records, engagement notes, and deliverables status in relevant systems (CRM, trackers, shared repositories). Identify... of family office technology categories (general ledger/partnership accounting, portfolio accounting/aggregation, CRM, document...

pipeline and sales cycle related information is timely and properly documented and managed in CRM (Salesforce) Ensure proper...

experience, digital accessibility standards, CMS, CRM, email and SMS platforms. Excellent human relations and oral and written...

and processes Log interactions and track performance using a CRM to measure activity and track performance, because numbers matter...

and processes Log interactions and track performance using a CRM to measure activity and track performance, because numbers matter...

and continuing education Technology, AI & Modern Tools Use CRM, LOS, and digital tools to manage leads and workflows Leverage...

, Teams, OneDrive, etc.), Constant Contact, Salesforce/CRM, On24, Asana, Brandfolder/DAM, Google Analytics, etc. is preferred...

of Administration; support systems, data, and program administration, including Salesforce CRM maintenance, program logistics, reporting... of Administration; support systems, data, and program administration, including Salesforce CRM maintenance, program logistics, reporting...

. Working knowledge of Salesforce or similar CRM systems. Strong communication skills, both written and verbal. Ability...

preferred Proven ability to manage a multi‑state sales territory Strong CRM discipline (Salesforce experience strongly...

against specific KPIs (e.g., adoption, retention, satisfaction). Data & Tools Fluency: Comfort using CRM and BI tools (e.g...

purpose, and selling opportunities documented in CRM (Proof) Prioritize sales activities to achieve objectives based... outcomes and document in CRM (Proof) Maintain deep knowledge of SGWS products and correctly present and position them...

and processes Log interactions and track performance using a CRM to measure activity and track performance, because numbers matter...

(CRM) tool Meet minimum required sales targets as set by sales leadership Qualifications... with technology, utilizing an IPAD/computer and multiple software applications. (experience with a CRM...

to senior stakeholders Preferred Qualifications Experience integrating Anaplan with upstream/downstream systems (ERP, CRM...

on business needs. Proficiency with CRM systems, data tracking tools, and Microsoft Office Suite (Excel, PowerPoint, Outlook...

and accounts. Ensure effective use of CRM and account management systems to track sales activity, analyze trends, and deliver... relationship-building skills. Proficiency in CRM systems, Microsoft Office (Word, Excel, PowerPoint), and other digital tools...

. Proficiency in CRM systems and sales tools. Bachelor's degree preferred or equivalent experience Up to 75% travel Position can...

independently and manage time effectively Basic computer skills for CRM and client management...

timely shipment. Key Responsibilities Order Processing: Entering, tracking, and managing orders via CRM/ERP systems...