Sr. Administrative Assistant Work Mode: Onsite Location: Onsite at Kohler, WI Opportunity Under the direct supervision of the Director of Customer Experience, the Sr. Administrative Assistant performs confidential administrative functions in support of the executing and leadership team. This position will assume a minimum of supervision, key administrative, organizational, and communication functions to enable key members of the leadership team to concentrate on the prime responsibilities of management of function organizations. This position requires a skilled and savvy communicator who can manage a wide range of priorities, and to handle highly sensitive matters with professionalism and discretion. Specific Responsibilities Communications Coordinates cross functional presentation and announcement development in support of the General manager - this includes typing and designs correspondences, memos, charts, tables, graphs, business plans, etc. Proofreads copy for grammar, spelling, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy. Organizes and prioritizes large volumes of information and touch points for the business. Sorts and distributes mails, drafts written responses or replies by phone or email when necessary. Responds to regularly reoccurring request for information. Act as liaison with KBNA businesses and outside business contacts, including high level staff such as C-level executives, Presidents, and Directors. Handles confidential and non-routine information and explains policies when necessary. Scheduling Provide meeting support. Coordinate and schedule meetings, conferences and departmental activities when required. Attending leadership team and regional sales meetings, creating, and distribute meeting minutes and action items. Maintain the corporate calendar, updating key occurrences for the company and functional areas. Initiate and organize travel arrangements for the General Manager and other leadership team members. Engagement Organize ongoing employee engagement initiatives such as team events, immersions, and round tables, including travel arrangements and itineraries for guest attendees. Support reward and recognition events as needed, in partnership with Human Resources, driving recognition, identifying areas for improvement and being a steward of the Robern brand. Support employee onboarding including desk setup and ensuring tech setup. Financial Support Assist with the maintenance of expense reporting for the General Manager, to include organizing and submitting expense reports, reviewing submitted expenses. IT Responsible for IT troubleshooting as needed. Primary liaison for Kohler IT contacts. Facilities Responsible Provide coverage for the front desk, be the face of Kallista, and oversee the office management for maintenance, repairs, supplies, etc. Maintain printer, supply, kitchenette, conference rooms. Act as second security contact. Special Projects Work independently and within teams on special nonrecurring and ongoing projects. Act as a project manager for special projects, at the request of the Managing Director or any person of the Leadership team, which may include: Purchase Order Management, Contract Management, product coordination for tradeshows and photoshoots, sample sales, branded gifts, internal literature library management Skills/Requirements The successful candidate for this role will have 3+ years of experience in an executive administrator or similar role. An associate degree is preferred, with a focus in Business Administration or related discipline. Individuals must be self-motivated and capable of working independently, with strong abilities to multi-task and prioritize. Must have strong communication skills, including proven skills in designing presentations. This role requires high proficiency with Microsoft Office, including Outlook, Word, Excel and PowerPoint. Experience with Salesforce preferred. The successful candidate for this role will be assertive, highly motivated, and enjoys having a high volume of workload with wide variety. The right person for this position will be discreet, polished, and place a high value on positive customer service interactions. Passion for interior design preferred. The hourly range for this position is $24.35 - $30.45. The specific hourly rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Available benefits include medical, dental, vision & 401k. Why Choose Kohler? We empower each associate to with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact . Kohler Co. is an equal opportunity/affirmative action employer.
