- Cognizant (Albany, NY)
- …now or at any time in the future **Job Title:** **Sr. D365 Business Analyst ** **Roles & Responsibilities:** + Lead the analysis, design, and optimization of CRM ... processes using process flows, functional diagrams + Capturing roles & responsibility, data visibility and security specific requirements within the context of D365.… more
- Robert Half Finance & Accounting (New York, NY)
- …in New York, New York, United States for the role of Sr. Financial Analyst . In this role, you will be expected to analyze financial information and reporting ... Experience with Confluence is required. * Demonstrable expertise in CRM usage is necessary. * Proficiency in Crystal Reports...in Crystal Reports is a must. * Familiarity with Data Mining Techniques is needed. * Experience with the… more
- Citigroup (Getzville, NY)
- …and issues impacting the RCSA program. + Support the RCSA's Continuous Risk Management ( CRM ) program in maintaining the ongoing identification, assessment and ... Audit. + Experience in project work, process re-design and change management . + Excellent relationship -building, problem solving and communications skills… more
- Highmark Health (Buffalo, NY)
- …of job responsibilities, employees may have access to covered information, cardholder data , or other confidential customer information that must be protected ... administration of the Salesforce platform and assist in managing a team of certified Salesforce business admins who will collaborate with IT to deliver projects and… more
- Cognizant (Albany, NY)
- …when necessary. **Preferred Knowledge and Skills** + Client Relationship Management : Builds and maintains key customer relationships; energized by delivering ... the way tomorrow! **Role: Salesforce Technical Architect/Lead** **Job Level:** Manager **Location:** Remote **Duration:** Full Time only - Must...of the Quote to Cash (Q2C) process (CPQ, Order Management , Billing, and CRM ) is a plus.… more
- KeyBank (Syracuse, NY)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- MediaRadar (New York, NY)
- …marketing. + Familiarity with marketing automation tools, CRM platforms, and data analytics is a plus. + Customer -centered and consultative style, with ... analytics skills to analyze market trends, competitive marketing strategies, and customer data to develop winning go-to-market programs, including product… more
- KeyBank (Tarrytown, NY)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- Celonis (New York, NY)
- …under a single simplified structure that serves as the foundation of data -driven decision-making organization across the customer value chain. Operating at ... is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes...of the organization. + Experience with revenue enablement tools, CRM platforms (eg, Salesforce), and proposal management … more
- M&T Bank (Buffalo, NY)
- …**Job Description:** Develop, configure, and maintain the Salesforce platform to support Customer Relationship Management within Retail Technology; Manage ... and implement workflows, user experience enhancements, capabilities, and data integration within the Salesforce platform; Attend Agile ceremonies and actively… more