Job Search Results for salesforce

Our client in the greater Cleveland area is seeking an Entry-Level Pricing Analytics Analyst to support a high-impact initiative. This role will work closely with senior leadership and the Advisor... More Operations team to analyze Salesforce data, validate actions, and deliver insights that drive advisor accountability and incentive outcomes.This is an excellent opportunity for a recent college graduate with a degree in Mathematics, Analytics, Economics, or a related field who has taken data-focused coursework and enjoys working hands-on with Excel, data validation, and trend analysis.You will support a firmwide project by transforming Salesforce data into clear insights that help leadership understand progress, accuracy, and impact.Key responsibilities include:? Extracting reports from Salesforce and analyzing data in Excel? Comparing current activity against baseline spreadsheets? Identifying trends, inconsistencies, and data gaps ? Performing audit-style reviews to confirm changes were correctly applied? Building and maintaining Excel-based analysis (pivot tables, comparisons, summaries)? Supporting year-end incentive validation, including: ? Calculating incremental value generated by advisors? Validating Salesforce data used to justify incentive payouts? Documenting repeatable processes (audit steps, reporting workflows, validation logic)? Presenting findings and insights to leadershipWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Salesforce Administrator supports implementation and maintenance of Salesforce solutions across diverse schools and business units. This position serves as a change agent and value-creator,... More aligning Salesforce solutions with business strategies via needs assessment, analysis, documentation, clear communication, and ongoing support. We are looking for someone with a strong understanding of the Salesforce platform and a desire to keep learning.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

Brings deep domain knowledge of Salesforce architecture and provides solution guidance to the team. This role will be more focused on the Healthcare side and if they have knowledge of Marketing... More Cloud, that is a huge plus.- Must have healthcare experience.- Needs to be strong with engineering and understand the Architectual design aspects to be able to provide sound decisions with stakeholders (not a greenfield application).- Lead skills with effective communication- Around 10 years of experience working with Salesforce and strong ability to provide technical development and Architectual solution/guidance to the team, specifically with Health Cloud and Marketing Cloud.- Experience with apex, LWC, Java and/or JavaScript- Salesforce Developer certified required and any additional certifications are great!- Proven ability to design and develop scalable programmatic solutions in an enterprise environment.- Strong understanding of the platform, with the ability to configure custom objects, formula fields, workflows, custom views, and other content of advanced complexity- Strong understanding of Salesforce best practices and functionality- Experience working with the Salesforce APIs and building services to connect Salesforce with other systems.- Experience developing within a framework and complying with defined standards.- Strong experience with Data Cloud- Strong Data Modeling Experience- Experience as a LeadLooking for someone who is humble, hungry and smartWe 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 highly organized and detail-oriented Sales Support / Recruiting Coordinator to support our sales and recruiting teams by managing high volumes of client job requisitions. This role... More is responsible for receiving client job orders, accurately entering job details and rates into Salesforce, assisting with confirmation letters, and ensuring timely and accurate job postings. The ideal candidate thrives in a fast-paced environment, handles sensitive pricing information responsibly, and can manage hundreds of job postings weekly.Key ResponsibilitiesReceive job requisitions from clients via email and Vendor Management Systems (VMS)Review client job orders for completeness and accuracyAccurately enter and maintain job requisitions within Salesforce, ensuring all job details are correct and visible to internal and external stakeholdersEnter and verify job rates, understanding these are externally facing and require a high level of accuracy and professionalismManage the posting of hundreds of job requisitions per week, meeting tight deadlines and prioritizing urgencyAssist with the creation, coordination, and distribution of confirmation lettersServe as a point of support between sales, recruiting, and operations teams to ensure job data is correctly communicated and up to dateMaintain data integrity and compliance with company and client standardsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The permit faciliator will be supporting permitting and stakeholder coordination for gas transmission and distribution projects. This includes managing permit applications, tracking statuses,... More coordinating with agencies and internal teams, and ensuring timely close-out of permits.Key Responsibilities:Permitting Support:?Provide permitting support via SAP, Salesforce, and email.?Obtain required permits and submit complete