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During your first year of employment, you will receive a monthly salary of $3,000 + an additional monthly guaranteed onboarding salary equal to $1,167 + after a short probation period, an additional monthly salary on account of commission equal to $2,000 per month + a generous commissions scheme, with potential of 6-figure earnings in year one.
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Experience with CRM software (e.g., HubSpot), project management tools, and other sales enablement technologies. Work closely with internal teams (Marketing, Customer Success) to develop compelling sales collateral, onboarding programs, and support initiatives.
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Experience in managing projects related to client onboarding, portfolio management, digital platforms, or CRM systems. Experience in managing projects related to client onboarding, portfolio management, digital platforms, or CRM systems.
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As Grata’s Solutions Engineer, you will build scalable internal processes, including playbooks for onboarding CRM integrations, developing scripts that drive visibility into CRM settings and errors and proactively identifying errors via debugging and review of APM logs.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Proficiency in MS Office, PowerPoint, Excel, Microsoft Dynamics 365 (CRM), and SharePoint. Your role will also involve leading and supporting various marketing initiatives including drafting of RFP responses and refinement of presentations and supporting our client onboarding process.
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Knowledge of CRM systems and other relevant software tools (Hubspot, Notion, Jira, Google Docs, etc.) Your responsibilities will include partner strategy, managing partner onboarding, providing ongoing support, and determining ways to enhance partner success and maximize their value to our organization.
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Design Partnership Onboarding Experience: Design and implement an efficient process, including co-marketing initiatives ensuring seamless integration and success. Optimize Campaigns: Leverage marketing automation, CRM and analytics platforms to efficiently monitor campaign performance and provide recommendations for improvement.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Define strategies, execute implementations, and oversee the ongoing development of lifecycle and campaign messaging, encompassing initiatives such as email and SMS acquisition, onboarding journeys, and win-back programs.
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As a Marketing Operations Manager, you will work closely with stakeholders across AWS Marketing to develop solutions including automation, optimization, and process improvement for strategic marketing programs like budgeting, new hire onboarding, business reporting, and other special projects.
$155,200 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Our client is a global Fintech company that is a premier leader in CRM solutions for the Financial industry. 1-3+ years Implementation/Onboarding and Client Relationship Experience. You will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis.
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This team is responsible for all investor facing activities and business development from product and fund design, fundraising, onboarding and service of investors. Responsible for ensuring high data quality in CRM system to provide informative metrics / actions to the Distribution Team.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Proficiency in MS Word, Excel, Outlook, CRM software, DocuSign, and Microsoft. Manage new client information within CRM, Portfolio Management, Website & Accounting Software. BBR is currently seeking a Client Onboarding Associate.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Partner Onboarding: Help building / solidify an onboarding playbook and lead the onboarding process for new partners - ensuring a smooth transition and providing necessary resources and training to set them up for success.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Work collaboratively with Investor Services and Business Development with both current clients and new client onboarding. Proficient knowledge of Adobe Acrobat Reader, and Microsoft Office programs including Excel, Word, and PowerPoint; with acumen to learn internal systems – CRM, client web portal, marketing library, etc.
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Training and onboarding teams on how to utilize HubSpot CRM and email marketing tools. - 4-5+ Years of experience managing CRM and/or email marketing in a B2B capacity. - Managing all technical aspects of key marketing systems (marketing automation, CRM) used to enhance user experience and support specific sales and marketing processes and goals.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago
crm onboarding jobs in New York, NY
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