Boston ImagingKorea Exchange: 005930: Sells and supports Samsung medical imaging and ultrasound equipment.
2+ YOE2+ years sales operations experience, BA/BS preferred, familiarity with CRM and ERP (Microsoft Dynamics Great Plains), strong Excel and MS Office skills, data analysis, and excellent communication.
CRM, Microsoft Dynamics Great Plains, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Internet Explorer, Google Chrome
University of New England: A private university offering undergraduate, graduate, professional, and online programs with strong emphasis on health professions and experiential learning.
3+ YOE3+ years enterprise systems experience; proficiency with ERP/SIS/CRM/HRIS platforms, integrations (APIs/ETL), SQL/Python/Java or similar, data security (FERPA/HIPAA), and strong communication skills.
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
3+ YOEBachelor's degree in accounting, finance, business, or economics; 3–7 years in financial operations or related financial services; AR, reconciliations, reporting, advanced Excel, analytical, communication, and problem-solving skills.
Microsoft Excel, Microsoft Excel PivotTables, Microsoft Excel Power Query, Microsoft Office 365, Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft PowerPoint, Aspire, CRM, Microsoft Copilot, ChatGPT Enterprise
Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years retirement plan administration or related experience, strong Excel and CRM skills, ability to load/reconcile large data sets, attention to detail, and strong communication skills.
Hightower: Provides independent wealth management and financial planning services.
0+ YOE0-5 years wealth management experience preferred; bachelor\u0002s degree in finance/economics a plus; proficiency in Microsoft Office; open to learning Tamarac Suite; CRM experience and strong communication skills required.
Microsoft Office, Tamarac Suite, SalesForce, WebEx, Schwab Institutional, Wealthscape
Marblehead or North Carolina or South Carolina or Florida or Virginia or Tennessee or Oregon or Ohio or Texas or Georgia or Massachusetts or Colorado
RemoteFull Time
Moore & Van Allen: Provides corporate, financial, and commercial legal advisory services.
SQL database experience, workflow and form configuration, system integrations and APIs required. Bachelor's degree and Power BI familiarity preferred; professional services experience and legal business-process knowledge preferred.