applications aligned with agency requirements.?Compile and review project plans, traffic control plans, environmental documentation, and easement documentation for accuracy.?Prioritize permits based on service level agreements, construction schedules, and agency requirements.?Monitor review timelines and proactively follow up on permit statuses.?Communicate with agencies and coordinate revisions with PG&E stakeholders.?Maintain organized records of permits including priorities, deadlines, statuses, and actions taken.?Document actions and updates clearly in Salesforce for supervisor and job owner review.?Adapt to jurisdiction-specific permitting requirements to avoid delays.?Facilitate permit fee payments through agency portals, ensuring accurate tracking and reconciliation.Stakeholder Coordination:?Track and communicate permit status updates to internal teams and supervisors.?Conduct regular check-ins and follow-ups to prevent stagnation.?Attend weekly and daily operating reviews and other team meetings.?Escalate permits at risk of delay or requiring leadership intervention.Permit Close-Out:?Address permit backlog and ensure timely close-out.?Review permits and supplemental documents, including aerial imagery, to verify restoration status.?Create close-out logs indicating permit status and field verification needs.?Add clear comments in Salesforce regarding close-out status.?Communicate with stakeholders and agencies to finalize permit closure.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 detail-oriented Billing & Contract Data Analyst to support a high-volume Registered Investment Advisor (RIA) client in Ohio. This role is responsible for reviewing client contracts... More and fee schedules, extracting billing-related data from Salesforce, and ensuring accurate configuration and maintenance of client billing records within Tamarac and other integrated billing platforms.This position plays a critical role in revenue accuracy, client transparency, and regulatory compliance by ensuring that client-specific fee terms, exclusions, and custom billing arrangements are correctly reflected from CRM through downstream billing systems.Responsibilities include:Review and interpret client agreements, fee schedules, amendments, and custom billing terms, including:- Advisory fee structures- Tiered and blended fee schedules- Client-specific exclusions, caps, or negotiated terms- Household-level and account-level billing nuancesValidate billing terms against firm standards and escalate discrepancies or ambiguities as needed.Extract billing-related data from Salesforce CRM on a recurring basis (weekly), supporting 6,000?8,000 contracts per cycleAccurately enter and maintain client billing data within Tamarac and other integrated billing or portfolio accounting platforms.Ensure consistency and data integrity across CRM, billing, and downstream systems.Maintain a strong understanding of the end-to-end data flow from Salesforce to billing systems to invoicing.Identify gaps, breaks, or inefficiencies in data handoffs and partner with Operations, Compliance, and Technology teams to resolve issues.Support billing readiness for periodic billing cycles and audits.Perform quality checks to ensure billing configurations align with contractual terms and regulatory expectations.Assist with internal and external audits by providing billing documentation and data validation.Maintain organized records and audit trails for billing decisions and updates.Document billing workflows, data standards, and exception handling procedures.Identify opportunities to improve automation, accuracy, and scalability in high-volume billing operations.Support system enhancements or CRM/billing platform integrations 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

The Senior Director of Technology is a pivotal leadership role responsible for building, operating, and evolving the technology foundation that enables our product strategy and business... More outcomes.Reporting to the CPTO, this leader owns the ?how? of technology delivery?translating product vision into scalable, secure, and reliable platforms. The role sits within our Product & Technology organization, partnering closely with Product Management (the ?why? and ?what?) and Data & Analytics, while maintaining clear accountability for the Technology function.This role is central to our evolution from a traditional IT centric model to a modern, product led technology organization, with a strong emphasis on our Salesforce CRM platform integration, and disciplined execution. The Senior Director of Technology also leads and governs our partnership with an external Managed Services Provider (MSP) responsible for Infrastructure, Information Security, and Help Desk services.This position is ideal for a technology leader who thrives at the intersection of platform architecture, engineering execution, operational excellence, and business impact.What You?ll Do (Key Responsibilities)Technology Strategy & Leadership?Partner with the CPTO and Product leadership to define and execute a technology roadmap that directly supports product strategy and company objectives.?Serve as the senior-most leader accountable for technology execution, technical decision making, and delivery outcomes.?Ensure technology strategy balances speed, scalability, reliability, and long term platform health.Platform