and renewal processes.Tracking all enquires, requests and revenue within Salesforce. Project management of Vista’s Member... with a variety of digital tools and platforms, including: Salesforce, Social Media Platforms, and Performance and attribution tools....
are embedded throughout. Oversee and champion the directorate-wide embedding of the new CRM (Salesforce), ensuring business... platforms (e.g. Salesforce, PowerBi, Excel). Emotionally intelligent communicator with a collaborative, proactive mindset...
. Access to modern tools (Salesforce, Gong, Outreach, ZoomInfo, etc.) plus Sales Engineering support. What success looks... accurate forecasting on monthly quotas, maintain clean Salesforce records, and provide weekly updates on risks and next steps...
Salesforce fundraising CRM system. Acting as key contact for external auditors and funders regarding fundraising financials... reporting to funders. Familiarity with fundraising bids, donor engagement, and business development. Salesforce and/or Power...
reports), as well as a Salesforce migration team (c.4 reports). Prioritising and delegating incoming work across the.... This includes: Helping to ensure the successful CRM migration from Siebel to Salesforce, which goes live next year. Gathering...
in Salesforce/CRM. Understand the needs of your customers and be able to respond effectively with a plan of how to meet these... and have strong communication skills. Previous experience of Salesforce would be an advantage but not essential. Microsoft Office packages...
relationships Ensure accurate forecasting, reporting, and CRM compliance (Salesforce or similar) Partner with marketing, product...-building skills CRM experience (Salesforce or equivalent), plus confidence in reporting and forecasting A collaborative...
