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Utilize a variety of tools, including but not limited to MS Excel, MS SQL, Salesforce Reporting, Salesforce Einstein, QuickBase, and Power BI. Administer Salesforce Tableau CRM (formerly Einstein Analytics, Wave) and other business intelligence tools.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Manage and provide direction on ERP and CRM strategy, vision and execution, ensuring data integrity and providing automated reporting tools for deal life visibility. This position will lead the management of our sales systems (ERP, CRM, etc.
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Microsoft Dynamics (AX, CRM, D365 F&O) environments. D365 Business Analyst (Reporting/Analytics) Review, audit, and convert existing SSRS reports and legacy reporting systems/functionality(until fully deprecated.
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Consumer Complaints/AGO Help Center Case Management SystemSQL Server to Microsoft Dynamics 365/CRM leveraging SQL Server (Kingsway Soft SSIS)I. Leveraging Kingsway Soft’s SSIS Integration Toolkit (preferred to have experience with this tool, but not required)Missing Children’s Clearing House (MCCH)Oracle 10gto SQL ServerMental Illness Adjudication Reporting (MIAR)SQL Server to SQL ServerSkills needed include.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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What you'll find at AmeriSave is that we dont just set you up for success, we set you up to WIN. Team members are provided with cutting edge origination software, CRM, marketing automation, data reporting / analytic software, and leading mortgage application technologies to help make more deals happen.
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This role owns the internal Medicare Advantage Sales CRM tool, including development of reporting, and leads the telephonic sales team members by ensuring quality service, regulatory compliance, and positive team member engagement.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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G Fixed Income, Equity, OTC, Alternatives, Trust Services, Trade Order Management, Execution Management, CRM, Onboarding, Financial and Regulatory reporting for Client, OCC regulators etc.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Effectively utilize current project planning, reporting and support tools (e.g. MS project, JIRA, Confluence, Clarity) PM Certification (PMP and/or Agile Scrum Master) preferred. Effectively utilize current project planning, reporting and support tools (e.g. MS project, JIRA, Confluence, Clarity.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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In this role you will be responsible for planning, day-to-day execution, management, implementation and reporting of projects often of varying scope that involve teams across the enterprise. Lead project teams during all phases of the development life cycle including requirements gathering and analysis, design, build, pilot, implementation and continuous service.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Familiarity with Microsoft Dynamics CRM and PowerBI. Develop consistent and standardized quoting tools in CRM to enable Tyler sellers to effectively capture maximum payments revenue to each opportunity.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Provide CRM systems support of Salesforce.com or other CRM system, including maintenance of sales representative, reporting, data clean-up, and data auditing with a focus on data integrity and quality.
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Reporting directly to the Chief Revenue Officer, you will collaborate with the US and Global Sales, Clinical, and Product teams. - Familiarity with CRM (Hubspot) and other sales technologies.
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Leverage the CRM as a sales accelerator and ensure accurate forecasting and reporting. Leverage the CRM as a sales accelerator and ensure accurate forecasting and reporting. Leverage prospecting data to create and execute a territory sales plan that drives new logo revenue for assigned mid-market prospects.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Update and maintain necessary sales documentation including use of RMC CRM tool, renewals for customer purchase orders and Team agreements, Mile IQ reporting, and CSP Reports. Complete Service reporting (in AssetGuard), and Expense Reporting (in Certify), Sales Forecast, Calendar, and Prospect Pyramid in an End of Month (EOM) report.
$60,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Reporting and managing orders in EDI, JDE, LMS and 3PL systems, facilitating, tracking, and optimizing operations with planners and recommending strategies to improve fill rate, order frequency, lead-time variability, and inventory levels/issues.
Full-timeExpandApply NowActive JobUpdated 19 days ago
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