. Maintain accurate records in the CRM system. Collaborate with marketing on campaigns and strategies. Qualifications.... Persistent and self-motivated with a results-oriented mindset. Proficiency in CRM and sales engagement tools...
their potential fit. Schedule meetings or demos for the sales team. Maintain accurate records in the CRM system. Collaborate.... Proficiency in CRM and sales engagement tools. Ability to quickly learn and articulate product value. Nice to Haves...
calendar. Administrative Support: Maintain and improve workflows using Nimble (CRM) and other tools. Assist..., and CRM systems (Nimble preferred). High proficiency in written and spoken English, with excellent proofreading skills...
workflows using Nimble (CRM) and other tools. Assist with promotional campaigns, workflow enhancements, and process... (Excel, PowerPoint, Word). Familiarity with Gmail, Google Calendar, and CRM systems (Nimble preferred). High proficiency...
, managing customer information in the CRM, scheduling calls for service technicians, and handling data entry tasks. This role... to our customers. Key Responsibilities: Answer customer calls and take accurate information into the CRM. Route calls to field...
successful candidate will provide critical support by answering phone calls, managing customer information in the CRM, scheduling calls... and take accurate information into the CRM. Route calls to field technicians when specialized support is needed. Schedule appointments...
and uploading them to the CRM once complete. Ensure loan files meet established checklists. Calculate income using standardized... as necessary. System Management: Consistently keeps CRM and loan platforms up to date on a regular basis, maintaining upkeep...
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