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Responsibilities include but are not limited to procurement activities, managing vendor relations, corporate compliance, ensuring appropriate project accounting for cost recovery, contractor onboarding, budget tracking and adjustments, and support of change management and transition to Operational areas at project implementation to ensure alignment and understanding of responsibilities.
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Onboarding and review of new accounts for KYC, CIP and OFAC. They will be involved and exposed to all areas of compliance including BSA, AML, KYC and OFAC. Onboarding and review of new accounts for KYC, CIP and OFAC.
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Oversee and coordinate with all teams within the department to adhere to the Bank's Third Party Risk Management protocols including vendor onboarding, ongoing monitoring, and offboarding, and address relevant issues accordingly.
$190,000 - $240,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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These tasks may include, but are not limited to: new hire onboarding and orientation, off-boarding and exit interviews, business support recruiting and requisition management, maintenance of HR policies, employee relations case management/filing, professional development and training programming.
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Experience with CRM Analytics and CDP configuration. Configuration of CRM Analytics. Our marketing technology stack is underpinned by our core applications consisting of Salesforce, Pardot, TealiumiQ and Cvent.
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Leverage Salesforce CRM tool to document client interactions in detail Build an activity-based business development plan centered around proactive outreach and follow-up behaviors Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
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SHRM-SCP/SHRM-CP/SPHR/PHR/other HR certifications preferred. Solid knowledge in risk management processes and principles, regulatory and compliance, HR generalist, Employment law/EEOC requirements, Training & Development.
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Proficiency in CRM software (HubSpot, Gong, CPQ) and other relevant sales tools. Negotiate and close deals, guiding clients through the sales cycle from initial contact to successful onboarding.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Coordinate and ensure timely execution or deliverables on Busin ess Continuity Management related matters, including a risk based business impact analysis, Business Continuity Plan (“BCP”), and Disaster Recovery testing to ensure that the essential functions within HRD are able to continue in the event of an emergency.
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Supervise all facets of the HR function, including recruitment and onboarding, performance management, employee relations, training and development, compensation and benefits, and HR compliance.
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In this critical role, you will foster key partnerships with internal teams such as Marketing, Commercial, CRM, Finance, Customer Facing Supply Chain, Supply Planning and Inventory Management, Logistics, and HQ Supply Planning.
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Previous experience with retailer and distributor onboarding and item set up, including but not limited to - UNFI, KeHE, Kroger, Target, Sephora, Ulta, CVS - preferred. Previous experience with retailer and distributor onboarding and item set up, including but not limited to - UNFI, KeHE, Kroger, Target, Sephora, Ulta, CVS - preferred.
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We are looking for an experienced Salesforce Admin to overall drive adoption and maintain support for the North American Intermediary channel, as well as to contribute to global CRM initiatives.
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Experience with Deltek Vision Database, HubSpot CRM and video editing a plus. Data entry in Deltek VantagePoint and CRM database including client, project and employee information. Assist with new team member onboarding.
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Coordinate onboarding and off-boarding activities for new and departing employees. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.
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crm onboarding jobs Title: staffing supervisor in College Point, NY
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