05/18/2024
Full time
Sr. Administrative Assistant Work Mode: Onsite Location: Onsite at Kohler, WI Opportunity Under the direct supervision of the Director of Customer Experience, the Sr. Administrative Assistant performs confidential administrative functions in support of the executing and leadership team. This position will assume a minimum of supervision, key administrative, organizational, and communication functions to enable key members of the leadership team to concentrate on the prime responsibilities of management of function organizations. This position requires a skilled and savvy communicator who can manage a wide range of priorities, and to handle highly sensitive matters with professionalism and discretion. Specific Responsibilities Communications Coordinates cross functional presentation and announcement development in support of the General manager - this includes typing and designs correspondences, memos, charts, tables, graphs, business plans, etc. Proofreads copy for grammar, spelling, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy. Organizes and prioritizes large volumes of information and touch points for the business. Sorts and distributes mails, drafts written responses or replies by phone or email when necessary. Responds to regularly reoccurring request for information. Act as liaison with KBNA businesses and outside business contacts, including high level staff such as C-level executives, Presidents, and Directors. Handles confidential and non-routine information and explains policies when necessary. Scheduling Provide meeting support. Coordinate and schedule meetings, conferences and departmental activities when required. Attending leadership team and regional sales meetings, creating, and distribute meeting minutes and action items. Maintain the corporate calendar, updating key occurrences for the company and functional areas. Initiate and organize travel arrangements for the General Manager and other leadership team members. Engagement Organize ongoing employee engagement initiatives such as team events, immersions, and round tables, including travel arrangements and itineraries for guest attendees. Support reward and recognition events as needed, in partnership with Human Resources, driving recognition, identifying areas for improvement and being a steward of the Robern brand. Support employee onboarding including desk setup and ensuring tech setup. Financial Support Assist with the maintenance of expense reporting for the General Manager, to include organizing and submitting expense reports, reviewing submitted expenses. IT Responsible for IT troubleshooting as needed. Primary liaison for Kohler IT contacts. Facilities Responsible Provide coverage for the front desk, be the face of Kallista, and oversee the office management for maintenance, repairs, supplies, etc. Maintain printer, supply, kitchenette, conference rooms. Act as second security contact. Special Projects Work independently and within teams on special nonrecurring and ongoing projects. Act as a project manager for special projects, at the request of the Managing Director or any person of the Leadership team, which may include: Purchase Order Management, Contract Management, product coordination for tradeshows and photoshoots, sample sales, branded gifts, internal literature library management Skills/Requirements The successful candidate for this role will have 3+ years of experience in an executive administrator or similar role. An associate degree is preferred, with a focus in Business Administration or related discipline. Individuals must be self-motivated and capable of working independently, with strong abilities to multi-task and prioritize. Must have strong communication skills, including proven skills in designing presentations. This role requires high proficiency with Microsoft Office, including Outlook, Word, Excel and PowerPoint. Experience with Salesforce preferred. The successful candidate for this role will be assertive, highly motivated, and enjoys having a high volume of workload with wide variety. The right person for this position will be discreet, polished, and place a high value on positive customer service interactions. Passion for interior design preferred. The hourly range for this position is $24.35 - $30.45. The specific hourly rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Available benefits include medical, dental, vision & 401k. Why Choose Kohler? We empower each associate to with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact . Kohler Co. is an equal opportunity/affirmative action employer.
About Us: Avidex leads the way in the audiovisual and IT integration sector, offering innovative solutions to a wide range of clients. Our identity is defined by a dedication to superior quality, technical proficiency, and a forward-thinking mindset. As we continue to expand our horizons, we are actively seeking a skilled and seasoned S enior Portfolio Administrator to become a key player on our Finance team. This role will be pivotal in supporting our organization. What We Offer: Competitive compensation plan Full medical, dental and vision benefits 401(k) with employer match up to 120 PTO, 9 paid holidays and 1 Floating Holiday 8 hours to volunteer for your favorite cause Collaborative work environment Tuition reimbursement Career and personal development opportunities Position Summary: The Senior Portfolio Administrator supports credit activities and assists with collections in a high-volume environment. This role requires a driven, professional individual eager to learn and grow in the credit field. Requirements: Associate degree or higher, preferably in Business, Communications, or a related field. Minimum of 4 years of experience, with 3-5 years in progressively responsible roles in credit or finance. Equivalent education or work experience may substitute for this requirement. Proficient computer skills, including Windows, MS Office, and PDF editor. At least 2 years of experience with a CRM application. Experience with ERP applications is preferred. Familiarity with Salesforce and Microsoft Dynamics is a plus. Ability to learn and analyze financial statements and credit reports; prior experience in this area is