Salesforce CRM Lead — AI-Driven FinTech Delivery
Axiom-Path
Axiom-Path is seeking a Salesforce CRM Leader in Hauppauge, NY to own delivery across high-priority Salesforce initiatives. This hybrid role requires onsite collaboration at least 2 days per week and offers exposure to executive technology leadership. You will drive hands-on development, coordinate diverse teams, and partner with stakeholders to align priorities and schedules while advancing AI-enabled workflows and customer experience. #J-18808-Ljbffr Axiom-Path
$135k - $165k
...ownership with hands-on delivery, using marketing data,... ...The role supports strong CRM data governance by... ...strong governance, and data-driven decision-making that... ...template (OFT) automation.Lead Salesforce marketing data... ...Identify use cases for AI to improve automation and...SalesforceTemporary work- ...and office supplies. Maintain accurate records within Salesforce (training available). Leverage technology, AI and automation tools to improve workflow efficiency.... ...workflows). Experience with Salesforce or other CRM. Proficient in Microsoft Office Suite. Ability to anticipate...SalesforceFull timeWork at office
$51.45k - $84k
...mail; coordinate overnight mail deliveries Order office marketing... ...surrendering companies Maintain the CRM database and client files,... ...in Microsoft Office Suite and Salesforce Experience with Workday... ...use artificial intelligence (AI) tools to assist in the initial...SalesforceFull timeTemporary workWork at officeFlexible hoursNight shift- ...team is investing heavily in Salesforce, CRM modernization, and AI‑enabled workflows to... ...stronger internal Salesforce delivery function. Benefits include... ...You Will Make An Impact Lead Salesforce CRM delivery across... ..., alternative lending, fintech, loan origination, or related...SalesforceShift work2 days per week
$70k
...relationships with customers, qualifying leads within territory, generating... .... Must be able to utilize CRM & other sales Technology for effectiveness (i.e. Salesforce, LinkedIn Navigator) Ability... ...Results-oriented to ensure delivery of appropriate products and services...SalesforceWork at officeFlexible hoursNight shift- ...chance to grow within a scaling technology-driven organization. The position is ideal for... ...Workspace or Microsoft 365, Slack, Salesforce, and other business‑critical tools. Troubleshoot... ...shift quickly. Preferred experience in fintech, financial services, or another...SalesforceRemote workShift work
- A leading technology firm based in Holtsville, NY seeks a Regulatory Program Manager to lead regulatory initiatives across various teams. The ideal candidate must have a Bachelor’s degree, possess extensive program management experience, and effectively manage risks while...Work at office
- ...Sales Development Representative to identify and qualify potential leads. The successful candidate will conduct outreach through cold... ..., and Word. Strong organizational skills and familiarity with Salesforce are a plus. This position offers comprehensive benefits, including...Salesforce
- ...personalized communications at scale, partnering with marketing, IT, and data teams. The role requires 10+ years in digital/relationship marketing with asset management, and expertise in Salesforce, Adobe Cloud, SFMC, Seismic, and LMS platforms. #J-18808-Ljbffr Morgan-StanleySalesforce
$115k
...responsible for client communication, follow-up, CRM documentation, and operational support,... ..., and follow-ups within the CRM system (Salesforce) Utilize technology tools to support... ...quickly adopt and leverage new systems Process-driven with a strong focus on data accuracy and...SalesforceFull timeWork at officeLocal area$50k - $120k
...Premier, we solve this with direct-to-agent leads delivered through email campaigns, digital... ...freely. What We're Looking For: Driven Newcomer or Producer: Whether newly... ...with all distributed leads using HubSpot CRM and training-provided protocols to convert...Full timeFor contractorsWork at officeFlexible hours$70k - $110k
...We're looking for a driven, energetic Business Development... ...and qualifying leads for Account Executives.... ...Network, Cybersecurity, AI, etc.) Complete 50+ outreach... ...outreach in the CRM with lead source for tracking... ...CRM systems such as Salesforce or NetSuite, Marketing...SalesforceWork experience placementRemote work$80k - $115k
...with clear timelines Maintain accurate CRM records and ensure data is clean and current... ...‑touch client experience in a process‑driven office Qualifications 2+ years in wealth... ...priorities in a fast‑paced office Tech‑savvy; Salesforce or similar CRM experience is a plus...SalesforceWork at officeLocal areaMonday to Friday- ...Development Associate to support end-to-end sales, including lead generation, CRM tracking, and leveraging AI tools to scale pipelines across Coverage Central, CMS, and DocuSign workflows. This role involves data-driven analysis, regular updates to leadership, and...
