results – Track and report on progress through Salesforce, providing clear insight into income, impact, and engagement. Who... and deadlines through Salesforce or similar CRM systems. Passionate about equality, education and creating opportunity for every...
RESPONSIBILITIES Provide guidance and best practices to the global CRM team on how to configure Salesforce, Marketo, and surrounding... objects, Salesforce sync, API pipelines, campaign operations, and other integral campaign-impacting features. Building...
: Salesforce Transformation / Software Implementation Delivery Overview We are hiring an IT Delivery Lead / Project Manager... (AVP level) with 2-6 years of hands-on delivery experience to join a major banking client on a significant Salesforce...
improvements, and ensure alignment with governance and security standards. Leverage enterprise data platforms (Salesforce, SAP... scripting, or workflow automation. Strong understanding of data systems (Databricks, Snowflake, Azure Synapse, SAP, Salesforce...
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...
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...
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...