preferred. Excellent written and verbal communication skills. Strong analytical skills for making credit-worthy decisions based on company criteria and guidelines. Demonstrates sound judgment in decision-making, planning, and achieving goals. Capable of multitasking, meeting deadlines, and managing multiple projects with minimal supervision. Excellent customer service, organizational, and problem-solving skills. Ability to handle stressful situations calmly and professionally. Responsibilities Engage in personal contact via telephone, email, and written correspondence for assigned A/R portfolio of accounts 30/60 days delinquent. Establish payment plans for customers facing financial difficulties or needing assistance. Resolve billing disputes and work with internal departments to correct billing errors, facilitating payment and ensuring customer satisfaction. Approve and release cash sale transactions in compliance with Avidex Credit Policies. Occasionally review higher-level transactions, provide written analysis, and make credit-worthy recommendations. Review and analyze pre-determined checklists for approval of cash and lease transactions. Prepare, maintain, and distribute accounts receivable reports related to the accounts receivable portfolio to internal and external recipients within prescribed deadlines. Assist the Credit & Collection Manager in gathering data and analyzing transactions for approval. Perform data entry into customer web portals for matching invoices and purchase orders. Assist the Credit & Collection Manager with the preparation of ad hoc reports and analysis projects, including monthly department reports and month-end reporting as required. Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We value diversity and believe it contributes to our success as an organization. Equal Employment Opportunity/M/F/disability/protected veteran statusAvidex Compensation details: 26.73-35.16 Hourly Wage PI7be25a3da1-
05/17/2024
Full time
About Us: Avidex leads the way in the audiovisual and IT integration sector, offering innovative solutions to a wide range of clients. Our identity is defined by a dedication to superior quality, technical proficiency, and a forward-thinking mindset. As we continue to expand our horizons, we are actively seeking a skilled and seasoned S enior Portfolio Administrator to become a key player on our Finance team. This role will be pivotal in supporting our organization. What We Offer: Competitive compensation plan Full medical, dental and vision benefits 401(k) with employer match up to 120 PTO, 9 paid holidays and 1 Floating Holiday 8 hours to volunteer for your favorite cause Collaborative work environment Tuition reimbursement Career and personal development opportunities Position Summary: The Senior Portfolio Administrator supports credit activities and assists with collections in a high-volume environment. This role requires a driven, professional individual eager to learn and grow in the credit field. Requirements: Associate degree or higher, preferably in Business, Communications, or a related field. Minimum of 4 years of experience, with 3-5 years in progressively responsible roles in credit or finance. Equivalent education or work experience may substitute for this requirement. Proficient computer skills, including Windows, MS Office, and PDF editor. At least 2 years of experience with a CRM application. Experience with ERP applications is preferred. Familiarity with Salesforce and Microsoft Dynamics is a plus. Ability to learn and analyze financial statements and credit reports; prior experience in this area is preferred. Excellent written and verbal communication skills. Strong analytical skills for making credit-worthy decisions based on company criteria and guidelines. Demonstrates sound judgment in decision-making, planning, and achieving goals. Capable of multitasking, meeting deadlines, and managing multiple projects with minimal supervision. Excellent customer service, organizational, and problem-solving skills. Ability to handle stressful situations calmly and professionally. Responsibilities Engage in personal contact via telephone, email, and written correspondence for assigned A/R portfolio of accounts 30/60 days delinquent. Establish payment plans for customers facing financial difficulties or needing assistance. Resolve billing disputes and work with internal departments to correct billing errors, facilitating payment and ensuring customer satisfaction. Approve and release cash sale transactions in compliance with Avidex Credit Policies. Occasionally review higher-level transactions, provide written analysis, and make credit-worthy recommendations. Review and analyze pre-determined checklists for approval of cash and lease transactions. Prepare, maintain, and distribute accounts receivable reports related to the accounts receivable portfolio to internal and external recipients within prescribed deadlines. Assist the Credit & Collection Manager in gathering data and analyzing transactions for approval. Perform data entry into customer web portals for matching invoices and purchase orders. Assist the Credit & Collection Manager with the preparation of ad hoc reports and analysis projects, including monthly department reports and month-end reporting as required. Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We value diversity and believe it contributes to our success as an organization. Equal Employment Opportunity/M/F/disability/protected veteran statusAvidex Compensation details: 26.73-35.16 Hourly Wage PI7be25a3da1-
