Job Search Results for salesforce

Overview: One of Insight Global?s higher education clients is seeking experienced IAM Engineers with hands-on Radiant Logic (RadiantOne) expertise to support the deployment and integration of... More RadiantOne V8 as part of a major identity fabric modernization initiative. This role focuses on standing up RadiantOne in an on-prem environment, integrating multiple enterprise data sources, and ensuring the platform is configured to operate smoothly within the client?s environment. Day-to-Day Responsibilities: Deploy and configure Radiant Logic RadiantOne V8 in an on-prem environment Integrate RadiantOne with enterprise data sources including Salesforce, Active Directory, Banner, and others Build and configure virtual directory views based on provided schemas and architectural direction Adapt RadiantOne deployment to function within existing AWS environment and Kubernetes pipelines Document deployment steps, integration patterns, and operational procedures Provide training and knowledge transfer to internal teams with varying levels of IAM experienceWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

This contract role will provide critical administrative support to Account Managers, ensuring efficient processing of quotes to orders, handling RMA (Return Material Authorization) and SRO (Service... More Request Order) tasks, and managing the tracking queue. These roles are designed to streamline sales operations and enhance customer experience by supporting the full order lifecycle and related administrative functions. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to:?Prepare, review, and process customer quotes and purchase orders. ?Ensure accurate entry of customer and shipping data into ERP/CRM systems (e.g., SyteLine, Salesforce). ?Generate order confirmations and invoice requests (limited volume). ?Proactively identify and resolve order discrepancies or delays.?Initiate and track RMA and SRO requests, ensuring timely resolution.?Maintain detailed records of all RMA/SRO activities and communications.?Coordinate with internal teams (service, operations, logistics) for efficient processing and follow-up.?Monitor and update the tracking queue for orders, returns, and service requests.?Communicate order status, tracking information, and delivery timelines to Account Managers and customers.?Escalate issues or delays to appropriate internal teams for resolution.?Maintain comprehensive records in CRM/ERP systems for all transactions and customer interactions.?Support data accuracy and troubleshoot system-related issues as needed.?Serve as a liaison between Account Managers, sales, operations, finance, and service teams.?Respond promptly to customer inquiries and resolve service-related issues.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Territory Sales Manager is responsible for maximizing the share of territory through high volume outbound prospecting and inbound inquiry conversion to achieve activations.WHAT YOU'LL BE... More DOING:Sales Growth:? Develop and execute a strategic sales plan to achieve and exceed sales targets for Containers, Ground Level Offices, Singlewide Modular Structures, Complex Modular Structures (in certain markets) and value-added products. ? Approximately 40% of time will be spent on outbound prospecting, 30% on inbound inquiry conversion, and the balance on account development and in-person prospecting or customer visits? Identify and prioritize potential customers, industries, and market segments to pursue for business development.? Maintain a robust sales pipeline and consistently work towards converting leads into successful sales.? Pursue a high volume of top project and transactional opportunities while offering turnkey space solutions and value added products. Customer Relationship Management:? Build and maintain strong, long-lasting customer relationships through regular communication, site visits, and exceptional customer service.? Understand customer needs, provide product recommendations, and address inquiries or concerns promptly.? Collaborate with customers to create tailored solutions that meet their specific container and modular structure requirements.? Utilize SalesForce CRM system to track performance and manage customers collaborativelyMarket Analysis:? Stay up-to-date with industry trends, market conditions, and competitor activities within the territory.? Conduct market research and analysis to identify potential opportunities for growth and differentiation.? Provide feedback to the management team on market insights and customer feedback.Quoting and Pricing:? Employ a consultative selling approach where appropriate to maximize pricing and monthly lease rates.? Prepare accurate and competitive price quotes for potential customers.? Negotiate terms and conditions of sales agreements to ensure mutually beneficial outcomes.? Collaborate with internal teams to ensure seamless order processing and delivery.Reporting and Documentation:? Maintain detailed records of sales activities, customer interactions, and sales forecasts using CRM software.? Generate regular reports on sales performance, market trends, and