operations. Proficiency in financial software and CRM tools, preferably Salesforce. Excellent communication and interpersonal.... Experience with compliance and risk management in financial services. Prior experience with Salesforce or similar CRM platforms...
with sales strategy. With deep Salesforce expertise and a strong understanding of sales processes, this person will be the bridge... and optimise the sales technology stack, with Salesforce as the core platform. Work with sales leadership, CRM team and operations...
advantage of leveraging salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes... such as Salesforce Demonstrated ability to identify clients' needs, adapt to their unique challenges, and provide innovative...
. Main duties of the job Responsibilities include but are not limited to: Inbound & Outbound Phone calls Salesforce..., complete order fulfilment, and provide information to external and internal customers and clients. Utilize Salesforce tool...
details, predominantly using SAP, CRM (Salesforce), Amazon platform along with Microsoft and other in-house software packages and systems... inputting data, pricing, and delivery details, predominantly using SAP, CRM (Salesforce), Amazon platform along with Microsoft...
sales strategies Accurately recording all interactions with prospects in Salesforce.com to track progress and manage the... management skills Ability to build relationships and influence I.T proficiency e.g Microsoft packages, Salesforce.com We’re...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
and be recognized for your outstanding performance. Cutting-Edge Tools: Experience the advantage of leveraging salesforce CRM... for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce Demonstrated...
(like HubSpot and Salesforce), and can maintain a high number of plates in the air simultaneously. You will report to the Head... and Salesforce for lead capture, reporting, and follow-up alignment. Familiarity with smaller project management tools like Monday...
, and sales support teams Update and maintain CRM records (Salesforce experience desirable) Follow structured territory... preferred Excellent communication and relationship-building skills Proficiency with CRM systems (ideally Salesforce...
, embed best-practice sales processes to drive consistency, efficiency, and impact. Champion the use of Salesforce, Zoom..., accurate, and timely data management in Salesforce to support pipeline visibility, reliable forecasting, and strategic decision...
salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes and enhance your capabilities... technology for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce...
salesforce CRM and Acturis Insurance back office, empowering you to streamline your processes and enhance your capabilities... technology for efficient operations - specifically in Microsoft Office packages and business CRM platforms such as Salesforce...
that outline renewal, growth, and engagement strategies for each key client. Leverage Salesforce and internal dashboards... and collaboratively, managing accounts across the UK Familiarity with Salesforce or similar CRM tools is advantageous. UK-based...
