Portfolio Account Specialist, SA
... . • Accurately record interactions in the CRM system. Your Experience: • Extensive knowledge ...
... . • Accurately record interactions in the CRM system. Your Experience: • Extensive knowledge ...
... environment Previous experience working with CRM systems A love of learning ...
... disciplined use of the organisations CRM system as well as leveraging ...
... effectively across teams. Experience with CRM and CDP systems and knowledge ...
... key customer KPIs via our CRM system Successfully secure and manage ...
... clients in the in-house CRM, Microsoft Dynamics Contribute to Netwealth ...
... communications and actions through VMS CRM. Explaining the application of the ...
... establish new accounts whilst using CRM software. Manage all customer service ...
... to use, record & update our CRM, process transactions on the POS ...
... , sales activities, and details in CRM Furthering knowledge and keeping up ...