Architecture & Engineering?Own the architecture and evolution of our core technology platforms, with Salesforce CRM as the primary system of record.?Guide build vs. buy decisions and ensure Salesforce is leveraged effectively without constraining broader platform innovation.?Ensure seamless integration across platforms, services, and data flows in support of end to end business processes.Delivery, Reliability & Operational Excellence?Own the delivery and operational performance of technology platforms, including availability, performance, security, and scalability.?Be accountable for measurable outcomes such as delivery throughput, system reliability, platform adoption, and contribution to key business metrics.?Establish clear engineering standards, technical governance, and quality bars across the technology organization.Agile Execution & Modern Development Practices?Champion a pragmatic, outcome driven agile delivery model that emphasizes predictability, transparency, and continuous improvement.?Ensure modern development practices are consistently applied, including CI/CD, DevOps, automated testing, and observability.?Balance rapid iteration with appropriate technical rigor and risk management.Team Leadership & Engineering Culture?Lead, mentor, and grow a high performing technology organization, fostering a culture of ownership, accountability, and continuous learning.?Build a modern software engineering discipline that attracts, develops, and retains top technical talent.?Clearly define roles, responsibilities, and expectations within the Technology team.MSP & Vendor Partnership?Serve as the primary technology leader overseeing our external MSP across Infrastructure, Information Security, and Help Desk functions.?Establish clear governance, performance metrics, and accountability models with external partners.?Ensure internal engineering and product teams are tightly aligned with MSP delivered services.Cross Functional Partnership?Act as a trusted technology partner to leaders across the business, translating complex needs into effective technical solutions.?Collaborate closely with Data & Analytics to ensure platform architecture enables trusted, timely, and scalable reporting and insights.?Communicate clearly and effectively with both technical and non technical stakeholders.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 Cloud Engineer to join a Dallas-based client in an onsite, permanent opportunity. As a Cloud Engineer, you will own the operation and reliability of enterprise cloud and... More SaaS platforms that support critical business applications and integrations. You will manage and support multi-cloud environments across AWS, Azure, Oracle, Salesforce, and MuleSoft Anypoint, including platform administration, CI/CD enablement, automation, monitoring, and incident response. This role is responsible for maintaining secure, scalable, and highly available integrations and APIs; administering Salesforce and MuleSoft platforms; designing and governing GitHub-based CI/CD pipelines; and partnering with development, infrastructure, security, and SRE teams to improve operational maturity, performance, and reliability. You will also support change management, documentation, and 24x7 uptime for business-critical systems.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

In this role, the Analyst will work hands-on with Salesforce data and business visualization tools to support institutional fundraising through reporting, dashboards, and analytics. The individual... More will use SQL to query and model data within the Salesforce object framework, transforming raw sales and operational data into clear, accurate, and well-designed dashboards using tools such as Tableau or similar BI platforms. They will partner with internal Salesforce and integration teams to define data requirements, understand the underlying data model, and ensure data is structured in a way that supports scalable reporting and analysis. The Analyst will help maintain data quality by identifying inconsistencies, supporting data cleansing efforts, and validating outputs before they are shared broadly. They will also apply lightweight Python as needed for basic data manipulation or reporting support. Overall, the role focuses on turning CRM and fundraising data into intuitive, polished, and business-ready visualizations that enable ICS teams to operate more effectively, without requiring deep system configuration or advanced engineering work.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 Content Quality Assurance and Auditor for one of Toronto's largest financial institutions. The Content Quality Assurance & Auditor will be responsible for the primary... More validation, Quality Assurance (QA), and Quality Control (QC) of email, SMS, web campaigns, and automated customer journeys developed in Salesforce Marketing Cloud and Data Cloud. As part of the Digital & Direct Executions team within the broader Marketing organization, this role is crucial in leveraging customer data and insights to deliver meaningful communications to customers. The Content Quality Assurance & Auditor will execute QA/QC across multiple campaigns concurrently, providing necessary guidance to developers and project managers, and ensuring all digital assets meet quality standards and compliance 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