in NetSuite to build scalable processes, automated through correct and auditable implementations in NetSuite, Salesforce..., CPQ and other relevant software categories - NetSuite and Salesforce preferred Experience in a multi-country multi...
and post meeting follow up, and ensuring Salesforce is kept up to date; Coordinate training for less experienced members... within a Partner Practice of St. James Place Salesforce knowledge/experience If you are interested in this position...
in Hertfordshire. Key Responsibilities: Managing client data on salesforce, specifically with regards to: Inputting, scanning...). Managing their workload by using tasks on salesforce. Being involved in preparing and maintaining client files including...
correspondence and/or documents as required by the Directors including meeting minutes Logging client / key calls on Salesforce... and taking detailed notes as appropriate Use of Salesforce to monitor tasks, note client actions and update client status...
from day one. You’ll be hands-on with cutting-edge AI tools, real campaigns, and industry-leading Salesforce technology...-on experience with AI-driven customer journeys, campaign design, and lead generation Full Salesforce training with the opportunity...
(primarily Salesforce) and delivering accurate management information (MI) to the Senior Management Team (SMT). Key... Responsibilities: Produce accurate weekly and ad-hoc MI reports; maintain Practice targets and pipeline data. Act as Salesforce...
’s set by Service Management. Deliver accurate reporting, handling and timely submission of Salesforce reports, Expenses..., Spares Stock management and other service documentation Record activities via logging and data entry into Salesforce. Co...
on Salesforce. This is an excellent chance for a skilled business analyst with strong tech knowledge to enhance their capabilities... interests in project oversight, scope definition, and delivery tracking Stay current with Salesforce platform updates...
to Salesforce following a meeting and log servicing tasks for completion Action relevant follow up servicing actions for the client... client meeting Completing the CFR on Salesforce in full post meeting and keeping the client file up to date To keep track...
