attendees and following up post-event. Utilize Salesforce to manage and track leads, ensuring data accuracy and reporting... with appointment setting. Entering leads, contacts, intelligence, interaction, and maintaining account information in SalesForce...
and cold external outreach. Build and manage prospective client lists via Salesforce. Conduct market research to support... stakeholders. Previous experience using Salesforce would be highly desirable. An understanding of Capital markets, ESG...
accordingly Update and attach Check outs, Certificates to Salesforce and One Drive Produce timely and accurate typed documents... with clients and applicants where necessary Draw up regular reports from Salesforce as appropriate Assist with general...
and in a timely and professional manner * Daily log and accurately maintain CRM (Salesforce) In conjunction with their colleagues... of Salesforce (Contact Management System) preferable but not essential. Experience in renewals inbound & outbound. Positive...
integration of digital campaigns into our CRM (Salesforce) and marketing automation platform (Pardot) Assist in monitoring... digital marketing campaigns Knowledge of digital marketing platforms (e.g. Salesforce, Pardot, Marketo, Eloqua, HubSpot...
with Salesforce, BI tools (Power BI or equivalent), and customer communication tools. · Experience implementing or managing AI-based... and colleagues including Salesforce, Data and Product to ensure alignment of data flows and technology. Represent Customer Success...
