Salesforce & Client Portal Support Specialist
$65k - $80kModern Family Law
Modern Family Law, located in Georgia, is seeking a Client Portal Support Specialist responsible for managing support tickets related to their systems. The ideal candidate must have strong Salesforce support experience and be a detail-oriented problem solver. This position offers dynamic compensation and a comprehensive benefits package, with a salary range between $65,000 and $80,000 based on experience. #J-18808-Ljbffr
$65k - $80k
...Modern Family Law, a boutique law firm specializing in Family Law, is seeking a detail-oriented and proactive Client Portal Support Specialist with strong Salesforce support experience to join our team. Modern Family Law offers dynamic compensation, a wide array of benefit...SalesforceTemporary workWork at officeLocal areaShift workAfternoon shift$24 per hour
...mental health solutions for employers supporting more than 20 million people globally.... ...solutions. About The Role The Client Support Specialist serves as the critical first point of... ...friendly tone. Experience with Zendesk, Salesforce, and/or chat tools; otherwise pride yourself...SalesforceHourly payFull timeRemote workShift workWeekend workAfternoon shift- ...global investment firm seeks an experienced Client Support/Office Manager to join their team. This... ...(55% of time) · Update APX and client portal for new/closed accounts and contacts... ...leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian...SalesforceWork at office
- ...Source Advisors is seeking a Sales Support Manager to enhance operational efficiency and client engagement. Responsibilities include supporting Senior Sales Directors... ...support or account management. Proficiency in Salesforce and strong organizational skills are essential....Salesforce
$75k - $90k
...Client Service Specialist New York, NY Position Summary Focus Partners... ...required for this role. Utilizing Salesforce or a similar CRM system to... ...comprehensive operational support to clients, which can... ...Microsoft Teams, phone, and CRM/portal), ensuring our service...SalesforceWork at officeRemote work2 days per week$54k - $72k
...day to day claims advocacy for multiple clients. Claim Advocates are expected to provide... ...client data is entered into CRM System (SalesForce) in a timely manner Knowledge, Skills... ...Experience with Insurance Carrier self-service portals and call centers is a plus Strong...SalesforceFull timeFlexible hours- ...legacy of innovation to deliver client-centric and digitally-driven... .... Leverage CRM tools such as Salesforce or HubSpot to track... ...manage pipelines, and request support resources. Build and maintain... ...deals through vendor/distributor portals to secure optimal margins. Track...SalesforceFull timeWork at officeLocal area
- ...Firm is seeking an Investment Advisory Client Services Associate! Responsibilities:... ...accuracy and completeness. Maintain client portal database and onboard new client contacts... ...~ Experience with Advent APX and Salesforce preferred ~ Ability to prioritize and...Salesforce
- ...The Client Growth Specialist plays a critical role in driving customer engagement... .... Walk customers through portal features and resources to improve... .... Program Knowledge & Support Demonstrate strong... ...program benefits Proficiency in Salesforce and Microsoft Office Suite...SalesforceWork at officeLocal areaFlexible hours
- ...term contract with our fortune 100 life science client in the Northeast USA. We have been working with... ...professionals. Position Overview The Commercial Technology Support Specialist will serve as the primary owner of the Salesforce‐based ticketing queue supporting the North...SalesforceLong term contractContract workRemote work
- ...MaziCTools is seeking a part-time Tier 1 Customer Support contractor to provide remote service to clients in online leadership development programs. Responsibilities... ...strong communication skills, and proficiency with Salesforce and help desk software. Fluency in additional...SalesforcePart timeFor contractorsRemote work
- ...Medium is seeking a Director, Client Success to manage and grow client relationships through effective collaboration with operations... ...healthcare technology industry. Strong problem-solving skills and CRM proficiency, particularly with Salesforce, are essential. #J-18808-LjbffrSalesforce
$27 - $31 per hour
...Global Advisors is looking for a Trade Support Specialist to support the trading desk. The... ...works closely with business partners, clients, and various operating departments throughout... ...Experience with Orion, Bloomberg, Salesforce and Microsoft Excel a plus Work Schedule...SalesforceTemporary workWork at officeLocal areaMonday to Friday$47k - $67k
...Market Support Representative – Group Insurance Required (REMOTE)... ...the Role At Equitable, we help clients secure their financial well‑... ...in pipeline management within Salesforce (CRM). Utilize Salesforce to... ...administrative policies and EB360 portal. Provides sales support by...SalesforceFull timeTemporary workWork at officeLocal areaRemote work- ...EnableComp is seeking a Director, Client Success to manage and grow client relationships through collaboration with operations and sales... ..., and strong skills in presentations and CRM software like Salesforce. Travel may be required and a commitment to equal opportunity is...Salesforce
