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crm salesforce sql tableau excel📋 Description
- Streamline and maintain account handover between BD, CSMs, and AMs.
- Conduct quality checks to ensure smooth account transitions.
- Maintain and update handover documentation and workflows.
- Prepare client-facing materials (presentations, proposals, reports).
🎯 Requirements
- Bachelor’s degree or higher.
- 3+ years in sales/revenue operations.
- Experience in large-scale tech or financial services preferred.
- Strong data analysis skills; Excel, SQL, and BI tools.
- CRM familiarity (Salesforce).
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