, 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...
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...
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...
pipeline management and forecasting in Salesforce. Project manage onboarding from contract close to launch, collaborating... engagement. Tech-savvy with CRM experience (Salesforce preferred). Italian language skills required Life at EZRA Your Own...
go-to expert for marketing KPIs, funnel metrics, ARR reporting, and Salesforce analytics—ensuring our leaders have the... and reporting across systems: Salesforce (SFDC), marketing automation (HubSpot/Eloqua), BI tools, and internal data warehouses...
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...
systems (e.g., Salesforce, Snowflake) through APIs, dataloaders, and other technical processes Contributing to the wider... creation/editing) Experience working with APIs and integrations between Seismic and external systems such as Salesforce...
