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

Our client, a financial services organization based in Waltham, MA, is seeking a Business Systems Analyst (BSA) to support its Business Solutions Partner (BSP) team. This role focuses on CRM and... More marketing technology initiatives, with a strong emphasis on Salesforce Marketing Cloud, email marketing, and marketing automation within a B2B financial services environment.The BSA will act as a critical liaison between business stakeholders and an externally partnered Salesforce Marketing Cloud development team, translating business needs into clear, actionable requirements. This is a functional and analytical role, not a hands-on development position.Elicit, analyze, and document business, functional, and technical requirements related to CRM, email marketing, and marketing automation initiatives.Serve as a primary BSA on the sales and marketing side of the business, supporting B2B engagement and customer lifecycle initiatives.Translate business needs into detailed requirements for Salesforce Marketing Cloud, ensuring external development partners clearly understand scope and expectations.Collaborate with Sales, Marketing, and cross-functional stakeholders to support:Email marketing content and campaign executionMarketing automations and journey designCRM data usage and segmentation strategiesPartner with external Salesforce Marketing Cloud developers to clarify requirements, review deliverables, and ensure solutions align with business intent.$45-60/hrWe 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 Director to support the Marketing Line of Business at a Top Financial Institution! This individual will join a high-impact marketing technology team responsible for... More ensuring platform stability, driving data integration into Salesforce Data Cloud (CDP), and supporting campaign execution processes. This role will partner closely with cross-functional stakeholders across marketing, data, and technology teams to enhance audience segmentation and campaign effectiveness.Key Responsibilities:- Oversee platform maintenance, ensuring all marketing platforms are operating effectively with no outages or disruptions- Lead data integration efforts into Salesforce Data Cloud (CDP), including onboarding new data sources (e.g., credit, deposit, and lending data)- Support the development of audience segmentation and campaign sizing using integrated data- Manage and optimize marketing processes, including hands-on channel execution and operational workflows- Provide leadership to a team of 8?10 consultants and senior managers- Collaborate with multiple stakeholders across marketing, data, and technology teamsWe 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 large local government is implementing Salesforce for citizen/City employee services and needs a MuleSoft Integration Developer to design and build secure, scalable, API-led integrations between... More Salesforce and municipal systems (finance/ERP, permitting, utility billing, 311, GIS). You will join a cross-functional team of IT, business stakeholders, and external vendors to deliver integrations that support improved citizen experience and operational efficiency. This person will be required to be onsite 5 days a week normal M-F 8-5.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 Regional Sales Manager who will be responsible for driving sales growth across a defined Midwest territory by managing existing leads, generating new business through... More referrals, and delivering product demonstrations to industrial customers. This role focuses on selling handheld and small-form analytical instrumentation, including X-ray, LIBS, and elemental analysis spectrometers, into predominantly industrial markets.This is a fully remote, field-based role with regular customer travel throughout the assigned territory.Day-to-Day Responsibilities*Contact and manage customers based on inbound leads provided by the organization*Generate additional leads through customer relationships, referrals, and industry networking*Conduct follow-ups with customers via phone, email, and Salesforce*Schedule and perform web-based demonstrations and onsite equipment demos at customer facilities*Travel locally and regionally within the Midwest territory to meet with customers*Utilize Salesforce for forecasting, pipeline management, and customer follow-up*Transport and demonstrate company-provided analytical equipment at customer sites*Participate in local and regional trade shows (a few per month), coordinated with the marketing teamWe 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 client is undergoing a GTM technology transformation and is seeking a highly skilled and detail-oriented Quality Assurance (QA) Engineer with a strong focus on testing and validating... More functionality within different applications, including our Salesforce and Ironclad platforms. The ideal candidate will be responsible for designing, developing, and executing comprehensive test plans and test cases to ensure the highest quality of our internal business applications, specifically focusing on complex workflows, integrations, and configurations within these key platforms.ResponsibilitiesDesign, develop, and execute detailed, comprehensive, and well-structured test plans and test cases on a range of applications, including Salesforce, CPQ and Ironclad.Identify, document, and track bugs and defects, working closely with developers and business analysts to ensure timely resolution.Perform various types of testing including functional, regression, UAT support, integration, and performance testing across different tools.Develop and maintain QA automation scripts using appropriate tools.Collaborate with product owners and development teams to understand requirements and technical designs, ensuring testability and quality throughout the development lifecycle.Maintain and update testing documentation, including test plans, test cases, and quality metrics reports.Participate in release planning and deployment activities, providing quality gates and assurance sign-offs.Stay current with new testing tools, technologies, and methodologies, especially those related to Salesforce and Ironclad.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

Insight Global is seeking a Digital & IT Senior Analyst focused on manufacturing quality systems and processes. This role is responsible for defining, configuring, testing, training, and supporting... More Salesforce Service and Quality requirements while acting as a central point of contact for end to end quality management processes. The analyst will partner closely with business stakeholders, subject matter experts, and third party vendors to deliver solutions aligned with the Digital and IT strategic roadmap.Responsibilities may include:? Act as Subject Matter Expert for CRM based customer service and quality processes.? Document user stories and requirements supporting Salesforce and eQMS integrations.? Serve as the central point of contact for quality management processes within Digital IT.? Lead or co lead IT projects ensuring on time and on budget delivery.? Communicate decisions and recommendations to business and IT stakeholders.? Monitor system performance and identify improvement opportunities.? Coordinate with third party IT and service vendors.? Provide guidance, mentoring, and knowledge transfer to team members.? Support change management, training, and adoption efforts.This role is roughly 50-60hrWe 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