Job Search Results for salesforce

Data Modeling & Dashboard Development? Build, enhance, and maintain Power BI dashboards and reports that deliver clear, actionable insights to business stakeholders.? Design and optimize semantic... More models, data relationships, and data structures to ensure scalable and high-performing analytics solutions.? Write, refine, and troubleshoot DAX measures and Power Query (M-code) transformations to support evolving reporting needs.Data Quality, Validation & Troubleshooting? Perform regular data validation across Power BI, Salesforce, Snowflake, and Foundry sources to ensure end-to-end accuracy.? Investigate data discrepancies, identify root causes, and partner with data engineering or system owners to resolve issues.? Monitor dataset refreshes and performance, proactively addressing bottlenecks or failures.Cross-Platform Data Integration? Extract, clean, and prepare data from multiple platforms?including Salesforce, Snowflake, and Foundry?to support unified reporting.? Ensure data pipelines feeding dashboards are efficient, well-documented, and reliable.Stakeholder Engagement & Requirements Gathering? Meet with business partners to understand reporting goals, clarify requirements, and translate needs into well-defined analytical deliverables.? Present insights clearly, adapting communication style for both technical and non-technical audiences.? Gather ongoing feedback and iterate on dashboards to ensure solutions remain relevant and valuable.Collaboration & Continuous Improvement? Work closely with product, analytics, operations, and engineering teams to align reporting with broader business objectives.? Identify gaps in data, processes, or reporting capabilities and proactively recommend improvements.? Maintain documentation and advocate for best practices in data modeling, visualization standards, and governance.Ad-Hoc Analysis & Support? Use Excel for quick analyses, validations, pivots, and data exploration when needed.? Support stakeholders with one-off analytical questions or deeper dives into trends and performance drivers.Ownership & Professional Excellence? Take responsibility for deliverables from initial scoping to deployment, ensuring quality and timeliness.? Demonstrate curiosity, problem-solving, and a continuous improvement mindset, always looking for ways to enhance reporting efficiency and insight quality.? Collaborate openly, communicate clearly, and uphold a high standard of analytical rigor.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 looking for an Associate Managing Director to work for one of our client's based in the Kansas City area. This person will be responsible for helping to streamline communication and... More operations alongside the Managing Director. This person will be a key operational leader focused on supporting the sales and operations organizations within the company. This person will ensure that their region is up to par with sales performance and customer retention. There is travel required for this role, roughly 60% of the time where this person will travel within their region and meet with agents/wholesalers face to face to ensure customer satisfaction. The ideal candidate for this position has experience building customer relationships, leading sales and operations teams, and understands the full sales cycle. Since this person will be overseeing a team of sales executives, it is important that they have previously worked with either Salesforce or HubSpot to be able to give clear direction on the application itself.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 looking for an Associate Managing Director to work for one of our client's based in the Kansas City area. This person will be responsible for helping to streamline communication and... More operations alongside the Managing Director. This person will be a key operational leader focused on supporting the sales and operations organizations within the company. This person will ensure that their region is up to par with sales performance and customer retention. There is travel required for this role, roughly 60% of the time where this person will travel within their region and meet with agents/wholesalers face to face to ensure customer satisfaction. The ideal candidate for this position has experience building customer relationships, leading sales and operations teams, and understands the full sales cycle. Since this person will be overseeing a team of sales executives, it is important that they have previously worked with either Salesforce or HubSpot to be able to give clear direction on the application itself.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

A large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Select. This will entail products such as lines of credit, loans, and savings accounts. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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

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

A large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Custody. This willl entail having contact with registered investment advisors as well as clietns that are working thorugh the investement application. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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 remote Business Developer/Account Manager with strong business development skills and a solid understanding of data center grid environments. This role starts as a hunter, focused on... More opening doors and driving new business, and transitions into account management as relationships mature. The ideal candidate combines sales expertise with technical knowledge to engage confidently with hyperscale operators, grid connection providers, and co-location partners. Position DetailsLocation: RemoteEmployment Type: Full-TimeTravel: 70% of Time Responsibilities:Drive new business development within the data center grid ecosystemIdentify and engage hyperscale operators, grid connection providers, and co-locatorsManage the full sales cycle from prospecting to account managementProvide technical consultation during pre-sales and customer discussionsUtilize Salesforce for pipeline management and reportingConduct panel interviews and technical Q&A sessions with customersBuild strategic relationships and leverage networks to open doors in the grid data center marketCompensation: OTE $120K?$150K. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.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

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

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