Overview Welcome Home! Build your career with Lennar: As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar's Core Values: Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, trade partners, shareholders, and community. Sales Administrator Summary: This position provides administrative and sales support to the Vice President of Sales and Marketing and the Area Manager(s) through a variety of related responsibilities. The position requires an ability to handle multiple tasks under deadlines, good judgment, and a professional, supportive attitude. Responsibilities The primary duty will be to support the VP of Sales and Marketing and Area Sales Manager(s) in day-to-day sales activities through collection and dissemination of information to community teams and division management. Sales Administrator will be responsible for onsite presence of all signage, model cleans, model landscaping, and overall model appearance. Communicate the needs of the NHCs to Marketing. (Be the in-between) Collateral, displays, signs, website issues, etc. Assist community teams execute the companies Tickled Delighted Happy (TDH) Touchpoints. Collect data and research competition. Utilize the company's systems, including but not limited to Salesforce, Box and Microsoft Teams. Prepare and distribute various reports for all communities. Assist in preparing and collating all necessary information items for Sales Department. Prepare business letters, memorandums, standard operation forms, reports and other correspondence in an accurate and timely manner as directed. Some composing of correspondence included. Assist in ordering and maintaining Welcome Home Center office supplies. Organize and maintain a community-related central filing system as well as working files for departmental administrative matters and chronological correspondence. Coordinate installation and movement colonial signs and Self-Guided Tour kits for homes. Models - Setup and Close out of community models. Sales Events - Participate in Sales Events / Grand Openings. Ordering of Supplies for Models - Collateral / Brochures etc. Assist in gathering Market Information as requested by ASM and VP of S&M. Responsible for Managing Sales Licenses, etc. Maintain organized sales records and report month-end goal setting to the senior management team. Input RMLS listings. Audit external websites (Zillow, Redfin, etc.) for correct presentation of RMLS data. Perform all other duties as assigned. Qualifications One (1) to three (3) years of experience in similar position or related areas of the real estate industry preferred High school diploma or GED required Valid and unrestricted driver's license required Proficient in Microsoft Office Suite, including Word and Excel Maintain regular attendance and punctuality relative to daily work schedule is required Excellent interpersonal skills and great attitude Detailed and numbers oriented Ability to work in a fast paced environment Strong organizational skills Good grammar/spelling Follow directions from a supervisor Understand and follow work rules and procedures Accept constructive feedback Team-oriented, professional appearance and demeanor Ability to meet deadlines while maintaining professional attitude. Physical Requirements: This is primarily a sedentary office position which requires the ability to occasionally bend, stoop, reach, lift, move and carry office materials, equipment and supplies weighing 30 pounds or less. Finger dexterity is required to operate a computer keyboard and calculator. FLSA Status: Non- Exempt Life at Lennar: Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. Lennar associates will be eligible for many benefits in accordance with Lennar's policies and applicable plan terms, including: Health Insurance - Medical, Dental & Vision Vacation - up to 3 weeks of vacation per year upon hire Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Home Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day Student Debt Repayment Program This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. General Overview of Compensation & Benefits: The median base compensation for this position is estimated to be $27.48/an hour, subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. This position will be eligible for the described benefits listed in the above section. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. The median base compensation for this position is subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. • This position may be eligible for performance-based bonuses as determined in the Company's sole discretion. • This position will be eligible for the described benefits listed in the above section. • This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Type Regular Full-Time
05/02/2024
Full time
Overview Welcome Home! Build your career with Lennar: As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar's Core Values: Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, trade partners, shareholders, and community. Sales Administrator Summary: This position provides administrative and sales support to the Vice President of Sales and Marketing and the Area Manager(s) through a variety of related responsibilities. The position requires an ability to handle multiple tasks under deadlines, good judgment, and a professional, supportive attitude. Responsibilities The primary duty will be to support the VP of Sales and Marketing and Area Sales Manager(s) in day-to-day sales activities through collection and dissemination of information to community teams and division management. Sales Administrator will be responsible for onsite presence of all signage, model cleans, model landscaping, and overall model appearance. Communicate the needs of the NHCs to Marketing. (Be the in-between) Collateral, displays, signs, website issues, etc. Assist community teams execute the companies Tickled Delighted Happy (TDH) Touchpoints. Collect data and research competition. Utilize the company's systems, including but not limited to Salesforce, Box and Microsoft Teams. Prepare and distribute various reports for all communities. Assist in preparing and collating all necessary information items for Sales Department. Prepare business letters, memorandums, standard operation forms, reports and other correspondence in an accurate and timely manner as directed. Some composing of correspondence included. Assist in ordering and maintaining Welcome Home Center office supplies. Organize and maintain a community-related central filing system as well as working files for departmental administrative matters and chronological correspondence. Coordinate installation and movement colonial signs and Self-Guided Tour kits for homes. Models - Setup and Close out of community models. Sales Events - Participate in Sales Events / Grand Openings. Ordering of Supplies for Models - Collateral / Brochures etc. Assist in gathering Market Information as requested by ASM