$200k
...preparation Follow up on self-generated leads and guide projects through to contract... ...Proficient with technology, including CRM systems (Salesforce) and communication platforms such as... ...Opportunities for growth and advancement for driven individuals NY State SolarSalesforceBase plus commissionContract workLocal areaRelocation packageFlexible hours$26 - $27 per hour
...value to the market. As a leading distributor of windows,... ...supportive work environment driven by safety and our core values... ...of products, services, and delivery capabilities Accurately... ...Preferred experience with a CRM, preferably Salesforce ~ Experience with...SalesforceFor contractorsWork at officeLocal area$25 - $30 per hour
...fast-growing, industry-leading team where your... ...a fast-paced, detail-driven environment, enjoys supporting... ...analysis (Excel and Salesforce experience preferred)... ...visitors Manage mail and deliveries Maintain office... ...Word, PowerPoint) CRM systems such as...SalesforceHourly payPermanent employmentFull timeTemporary workWork at officeLocal areaRelocation$70k - $115k
...OverviewMorgan Stanley is a leading global financial... ...generation, tracking in CRM and incorporating Morgan... ...or use Morgan Stanley AI tools in order to identify... ...checks.Support Salesforce entries for relevant opportunities... ...coverage, and/or data driven analysis.Proficiency in...SalesforceContract workTemporary workWorldwide$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching...Hourly payContract workFor contractorsWork experience placementRemote work- ...St. John's University Get AI-powered advice on this job... ...mail campaigns and make data-driven recommendations for... ...with donor databases and CRM systems (e.g., Ellucian, Salesforce, etc). Understanding of fundraising... ...Assistant to the CEO & Lead Advisor/Office Manager...SalesforceFull timeWork experience placementCasual workInternshipWork at officeMonday to FridayAfternoon shift
- ...candidate will be responsible for client interactions, resolving issues, and presenting banking solutions to potential clients. Candidates must have strong business development skills and a familiarity with Salesforce as a CRM tool. #J-18808-Ljbffr Valley National BankSalesforce
- ...and supporting local branches to drive revenue. The ideal candidate will have strong interpersonal skills, proficiency in CRM tools such as Salesforce, and relevant industry experience. The position offers competitive pay and benefits, including paid time off and a 401(k...SalesforceLocal area
$70k - $80k
...money movement, and onboarding Maintain extremely detailed CRM documentation (Salesforce) Support advisors with: Financial planning (MoneyGuidePro)... ...in RIA / Wealth Management Tech-savvy (CRM-heavy, process-driven environment) Highly organized, detail-oriented, and...SalesforceLocal areaFlexible hours- ...services. This position requires a high school degree, a minimum of two years in customer service or sales, and proficiency in CRM tools like Salesforce. Join a recognized team offering competitive compensation and comprehensive benefits. #J-18808-Ljbffr Teachers-Federal-...Salesforce
$50k - $140k
...You're frustrated with the round-robin lead lottery at your brokerage, where the same leads circulate endlessly and you never know if... ...professionally follow up with all distributed leads using HubSpot CRM and proven scripts tailored to Long Island market dynamics. Specialized...Full timeFor contractorsFlexible hours- ...sales targets. Owns the relationship as primary point of contact by working with their respective LOB RMs and leader. Use of Salesforce as a CRM tool is required. Represents the Bank in civic and community functions. Anticipates emerging customer trends as a basis for recommending...Salesforce
$50k - $150k
...dependent on production. Join a supportive team that emphasizes comprehensive training and provides resources like free leads and full access to the IC ALL CRM tech stack. If you're eager to enhance your career in mortgage lending, this is the opportunity for you. #J-18808-...$20 - $22 per hour
...administrator to provide inbound and outbound lead generation support for the residential... ...Calendar management for a 10+ person salesforce. Have a professional manner and be an... ...customer's contact and home information in CRM system. Distribute appointment confirmation...SalesforceHourly payFull timeCurrently hiringLocal areaDay shift$17 per hour
...our Design Consultants, using the Customer Relationship Manager (CRM). Answers incoming phone calls & emails to either the local... ...quickly learn and apply various business systems (CAD, Epicor, Salesforce, Microsoft Office, etc) We are an equal opportunity...SalesforceHourly payWork at officeLocal area$40.5 - $48.75 per hour
...Teachers has grown into one of the nation’s leading credit unions. As we expand our reach... ...meaningful career opportunities. Summary The Jr. Salesforce Developer/Administrator is responsible... ...preferred Awareness of Salesforce AI capabilities such as Einstein and Agentforce...SalesforceHourly payFull timePart timeImmediate start
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