competitor activity for management review.? Meet daily/weekly expectations on leading indicators to meet trifecta goals.Team Collaboration:o Collaborate with cross-functional teams, including operations, logistics, and customer support, to ensure customer satisfaction and successful project execution.? Provide guidance and support to colleagues when needed to achieve common sales objectives.Additional Duties and Functions as assignedWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a CRM Project Manager for a top financial services client within an Equities Technology portfolio. This individual will act as the primary point of contact for CRM support... More and project coordination, ensuring smooth day-to-day operations while driving enhancements across the platform. The ideal candidate brings a strong blend of project management, CRM functional expertise, and user-facing support experience, and thrives in fast-paced, highly visible environments supporting front-office teams. This is a hybrid position requiring 3 days a week onsite.Day-to-Day:?Serve as the first-line functional support contact for CRM (Salesforce) inquiries from Global Markets users?Troubleshoot CRM data, workflow, permission, and UI issues; escalate to internal or vendor teams as needed?Maintain detailed issue logs including severity, business impact, resolution path, and turnaround times?Identify recurring CRM pain points and partner with admin/development teams on enhancements?Track tasks, dependencies, risks, and milestones for CRM and related initiatives?Coordinate UAT efforts, including test scripts, defect logging, user feedback, and retesting?Support cross-functional initiatives such as CRM integrations, data migrations, and workflow redesigns?Communicate clearly with users regarding issue status, resolutions, and escalations?Assist with CRM training materials, job aids, quick-reference guides, and release notes?Support onboarding of new users, including walkthroughs of core workflows and best practicesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Purpose of Requisition:- The Client is modernizing Equipment Finance (EF) operations and electronic workspaces. - Presently, EF Associates employ different computer applications to perform like... More functions. - This project will train EF Associates to perform work employing computer applications across the organization. - Consultants will be required to train Associates to perform actions using INFOLEASE 9, PEGA, FLEX, SALESFORCE and other associated business software applications. - Consultants will develop training content and deliver training to new system users. Job Description:- We are seeking a highly motivated and experienced Training Consultant to design, develop, and deliver comprehensive training programs for our finance professionals.- The ideal candidate will possess a deep understanding of computer-based applications, exceptional instructional design skills, and a proven ability to engage and educate diverse audiences. - As a Training Consultant, you will be part of a team that conducts needs assessments to identify skill gaps, creating engaging training materials, including presentations, workbooks, and interactive exercises, and facilitating both in-person and virtual training sessions on a wide range of financial topics. - You will collaborate closely with subject matter experts within Equipment Finance to ensure accuracy and relevance of content, and continuously evaluate the effectiveness of training programs, making data-driven improvements. - Furthermore, you will serve as a resource for ongoing learning and development, providing support and guidance to associates seeking to enhance their career potential. - A strong commitment to fostering a culture of continuous learning and professional growth within the organization is essential.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Position Summary:As a Contracts Manager on our growing contracts and compliance team, you will be a key player in supporting the full lifecycle of government-related agreements. You will work closely... More with cross-functional teams?legal, sales, product, operations, and finance?to review, redline, negotiate, and manage a wide range of contracts. The ideal candidate is a detail-oriented, solutions-driven professional with the flexibility and initiative to thrive in a high-growth, fast-paced environment.This role demands a self-starter who can operate independently, drive contracts to closure, and ensure compliance with internal policies and applicable regulations.Key Responsibilities:?Oversee end-to-end state and local government contracting processes beginning with request for proposal or sole source opportunity through wind-down in accordance with applicable regulations, statutes and laws for contracts in the Contract Manager's region. ?Support cradle-to-grave contract lifecycle activities including intake, review, negotiation, execution, compliance monitoring, amendments, and close-out.?Partner with stakeholders to ensure contractual obligations, deliverables, and risk mitigation measures are understood and actionable.?Coordinate contract approvals and documentation in alignment with internal Delegation of Authority (DOA) and governance frameworks.?Provide guidance to internal clients on contractual interpretation, risk exposure, and escalation paths.?Maintain accurate contract records and data in our CLM system (Cobblestone/Salesforce), identifying opportunities for automation and process improvement.?Maintain compliance artifacts in Microsoft SharePoint/tools. ?Help develop and refine contract templates, playbooks, SOPs, and training materials.?Support audits, compliance reviews, and reporting obligations in collaboration with Finance, Legal, and Executive leadership.________________________________________We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

