Search Results: 7 vacancies
...Role Purpose – Salesforce Developer supports and develops applications for client tracking and reporting. Troubleshoots and works with supported customers to ensure that applications meet their needs and keep pace with changes in program operations, policies and/or...
...~ Knowledge of the insurance/financial services industry
· Working knowledge of Money Guide Pro
· Working knowledge of Salesforce
· Working knowledge of Orion
· Proficient with Office 365
· Knowledge of Estate Planning, U.S. tax, and investments a plus...
...as well
~ Scientific / medical device / diagnostics / biotech / pharmaceutical, FDA knowledge preferred
~ Experience with Salesforce.com CRM preferred
~ Basic computer skills required
~ Ability to communicate clearly and professionally in English, in...
...and exceed role KPIs and daily tasks while
maintaining excellent quality
● Ensure thorough and accurate record-keeping in
Salesforce
● Undertake other duties and responsibilities as required
● Adhere to all company values, policies, and
procedures...
...required
Troubleshooting computer networks
End Point Protection experience
Prior administration knowledge of Salesforce or a similar CRM is preferable
Qualifications
University degree
Microsoft suite proficient
CCNA Networking...
...issues found within solutions while troubleshooting and track through resolution process
Log all customer interactions in our Salesforce CRM and actively follow-up with appropriate colleagues to share real-time customer activity
Create and escalate support...
...one year work experience in an accounting and/or data analysis role
Strong skills in Microsoft Excel
Strong skills in Salesforce, specifically Salesforce reporting
Excellent written and verbal communication and a collaborative mindset
Can travel to...
