Account Directors Ensure relevant engagement is captured in Salesforce Maintain visibility of opportunities, meetings... of customer and market-development activity in Salesforce Timely execution of priority UK initiatives Strong feedback...
and upkeep of deal records in CPQ and Salesforce, so pricing data stays current and traceable. Escalation of non-standard... Pricing Operations team. Keep deal and pricing records clean and current in CPQ and Salesforce. Support the Pricing...
, and measurable outcomes. Maintain visibility of account engagement, programme activity and marketing contribution in Salesforce... of the UK enterprise buying environment. Marketing technology fluency: Experience using Salesforce and account-intelligence...
materials Negotiate terms and conditions with customers Maintain customer opportunities within Salesforce Follow parts... ability to multitask and work in a fast-paced environment Experience with Quantum CRM and Salesforce Experience working...
, and reporting within Salesforce. Collaborate with the wider team to refine messaging based on market feedback and proven internal...). Proficiency with Salesforce CRM. Previous experience in an outsourced sales or agency environment. Knowledge of UK tax...
in Salesforce CRM and preparing regular sales pipeline reports Collaborating with the Marketing team to promote programmes..., and maintain a positive, solution-focused mindset in a target-driven environment. Comfortable working with CRM systems (Salesforce...
about the next stage of their conversation with OES Maintaining accurate and comprehensive records in Salesforce CRM, including... Comfortable learning and using CRM systems and digital communication tools; Salesforce experience would be beneficial...
-on experience using enterprise platforms (Adobe, Salesforce, Oracle, Microsoft, etc.) with an emphasis on REST APIs, Cloud Storage... mobile applications Experience leading a revenue focused Book of Business including sales pipeline via Salesforce/Microsoft...
and investment mandate processes. You will define how platforms including ComplyAdvantage, OCS, Salesforce and Snowflake work... technology landscape, including ComplyAdvantage, OCS, Salesforce, Snowflake and supporting platforms. Determine...
