consistent, accurate use of Salesforce to manage pipeline activities and forecasts Maintain market and regulatory knowledge... Required Strong knowledge of wealth management and trust services Strong knowledge of Salesforce or transferable CRM experience...
to brokers/ bankers. Meet minimum production goals, tracking and reporting of daily activity using Salesforce CRM...
sales force Strong experience with CRM systems (e.g., Salesforce) and sales analytics tools. Excellent communication...
with marketing automation platforms (such as Marketo or Eloqua), CRM systems (Salesforce), reporting tools &lpar...
you are not duplicating efforts. Job Category Program & Project Management Job Details About SalesforceSalesforce is the #1 AI CRM... are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the...
you are not duplicating efforts. Job Category Sales Job Details About SalesforceSalesforce is the #1 AI CRM, where humans with agents... business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready...
, Zoom, Five9, Salesforce, ServiceNow, Zendesk, Pega Systems, and others. This leader will collaborate closely with TTEC..., AWS, Google, Cisco/Webex, Genesys, NICE, Talkdesk, Zoom, Five9, Salesforce, ServiceNow, Zendesk, Pega...
to resolution. Order Operations & CPQ Excellence: Lead the team responsible for deal configuration, Salesforce/CPQ accuracy... command of Salesforce and CPQ (e.g., Salesforce CPQ or similar): configuration, process design, data quality, and workflow...
context. Technology Proficiency: Experience with CRM/PSA platforms (e.g., Salesforce, Certinia), data visualization tools...
of: Eligibility systems Salesforce integrations Internal and external APIs Cloud‑hosted applications Establish secure development...