7 Salesforce Assistant Jobs in Madison, WI
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First Business Bank is Hiring a Salesforce Assistant Near Madison, WI
- Database Maintenance: Maintain all referral and prospect records in Salesforce, by adding new and updating existing accounts and contacts.Also maintain the Salesforce pipeline, updating and running of reports.
- Department Liaison: Main contact point for the Marketing department and internal auditors for reporting through Salesforce.
- Maintain all records by scanning, indexing, and editing all client and operational documents.Includes maintaining and purging of documents according to the Bank's retention policy.
- Setup and maintain client ticklers for required documents.
- Daily/Monthly Tasks - Order client UCCs, flood certifications, due diligence reports on new clients, and record minute. Review, submit, and approve invoices related to job tasks. Maintain lien monitoring with Tax Guard and First Corporate Account Monitoring by adding and deleting clients and manage all alerts received.
- Salesforce knowledge required
- Associate's degree or equivalent combination of training and experience.
- 3 - 5 years of office management and relevant business preferred.
- Strong proven technology aptitude
- Ability to be able to anticipate, identify and resolve problems in a proactive and constructive fashion.
- Ability to write and update procedures and policies
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.
Job Summary
Full Time
$36k-46k (estimate)
03/23/2024
04/24/2024
firstbusiness.bank
BURNSVILLE, MN
200 - 500
1990
JOHN HOAGBERG
<$5M
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About First Business Bank
Experience. The Advantage. Were passionate about helping businesses and people. Since the day our doors opened in 1990, weve believed that success relies on putting people first our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction. First Business Financial Services, Inc. is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, ...Private Wealth, and Bank Consulting services. With comprehensive total rewards to support our team members, a commitment to valuing each others differences, and a focus on improving our communities, we are confident youll find the experience is your advantage. Member FDIC | Equal Housing Lender | Nasdaq: FBIZ First Business Financial Services, Inc., First Business Bank, and First Business Specialty Finance are Equal Opportunity Employers
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