, expectations, and performance as agreed with manager. Communicate market and competitor information via Salesforce.com. Input... all activities, opportunities, and tasks into Salesforce.com. Participate in quarterly business reviews. Liaise with commercial...
automation and analytics tools to test, measure and improve campaigns incl Marketo, Looker, Salesforce and Google Analytics..., Salesforce, Google Analytics) and marketing automation (Marketo preferred) Familiarity with CRM, email, and digital marketing...
meetings and hand off opportunities. CRM Management: Maintain accurate and up-to-date records in Salesforce (or equivalent CRM..., with a professional, confident phone presence. Experience with CRM systems (Salesforce preferred), and sales engagement tools (e.g...
across North America and LatAm for Sustainability & Climate products. Execute sales campaigns via Salesforce. Cold-calling / cold...., Salesforce) and other internal systems for forecasting, pipeline hygiene, and activity reporting. Bachelor’s degree...
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...
chasing Maintain and update Salesforce CRM and the document management system Prepare weekly sales and invoice reports... to learn Salesforce CRM, InfoRouter, and Canva Ability to work independently, manage priorities, and show initiative...
, reporting, and campaign optimisation recommendations. About You Strong technical knowledge of Salesforce CRM, Pardot... background in managing multi-channel campaigns and marketing automation. Skilled in SQL, Salesforce, Pentaho, or SAS...