, valuation documents and any other necessary information for the adviser Creating and maintaining client records on Salesforce... and protection products Good knowledge of FCA regulations and compliance requirements Salesforce experience Benefits...
that connect prospecting efforts with our meshed AE/AM pods. Operational Excellence: Act as a "Process Hawk" within Salesforce... for senior stakeholders and seasoned sales professionals. Salesforce Power User: You don't just use CRM; you use it to coach...
literate, ideally with CRM experience such as Salesforce. Commercial awareness and a proactive, customer-first mindset. Who... attention to detail and strong analytical ability. IT literate, ideally with experience using CRM systems such as Salesforce...
and performance using Salesforce and reporting tools Represent the business at industry events when required What We're... is required; Salesforce experience is a plus Strong communication, negotiation, and presentation skills Ability to build relationships...
and platforms Use Salesforce and Jira to effectively manage all requests and incidents Triage inbound Support tickets, including... your own time You have prior experience using Microsoft Office (Outlook, Excel) and might have touched on Salesforce...
and pipeline management using Salesforce You Will Need Minimum of 5 years' success in B2B SaaS or subscription-based sales..., prospecting tools, and Salesforce CRM Why You'll Love It Competitive base salary with double OTE and uncapped earning...
and streamline workflows. Drive adoption of post-sales systems (e.g., Planhat, Salesforce, Omni). Identify opportunities to use... (e.g., CSPs, Salesforce). Ability to influence senior leaders and drive cross-functional alignment on complex projects...
sales performance, pipeline health, and key metrics through Salesforce, ensuring accurate forecasting. Maintain competitive... tools (preferably Salesforce) and disciplined management of pipeline and forecasting activities. Behavioural Competencies...
Efficiently manage customer cases within Salesforce CRM, ensuring accurate logging, proactive updates, and timely case closure... Desirable: Experience using Salesforce Knowledge of SAP S/4 (or similar ERP systems) What’s on Offer Competitive salary...
accurate records in Salesforce and tracking performance against KPIs Working closely with operations and marketing to deliver... pipeline Previous experience using a CRM system (preferably Salesforce) Experience in logistics or a service‑led industry...