- Insight Global (San Ramon, CA)
- …scalable cloud-based solutions like Foundry. Partner with teams managing Salesforce development to suggest data-driven improvements (no direct development required). ... in Power BI, SQL, and Excel for data modeling and visualization. Experience with work planning, forecasting, and dependency management. Ability to work independently… more
- FocusKPI Inc. (San Francisco, CA)
- …This is a great opportunity for someone early in their career to gain hands-on experience in a fast-paced SaaS environment. You'll play a key role in supporting our ... Governance: - Ensure consistent and accurate data entry across Salesforce and related tools - Promote system adoption and...Analytics, or a related field + 1-2 years of experience in sales operations, business analysis, or a related… more
- City National Bank (Beverly Hills, CA)
- …other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE). * Peer review ... * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ...NaviPlan, WealthStation, or the like * Demonstrable proficiency in Salesforce * Stay current on cutting edge wealth planning… more
- American Tower (Irvine, CA)
- …telecommunications or real estate industry experience strongly preferred. + Experience using forecasting tools such as Salesforce preferred. + Approximately ... minimum of 6 years of sales or business development experience required. + A minimum of 3 years of...Provide accurate and timely pipeline and lease-up forecasting in Salesforce . + Approximately 10% of time role will be… more
- TopMark Funding LLC (Roseville, CA)
- …Previous experience in customer service or a related field (phone support experience preferred). + Familiarity with CRM software ( Salesforce or similar) and ... learn are key attributes to success in this role. Experience with customer service and CRM systems is preferred....+ CRM Management: Maintain customer information and update CRM ( Salesforce or similar) with accurate notes from each interaction.… more
- Caterpillar, Inc. (San Diego, CA)
- …Engineering, Information Technology or a related field and 5 years of experience in Software Development, Systems Software or related occupation. Additionally, the ... applicant must have employment experience with: (1) Industrial Gas Turbine Sales and/or Marketing...(3) Working in SCRUM team; (4) Agile Methodologies and Salesforce Certified Platform Developer; and (5) Salesforce … more
- MAAC (Metropolitan Area Advisory Committee) (Chula Vista, CA)
- …for residents. Data & Reporting + Utilize MAAC's case management system ( Salesforce ) and other CRM platforms to track services, monitor program outcomes, and ... + Volunteer coordination and outreach best practices. + CRM platforms (preferably Salesforce ) for service tracking and case management. Ability to: + Supervise,… more
- Intuit (San Diego, CA)
- …strategies while optimizing sales efficiency and conversions. **What you'll bring** * Experience : 5+ years of sales development or related experience ; ability ... direct team management. * Technical Acumen: Proficiency with CRM systems like Salesforce and expertise in automation tools such as SalesLoft, Outreach, and ZoomInfo,… more
- ZOLL Medical Corporation (San Jose, CA)
- … Salesforce as needed by Company Required/Preferred Education and Experience + BA/BS Degree in Cardiovascular, Life Sciences, Biomedical Engineering, Exercise ... Technologist + Minimum of 3 (three) years' of sleep experience in medical device or related field; + ...preferred and + Two years minimum of CRM or Salesforce experiencerequired and + Hospital/clinic-based supportpreferred and + Completion… more
- Insight Global (Los Angeles, CA)
- …investment and banking teams to deliver integrated wealth solutions. Utilize Salesforce and other internal systems to manage client interactions and documentation. ... Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements 47 years of experience in banking, investment, or wealth management roles. Strong… more