Job Search Results for salesforce

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

Build and update Salesforce reports and dashboards to track key metrics.Use SQL to pull data from databases for deeper analysis and reporting.Meet with business teams to gather requirements and... More understand their needs.Document processes, meeting notes, and project updates in Confluence.Share reports, files, and updates through SharePoint for team collaboration.Analyze trends and performance data to support business decisions.Hourly Pay Rate: $40-45/hourWe 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

Project Manager role responsible for the migration of FM sites operating Maximo CMMS to Salesforce following a prescribed deployment project plan templateFollowing project plan process, utilize... More templates to populate plans for each account and site as needed to document specific details such as stakeholders, schedule of activities, owners, etc.Document and track key performance indicators of the project plan, account team engagement, and completion rates that roll up to the regional overall program planMeasure and report on predictable quality of deployment, key areas for follow up, and escalation processes to ensure project schedules and overall program plan timeline are on trackWe 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

Insight Global is looking for an Inside sales Representative who will be focused on selling clients portfolio of products to customers in all business segments and territories in Canada. The daily... More responsibilities include prospecting, responding to web/phone inquiries, building and developing account relationships that will increase revenue growth, account penetration, and customer satisfaction.Responsible for closing and supporting business to achieve (or exceed) pre-determined sales quotaSupport the Salesforce (SF) activities including updating and maintaining the account database and support email and marketing campaignsProvide support to Channel partners for sales quotes and parts requirementsAssist in responding to RFP (bid) opportunities across all business segmentsSupport Canadian customer part requests, quotations, order processing, trouble shooting and customer concernsWork closely with the Canadian sales and support staff to achieve revenue goalsBecome proficient in all business segment products, product knowledge and functionality, and highly skilled with product demonstrationsWork with the internal and 3rd party service groups to support and trouble shoot customer service requirementsRecognize market trends and/or issues and suggest solutions to increase customers profitabilityOccasional travel to customer sites and/or tradeshows as needed (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

We are seeking a highly analytical and strategic Chief of Staff to support executive leadership in driving operational excellence, data-driven decision-making, and enterprise-wide process... More improvements. This role is ideal for someone who thrives at the intersection of analytics, project management, and strategic execution.________________________________________Key Responsibilities:Strategic Support: Act as a trusted advisor to executive leadership, helping to prioritize initiatives, track progress, and ensure alignment with organizational goals.Data & Analytics: Leverage tools like SQL, Power BI, and Tableau to build dashboards, generate insights, and support data-driven decision-making across departments.Project Management: Lead and support cross-functional projects, ensuring timely delivery, stakeholder alignment, and measurable outcomes.Process Improvement: Identify inefficiencies and lead initiatives to streamline operations, improve workflows, and implement best practices.Executive Communications: Prepare executive-level presentations, reports, and updates for internal and external stakeholders.Operational Rhythm: Manage the cadence of business operations, including leadership meetings, planning cycles, and performance reviews.Cross-Functional Liaison: Serve as a connector between teams, ensuring clear communication, accountability, and follow-through on strategic priorities.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

Day-to-Day Overview: Gather, analyze, and translate business requirements into technical and functional artifacts and design.Work cross functionally across technical and business teams to provide... More strategic insights relating to project.Plan, facilitate, and refine requirements in conjunction with technical and nontechnical staff.Work cross functionally across team lines to advise, ideate, and propose solutions to gaps within process and exist/future state design.Aggregate artifacts into confluence and help create/guide user story creation in Jira.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

A client is looking for a Data Migration Specialist to help with a data migration/ conversion project for the records management system. These individuals will be responsible for all the data mapping... More and data conversion from their legacy system to their vendor's record management system. This person will be working with the companys platform. In addition, this person will be defining and documenting data sources, functionality and expected output. This person must have excellent verbal and written communication; as well as analytical/ troubleshooting skills.Ability to take individual project reports and create/update this companys systems -Host and lead meetings and document all agreements and tasks-Organizes and publishes project related documentation in various sources.-Expert in Microsoft Office: Word, Excel, PowerPoint, SharePoint and Outlook, with previous experience in schedule organization.-Demonstrated willingness to be flexible and adaptable to changing priorities.-Strong multi-tasking and organizational skills.-Proven ability to work effectively both independently and in a team-based environment.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

An employer in San Francisco, CA is seeking an Events Coordinator to join their team. Responsibilities include:* Support ticket management system, the in-take, vetting, and qualifying of requested... More events by the internal business unit within the required response times/SLA* Ability to multitask many events and projects simultaneously and scale volume without compromising execution, and can be, on average, 3-6 events weekly, depending on the season.* Key stakeholder for G-Cal calendar management for internal event spaces* Assist in managing vendor relationships (ex, caterers, DJs, staffing agencies, etc.) and work with internal teams to facilitate* Order, stock, and organize event products in a variety of spaces, including keeping the storage rooms organized* Support event leads on pre-event planning decks and post-event summary decks for all stakeholders* Craft event communications and maintain template library* Post-event reconciliation, including lessons learned, budget & invoice reconciliation, and follow-up survey feedback* Utilize various tools: GCAL, Social Tables, the Salesforce ticketing system, and Google products to document and manage event programs* Research creative and innovative event and entertainment options* The job requires in-office management of events and includes some night and weekend program support requiredThis is a 100% on-site role M-F. Must be local to San Francisco/Bay Area. Candidates must be willing to work night on occasion and very rarely weekends during the assignment, This is a high-paced role and the right candidate must be willing to work well in a high-volume role and manage stress effectively.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

Insight Global looking to bring on a business analyst specially in the marketing and financial services background.We are a company committed to creating inclusive environments where people can bring... More 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

Project: SMT Service Management Transformationheavy in the US time zone global and other regions (EMEA time zone)Position Summary:The Workday Integration Tester will focus on testing Workday to... More ServiceNow integrations and ServiceNow to Workday, ensuring successful migration and system functionality. This organization is going through a Salesforce to ServiceNow migration. The role involves working closely with business process owners and supporting the integration testing phases to ensure a smooth go-live in October 2025 and support afterwards.Responsibilities:Conduct integration testing for Workday to ServiceNow and ServiceNow to Workday.Collaborate with business process owners and other stakeholders.Perform configuration and support for system enhancements.Manage testing phases including UAT (User Acceptance Testing) and SIT (System Integration Testing).User Acceptance Testing (UAT):Validate the system functionality against business requirements.Ensure end-users can perform their tasks using the new system.Identify and resolve any issues before the system goes live.Conduct testing in lower tenant environments to ensure accuracy.System Integration Testing (SIT):Test the integration points between Workday and ServiceNow.Verify data flow and system interactions.Ensure all integrated components work seamlessly together.Perform thorough testing to identify and fix any defects.Ensure test scenarios and scripts are comprehensive and accurate.Support system stabilization and address any defects post-go-live.Utilize tools such as JIRA, ServiceNow Integrations, API, and Webservices for testing and documentation.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