... items. Customer Survey: Monthly reporting of stats analysis. Competitors: ... Consolidate information and reporting monthly of activity, offerings/ ... PowerPoint, Outlook). Experience with CRM systems (Salesforce Preferred). Experience with ...
25 days ago
... , SD, EMPs, WMC, ROE, SARS) Reporting DOL audits Administration of Pension ...
28 days ago
... vs targets every month. Weekly reporting on sales activities vs target ... training intervention. Reporting any concerns. Recording activities in CRM system and maintaining ... updating the info in the CRM system. Sending client proposals/quotations ...
12 days ago
... by business such as SAP,CRM and Acceleris. Preferred Minimum Education ... Computer Communication Financial Principles Interpersonal Reporting Planning Analytical Time Management Additional ...
24 days ago