processes. CRM Management: Maintain accurate member activity records within the CRM (Salesforce or similar) to track engagement... Experience: Familiarity with CRM platforms (Salesforce preferred) to track and analyse member interactions and data...
. We are now looking for a CRM Manager to take ownership of our CRM data in Salesforce and ensure it is maintained to support our business processes... of data held. You will lead on the development of staff training as well as reports and dashboards in Salesforce...
. Proficiency in Salesforce CRM tools (e.g., Salesforce) and Microsoft Office Suite. Strong organisational skills, with the... with internal knowledge owners and stakeholders Maintain and update Salesforce ensuring data accuracy for tracking opportunity...
a key role in a major Salesforce transformation program, including the development of a new client self-service portal... experience as a Business Analyst within financial services. Experience with Salesforce CRM. Strong leadership and stakeholder...
challenges. Manage and update prospecting status and activities via CRM (Salesforce.com). Develop a deep understanding... (Salesforce.com or similar) and sales prospecting software. Excellent communication and interpersonal skills, with the ability...
considerations. You have a working knowledge of Salesforce (or other CRM platforms like HubSpot, Zoho, or Microsoft Dynamics...) to manage customer interactions, track sales leads, and maintain customer databases. Salesforce certifications...