Salesforce CRM, ERP systems, Snowflake, and other enterprise applications. Develop and optimize Power Query transformations, DAX..., and analyzing data from Salesforce CRM (SFDC), ERP systems, Snowflake, and other enterprise data sources. Proficiency with PBIX...
, ideally SalesForce Education and Licensing Bachelors or Associates Degree in business, sales, electronics, or related...
Operations team to prescreen and route inbound leads, keep Salesforce records current, and support project scheduling, executing... residential solar sales representatives with the sales pipeline and project scheduling Updates records in Salesforce...
within Salesforce or other advanced CRM platforms while adhering to data policies. Identify operational errors or platform friction...
within Salesforce or other advanced CRM platforms while adhering to data policies. Identify operational errors or platform friction...
of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Dallas #Houston #Austin #SanAntonio General...
and navigating email marketing platforms. Experience with Salesforce or a similar CRM. Experience with Marketing Cloud. Experience...
of commercial credit risk rating methodologies and governance frameworks. 5. Experience with nCino, Salesforce, AFS Vision, Moody...
: greeting and orienting guests, processing sales and transactions through RTP, resolving issues across Salesforce CRM..., live chats, and phone calls using Salesforce CRM, ensuring all contacts are logged and resolved within standard...
Management Manage site enrollment and daily attendance Enter all enrollment data in Salesforce, BGCP's database Generate...