Management: Maintain and update client records, monitor contract performance, and report on activity using Salesforce. Client...-motivated, well-organised, and able to manage multiple priorities Proficient in MS Office and CRM systems (e.g. Salesforce...
at managing a P&L through robust pipeline management, utilising tools such as Salesforce to ensure full portfolio of opportunities...: · Significant experience with 10+ years in a sales role within Financial Services Technology · Experience using Salesforce and ERP...
such as Salesforce to ensure full portfolio of opportunities captured · Regularly review progress and define strategy to exceed targets... Markets · Experience using Salesforce and ERP systems for team, opportunity and pipeline management · Demonstrable...
on actions using tools like Coda, Salesforce, and GSuite. Events & Culture Organise GTM off-sites and leadership sessions... Suite, Coda, Slack, and AV setups; Salesforce experience is a plus. Proactive & Discreet: Handle sensitive information...
data entry and maintain accurate financial records using accounting software (Xero and Salesforce) Weekly credit control... Bank reconciliations including model recharges to Xero/Salesforce and allocate to payments for payment run Assist in the...
with and dependent on Salesforce Avalara, Sales Tax software (being implemented) Navan, employee expenses The business has enjoyed rapid growth... of Certinia, Salesforce and process improvement initiatives is a plus, systems capabilities a must Our culture At Sedex...
like Salesforce. Consistently achieve or surpass new business targets each quarter and annually. Your skills and experiences... suite of internal technologies, including Salesforce. Possess a full UK driving license, as the role requires occasional...
records are accurately maintained through Salesforce. A significant aspect of this role involves communicating technical...-party testing processes) Strong working knowledge of Salesforce and Microsoft Office suite Exceptional interpersonal...
