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crm salesforce leadership dashboards renewal📋 Description
- Monitor, assess, and address the team’s customer outreach using sales tools and policies.
- Manage reporting system and Salesforce pipeline with management.
- Review dashboards and generate Salesforce reports; share findings to drive performance.
- Act as player/coach to hit team sales goals and monthly department targets.
- Review renewals and contract funding for individual and team sales.
- Inspire and coach a high-performing team; in-office monthly in tri-state area.
🎯 Requirements
- Bachelor’s degree preferred or equivalent education/experience.
- 3+ years as Sales Representative, ideally in Financial Services or consultative sales.
- 4+ years of people management and coaching experience.
- Experience being SME contributor for policies and procedures.
- Experience driving metric and quality performance within a 30-day cycle.
- Experience in performance management.
🎁 Benefits
- 100% company-paid disability and vision insurance.
- Voluntary Insurance: supplemental life and enhanced disability coverage.
- Paid Maternity and Parental Leave.
- LifeBalance Program with lifestyle discounts.
- Tuition Reimbursement up to $5,000 annually.
- 401K with 25% company match.
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