Job Search Results for salesforce

We are seeking a detail-oriented and highly organized Sales Operations Specialist to support our growing Sales Operations function. This role will focus on maintaining core operational processes,... More ensuring data accuracy, and enabling the sales team through efficient systems, reporting, and support. The ideal candidate thrives in a fast-paced environment and brings a strong foundation in CRM management, reporting, and sales support, along with an interest in leveraging AI to improve efficiency and decision-making.Key Responsibilities? Support day-to-day Sales Operations activities, ensuring continuity of core processes.? Maintain and manage CRM data integrity, including opportunity and pipeline accuracy.? Assist with deal support, including deal processing, validations, and approvals.? Execute routine reporting and dashboards to support sales leadership (forecasting, pipeline, etc.).? Partner with Sales, Finance, and Business Operations to ensure alignment across systems and processes.? Support territory assignments, account ownership updates, and sales hierarchy maintenance.? Leverage AI tools and automation to streamline workflows, improve data quality, and enhance reporting and insights.? Support the adoption of AI driven capabilities within Sales Operations (e.g., forecasting insights, data enrichment, process automation).? Identify process improvement opportunities and support implementation of enhancements.? Provide ad hoc analysis and operational support as needed.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

Role OverviewThis role sits within the Operations function, supporting a newly launched discount program. The primary focus is ensuring discounts are correctly applied, validated, and billed by... More leveraging internal systems, reporting, and close collaboration with cross-functional teams. The role is highly operational, detail-oriented, and system-dependent, with a strong emphasis on accuracy, speed, and issue resolution.Day-to-Day Responsibilities? Support the ongoing operations of a discount program, ensuring discounts are applied accurately and consistently? Review job orders and system data to validate that discounts have been properly applied prior to billing? Investigate and resolve discount or billing issues by working cross-functionally with internal teams (billing, accounting, operations, systems)? Rely heavily on internal systems to track, verify, and correct discount applications? Manage shared inboxes and incoming requests by: ? Reviewing emails? Understanding the issue? Identifying the root cause? Implementing or coordinating the fix? Identify operational gaps and collaborate with partners to mitigate future issues? Report on trends, successes, and errors related to discount usage and billing accuracyMaintain organized tracking and documentation using spreadsheets and reporting toolsWe 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 Insight Global Client is hiring an Event Operations Coordinator to support the operational and administrative backbone of the global events program. This role partners closely with the Director,... More Global Events and event managers to keep the function structurally organized by managing purchase requests, purchase orders, invoicing, budget tracking support, vendor documentation, and the processes and procedures that keep programs moving smoothly. The right person is highly organized, comfortable working across finance, procurement, and marketing partners, and thrives in an environment with multiple workstreams and tight timelines.Financial Administration and Procurement Operations- Own end to end invoice processing for the global events team, including intake, validation, routing for approval, and coordination with finance to ensure timely payment and clean accruals and close support- Create and manage purchase requests and purchase orders, track status, and resolve mismatches between invoices, POs, and receiving documentation- Build and maintain a centralized vendor payment tracker and monthly forecast view to support visibility and planning Process, Tools, and Documentation- Contribute to improving the team?s operating cadence, templates, SOPs, and trackers to keep workstreams consistent and audit ready- Maintain a centralized repository for event documentation, including vendor contracts, SOWs, insurance certificates, W9s, and other required compliance and procurement artifacts- Support event technology operations as needed, including registration platform support, data hygiene, and post event exports and reporting workflows Cross Functional Coordination and Operational Support- Serve as the operational point of contact between Global Events and finance, procurement, legal, and key vendor partners to unblock approvals and keep timelines on track- Support on site operations as needed, including shipping and inventory tracking, badge and materials coordination, and onsite readiness checklistsAssist with post event wrap, including invoice closeout, final budget reconciliation support, and lessons learned documentationWe 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 driven Business Development Manager to lead growth initiatives and identify new market opportunities. This individual will play a key role in developing strategic... More partnerships, navigating complex business challenges, and closing impactful deals. The ideal candidate is a proactive, results-oriented professional who excels at building strong relationships and driving revenue growth. In this role, you will help shape market strategy, expand brand presence, and contribute to the long-term success of the business. This role will be salary but with a 15% commission bonus structure!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

Insight Global is seeking a detail-oriented Collector to join a firm focusing on collections of court fees and fines along with other portfolio types. The Collector is a crucial part of their team,... More tasked with managing a designated portfolio of accounts to recover outstanding balances. This role goes beyond simply making calls; it requires a blend of excellent communication, problem-solving, and negotiation skills. A Collector is expected to receive/ place 100- 150 calls per day. Majority of calls will be on an outbound dialer with a switch to inbound calls for the other part of the day. Attendance is a major priority for this team and impeccable attendance is expected.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

