value. Keep CRM systems (Salesforce) accurately updated with detailed notes, activity logs, and progression milestones... CRMs like Salesforce to manage pipeline and track engagement. Proficient with modern prospecting platforms...
are streamlined, with proactive issue management and clear priorities. Salesforce reports and pipeline updates are accurate, timely..., and deadlines through to timely completion CRM Coordination Serve as an operational bridge between the CCO and Salesforce Admin...
and organisational skills with experience of managing complex projects Knowledge of CRM platforms (e.g. Salesforce, Hubspot, Microsoft..., SOAP API, Bulk API, and Tooling API,SQL, PowerApps, Microsoft 365, Salesforce Connect etc. Experience of working with web...
patterns, align strategies, and recommend smarter ways of working. Lead monthly deep dives into Salesforce data, using... AI to audit and elevate data integrity. Shape the future of reporting by co-creating and testing intuitive Salesforce Dashboards...
to the revenue cycle. We're looking for a Salesforce Administrator to provide technical expertise to our team. You'll..., but also your knowledge with peers. Nice-to-Haves Experienced. You've worked in a revenue or sales operations role using Salesforce...
in Salesforce and other appropriate tools Coordinate account activations with the Underwriting and Operation teams... in Salesforce and support new product requests Track and report on the status of all net new accounts in Salesforce and review...
