Vacancy expired!
- Create and maintain a service level agreement for the field for each request
- Analyze data to report to management
- Create training sessions with the end users on ongoing basis
- Managing client pipeline and the engagement from initiation to completion
- Develop a team of service excellent mindset
- Assist colleagues with troubleshooting and system navigation issues
- Identify and implement Salesforce best practices to increase utilization and improve workflows
- Lead various projects
- Highly organized with excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- 7 or more years of Salesforce or relevant CRM technology experience
- 7 or more years of the Financial Services industry
- Strong management skills
- Great interpersonal skills. Ability to develop a quick rapport with the caller.
- Detail oriented with a high degree of accuracy
- High touch client service approach
- Ability to manage multiple responsibilities under high pressure
- Must be able to review and analyze data reports and manuals; must be computer proficient.
- Must be able to communicate effectively via telephone and in person
- Must be able to view solutions from the perspective of the of the end-users and clients
- Must be able to work effectively with and influence business partners
- PTO + Benefits!
- Competitive salary + bonuses of up to 25k per year
- Work life balance
- Flexible work options
Vacancy expired!