Senior Financial Services Advisor - Notary & CRM Pro
Teachers Federal Credit Union
Teachers Federal Credit Union in Tampa seeks a Senior Financial Services Representative to engage members in person and virtually, expanding their membership and serving diverse financial needs. You’ll manage a client book, offering tailored consumer, small business, and lending solutions to help drive revenue for the credit union. The role emphasizes relationship building, proactive service, and adherence to risk controls, with opportunities across a broad range of financial products and a #J-18808-Ljbffr Teachers Federal Credit Union
- ...Federal Credit Union in Tampa, FL is hiring a Senior Financial Services Representative to engage members in person and... ...diploma with 2+ years of branch experience, strong CRM skills (Salesforce), and the ability to obtain a notary commission within four months. #J-18808-...SeniorCRM
$64.2k - $132.3k
...increasingly complex and the services we offer are rapidly... ...consistent, timely and insightful financial and operational information/... ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be... ...Maintain high quality data and CRM hygiene, actively monitoring...SeniorCRMFull timeContract workWork experience placementSummer holidayWork at officeFlexible hours- ...members toward building a strong financial foundation today for a... .... Summary The Senior Financial Services Representative role is focused... ...experience required. Commissioned notary or can successfully obtain... ...role required Proficient in CRM tools including Salesforce...SeniorCRMFull timePart timeWork experience placementLocal areaImmediate start
- ...amazing. Best place!!Job DescriptionJob Title: Customer Analytics Senior Manager Job Location: Anywhere in USAJob Level: Senior Level Job... ...Customer Analytics delivery Who holds 3+ years of experience in CRM Modeling, Reporting, Analytics who is experienced in predictive...SeniorCRM
$65k - $75k
...and follow through on commitments. About the Role This is a senior-level, phone-based sales position for an experienced real estate... ...who resists structured sales processes, scripts, KPIs, or CRM requirements Someone who focuses on signing contracts without...SeniorCRMContract workTemporary workImmediate startRemote workMonday to FridayFlexible hoursAfternoon shift- ...ideal candidate has 3+ years of title and escrow experience, excellent teamwork, superb communication, and a passion for customer service. You will handle real estate escrow transactions, assemble, review, and distribute closing documents, and disburse funds. Responsibilities...Senior
$15 per hour
Pro Services Specialist - Floor & Decor Join to apply for the Pro Services Specialist role at... ...communication skills. Experience with Salesforce / CRM software is a plus. Bilingual in Spanish... ...the employer at its sole discretion. Seniority level - Entry level Employment type -...CRMHourly payFull timeFor contractorsLocal area- KETTLER is seeking a Senior Investment Analyst in Tampa, FL. This role involves producing financial pro forma models, conducting property due diligence, and supporting the Investments and Asset Management teams. Candidates must have a bachelor’s degree and at least 5 years...SeniorRemote work
- ...environment ~ Experience with title software/CRM systems ( Qualia experience a plus ) ~... ...\nCompany Description Champions Title Services, LLC has been providing trusted title and... ...in Inverness, FL, and can coordinate notary signings anywhere within the continental...SeniorCRMContract workWork at officeMonday to FridayFlexible hours
- ...Banking Relationship Manager Senior, you’ll be the primary advisor for high-value corporate... ...and delivering tailored financial solutions. You’ll grow your... ...opportunities, and seamless client service. Collaboration with... ...in Microsoft Office and CRM tools. Education Bachelor...SeniorCRMWork at office
- ..., recognized and awarded!As a Senior Business Systems Analyst supporting... ...integrations and strategic CRM roadmap initiatives across... ...Salesforce Sales Cloud and/or Service Cloud preferred.Salesforce certifications... ...health...Physical, Emotional, Financial, Social and Professional. A...SeniorCRM
- Refresco Brand in Tampa, FL, is seeking a CRM Administrator to manage and optimize their Salesforce platform. The successful candidate will ensure the CRM runs smoothly and empower teams with accurate data. Responsibilities include overseeing data integrity, supporting...SeniorCRM
- ...candidate will engage in networking, conduct outreach calls, and attend local events to generate business opportunities. Strong communication skills and a self-motivated approach are essential, alongside proficiency with CRM tools like Salesforce. #J-18808-Ljbffr Brabo PayrollCRMBase plus commissionLocal area
$15 per hour
...for our professional clients (PRO customer) in the hard surface... ...This position reports to the PRO Services Manager and supports the... ...Experience with Salesforce / CRM software is a plus. ~ Bilingual... ...Programs that help you reach your financial goals: 401k with company match...CRMHourly payFor contractorsLocal areaMonday to Friday$38 - $56 per hour
