- Edward Jones (Briarcliff Manor, NY)
- …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
- Research Foundation CUNY (New York, NY)
- …MOUs, and ensure consistent support and compliance across all partnerships. Administrative and Reporting Responsibilities: + Work collaboratively with the Director ... with preexisting connections to community-based organizations. + Excellent organizational, administrative , and customer service skills. + Proficiency in Microsoft… more
- St. George's University (Great River, NY)
- …collaboration across academic departments, student affairs, enrollment services, and administrative units, ensuring seamless integration of processes that directly ... serving as a trusted advisor to academic leadership, faculty, and administrative partners. The role requires balancing high-level strategy with operational detail,… more
- KeyBank (New York, NY)
- …Avenue of the Americas - New York, New York 10019 Provide executive administrative support performing diverse administrative and clerical duties and anticipating ... as requested. **ESSENTIAL JOB FUNCTIONS** + Under general supervision, provides administrative support to the leadership team to include the executing, maintaining,… more
- Cardinal Health (Albany, NY)
- …of the following core financial processes. This includes pricing administration , rebates, cash application, chargebacks, billing, accounts payable and employee ... in real time via WMS/CRMs such as SAP/BIA & Salesforce . **_Qualifications_** + Bachelor's degree in related field, or...with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What… more
- Protective Industrial Products (Latham, NY)
- …activity reports, and pipeline updates for the Regional Sales Manager. + Use CRM ( Salesforce ) as a tool to plan the activities and the strategy for each new ... process. REQUIREMENTS: + Education: Bachelor's degree in Sales, Business Administration , Marketing, Industrial Safety, or a related field. Equivalent professional… more
- Hologic (New York, NY)
- …plan for pursuits + maintain information related to sales activity in Salesforce (or equivalent) + participate/plan for sales exhibits and trade shows, attend ... with data warehouse and/or Micro Strategies highly preferred. Familiarity with SalesForce , Highspot, Definitive etc. EDUCATION + Bachelor's degree from an accredited… more
- Paylocity (Pittsford, NY)
- …and payroll providers automate basic HR processes such as payroll and benefits administration , Paylocity goes further by developing tools that HR and businesses need ... Efficiency: Utilize enterprise sales tools (Salesloft, ZoomInfo, AI dialers, Salesforce , etc.) to streamline engagement and prioritize high-impact actions. +… more
- Teledyne (Chestnut Ridge, NY)
- …Platform product knowledge with at least 5 years of Dynamics 365 CRM Administration + Previous hands-on experience as a Dynamics 365 CRM Administrator, including ... from Dynamics On-Premise to Dynamics Online, as well as migrations to/from Salesforce , Access, or other database platforms + Strong problem-solving and communication… more
- Publicis Groupe (New York, NY)
- …is at target level. . Analyze Business Development data though Salesforce including pitches and prospecting financial information, to ensure consistency in ... Bonus pool tracking . Trade Working Capital . Capex Forms / Lease Forms . SalesForce data reporting and analysis . Tracking of New Business Pitch costs by month .… more
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