adjustments Updating and retrieving reports from Salesforce in order to maintain customer data Assisting with statutory audits.../large accounting packages, with knowledge of Oracle Fusion or similar systems a plus Experience of Salesforce or similar...
, collaborating closely with FP&A, RevOps, and Data Engineering. Integrate data across systems (e.g., NetSuite, Salesforce... systems (e.g., NetSuite, Salesforce). Excellent communication and data storytelling skills to influence cross-functional...
to maintain accuracy of data and promoting best practice/user engagement with our CRM system (Salesforce). This includes creating... and marketing automation tools, such as Eloqua (Oracle email marketing), Salesforce (CRM Sales Cloud) or similar packages. Working...
. Your channel management will be underpinned by Salesforce, enabling a single, unified view of the client and supporting... management at scale (adhering to PIPL). Utilise Salesforce as the central Client Services and CRM platform, ensuring data...
. Manage and work with Salesforce for queue management of cases and other vendor platforms. Permission and set delivery... on product releases and changes. Work closely with the Salesforce.com Development Team on to recommend system enhancements...
to maintain accuracy of data and promoting best practice/user engagement with our CRM system (Salesforce). This includes creating... and marketing automation tools, such as Eloqua (Oracle email marketing), Salesforce (CRM Sales Cloud) or similar packages. Working...
planning sessions. Maintain detailed records of engagements and deliverables in Salesforce and team tracking platforms... across multiple client engagements. Experience with Salesforce, Excel modeling, PowerPoint, and reporting tools. Willingness...
