discipline: able to manage multiple workstreams, maintain momentum, and coordinate across teams. The knowledge, experience, and qualifications that will help Deep understanding of client onboarding, client servicing and client lifecycle management processes. Experience working with Salesforce, including customer or client data, workflows, reporting and integrations. Strong knowledge ofCRM operating models … client, contact, account, relationship, hierarchy and interaction data, including how these entities are linked and maintained. Experience delivering client lifecycle analytics, such as onboarding progress, client engagement, pipeline conversion, retention and servicing activity. Strong awareness of CRM data quality, ownership, duplication, standardisation, lineage and governance. Own and articulate the product ...