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2023 Fall Wmc Salesforce Migration Specialist (4 Months)
Company | RBC Wealth Management |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-08-31 |
Posted at | 9 months ago |
Come Work with Us!
- Meet with branch teams to support and assist in their individual switch between ClientView (old CRM) and Salesforce (new CRM)
- Migration Specialists will be trained on Salesforce to help support set up of templates, reports, personalized views etc.
- Will be provided with a migration "playbook" to help answer common migration questions when possible, or direct the questions to the appropriate channel
- When not travelling, Migration Specialists will provide phone and email support to migrating teams
- Travelling to branches across Canada to support Salesforce migrations
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