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(Salesforce , HubSpot, etc.) Collaborate closely with client stakeholders and internal teams Requirements 3+ years’ Inside... such as Sales Navigator, Zoom, Webex, MS Office CRM proficiency (Salesforce , HubSpot, etc.) Ability to manage multiple priorities...
One, Salesforce ). Clearly articulate credit decisions and compliance requirements to internal stakeholders and external insurers...
in Salesforce and Airtable, or similar CRM and cloud collaboration tools. Advanced skills in Microsoft Office Suite, including...
, and agent assist capabilities. Integration & Ecosystem Architect integrations with CRM/ITSM platforms (Salesforce ...
, Microsoft, AWS, SAP, Salesforce , etc. Oversee integration design and implementation using Oracle Integration Cloud (OIC), APIs.../HCM/SCM) and other platforms (e.g., Salesforce , SAP, ServiceNow, Workday). Strong understanding of cloud technologies...
, routing, and reporting through Salesforce and marketing automation tools. Track and analyze performance metrics (MQLs... with Salesforce and marketing automation tools (e.g., HubSpot, Pardot, Marketo). Excellent written and verbal communication skills...
to best-in-class sales tools (ZoomInfo, Salesforce , Salesloft, etc.) to drive peak productivity A voice at the table—your opinions...
reporting and auditing of opportunities within our Salesforce CRM and using Salesforce to grow an accurate source of client...
as a result. Must be strong with benchmark CRM/CDP/ESP tooling (e.g. Salesforce , Bloomreach, Ometria, Klayviyo etc.)...
accurate records of interactions and progress in the CRM (HubSpot, Salesforce , or similar). Achieve and exceed monthly KPIs...
Deep expertise in Salesforce and, preferably, sales tech stacks (e.g. Outreach, Gong) Highly organised and able to manage...
) such as Bloomreach, Iterable, Braze, Salesforce Marketing Cloud, including complex workflow management and automation Familiarity...
. Preparation of client fees and other financial administration tasks. 6. Ensure that the CRM database/Salesforce is kept up...
and discipline. Highly proficient in MS Office suite, utilizing a CRM (such as Salesforce preferred) and overall strong written...
and industry events. Excellent communication and interpersonal skills. Proficient in Salesforce Thrives in a quick-turn, high-paced...
, Salesforce ) and strong analytical capabilities. Fluency with AI-based tools for content workflow, automation, and reporting...
, and daily newsletters and insights. Requirements Product Delivery Lead analysis and delivery for key Salesforce Service... technical designs. Analyse dependencies, risks and impacts across systems including Salesforce , AWS API and Figaro. Maintain...
of marketing managers. Experience with marketing automation platforms and CRM systems like Salesforce . Experience...
. Maintain accurate and up-to-date lead and opportunity information in Salesforce CRM. Document all interactions to ensure...
platform, Salesforce (CRM), Reply (sales automation tool), Aircall, Google Sheets, Gmail, Zoom Developing and maintaining...
revenue systems. This includes Salesforce , HubSpot, Gong, and any connected systems supporting GTM and Finance workflows... and day-to-day management of the revenue tech stack (Salesforce , HubSpot, Gong, Maxio, Dock and associated tools) Define...
, and regulatory records. Oversee workflows in Salesforce and Monday.com to ensure accuracy and efficiency. Act as subject matter...
Automation Tools (preferably Marketo) and CRM (Salesforce ) A natural ability to use data (e.g., conversion rates, cost-per-lead...
appointments Managing internal CRM processes (Salesforce ), including input of activity, account data updates, market feedback...
of Salesforce or other similar CRM software. Relevant H&S Qualification (IOSH / NEBOSH). Personal Licence Holder. First aid...
