services company seeks a Dynamics Sales/Customer Service CRM Technician Sales and Service Process Optimization: Optimization: Familiarity with sales processes, lead management, opportunity tracking, and pipeline management automation , and business rules to streamline sales and service operations. Knowledge of Customer Service configuring and customizing the Customer Service and Sales modules is needed. Problem-Solving Skills: Proactive collaborate with cross-functional teams, including sales, marketing, and IT. Ability to work closely with
works closely with stakeholders across investments, sales, and technology to deliver effective and innovative interpersonal skills
Sound financial services industry knowledge/context Sales and advice processes/steps/standards/guidelines
Sound financial services industry knowledge/context Sales and advice processes/steps/standards/guidelines
financial services industry knowledge/context
organizational goals and objectives Work closely with sales, marketing, and customer success teams to understand