Job Search Results for salesforce

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

?Create SAP quotations and convert to sales orders?Process customer purchase orders in SAP with accuracy around pricing, terms, and delivery?Monitor backlog and order status reports; resolve holds,... More delays, and discrepancies?Create outbound deliveries and shipments in SAP?Obtain and apply freight quotes accurately?Ensure shipment documentation (including trailer certificates) is completed and distributed timely?Document all order changes, pricing updates, and customer communications in SAP?Serve as primary point of contact for assigned distributor/customer accounts?Proactively communicate delivery risks or schedule changes?Support post sale activities including invoice discrepancies, returns, and freight claims?Maintain order, shipment, and invoice tracking in Excel and Smartsheets?Manage sales related cases in Salesforce?Ensure data consistency across SAP, Salesforce, and reporting tools?Provide backup coverage for additional accounts as neededWe 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 client is hiring a Product Owner to lead the digital, CRM and data capabilities that will power our Away from Home (Away from Home) go-to-market strategy and execution model. You... More will be the single business owner accountable for designing, delivering and realizing commercial value from digital assets, Salesforce CRM and external data (e.g. Circana). This role owns automation, integration and the business use of digital assets and data to drive targeting, lead qualification, customer management, performance tracking and commercial decision-making.What you?ll own? Digital & Website: lead generation, website transformation (design, functionality, content), social (LinkedIn), email marketing, loyalty ? Salesforce CRM: lead scoring, lead/account/opportunity management, sales activity tracking, integrations to analytics/reporting.? Mapping and segmentation: customer, segment, channel and territory alignment.? Data & Analytics: integration and automation of internal and external data sources (e.g. Circana) to provide trusted data pipelines.Product ownership & delivery? Define product vision and roadmap; prioritise features by value, readiness and data availability.? Translate business needs into outcome-based requirements and decide MVP vs future scope.? Lead Steer-Co for CRM & Circana and provide timely business decisions to unblock delivery.Validate solutions with SMEs and ensure full team adoption post go-live.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

Our client (RIA) in Columbus, OH is seeking a Business Analyst / Business Systems Analyst to support enterprise data initiatives, including Data Lake ingestion and future AI-driven projects. This... More role focuses on defining data requirements, improving data quality, and managing the impact of data changes across systems such as Salesforce and Tamarac.Responsibilities include:? Document data and system requirements supporting Data Lake initiatives? Confirm scope, requirements, and testing approach? Partner with stakeholders across the data team? Act as liaison when data changes occur: ? Communicate field additions/deletions/transformations? Perform impact analysis? Coordinate with data scientists and system owners? Document changes and ensure clear communication to downstream usersWe 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 looking for a Data Analyst to support reporting, automation, and fulfillment activities across customer journeys and mutual fund processes, with a strong focus on the Canadian business. This... More role will play a key part in automating manual reporting and fulfillment steps, improving data quality through strong QA practices, and supporting ongoing reporting needs as processes transition to a more automated operating model. The analyst will work extensively with SAS, SQL, and Salesforce, contributing to journey reporting, mutual fund fulfillment, and technical documentation across the team?s data and analytics stack. "We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position." Key ResponsibilitiesAutomate reports and fulfillment processes, reducing manual steps across journey and mutual fund workflowsBuild, enhance, and maintain reporting using SAS, SQL, and Salesforce data sourcesSupport journey reporting, including Journey Builder technical specifications and fulfillment reportingPerform strong QA on data, reports, and automated processes to ensure accuracy and reliabilityDevelop and maintain dashboards and visualizations (BB Visualizer, TD Visualizer, PowerBI, Tableau as applicable)Document data flows, technical specifications, and reporting logic in ConfluenceSupport ongoing reporting during the transition of mutual fund reporting and automation into the OLB processCollaborate with journey teams on technology stack documentation and reporting requirementsExtensively support Canadian journey initiatives and mutual fund carry processesWe 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 Marketing Coordinator will own and elevate digital presence, expand social media engagement, and drive Salesforce and Mailchimp-powered email marketing initiatives. This person is responsible for... More the creative design of digital and print communications including email blasts, brochures, sales materials, and campaign collateral. Ideal for a hands-on marketer who thrives in a fast-paced environment, this position blends content creation, campaign execution, project coordination, and cross-functional collaboration. You?ll work closely with leadership, sales, and sales operations to ensure cohesive messaging and aligned campaign timing.Key ResponsibilitiesCampaign Management?Plan and execute marketing campaigns across email, paid search, social media, and other digital platforms.?Manage and execute email marketing campaigns through Mailchimp and Salesforce platforms, including audience segmentation, content creation, design coordination, and performance tracking.?Coordinate campaign timelines, messaging, and deliverables across internal teams.Content Creation & Brand Communications?Develop written and visual marketing content including website updates, blogs, social media posts, brochures, print collateral, and sales materials.?Graphic design for marketing efforts including social media, email campaigns, print campaigns, website redesign, and other internal sales and recruiting / new talent acquisition.?Support digital and print marketing communications for lead generation initiatives.?Maintain consistent brand messaging across all marketing channels.Social Media & Digital Presence?Manage and grow social media presence across key platforms.?Develop engaging content strategies to increase visibility, engagement, and brand awareness.SEO & Digital Tools?Optimize website content for search engines and improve digital discoverability.?Manage content updates through CMS platforms (such as WordPress).?Support marketing initiatives using CRM systems and digital marketing tools.Data Analysis & Reporting?Track campaign performance using analytics tools such as Google Analytics.?Monitor engagement, traffic, and campaign metrics to evaluate performance and ROI.?Provide insights and recommendations to improve campaign effectivenessCollaboration & Project Coordination?Work cross-functionally with sales, leadership, product, and creative teams to align marketing strategies with business goals.?Support marketing and client events through planning and coordination.?Manage multiple projects simultaneously while maintaining strong organization and attention to detail.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

The NICE CXone Administrator reports to the Salesforce Administrator Team Lead and is responsible for designing and implementing solutions that optimize the inside sales team's workflows and help... More drive efficiency. The NICE CXone Administrator supports and collaborates with the sales team members at all levels, and serves as the go-to resource for all CMR data management and reporting best practices. Core Responsibilities Support the SalesForce Administrator Team Lead in administering NICE CXone for the inside sales call center, which includes: Managing and responding to end user support and customization requests Managing and customizing dashboards and reports for various teams Performing routine data clean-up functions Performing mass data imports/updates as needed Partner with the Business Systems Analyst, Call Center Operations to identify opportunities for improvement and translate business requirements into technical solutions within the CRM Serve as a mentor to junior administrators on the team and a resource for guidance on best practices Assists in the development and reporting of key sales performance metrics to help drive increased sales productivity 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