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...
and services. Build and maintain lists of qualified leads using Salesforce. Use outbound strategies such as cold calling, social... engaged. Record all interactions and lead progress within Salesforce to ensure a complete and accurate pipeline view. 4...
. Ensure corresponding investment records are setup in Salesforce and Sales Support notified. Onboarding/ offboarding... to the fundraising process. Salesforce Investor Data Proactive maintenance of investor information in Salesforce (SF...
and clear information into Salesforce. Utilizing your clinical expertise to conduct benefit reviews and authorize requested... to the relevant medical team's CRM (Salesforce) queue when immediate action is needed for beneficiaries in specific regions...
freedom to innovate—implement new processes, technology, and AI tools (Outreach, Salesforce, Nooks) to scale and modernize... strategies, multi-channel outreach, and account-based development. Strong working knowledge of Salesforce and modern sales...
- Collaborate with engineering teams across multiple technology stacks (Salesforce, automation tools, custom applications) to ensure..., such as Tableau, Qlikview, QuickSight - Experience with Salesforce or JIRA, or experience in development or technical support...