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Financial Services
Build and manage client relationships, source and convert new clients using firm and referral leads, create and maintain comprehensive financial plans, collaborate with internal specialists, stay current on market trends, and comply with industry policies and procedures.
Top Skills:
CRMMs Office SuiteSalesforce
Reposted 2 Days AgoSaved
Fintech • Payments • Financial Services
Serve as the primary on-site liaison for dental providers to educate on benefits, policies, onboarding, and technology; recruit and expand network participation; analyze provider cost/quality, resolve escalated claims and issues, conduct office reviews and presentations, and support electronic claims adoption and reporting. Requires travel within the market.
Top Skills:
Electronic ClaimsMS OfficeWeb Applications
Aerospace • Cloud • Information Technology • Defense
Develop and maintain resource-loaded Integrated Master Schedules (IMS), integrate multiple project schedules, identify critical paths and risks, support schedule baselines/configuration control, use MS Project/Primavera and customer tools (FACTS, CMIS, JIRA), and communicate schedule status and recommendations to program leadership and stakeholders.
Top Skills:
CmisFactsJIRAMicrosoft ProjectPrimavera
Healthtech • Professional Services
Support payroll and billing operations, maintain employee and client records in ADP and Salesforce, resolve payroll issues, assist with audits, reporting, compliance, and special projects, provide excellent customer service, and support cross-departmental process improvements while ensuring data accuracy and confidentiality.
Top Skills:
AdpExcelMS OfficeSalesforce
Automotive • Retail
Handle inbound/outbound internet, phone, text, and chat leads; build rapport; schedule high-quality sales and service appointments; follow up; maintain accurate CRM notes; coordinate with sales managers to maximize showroom visits and closes.
Top Skills:
Business Communication ToolsCrm Software
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Healthtech • Pharmaceutical • Industrial • Manufacturing
Hands-on FP&A business partner responsible for company-wide P&L consolidation, planning, forecasting, reporting, variance analysis, and executive commentary. Support G&A leaders, coordinate cross-functional finance activities, maintain allocation methodologies, manage budgets/headcount planning, drive month/quarter/year-end processes, and contribute to finance transformation and system improvements.
Top Skills:
HyperionExcelOraclePowerPointSAP
Financial Services
Lead requirements gathering, testing, and product lifecycle for partnership accounting platforms and BI/reporting tools. Translate complex fund accounting and investor reporting needs into technical specifications, manage integrations and upgrades (Investran, eFront, LemonEdge), ensure data quality across reporting layers, and advise finance teams on process improvements and automation.
Top Skills:
EfrontExcelInvestranLemonedgePower BIPythonSQLTableau
Fintech • Software • Financial Services
Provide territory management support to inside and outside sales, handle inbound/outbound calls, fulfill research and literature requests, assemble marketing/client materials, assist with salesforce client marketing plans, leverage fund analysis systems, and recommend process improvements while maintaining product and industry knowledge.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Automotive • Retail • Agriculture
Sell new and pre-owned vehicles using a consultative approach: build relationships, set appointments, demonstrate vehicles, guide customers through purchase, follow up for referrals, meet sales goals, and work with management to review performance.
2 Days AgoSaved
Healthtech • Professional Services • Hospitality
Lead community outreach and referral development to grow occupancy. Develop and implement marketing and sales strategies, conduct tours and move-ins, track leads in CRM/PCC, organize events, train staff, and collaborate with leadership to ensure exceptional resident and family experiences.
Top Skills:
CRMPcc
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