Job Search Results for salesforce

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

Key Responsibilities: The key responsibilities of the CDP architect include:1. Meeting various data system owners and understanding data at a granular level2. Designing,... More developing, and reviewing data architecture for CDP systems, including data streams, data transforms, data modelling, data flows, and calculated insights.3. Collaborating with other teams and designing CDP integrations with other data systems and applications to support business goals.4. Designing incoming Data pipelines to load consumer data from various sources into the CDP system.5. Designing Queries, aggregations, Segments, Audience activations for customer journey orchestrations.6. Estimating deep technical & custom development solutions on the CDP platform that meet project requirements7. Creating and implementing data quality processes and controls to ensure data accuracy and integrity.8. Developing and maintaining documentation, such as technical specifications, data dictionaries, and process diagrams.9. Serving as Subject Matter Expert for everything architecture/design related for a global CDP rollout10. Ensuring compliance with data privacy and security regulations, such as GDPR and CCPA and other Data Protection Acts when creating CDP Designs11. Providing technical guidance and support to CoE team and stakeholders, including training on CDP systems and best practices.12. Helping stakeholders understand CDP's capabilities and the transformative power of digital marketing13. Continuously identifying areas to improve the performance of customer data platform, including scalability, reliability, and security based on inputs from monitoring and reporting14. Staying up-to-date with industry trends and advancements in CDP technology to continuously improve the platform and processes.15. Contribute to CoE building activities by creating reference architectures, common patterns, data models and re-usable assets that empower our stake holders to maximize business value using the breadth of the Salesforce solutions available, also harvesting knowledge from existing implementations.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 client of Insight Global within the music financing industry is hiring a Contract Specialist. This role is responsible for determining proper parties to sign contracts based on review of... More documentation provided. Individuals must be able to handle multiple tasks and work well under timing restraints. Responsibilities:? Generate 5-8 contracts daily? Assign files to underwriters using contract back log? Send completed financing agreements via Docu-Sign to creatives and their teams for execution? Review Pricing Model and payor statements to determine contract accuracy? Understand various payor forms and guidelines? Data Entry- Update Salesforce with contact information and deal terms ? Work closely with Sales, gathering information & documentation required to draft Financing Agreements? Provide support for Operations ? Pull background searches? Save executed contracts according to file naming convention? File UCCs? Conduct conference calls with creditors? Conduct Quality assurance funding calls with creatives? Draft NDAs and Referral Agreements? Provide support with various projects pertaining to campaign, lead sources/deal sources? Create and submit closing packages using Salesforce? Prepare lender files at closingWe 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

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

A large commercial real estate company that specializes in industrial properties is looking to hire a temporary Leasing Coordinator to support their Toronto team. This person will be joining a team... More of 10 to support local deals, properties, events, proposals, and marketing material. Day to day, this person will manage lease transactions with listing brokerages, including assisting with showings, trading proposals, facilitating document completion, running credit checks, and overall supporting the creation of leases. This person will also have a large hand in coordinating with the company's legal team once clients agree to terms. Lastly, this role will require the use of Salesforce as a CRM and deal tracking tool. The other piece of this role will be heavily related to marketing - this will include responsibilities like creating collateral for buildings, partnering with the internal marketing team for accurate information for listings, creating attention catching materials, and responding to clients as needed. Overall, this team is seeking a responsive, professional, and highly communicative team member to manage both the leasing and marketing responsibilities for the Toronto team. This role will be temporary, to support a large influx in recent work for the group - the starting term is 1 month but has potential to extend up to 6 months total. This person will work 4-5 days in the Toronto office from 8:30 AM - 5:30 PM. This role can pay between $29-$39/hr, based directly on years of experience and technical qualifications.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

