updates the tools with current client data, call summaries, etc. Accountable for management of book of business in Salesforce... and analysis of personal and business financial data gathered through Relationship Reviews, Client Insights and Internal Partners...
KeyBankan Analyst to join their team. The Analyst, Grants and CRM Systems provides user and technical support for Fluxx and Salesforce... NonProfit Cloud activities. The Analyst acts as an intermediary between the business community and the technical community...
The Ford Foundation