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Customer Portal & CRM Operations: Manage Data Change Requests (DCR) in Salesforce by merging and matching customer registrations with database records. Track completed and incomplete registrations while reviewing analytics to understand platform uptake. Triage customer issues and support customer service and e-solutions teams. Assist with operations such as sample loading, inventory checks, and target list validation. Salesforce Effectiveness (SFE): Track and report on Sales Team performance to support the SFE Manager. Lead training for new starters on digital tools, including PowerBI dashboards and healthcare insight platforms. Organize quarterly segmentation reports and categorize data to help shape analytics. Proactively identify and communicate performance trends to management.
Job Responsibility:
Manage Data Change Requests (DCR) in Salesforce by merging and matching customer registrations with database records
Track completed and incomplete registrations while reviewing analytics to understand platform uptake
Triage customer issues and support customer service and e-solutions teams
Assist with operations such as sample loading, inventory checks, and target list validation
Track and report on Sales Team performance to support the SFE Manager
Lead training for new starters on digital tools, including PowerBI dashboards and healthcare insight platforms
Organize quarterly segmentation reports and categorize data to help shape analytics
Proactively identify and communicate performance trends to management