?Develop and maintain forecasting models for dependency completion using Power BI, SQL, and Excel.?Create scalable tools, standards, and recurring alignment processes to improve forecasting... More accuracy.?Collaborate with cross-functional teams to align work planning and dependency tracking.?Analyze cycle times for external agencies and identify opportunities for improvement.?Translate high-level business needs into actionable data models and insights.?Communicate findings clearly to technical and non-technical stakeholders.?Support the transition from SQL Server to Snowflake and explore scalable cloud-based solutions like Foundry.?Partner with teams managing Salesforce development to suggest data-driven improvements (no direct development required).We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Territory Sales Manager is responsible for maximizing the share of territory through high volume outbound prospecting and inbound inquiry conversion to achieve activations.WHAT YOU'LL BE... More DOING:Sales Growth:? Develop and execute a strategic sales plan to achieve and exceed sales targets for Containers, Ground Level Offices, Singlewide Modular Structures, Complex Modular Structures (in certain markets) and value-added products. ? Approximately 40% of time will be spent on outbound prospecting, 30% on inbound inquiry conversion, and the balance on account development and in-person prospecting or customer visits? Identify and prioritize potential customers, industries, and market segments to pursue for business development.? Maintain a robust sales pipeline and consistently work towards converting leads into successful sales.? Pursue a high volume of top project and transactional opportunities while offering turnkey space solutions and value added products. Customer Relationship Management:? Build and maintain strong, long-lasting customer relationships through regular communication, site visits, and exceptional customer service.? Understand customer needs, provide product recommendations, and address inquiries or concerns promptly.? Collaborate with customers to create tailored solutions that meet their specific container and modular structure requirements.? Utilize SalesForce CRM system to track performance and manage customers collaborativelyMarket Analysis:? Stay up-to-date with industry trends, market conditions, and competitor activities within the territory.? Conduct market research and analysis to identify potential opportunities for growth and differentiation.? Provide feedback to the management team on market insights and customer feedback.Quoting and Pricing:? Employ a consultative selling approach where appropriate to maximize pricing and monthly lease rates.? Prepare accurate and competitive price quotes for potential customers.? Negotiate terms and conditions of sales agreements to ensure mutually beneficial outcomes.? Collaborate with internal teams to ensure seamless order processing and delivery.Reporting and Documentation:? Maintain detailed records of sales activities, customer interactions, and sales forecasts using CRM software.? Generate regular reports on sales performance, market trends, and competitor activity for management review.? Meet daily/weekly expectations on leading indicators to meet trifecta goals.Team Collaboration:o Collaborate with cross-functional teams, including operations, logistics, and customer support, to ensure customer satisfaction and successful project execution.? Provide guidance and support to colleagues when needed to achieve common sales objectives.Additional Duties and Functions as assignedWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An employer in the Woodlands, TX area is seeking a Dynamics 365 Functional Manager to join their team. This team is responsible for the development and maintenance of the enterprise organization's... More technical systems. On a daily basis, this person will be acting as a functional resource supporting the Dynamics 365 platform, specifically in Finance and Operations. This person will be responsible for the administration of D365?F&O including troubleshooting first-level business issues, internal audit requirements, backend integrations with the other enterprise systems such as salesforce as well as managing 2-3 team members.?This is a permanent direct hire role paying in a rang of $150 - 170K annually dependent upon Tenure.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less