- Eaton Corporation (Glendale Heights, IL)
- …do:** + Responsible for appropriate resource planning of field service employees within Salesforce + Review Salesforce time entry and manage unassigned time- any ... + Strong communication with sales engineers, Sales, and customers + Handles administrative tasks of District Operations Center - shipping and receiving, ordering… more
- Bank of America (Chicago, IL)
- …the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain ... to assist in re-discovery conversations, capture notes and follow up in Salesforce , and track all actions/activities to ensure highest level of client service… more
- Loyola University Chicago (Chicago, IL)
- …with their own timelines and constraints and with all levels of administrative staff. + Demonstrated project management skills with excellent organization skills and ... Skills + Experience utilizing fundraising databases; Kindsight ascend and Salesforce application experience strongly preferred. + Experience importing, exporting,… more
- Aston Carter (Vernon Hills, IL)
- …attitude and a strong customer service orientation. Prior experience with Salesforce will be advantageous. Responsibilities + Process new membership agreements, hold ... + Team player attitude. + Strong customer service orientation. + Prior experience using Salesforce CRM. Job Type & Location This is a Permanent position based out of… more
- Robert Half Management Resources (Chicago, IL)
- …to streamline billing processes and improve operational efficiency. * Utilize Salesforce and PeopleSoft to manage billing systems and ensure seamless integration ... in billing, accounts receivable, or related fields. * Proficiency in using Salesforce and Oracle PeopleSoft for billing and data management. * Demonstrated… more
- Insight Global (Peoria, IL)
- …professionally and verify identity according to SOP. Review Client Central and Salesforce (Executive Summary + notes) to prepare for client interactions. Account & ... Skills and Requirements * 1+ years of Client service or administrative experience, ideally financial services * Strong attention to detail; ability… more
- Bank of America (Northbrook, IL)
- …the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain ... sensitive updates * Attends client review meetings to capture notes, document in Salesforce , and tracks all actions/activities to ensure the highest level of client… more
- Datavant (Springfield, IL)
- …decisions + Set up & train new users for all sales systems, including Salesforce , MixMax , Zoominfo, Linkedin Sales Navigator, DocSend, DocuSign and more + Shape ... management of sales teams + Professional experience supporting a growing Salesforce instance and its integrations (marketing automation, sales enablement tooling,… more
- IQVIA (Rosemont, IL)
- …+ **Willingness to travel up to 30% domestically.** + Update Salesforce CRM information and document sales activity, transactions, account, client information ... Establish forecasts and account penetration plans. + Complete all administrative tasks and duties in a timely manner: +...in a timely manner: + Document weekly activity via Salesforce . + Prepare and present weekly status report. +… more
- Edward Jones (Skokie, IL)
- …their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... transactions, prepare documentation, and maintain accurate client records. + ** Administrative & Operational Support:** Strong ability to work independently at… more