, compliant, and audit-ready. 4. System Ownership: DealHub + Salesforce Serve as the business owner for DealHub and Salesforce... & Reporting Own data accuracy in deal records, pricing, SKUs, and commercial terms in Salesforce. Develop dashboards on deal...
interactions and create support tickets for tracking and escalation (if necessary) via Salesforce. * Knowledge Base Utilization.... Customer Service Skills: Respond to customer inquiries via phone, email, or chat. Document interactions using Salesforce...
., Planhat, Salesforce, Omni). Identify opportunities to use AI and automation to reduce friction and improve efficiency... optimization. Proficiency with CS/Support tech stacks and enablement platforms (e.g., CSPs, Salesforce). Ability to influence...
of post-sales systems (e.g., Planhat, Salesforce, Omni). Identify opportunities to use AI and automation to reduce friction..., onboarding, and process optimization. Proficiency with CS/Support tech stacks and enablement platforms (e.g., CSPs, Salesforce...
in salesforce and other sales engagement tools to ensure KPI attainment. Collaborating in a business-to-business sales environment...). Have experience with Microsoft Office, Salesloft, Zoominfo or Salesforce.com. Enjoy working in a diverse team with a desire to grow...
and qualifying opportunities for the broker team Using Salesforce to manage and nurture a strong pipeline Leveraging modern sales... Experience in commercial real estate or office advisory Exposure to Salesforce or similar CRMs If you’re ready to take a step...
to identify opportunities and leverage resources appropriately Proficiency in Salesforce, Outreach and other sales tools... client satisfaction and retention targets. Familiarity with CRM tools (e.g., Salesforce, HubSpot) and reporting software...
manner logging the details accurately in Salesforce.com 2. To build strong relationships with both external and internal... maintaining records of actions in Salesforce.com 6. To fulfil Health and Safety responsibilities by ensuring that all work...
interactions and create support tickets for tracking and escalation (if necessary) via Salesforce. * Knowledge Base Utilization.... Customer Service Skills: Respond to customer inquiries via phone, email, or chat. Document interactions using Salesforce...
instance adheres to GDPR and other privacy laws Completion of requests raised by Salesforce Application business users... Manage Salesforce user rights and access Develop and maintain technical and support documentation Ensure the reliability...
the pipeline in Salesforce. Generate new opportunities within your assigned territory. Convert Marketing Qualified Leads.... Salesforce Management Record all sales activities and maintain accurate opportunity data in Salesforce for forecasting...