$43.75k - $58k
...Manhattan community-based agencies that support services to approximately 30,000 New Yorkers... ...treatment plans and monitoring client progress. Must value team building,... ...Microsoft Office and databases, such as Salesforce and ASIST is a plus. Must be able to...SalesforceWork at officeLocal areaMonday to Friday$30 - $35 per hour
We are seeking a highly capable IT Support Specialist to join a fast-moving environment on an immediate... ...such as O365, Box, Zoom, Notion, and Salesforce ~Practical AI fluency — demonstrated... ...Acting as a strategic partner to our clients and candidates, we focus on providing...SalesforceHourly payContract workTemporary workFreelanceWork at officeImmediate startMonday to Friday$47.12k - $51.5k
...Manhattan community-based agencies that support services to approximately 30,000 New Yorkers... ...treatment plans and monitoring client progress. Must value team building, be... ...Microsoft Office and databases, such as Salesforce and ASIST is a plus. Must be able to...SalesforceWork at officeLocal areaMonday to Friday- ..., you will cultivate and maintain strong client relationships, ensuring satisfaction with our products and services while supporting user adoption and retention. The ideal candidate... ..., and familiarity with CRM tools like Salesforce and Tableau. A commitment to excellent...Salesforce
- ...information across dozens or hundreds of 'portals'. Our purpose is to save investors'... ...dynamic team of 200+, serving over 400 clients, including several of America's largest... ...all departments as we scale. Client Support Specialist As a Client Support Specialist ,...Full timeWork at officeRelocation
$56k - $72k
...are seeking a high-impact Client Experience Specialist to serve as the central... ...meetings and client events, and support the preparation of reports... ...reviews, etc. Client Portal Administration ~ Work... ...including navigating Salesforce for client information....SalesforceHourly payFull timeWork experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hours$32 - $38 per hour
...Financial Group is seeking a Financial Planning Support Associate II in New Jersey. This role involves managing client inquiries, preparing review materials, and... ...experience, preferably with CRM applications like Salesforce. The compensation ranges from $32 to $38 per hour...SalesforceHourly pay$25 - $28 per hour
...Construction Industry. Job Title: Sales Support Specialist Location: Remote Employment Type: Full... ...communication with prospects and clients 3. New Customer Acquisition Support Assist... ...CRM experience preferred (e.g., Salesforce, HubSpot) Detail-oriented with a passion...SalesforceFull timeRemote workWork from homeNight shiftAfternoon shift$44k - $80k
...from the approved branch sites listed below: Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area!...Remote workWork from home- ...Vendor Support Specialist Take a step forward and let Edenred surprise you. Every day, we... ...payment processed within SLA designated by client, monitoring outstanding cards as... ...with Excel (middle level or above) and SalesForce desired but not required Physical...SalesforceWork at officeLocal area
$17 per hour
...Position Summary The Commonpoint Hub Program Support Specialist provides operational and programmatic... ...as a central point of contact for clients, staff, and stakeholders, supporting... ...intake, assessments (including TABE), and Salesforce data entry. Refer clients to...SalesforceHourly payTemporary workPart timeWork at officeShift work- W.A. Smith Financial Group is seeking a Client Support professional for Tax & Estate Planning in Kentucky. The role involves assisting clients... ...or estate planning and proficiency with platforms such as Salesforce and Wealthscape. This position is essential for ensuring...Salesforce
$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm... ...our next Client Service Associate to support our growing business. Successful candidates... ...Run client information in CRM (Salesforce) Assist in project execution for team...SalesforceHourly payContract workWork experience placementWork at office- ...member for the role of Vice President, Client Service Data Insights & Analytics to join... ...and delivering the product roadmap for Salesforce and Microsoft Dynamics environments in... ...readiness across multiple CRM platforms to support the evolution of Wealth's client and...SalesforceWork experience placement
$105k - $120k
...As a Senior Client Development Analyst, you'll play a pivotal role... ...tools such as PitchBook, Salesforce, WealthX, and SEC filings to... ...Benefits program. Stipends to support wellness and hybrid working arrangements... ...collected by the Greenhouse portal is subject to the Greenhouse'...SalesforceCasual workWork at office
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