- Edward Jones (Rusk, TX)
- …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
- Amazon (Dallas, TX)
- …GSC Operations team, you will be responsible for supporting the day-to-day administration of the Varicent ICM sales compensation system for sales incentive-eligible ... compensation, quota management, compensation adjustments, quarterly payouts, compensation plan administration , and improving the scalability of our program tools.… more
- Truist (Dallas, TX)
- …below. Specific activities may change from time to time. **Act as head of administration for the region:** 1. Work with RP to integrate retail and product partners ... IRM through training, communication and sales gap identification 5. Act as Salesforce Champion ensuring adoption, appropriate usage and adequate training 6. Identify… more
- PenFed Credit Union (San Antonio, TX)
- …of one (1) year of project management required. + Previous system administration or software configuration experience required. + Strong knowledge of financial ... This position will not supervise staff. Licenses and Certifications + Salesforce Certifications preferred. + Ongoing Salesforce Trailhead completion required.… more
- Textron (Dallas, TX)
- …that are aligned to the Annual Operating Plan\. * Work daily in SalesForce CRM system to ensure data accuracy with commercial pipeline, contacts, activities, and ... forecasting requirements **Qualifications** * Education: Bachelor's Degree in Business Administration or related discipline required; MBA preferred * Experience: 3… more
- HD Supply (Houston, TX)
- **Preferred Qualifications** + Bachelor's degree in business administration or a related field. + Business-to-Business sales experience including experience using ... techniques such as Consultative or Solution Based Selling. + Proficiency with Salesforce . **Job Summary** Exceeds sales and profit targets in a designated territory… more
- Futurex (Bulverde, TX)
- …for major sales initiatives (kickoffs, partner summits, customer conferences, etc.). Administrative & Project Management + Manage internal meeting rhythms (1:1s, ... renewals, and account planning deliverables. + Develop and refine administrative processes to improve productivity and executive efficiency. Requirements… more
- Teledyne (Dallas, TX)
- …can shine, we'd love to hear from you. **What you'll do** + Provide administrative support for Marine Interconnect product lines and respond to inquiries via email ... and PowerPoint - required + Familiarity with customer databases ( Salesforce preferred) - preferred + Experience with enterprise resource...preferred) - preferred + 1-3 years in a similar administrative or customer service role - required + High… more
- Truist (Houston, TX)
- …general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a ... rights. 4. Schedule and confirm client appointments, enter data in SalesForce , create meeting agendas and summaries, prepare/coordinate marking events and perform… more
- FREEMAN (Dallas, TX)
- …as a key financial partner to the HR, Marketing, General & Admin organizations. Your core responsibilities will include detailed budgeting and forecasting, month-end ... MS Word, MS Outlook, and MS PowerPoint; working knowledge of Hyperion, Power Bi, Salesforce and SAP is preferred **What We Offer** Freeman provides benefits that aim… more
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