nCino or SalesForce is a plus At least 3 years of experience in a data analysis role, with specific experience... audiences. Knowledge of loan origination systems (nCino or SalesForce preferred) Detail-oriented, with a commitment to ensuring...
you are not duplicating efforts. Job Category Employee Success Job Details About SalesforceSalesforce is the #1 AI CRM, where humans... about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it...
with RTP|One and/or Salesforce is a plus Strong communication skills across phone, email, and chat Professional, efficient...
architecture for Salesforce Loyalty Management implementations. Technical Knowledge of Digital Marketing Applications.... Strong knowledge of Salesforce core platform (Sales Cloud, Service Cloud) and Loyalty Management. Proficiency in Apex, Lightning Web...
. Knowledge of Salesforce or other CRM databases. What Would Make You Stand Out: Strong interpersonal and negotiation skills...
to interpret data from ERP/WMS systems to inform decisions and improve outcomes;Salesforce experience preferred. Communication...
) Supported by 3G TMS - Salesforce CRM and ZoomInfo Lead generator 24-hour customer care and automated load tracking Flat, fast...