of work and handle pressure Excellent computer software knowledge At least 2 years experience in the field
infrastructure such as our sales platforms, technology, software and our nationwide franchise operations with the
and team members. Be a skilled user of design software Mindful of client's needs and the time and costs
client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness aligned and compliant to mandate). NAV (internal software), IT, Systems & KPIs All client records and
accuracy in record-keeping. Proficiency in using CRM software Proficiency in Google Drive: docs, sheets and
accuracy in record-keeping. Proficiency in using CRM software Proficiency in Google Drive: docs, sheets and
Reports (CCR) from NAV (the company’s proprietary software that manages all aspects of the Partner’s practice)