and participate in meetings, prepare background information and follow up as required Maintain and update data in our Salesforce CRM... with Client Relationship Management systems (ie Salesforce) and ability to generate reports Ability to multi-task, adapt, respond...
. Ensure corresponding investment records are setup in Salesforce and Sales Support notified. Onboarding/ offboarding... to the fundraising process. Salesforce Investor Data Proactive maintenance of investor information in Salesforce (SF...
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...
Thinking creatively about how best to engage new customers Maintaining and tracking your activity on Salesforce... Experience using Salesforce, working in a start-up or FinTech company are all beneficial You can talk passionately...
and competitor intelligence, recording in Salesforce or other database. Business Development Manager Accounabilities - Supporting... industry and competitor intelligence, recording in Salesforce or other database. - Prepare initial Bid Strategy assessment...
specific skills and experience: Extensive experience building and deploying solutions using MS365, Salesforce, or Azure...: BCS Business Analyst Qualification. Appropriate technical certification (e.g., MS365, Salesforce, Azure Services...
and competitor intelligence, recording in Salesforce or other database. Business Development Manager Accounabilities - Supporting... industry and competitor intelligence, recording in Salesforce or other database. - Prepare initial Bid Strategy assessment...