data accuracy across Asana and Salesforce for unified reporting. Drive continuous improvement through quality reviews..., reconciliation, and invoicing (Salesforce or similar). Digitally fluent, with hands-on experience using Asana or comparable tools...
quantitative MS Excel skills (i.e. sum-ifs, index/match, vlookup, table formulas, and pivot tables) and Salesforce proficiency... SaaS tech stack, including Salesforce, Clari and Outreach. Coupa complies with relevant laws and regulations regarding...
, and Salesforce Conduct personalised, intent-based outreach via email, phone, and LinkedIn, as well as follow up on warm leads... to Sales for progression Document all activities, insights, and engagement details within Salesforce for visibility and future...
data and systems (e.g., Salesforce) Manage personal workflow and support team onboarding Prepare materials for adviser... team approach. Desirable: Previous experience in financial services administration. Working knowledge of Salesforce...
prospects, utilizing Salesforce and Outreach.io to document progress and drive these accounts simultaneously. Gain extensive... Experience using Salesforce, Outreach.io, Apollo.io, and LinkedIn Sales Navigator (or similar tools) is a plus Knowledge of the...
accounts, campaign execution, and lead follow-up. CRM Management: Log all activity accurately in Salesforce and maintain up... engagement tools (Salesforce, Outreach, etc.). Curiosity, persistence, and a growth mindset - you're eager to learn...