in scoping and assigning requests that are received through our team’s workflow tool – Salesforce Schedule and host on-team.... Technical Skills & Qualifications Required Experience in managing workflow in Salesforce or other technical workflow tool...
landscape includes Salesforce, with nCino as a tightly integrated and critical application, both under the leadership..., and ensure successful delivery within the platform. Providing comprehensive oversight of the integrated Salesforce and nCino...
of those ideas to improve customer satisfaction, increase productivity or reduce costs. Using Salesforce to manage customer contacts... and workflow in line with the SOP. Using SAP/Salesforce to manage orders/invoicing. You achieve personal objectives and, work...
skills Proficiency in CRM systems (Salesforce experience preferred) Client relationship management Meeting coordination.... Exceptional organizational skills and meticulous attention to detail. Proficiency with Salesforce.com and other CRM systems...
performance, providing insights for continuous improvement. Lead Tracking & Management Use Salesforce to track, manage... or Salesforce is a plus but not essential). Willingness to learn and adapt quickly to new tools and platforms. Proficient...
of data and systems that enable FP&A delivery (e.g. Power BI, Integra, Salesforce) Produce high-quality deliverables (often... (Salesforce), PowerBI and ERP systems is desirable Experience: · **Considerable experience in budgeting/ financial analysis...