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CFP Candidate - Financial Planning & Client Support

Sacramento, CA
... SKILLS • Financial Planning: Comprehensive financial planning, retirement & estate planning, investment & risk management, cash-flow modeling • Software & Tools: MoneyGuide Pro, eMoney, Salesforce/CRM, Microsoft Excel, Google Workspace • Client & ... - Jul 27

Technical Customer Success & SaaS Sales

Washington, DC
... ● Researched and vets a healthy pipeline of qualified businesses/leads through analyzing a Salesforce CRM with detailed call notes and identifying key titles and personas within a business to capitalize on clients pain points and marketing spend to ... - Jul 27

Workday HCM Consultant - Reporting & Integrations

Milwaukee, WI, 53211
... Currently supporting HR data operations at Veolia, managing compliance reporting, payroll analytics, and Salesforce-driven case delivery. Prior experience at Discount Tire and Accenture strengthened a solid foundation in HCM configuration, SAP ... - Jul 27

Technical Project Manager, Scrum Master, QA, SW Developer

San Jose, Costa Rica
... ERP Implementations, E- Commerce, CRM, BI, Knime, Power BI, AI, Tableau, ETLs, Salesforce. Software Migration, Web Implementations, Wordpress, Druppal, Joomla, CMS, Mixed platforms. Project Management, Agile Management, Scrum leading. Coding Web ... - Jul 27

RBT Behavioral Health & Medical Administration

South Fulton, GA, 30349
... Clinic Fine dining experience Tea service Dental assisting - Dental assistant experience (Less than 1 year) Teaching Salesforce Client relationship development Brand awareness Home & community care experience Problem-solving Data collection HIPAA ... - Jul 27

Sales Support & Project Coordination Specialist

Cypress, TX
... • Maintain customer existing and new PO’s, quotes and orders in database using Salesforce, TRUX database and Wastelinq site. • Coordinate with landfill account managers for customer disposal dates and changes. • Assist with onboarding of new Account ... - Jul 27

Customer Service Case Manager

Kyle, TX
... with healthcare, mental health services, housing, and employment resources Maintain accurate documentation using HMIS and Salesforce Software Assist clients in securing stable housing and accessing community services Veterans Multi-Service Center ... - Jul 27

Claims processor benefits specialist

Arlington, TX
... Resolved account and eligibility issues using Salesforce, Outlook, Teams, and HIPAA- compliant practices. ODIS EDUCATION - Jul 27

Operations & Administrative Coordinator

Chicago, IL
... CORE COMPETENCIES Office Administration • Operations Coordination • Scheduling & Calendar Management • Client Relations • CRM Management • Salesforce • Microsoft Dynamics 365 • SimplePractice (EMR) • Microsoft Office Suite • Google Workspace • Data ... - Jul 27

Business Operations Specialist

Apple Valley, MN
... Wildly Important Goals Roundtable Tech Stack Tools: Salesforce RingCentral Mainframe—Rocket CARE Citrix—VIVA Sharepoint Accenture Life Insurance and Annuity Platform (ALIP) Microsoft Office Suite Google Suite Slack Medallia Adobe WORK EXPERIENCE ... - Jul 27
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