within the broker panel. Distribution Strategy: Deliver on distribution strategy objectives. Salesforce Management: Maintain... and update pipeline opportunities using Salesforce. Broker Engagement: Educate and promote new initiatives to all brokers...
-to-date records within Salesforce CRM solution Processing sales quotes and deadlines in an accurate manner Working with the... Salesforce or comparable CRM experience to manage and organise pipeline Proficiency in English, any other language is a nice...
within the broker panel. Distribution Strategy: Deliver on distribution strategy objectives. Salesforce Management: Maintain... and update pipeline opportunities using Salesforce. Broker Engagement: Educate and promote new initiatives to all brokers...
Successfully running in person demonstrations of the retail product Maintaining up-to-date records within Salesforce CRM solution... Demonstrated ability to meet and/or exceed sales targets Experience using Salesforce or comparable CRM experience to manage...
communications, consistently sharing relevant content Qualify leads using specific guidelines and criteria in Salesforce (CRM... recorded and tracked in Salesforce Share best practices and be ready to share your learnings with fellow team members...
is diligently, accurately entered and managed within Crimson's Client Relations Management (CRM) system Salesforce Updating the... record of these leads and tracking their movements to the next stage of the sales pipeline in Salesforce Schedule meetings...
sales tools such as Salesforce, HubSpot, LinkedIn Sales Navigator, and Tableau for pipeline management, forecasting... market and competitor data, informing strategic decision-making. Proficiency with Salesforce for managing client...
