- Thrivent Financial (Auburn, WA)
- …+ Assist in generating performance reports + Maintain information in CRM ( Salesforce ) system + Fill out necessary forms for opening and maintaining accounts ... Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66,… more
- University of Michigan (Ann Arbor, MI)
- …Architect and execute multi-year roadmaps for technology modernization (eg, Salesforce platforms, BI consolidation, cloud migrations, and web platforms) while ... intranets, and mobile applications using industry-standard platforms (CMS systems, Salesforce , .Net, Rails, WordPress) + Experience leading large-scale accessibility… more
- Boehringer Ingelheim (Ridgefield, CT)
- **Description** As the **AD IT Lead Business Consultant - Patient Engagement** , you will play a pivotal role in shaping and delivering innovative digital solutions ... DTx + 5+ years of experience with CRM systems ( Salesforce Health Cloud, Veeva CRM), Salesforce Marketing...CRM systems ( Salesforce Health Cloud, Veeva CRM), Salesforce Marketing Cloud, patient management platforms, and data analytics… more
- Robert Half-Robert Half Corporate (Tampa, FL)
- …recruiting into a fast-paced, rewarding career path. You'll be both a strategic consultant and a revenue driver - meeting with hiring managers, understanding their ... & CRM Excellence** + Document all client, and candidate activity in Salesforce . + Analyze performance metrics, adjust strategies, and share insights with leadership.… more
- UNIVERSAL Technologies, LLC (New York, NY)
- …complex dashboards using Tableau, and supporting data-driven initiatives. The consultant will develop and maintain data visualizations to support decision-making ... complex and interactive dashboards using Tableau Desktop. + Experience analyzing Salesforce data and interacting with Standard and Custom Objects. + Developing… more
- The Walt Disney Company (Rancho Mirage, CA)
- …agent must determine final compliance. + Maintain a CRM system (eg, Salesforce ) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + ... journey. + Introduce the homeowner to a design center consultant . + Present Club memberships to new home buyers....+ Proficiency in Microsoft 365 tools, CRM platforms (eg, Salesforce ), and other technology tools. + Ability to maintain… more
- Autodesk (Portland, OR)
- …Maintain a high-velocity pipeline, accurate forecasting, and disciplined opportunity hygiene within Salesforce + Deploy modern sales tools such as Salesforce , ... more here: https://www.autodesk.com/company/diversity-and-belonging **Are you an existing contractor or consultant with Autodesk?** Please search for open jobs and… more
- Guardian Life (New York, NY)
- …to change + Manage email campaigns in both the Pardot and Salesforce Marketing Cloud platform, including setup, testing, deployment, and reporting. + Responsible ... for management of internal stakeholders, acting as an internal email consultant on email marketing best practices + Partner with enterprise, product, field,… more
- MAPFRE Insurance (ME)
- …This is a high-impact leadership role where you act as a **trusted consultant and strategic influencer** , providing thought leadership to internal teams and agency ... + **Leverage Technology:** Document agency visits and agreements using Salesforce CRM. **Education** + Bachelor's Degree in Business, Marketing, Insurance,… more
- Serendipity Labs (Madison, WI)
- …as a consultant vs. salesperson. * Business software knowledge, including: Salesforce , Word, Excel and PowerPoint. Perks & Benefits: + Sales commission + ... with your prospect list and delivering against agreed activity cadences in Salesforce . * Isolating more immediate needs from relationships that require development.… more