Remote Client Insights & Salesforce Analyst
Compass Working Capital
- Remote job
Compass Working Capital is seeking a Feedback & Innovation Associate to support the design and administration of surveys and analyses to enhance client experience. This remote position involves working closely with internal and external stakeholders to ensure data integrity using Salesforce. The ideal candidate will have strong data management skills, excellent communication abilities, and a commitment to supporting families with low incomes. Compass offers a competitive salary and comprehensive benefits including healthcare and 401(k) matching. #J-18808-Ljbffr Compass Working Capital
- Overview Connecting clients to markets - and talent to opportunity... ...Enablement Reporting & Insights Analyst is responsible for developing... ...as StoneX transitions from Salesforce to Microsoft Dynamics 365. Dataverse... ...week onsite, 1 day per week remote #J-18808-Ljbffr StoneX...Remote workSalesforce1 day per week
$76k - $105k
...seeking a Customer Success and Insights Analyst for our life-saving platform of... ...an advisory/liaison role between client and technology teams Develop a deep... ...management applications, remote work/collaboration tools (e.g., Salesforce, Jira, Confluence, Google Suite)...Remote workSalesforceMinimum wage$30 - $34 per hour
...through a process of permanent creativity. Main purpose The Client Data and Insights Analyst will support client data related projects and daily... ...related projects; be a subject expert on tools such as Salesforce, SAP, Power BI, Looker and other platforms. Reporting...SalesforcePermanent employmentWork at officeLocal area- ...Partners in Atlanta, Georgia, is seeking a Client Service Specialist responsible for... ...experience in the RIA industry, proficiency in Salesforce, and strong problem-solving skills. The... ...with 3 days in-office and 2 days remote work weekly. A commitment to client satisfaction...Remote workSalesforceWork at office
- ...oriented and customer-focused, the full-time Client Relations Specialist will efficiently... ...maintaining high client satisfaction remotely. Key responsibilities Provide Tier 1 technical... ...qualifications Experience using Salesforce and other cloud-based solutions Proven...Remote workSalesforceFull time
$50k - $60k
...serve as the primary point of contact for clients. You will manage project timelines,... ...skills, and experience with CRM tools like Salesforce. The role offers a competitive starting... ...of $50-60K, unlimited PTO, and a fully remote work environment. #J-18808-Ljbffr Hawthorn...Remote jobSalesforce- Remote Jobs is hiring a Client Success Specialist II to enhance client relationships and foster revenue growth. This role requires 3-5 years of experience... ...skills and proficiency in CRM software like Salesforce are mandatory. This is a fully remote position within the...Remote workSalesforce
- Datavant is seeking a Client Success Manager in Austin, Texas to manage a portfolio of customers in the legal and insurance sectors.... ...analysis, and consultative communication. A solid understanding of Salesforce and CRM practices is essential for this position. #J-18808-...Remote jobSalesforce
$150k
...Title: Client Services Manager Location: McLean,VA Employment Type: Full Time Compensation: Pay Range:$150,00... ...platforms. Core Technologies Microsoft Office Suite | Salesforce | Generic Financial Platforms Contact Authorization: By...Remote workSalesforceFull timeWork at office$50k - $55k
...opportunities to grow. We’re looking for a Client Success Specialist who thrives on... ...demonstrations Document customer interactions using Salesforce Collaborate with internal teams to... ...Position Tues‑Thu: In office Mon & Fri: Remote Regular schedule: 9:00 AM – 6:00 PM or 1...Remote workSalesforceWork at officeWork from home2 days per week- ...Representative who will play a key role in managing client relationships and ensuring customer... ...2 days in the office and 3 days remote. You will provide service via email, live... ...familiarity with CRM tools such as Hubspot or Salesforce. Attention to detail and problem-solving...Remote workSalesforceWork at office
- ...Seeking a remote Client Service Representative, the full-time position will manage client inquiries and complaints, provide product training... ...Familiarity with medical terminology or laboratory test ordering systems Proficiency with Salesforce.com or similar CRM platforms...Remote workSalesforceFull timeMonday to Friday
- ...To support client relationship growth and revenue targets, the full-time Senior Client... ...and develop strategic initiatives in a remote setting. Key Responsibilities Develop and... ...contact center solutions Proficiency in Salesforce and Microsoft Office Suite Strong...Remote workSalesforceFull timeContract workWork at office
$165.43k - $206.79k
...What you’ll do As a Mid-Market Client Sales Executive III, you will play an essential... ...have up to four weeks per year of fully remote work! Responsibilities Spearhead initiatives... ...with sales tools such as Gong, Salesforce, Outreach, etc. Series 7 license The expected...Remote workSalesforceWork at officeWork from home- ...provide meaningful financial guidance and support to clients through virtual meetings. The ideal candidate will leverage... ...utilize various financial planning tools, including Salesforce and MoneyGuidePro. This is a remote role requiring a Bachelor's degree and FINRA...Remote jobSalesforce