Project OverviewThe team is in the middle of a migration from Salesforce Marketing Cloud to MoEngage, focused on rebuilding and modernizing the data ingestion and curation pipelines that support... More email marketing and outbound communication workflows.Role SummaryThis is an intermediate to senior-level BI/Data Engineering role focused on the data infrastructure side, not dashboarding or Looker development.You will own and drive the migration of existing data curation processes into a more scalable, cloud-native model. This includes working closely with business stakeholders to understand current workflows, translating them into improved data models, and implementing pipelines that integrate with the new marketing platform.The environment is Python-based, with heavy use of SQL, Airflow, GCP, and dbt.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's top pharmaceutical client is seeking a Omnichannel Lead to join their Omnichannel Strategy & Execution division. The consultant will assist with strategy and implementation/execution... More of brand campaigns. The lead will be aligned to one/colleciton of brands and be their point on delivering on their Omnichannel vision by collaborating with cross-functional teams across the Brands, Digital, Agencies, and Advanced Analytics. This consultant will be responsible for working across functions and brands to drive campaign execution through internal capabilities like Salesforce Marketing Cloud (SFMC) and corresponding digital channels in the connected customer journey. This person must have strong knowledge of email marketing/email channel, how it connects to other marketing channels, and understanding of the technologies behind integrating these channels. This role will be key in partnering with Brand and IT teams to develop taxonomy/tagging across digital/personal channels. They will also partner with Analytics/Data Science to uncover insights for omnichannel enablers/ Knowledge of commercial pharma data, Google Analytics, SFMC, and Veeva CRM is a big plus.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 an Account Executive ? Public Sector (SLED) for a growing data intelligence organization expanding its footprint across state, local, and education markets. This individual... More will own the full sales cycle, driving pipeline through high-volume outbound efforts while closing solution-based deals that address real operational challenges within government entities. The ideal candidate is a gritty, high-motor seller who thrives in outbound environments, is eager to learn public sector procurement, and wants to grow into a long-term SLED account owner rather than a transactional rep. This is an excellent opportunity for an SDR ready to step into a closing role or an early AE looking to sharpen outbound discipline and strategic selling skills.Day-to-Day:?Execute high-volume outbound activity to build pipeline?Own the full sales cycle from cold outreach through close?Sell data intelligence solutions into state, local, and education (SLED) accounts?Run discovery calls and product demos with decision-makers and end users?Support and respond to RFPs, bids, and procurement workflows?Maintain accurate pipeline, activity, and forecasting in Salesforce?Partner with senior sellers on larger or more complex deals?Build long-term relationships within public sector organizationsHybrid onsite 3x a week in Boca RatonBase Salary $60KWe 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 is seeking a highly skilled Service Designer to join one of our largest national financial services clients. In this role you?ll join a growing team of about 15 individuals (1 service... More designer, 5 other UX researchers and 8 designers / capability owners). This client is currently working to reprioritize their 5 priority pillars, which are:1.Ultra-High Net Worth2.Banking & Lending3.Advisor & Client Platforms4.Foundations (Data Operations, Backend processes)5.New Client OnboardingIn this role, you will flex across all priority pillars, with a primary focus on taking research to a deeper level of rigor and insight. You?ll partner closely with architects and business stakeholders to translate research into tangible, actionable outcomes. The work centers on uncovering and analyzing the complexity behind processes that customers and clients typically do not see.For example, in a wire transfer, a client associate may initiate the transfer within an internal system, but from the client?s perspective, they can only see when the transfer was initiated and when the funds ultimately appear in their account?not what happens in between. When delays occur, this lack of visibility becomes a pain point. Through in depth research, this role seeks to uncover how the underlying process functions from one account to another and identify opportunities to provide clients with greater transparency and insight into that journey.This role sits between UX Research and UX Design, translating early insights and findings into clear, actionable documentation - including service blueprints, workflow diagrams, user flows, and low to mid fidelity experience artifacts.You will work closely with researchers, product teams, designers, and platform owners to define current-state processes and co-design future state journeys, especially for workflows powered by Salesforce, Pega Infinity, and internal client-facing digital applications.Responsibilities:Document current state and future state workflows, including cross-team dependencies, data flows, triggers, and system interactions.?Create service design artifacts such as:oService BlueprintsoProcess MapsoUser FlowsoCustomer/Advisor Journey MapsoWireflows and UX documentation?Align workflows across Salesforce, Pega Infinity, and internal client-facing tools.?Work closely with UX Researchers to transform findings into structured artifacts that guide design and development.?Synthesize qualitative and quantitative insights into actionable frameworks, problem statements, and design opportunities.?Maintain consistent documentation standards and ensure alignment with product strategy.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