We are seeking a hands-on Vice President of Marketing to build and scale a modern marketing engine that directly drives revenue. This is a rare combination role: we need someone who is both a... More creative, skilled writer and a full-stack marketing operator ? someone who can craft a compelling POV, develop a content strategy, and execute a demand generation program without losing the thread between any of them.This role requires a leader who:?Is deeply aligned with Sales and accountable for pipeline?Can write ? not just direct writing, but produce sharp, differentiated content personally?Knows how to build demand from the ground up across digital, ABM, events, and field?Uses AI tools actively and creatively ? not just for efficiency, but to sharpen thinking, accelerate ideation, and produce better work faster?Understands product marketing, messaging, and how to make a complex product easy to understand, buy, and sell?Has the grit to operate in a fast-moving, resource-constrained environmentYou will have:?Direct ownership of pipeline and growth?The creative latitude to build a brand narrative that genuinely challenges category conventions?Close partnership with Sales and executive leadership?The ability to build a modern, AI-first marketing function from the ground upWe 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 position offers an exciting opportunity for an individual desiring to advance their professional career in a senior executive level position and participate as part of the senior management... More team, while working on some of the region?s most impressive projects. The right candidate for this position will have a proven track record of performance in business development, leadership, meeting annual sales goals, possess a strong work ethic, and desire to participate in a cohesive team-centric environment.What you?ll do: The Senior Account Manager & Business Development position is responsible for the creation and execution of strategic account initiatives within our core areas of competency resulting in sustainable year-over-year growth in revenues. Responsible for identifying target markets and prospective clients, building client relationships, developing sales and marketing plans, and individually contributing to annual sales goals more than $5 million per year.This role requires strong leadership and teamworking skills, senior level management experience, and knowledge of advanced relationship building, marketing methods and tools. This position is responsible for building long-term business relationships with core clientele in the pursuit of key projects with construction values more than $250 million. Must have a proven track record of consistently reaching annual sales goals.The successful candidate will be goal-oriented, organized and diligently perform sales-directed activities required to meet individual sales goals as mutually defined to consistently maintain targeted backlog levels. This position reports directly to the President of UER.Key Responsibilities:Business Development & Sales Strategy? Develop and execute strategic sales plans to expand market share and revenue growth.? Identify and cultivate new business opportunities within the construction inspection, material testing, and geotechnical design sectors.? Build and maintain long-term relationships with key clients, contractors, and stakeholders.? Collaborate with technical teams to develop tailored solutions that address client needs. Work collaboratively with the Sales & Marketing Team throughout the entire sales cycle? Track all prospecting, leads, meetings and daily tasks? Plan and carry out business development activities; including but not limited to meeting/networking with current and prospective clients, developing relationships, maintaining and developing business development strategies and working to continually improve UER?s customer experienceClient Relationship Management? Serve as the primary point of contact for major accounts, ensuring high client satisfaction.? Timely address customer inquiries to retain business, and maintain the company?s high standards and reputation? Regularly visit existing accounts to maintain professional business relations? Negotiate contracts, service agreements, and project scopes with clients and partners.? Build and maintain long-term relationships with current clients and their management teams by conducting regular meetings with clients to assess needs, present new services, and reinforce value propositions.Team Leadership & Collaboration? Lead and mentor a team of sales and account management professionals, ensuring alignment with business objectives.? Work cross-functionally with marketing, operations, and technical teams to develop compelling proposals and marketing materials.? Maintain integrity, honesty, and deal ethically with customers under all circumstances? Foster a culture of collaboration, innovation, and excellence within the sales team.Market Analysis & Competitive Intelligence? Monitor market trends, competitor activities, and regulatory changes within California?s A/E industry.? Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in industry specific professional associations.? Provide strategic insights and recommendations to leadership based on industry intelligence.? Develop and implement strategies to position the firm competitively in the marketplace.Proposal & Contract Development? Work with marketing team to deliver high-quality proposals, presentations, and RFP/RFQ responses.? Ensure proposal submissions align with client expectations and industry standards. Create and deliver sales presentations that are compelling, accurate, and informative? Develop, implement, and maintain sales activities and plans necessary to meet annual sales revenue targets of $5 million minimum.? Collaborate with technical teams to create winning strategies for securing projects.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

Insight Global is hiring for a JR/Mid-level AI Engineer to design, ship, and scale production-grade AI agents and Retrieval-Augmented Generation (RAG) solutions on Microsoft?s stack?primarily Copilot... More Studio and Azure AI Foundry?integrated across Microsoft 365 and core enterprise systems. You?ll partner with product and domain teams to turn high-value use cases into dependable, governed AI workflows that improve speed, quality, and safety.? Build agentic solutions with Microsoft Copilot Studio and Azure AI Foundry, including custom plugins/actions for LOB systems.? Design & maintain RAG architectures for enterprise content; optimize quality with offline and online evaluations.? Integrate across the ecosystem using Power Platform, Azure Functions/Logic Apps, and secure connectors.? Operationalize models and agents with CI/CD, telemetry, and feedback loops.? Harden for enterprise: authentication, data loss prevention, content filters, and Responsible AI controls.? Standardize & scale: publish reusable templates, connectors, governance policies, and coding standards.Partner & deliver: run discovery with business stakeholders and move from POC to production.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

One of Insight Global's top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with... More external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients? requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.?Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.?Uses developed communication skills to deliver high quality service to a specialized client base.?Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.?Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. ?Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.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

Insight Global is seeking to hire a Service Sales Executive over Building Automation to join a large manufacturing company in their Omaha office. The Sr. Sales Executive can expect to work a hybrid... More schedule, where half of their time is spent in front of new and existing clients acting as a consultant by understanding their challenges and recommending services to their building systems. The other half of the time is spent developing scope of work for proposals, adding value to cost reviews, heavily coordinating with field estimators, and participating in sales department meetings, workshops, and seminars. Overnight travel is expected ~10% for training and business development as required based on the assigned territory. The pay range for this position is $85,000 to $105,000 along with a no-cap commission structure. Exact compensation may vary based on several factors, including skills, experience, and education.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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