$70k - $80k
...challenges and grow. We’re now hiring a Client Solutions Manager to manage client success... ...growth for our clients. This is a fully remote position based in New York, Charleston,... ...Data, Klaviyo, Braze, Customer.io, Salesforce, or HubSpot. Compensation and benefits Salary...Remote workSalesforceFull timeLocal areaImmediate start- ...leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established... ...Advocate's Intake communication lines for new client calls and texts, responding... ...independently and manage time effectively in a remote setting. Passionate about helping others...Remote workSalesforceContract work
- Affirm is seeking a Client Success Manager to manage accounts and build long-term partnerships with merchants. This role... ...exceptional relationship management skills, and proficiency in Salesforce. Affirm offers remote work flexibility and comprehensive benefits. #J-18808-...Remote jobSalesforceContract work
$165.43k - $206.79k
...the team. What you’ll do As a Mid‑Market Client Sales Executive III, you will play an... ...have up to four weeks per year of fully remote work! Responsibilities Spearhead initiatives... ...with sales tools such as Gong, Salesforce, Outreach, etc. Series 7 license The expected...Remote workSalesforceWork at officeWork from home$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting... ...Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin... ...coordination Maintain and optimize CRM (Salesforce) data and workflows Support team with administrative...Remote workSalesforceHourly payPart timePrivate practice10 hours per weekFlexible hours- Affirm is seeking a Client Success professional in Houston, Texas, to build long-term partnerships with merchant partners... ...relationship management skills, and be comfortable using tools like Salesforce. Affirm offers a remote-first work environment, health care coverage, and other...Remote jobSalesforceContract work
$25 - $44 per hour
...This role is responsible for providing client service support to multiple Financial Advisors... ...Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written... ...Secondary School or equivalent Eligibility for Remote Work Internal employees who are...Remote workSalesforceHourly paySeasonal workWork from homeShift workDay shift- ...Business Insights Analyst Lisbon, Portugal This is a remote role. Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping... ...2B SaaS background. Familiarity with NetSuite, Salesforce, or the corporate gifting and direct mail space....Remote workSalesforceFlexible hours
- ...Sr. Client Services Manager The Media Trust is seeking a seasoned... ..., Engineering and Malware Analysts to translate complex security... ...measurable value through data-driven insights. Foster long-term client... ...with a CRM tool (e.g. Salesforce, Hubspot, others), G-Suite Enterprise...Remote workSalesforceContract workWork at office
$26.5 - $42 per hour
...Description This job is responsible for providing client service support to potentially multiple... ...Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and... ...Secondary School or equivalent Internal Remote Eligibility Internal employees who are...Remote workSalesforceHourly paySeasonal workWork from homeShift workDay shift- ...Relationship Manager — REMOTE (San Diego) REMOTE | 55K-65K Base + Residuals Coastal Pay... ...a fast-paced environment, builds strong client relationships before problems arise, and... ...advanced user of CRM platforms such as IRIS, Salesforce, or HubSpot You are proficient with...Remote workSalesforceFlexible hours
- ...and potentially Pacific Time Zone. The Client Operations Specialist - Renewals (COS-R)... ...aspects of the renewable pipeline using Salesforce.com. Provide excellent client service... ...necessary to productively work remotely/from home (where applicable) EEO Statement...Remote workSalesforceWork at officeLocal areaWork from home
$70k - $75k
...Please note that while this position is remote, qualified candidates should be located... ...and timely service daily to advisors and clients with a “one contact resolution” mindset.... ...relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a...Remote workSalesforceWork at officeLocal area$65k - $85k
...Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI... ...with a zest for financial insights? Picture yourself as a hero... ...tier solutions in this vibrant, remote role. As our Client Service... ...a flair for CRM systems like Salesforce, this role could be your dream...Remote jobSalesforcePart timeFlexible hours- ...Client Development Manager We are seeking a relationship driven Inside Sales Manager... ...information, and follow-up Maintain accurate Salesforce CRM activity and pipeline updates... ..., but not required Perks Fully remote opportunity Stable, family-owned company...Remote workSalesforce
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