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...
calls and maintain reports in Salesforce. Prepare and maintain annual account and portfolio plans. Ensure KYC... systems and Salesforce CRM. Maintenance of Job Description Reviewed periodically by the line manager and role holder...
through Salesforce.com, Tyco’s CRM application. Through focused sales activities executed with a consistent rhythm, the key... & Negotiation Skills – possess and develop through coaching and learning Salesforce.com – adoption as the primary CRM application...
, and channel ROI. Develop and maintain various data models (source including Salesforce, Marketing Cloud, Google Analytics..., Facebook). Close the loop via reverse-ETL/Salesforce so scores are used in routing, campaigns, and advisor workflows. Create...
invitations, track RSVPs, and update Salesforce campaigns. Work with internal stakeholders (marketing, sales, and investment.... Experience working with third-party vendors and internal stakeholders. Familiarity with Salesforce for event tracking...
and internal tools, bringing a customer-focused implementation lens to every initiative. Ensure Salesforce is kept accurate..., or SaaS industries. Experience working in agile teams or software development environments. Knowledge of Salesforce...
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...