... Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum ... in relevant financial planning software, CRM systems, and MS Office Suite. Duties ...
19 days ago
... Requirements: Bachelors Degree in Information Systems, Data Analytics, Business Intelligence, ... , with a strong focus on CRM systems. Proficiency in BI tools (e.g., ... enabling informed decision-making. Monitor CRM system updates and enhancements to align ...
a month ago
... , staff, clients, and digital systems (CRM, project management software, etc.) ... class package members monthly. - Manage CRM systems (e.g Hubspot, Zoho or similar ... issues when necessary. 3. Administrative & System Management - Maintain accurate records of ...
2 days ago
... , staff, clients, and digital systems (CRM, project management software, etc.) ... class package members monthly. - Manage CRM systems (e.g Hubspot, Zoho or similar ... issues when necessary. 3. Administrative & System Management - Maintain accurate records of ...
7 days ago
... Computer Science, Data Science, Information Systems, Business Technology, or related field ... problem-solving abilities Experience in CRM system integration and AI tool deployment ... -driven tools with CRM platforms and websites and ensuring systems are scalable ...
26 days ago
... quotes to optimize margins. 3. CRM Management Maintain clean and up ... , and deals in the CRM. Ensure reporting data is accurate ... Response Time: Within 24 hours CRM Data Accuracy: 98% Admin ... similar operations role Proficient in CRM systems and Excel (or similar ...
6 days ago
... services to ensure retention. Manage CRM Work Items: Handle all ... Premium CRM work item queries and those ... are accurately captured in the CRM system. Targeted Campaign Execution: Design ... loop to customers on any CRM Work Items where feedback ...
13 days ago
... inquiries via phone, email, or CRM systems. Make outbound calls to generate ... . Proficient in Microsoft Office and CRM systems (e.g., Salesforce, Intacct). Qualifications: High school ... . Quote-to-order conversion rate. CRM data accuracy and reporting quality.
24 days ago
... quotes to optimize margins. 3. CRM Management Maintain clean and up ... , and deals in the CRM. Ensure reporting data is accurate ... Response Time: Within 24 hours CRM Data Accuracy: 98% Admin ... similar operations role Proficient in CRM systems and Excel (or similar ...
27 days ago
... performance, coaching team members, overseeing CRM usage, and collaborating with technology ... metrics to monitor success Oversee CRM management, reporting, and optimisation ( ... high-volume settings Proficiency in CRM systems (Zoho preferred) and Google ...
19 hours ago
... and pipeline tracking in CRM or internal systems. Customer Relationship Management Manage ... -up and support. Reporting and CRM Maintenance Keep accurate, up-to ... interactions and transactions in the CRM system.
21 days ago
... and pipeline tracking in CRM or internal systems. Customer Relationship Management Manage ... -up and support. Reporting and CRM Maintenance Keep accurate, up-to ... interactions and transactions in the CRM system.
24 days ago
... . Key Responsibilities: Maintain and update CRM systems with lead and client data ... tasks Agent onboarding cycle time CRM data integrity Reduction in follow ... Office, especially Excel and Outlook; CRM experience preferred. Strong written and ...
26 days ago
... payments. Maintain and update the CRM database with accurate customer information ... organised digital and physical filing systems. Reporting & Coordination Prepare regular sales ... Office (Word, Excel, Outlook) and CRM systems. Experience: 23 years expe
4 days ago
... iOS HR Tech industry knowledge CRM systems Strong presentation and communication skills ... -to-date sales records in CRM systems. Submit sales performance reports, pipeline ...
6 days ago
... specialise in technical air quality systems across multiple sectors, including food ... and maintain a clean pipeline in CRM, conduct site visits, and coordinate ... apply HVAC basics. Proficient in CRM systems (Pipedrive or similar) and producing ...
6 days ago
... Office (Excel, Word, Outlook) and CRM systems (HubSpot). Excellent communication and interpersonal ... customer records, sales databases, and CRM systems (HubSpot). Assist in the preparation ...
6 days ago
... activities, conversations, and outcomes in CRM software. Follow up on previous ... management abilities. Comfortable working with CRM systems and sales tools. Resilient, persistent ...
6 days ago
... iOS HR Tech industry knowledge CRM systems Strong presentation and communication skills ... -to-date sales records in CRM systems. Submit sales performance reports, pipeline ...
9 days ago
... includes handling customer inquiries, maintaining CRM records, preparing sales reports, tracking ... Proficient in MS Office and CRM systems Strong communication, organization, and problem ...
10 days ago