DescriptionKforce has a client that is seeking a Senior Recruiter in Tampa, FL.Summary:We are... ...hiring across Technology and Financial Services practices. This role will partner closely... ...niche and high-demand skill sets* Use ATS/CRM systems to maintain accurate candidate records...SeniorCRMRemote work$193.3k - $292k
...Summary Salesforce Life Sciences Senior Manager Our Deloitte Customer team empowers... ...supporting their marketing, sales, and service organizations. Post sales activities including... ...in consulting or industry delivering CRM/engagement platforms for life sciences (biopharma...SeniorCRMLocal areaVisa sponsorship$78.4k - $136.95k
Hybrid role out of any of our office locations.As a Senior Sales Operations Analyst, you'll significantly contribute to driving operational... ...BI / Power Query / Microsoft Fabric, and Salesforce Analytics / CRM reportingOur Interview PracticesTo maintain a fair and genuine...SeniorCRMFull timeWork at office$119k - $198.9k
Position Summary Salesforce Senior Consultant, Functional... ...supporting their marketing, sales, and service organizations. Post sales... ..., or Experience Cloud, and Financial Service CloudExperience in Lightning... ...implementing CRM platforms (SAP CRM, Oracle Sales...SeniorCRMLocal areaVisa sponsorship- ...educating HCP offices, billing staff, and coordinators to navigate payer landscapes. The candidate will develop territory plans, collaborate with cross-functional partners, and manage documentation in CRM systems while traveling as needed to #J-18808-Ljbffr AstraZeneca GmbHSeniorCRM
- A healthcare technology firm in Florida is seeking a Senior Business Development Manager to drive revenue through named accounts and channel... ...contributor role requires expertise in EHR systems and CRM software. The position offers a competitive salary, healthcare benefits...SeniorCRM
$110.7k - $218.3k
Position Summary Our Deloitte Sales & Service team empowers organizations to build... ...on December 31, 2026.Work you'll doAs a Senior Consultant, Transformation on the Functional... ...Experience solutioning, and implementing other CRM platforms (SAP CRM, Oracle, Salesforce....SeniorCRMLocal area$160k - $180k
...members they serve.Overview: The Senior Director, Business Development... ...needed to sell products and services into appropriate market... ...documentation in SalesForce (CRM) software to include prospecting... ...of achieving operational and financial success of the Employer; andPerform...SeniorCRMH1bWork at office- ...reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-...SeniorCRMWork at officeLocal areaRemote work
- ...integrates technology-driven solutions with specialty contracting services to improve, protect, and enhance the existing infrastructure of... ...ability to influence at the highest levels of the organization.CRM fluency (Salesforce preferred) and a structured, data-driven approach...SeniorCRMFor contractorsWork at office
- Salesforce is seeking a Communications Designer to join our creative team and elevate our visual storytelling across web, editorial, video, and product content. You will own end-to-end design, shaping content hierarchy, craft, and accessibility while maintaining brand integrity...SeniorRemote job
- ...evaluation frameworks Bonus: growth engineering or GTM operations experience, including lifecycle messaging, A/B testing, event modeling, or CRM plumbing Comfort exploring React, TypeScript, Node, Python, Postgres, Redis, S3, AWS, PostHog, Amplitude, dbt, SQL, n8n, embeddings,...SeniorCRM
$149.1k - $190k
...and members they serve.POSITION SUMMARYThe Senior Director, Field Marketing leads Inovalon'... ...platforms (e.g., 6sense, Demandbase) and CRM / marketing automation (Salesforce,... ...help them stay healthy, save for long-term financial goals, and manage the demands of work and...SeniorCRMH1b$83.2k - $124.8k
...Development & Marketing (BD&M) Senior Specialist to join our team!... ...Maintain and update the firm’s CRM database for supporting practice... ...members to identify client service opportunities, strengthen internal... ...affairs and lobbying, financial services sector, real estate industry...SeniorCRM- ...Organizes and may facilitate pursuit strategy meetings.Supports client service teams by preparing materials for internal and external meetings,... ...PowerPoint), SharePoint, MS Teams, Adobe InDesign and Acrobat, CRM and other communications-related software programs at an expert...SeniorCRMFull timeWork at office
$123k - $163k
...and the global community, join us as a Senior Economic and Financial Consultant to help the communities... ...models, such as benefit-cost studies and pro forma financial model projections, to... ...projections, benefit-cost analyses, cost of service, rate and valuation models, and other...SeniorFull timeLocal areaRemote work
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