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in the financial services industry, with exposure to Wealthy & Wise, eMoney, Redtail CRM, and Holistiplan. Day in the Life... Apply Now

with the broader BDR team on cross-functional initiatives · Manage workflows effectively through our CRM system Internship... Apply Now

and/or information at least 60 days in advance to facilitate the renewal Use Salesforce CRM System to document all customer activity... Apply Now

and/or information at least 60 days in advance to facilitate the renewal Use Salesforce CRM System to document all customer activity... Apply Now

. Proficiency in using business development and customer relationship management (CRM) software. Self-driven and results-oriented... Apply Now

quotation process for purchases, trade-ins, and vehicle sales Utilizes dealership sales control (confirm CRM/DSM) system... Apply Now

in the CRM accordingly Contact and communicate with Guest to identify automotive needs Document all notes and appointments... thoroughly in the ILM and CRM Complete work plans on a daily basis Any additional tasks requested by team leads or managers... Apply Now

. Thoroughly document sales efforts in our CRM from beginning to end, including tasks, sequences, activities, funnel... implementation fee and payment setup is complete for newly contracted clients. CRM Assign & work CRM task(s) appropriately... Apply Now

experience Previous CRM fieldwork experience in the Southeastern U.S. (preferably SC) Demonstrated ability to collect accurate... Apply Now

, SAP CRM, SAP SCM, SAP BW, or SAP HCM. Solid understanding of SAP integration technologies, such as SAP PI/PO (Process... Apply Now