accurate client records on the CRM system (Salesforce) Preparing reports, documents, and meeting packs for advisers... Office and the ability to learn new systems (Salesforce experience is beneficial) A positive, proactive attitude...
into online proposal systems. Update Ad Point, Salesforce and Monday.com throughout the sales process with necessary account... applications; sales and data management tools such as Salesforce are also desirable Motivated self-starter, quick learner...
briefing materials and investor notes for meetings, often with minimal notice. Use the CRM (Salesforce) to track investor... to troubleshoot and address issues outside regular business hours as needed. Knowledge of Salesforce and proficiency in MS Office...
, scoring, and alerts to support revenue goals. Collaborate with Operations to ensure Salesforce-Marketo data integrity... & salesforce Leading professional services business in London who are hiring a CRM expert6 month opportunity with look to go...
to and process inquiries via Salesforce for queries on (but not limited to) New licensing and entitlements Client billing..., or similar role Excellent level of proficiency in MS Office, Excel, PowerPoint, and Salesforce Ability to solve complex...
new contacts/key stakeholders for the Top Pharma companies · Management of key databases and initiatives (CRM Salesforce... for current clients and targets. · Maintain Salesforce data on prospect and customer lists · Take initiative in updating team...