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Maintain and improve an AI chatbot to assist new customers during onboarding. Drive the self-service customer onboarding strategy and execution, working directly with VP Customer Activation, Scaled Customer Success Managers, and Product.
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Designs, develops, and implements ETL/ELT processes using Azure Data Factory, Synapse pipelines, Databricks Notebooks, Event Hub to build integrations from Saas sources such as Service Now, Workday, Dynamics CRM, and Eloqua.
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The successful candidate must have hands-on experience in information security technology, cloud and on-premises environments, digital marketing and CRM platforms, application security and code review, vulnerability testing, and leading enterprise level risk management programs.
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Oversee team of Managers, that contribute to the enrollment of CDPAP services for patients/caregivers through various Pre-Care departments (HomeCare Sales, Intake, Onboarding, Welcome (Orientations.
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CRM Experience: 5+ years of total CRM management, and 3+ years as Salesforce admin. Partner with Sales, Marketing, and Customer Success teams to align revenue-related processes and initiatives within the CRM, ensuring cohesive execution of strategy.
$115,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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The Strategic Services team at Optimove offers customer-centric, data-driven marketing programs, expert marketing strategy consulting, analytics & data science as a service, and CRM outsourcing, customized to each client's specific objectives and engagement goals.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills.
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Conduct audits of firm's AML Compliance programs including regarding customer onboarding, customer due diligence, surveillance, sanction, training, etc. Applicable certifications, a plus (CIA, CFSA, CFE, CRCM, CAMS, CRMA, CFIRS, etc.
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As our strategic customer success manager healthcare specialist, you'll be on the ground-floor helping us build processes for onboarding, adoption, and retention. You'll be reporting to the VP Customer Success and be working very closely with our other customer success managers as well as our Healthcare Pod leadership in building a World Class CS org.
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They will work on the automation of workflows - profile building and application support and onboarding to the VDI or virtual machine/cloud environment for Tech Ops and brand/client users, work with Engineering to properly troubleshoot and escalate technical issues, facilitate the finishing process supporting color-correction and audio mix, media management support for Post workflows, as well as all enterprise brand marketing clients.
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Experience with CRM systems (e.g. HubSpot) and lead generation tools is a plus. Maintain accurate and up-to-date records of all sales activities and client interactions in the CRM system (HubSpot.
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Coordinate with investors, lending partners and financing counterparties throughout the onboarding phase, and drive due diligence and internal review processes. 3+ years of exposure to debt capital markets at an ABS issuer (including online lending platforms), an investment bank (FIG/Fintech advisory or ABS banking/trading role), alternative lender, hedge fund, asset manager, rating agency, or law firm structuring and executing ABS financing transactions, including warehouse facilities, loan sales / forward flow, and/or securitizations.
$136,000 - $204,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Career and Leadership Development:We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine Chanel People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills.
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Experience with Ellucian CRM Advance, MS Dynamics, and/or Anthology Encompass. Maintains and enhances biographical and contribution data in a MS Dynamics-based CRM to support DAUR’s fundraising and constituent engagement efforts.
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Acting as a "Player / Coach"; Using your diverse experience to help the whole Bambuser team develop the most effective processes and workflows for Onboarding, Customer Adoption, and Account Activation.
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crm onboarding jobs Title: staffing supervisor in College Point, NY
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