and VP of S&M. Responsible for Managing Sales Licenses, etc. Maintain organized sales records and report month-end goal setting to the senior management team. Input RMLS listings. Audit external websites (Zillow, Redfin, etc.) for correct presentation of RMLS data. Perform all other duties as assigned. Qualifications One (1) to three (3) years of experience in similar position or related areas of the real estate industry preferred High school diploma or GED required Valid and unrestricted driver's license required Proficient in Microsoft Office Suite, including Word and Excel Maintain regular attendance and punctuality relative to daily work schedule is required Excellent interpersonal skills and great attitude Detailed and numbers oriented Ability to work in a fast paced environment Strong organizational skills Good grammar/spelling Follow directions from a supervisor Understand and follow work rules and procedures Accept constructive feedback Team-oriented, professional appearance and demeanor Ability to meet deadlines while maintaining professional attitude. Physical Requirements: This is primarily a sedentary office position which requires the ability to occasionally bend, stoop, reach, lift, move and carry office materials, equipment and supplies weighing 30 pounds or less. Finger dexterity is required to operate a computer keyboard and calculator. FLSA Status: Non- Exempt Life at Lennar: Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. Lennar associates will be eligible for many benefits in accordance with Lennar's policies and applicable plan terms, including: Health Insurance - Medical, Dental & Vision Vacation - up to 3 weeks of vacation per year upon hire Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Home Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day Student Debt Repayment Program This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. General Overview of Compensation & Benefits: The median base compensation for this position is estimated to be $27.48/an hour, subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. This position will be eligible for the described benefits listed in the above section. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. The median base compensation for this position is subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. • This position may be eligible for performance-based bonuses as determined in the Company's sole discretion. • This position will be eligible for the described benefits listed in the above section. • This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Type Regular Full-Time
Job Title: Salesforce Business Analyst Location: Remote (Miami, FL) Duration: 6-month Contract Compensation: $ per hour Work Requirements: Authorized to Work in the US Must Haves: Salesforce Administrator, Service and/or Sales Cloud Certifications - 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers. Preferred: Sales Cloud and Service Cloud Certification Experience leveraging and configuring AppExchange products to develop solutions Experience with Salesforce Communities is a plus Knowledge of user experience design a plus Experience in testing methodologies a plus Qualifications: Salesforce Administrator, Service and/or Sales Cloud Certifications At least 5 years of experience working as a business analyst in an agile delivery model. Excellent verbal and written communication skills Demonstrate strong interpersonal, organizational and leadership skills. Ability to prioritize and multi-task in a fast paced, changing environment and be detail oriented. Ability to set goals and meet deadlines Proven ability to analyze, design, optimize, and integrate business processes across systems Ability to understand complex technical concepts and present them in simple terms to nontechnical team members and customers Proven ability in story writing and test case management Hands-on experience configuring Salesforce including workflows, validation rules, and security controls Salesforce Administrator, Service and/or Sales Cloud Certifications 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers Education: Undergraduate Degree (e.g., BA, BS) preferred in computer science, information technology or a related discipline Responsibilities: Demonstrate strong understanding of CRM principles and strategies through implementation advice and Salesforce feature demonstrations. Collaborate with Product Owner, Stakeholders, and delivery teams to gather functional and non-functional requirements. Serves as a senior subject matter expert associated with content, processes, and procedures, defining detailed requirements, analyzing the business needs and validating solutions with the business. Assist the Product Owner with creating user stories and acceptance criteria. Facilitate elaboration sessions with all relevant stakeholders to drive clarity on requirements. Identifying, developing, and supporting business process change. Be available to the Product Owner and the team and participate in all agile meetings such as sprint planning, stand-ups, elaboration/grooming sessions, demos, and retrospectives. Actively participate in driving continuous improvement across the product and the team. Work closely with delivery team to define and execute Test Strategy/Scripts. Maintains focus on process analysis with an understanding of technical problems and solutions and the relationship to the business environment. Work with Architects to transform requirements into solutions. Develop an in-depth knowledge of how data is utilized in business systems. Business process mapping and analysis. Lead functional and technical gap analysis. Lead solution demonstrations and workshops. Develop test scenarios. Manage projects as required. Thanks, Alisha Khan|Talent Acquisition manager V2 Innovations Inc 42180 Ford Rd, Ste 302, Canton, MI 48187 PhoneExt: 542 ; Email: linkedin.com/in/alisha-khan-ba - provided by Dice
01/30/2021
Full time
Job Title: Salesforce Business Analyst Location: Remote (Miami, FL) Duration: 6-month Contract Compensation: $ per hour Work Requirements: Authorized to Work in the US Must Haves: Salesforce Administrator, Service and/or Sales Cloud Certifications - 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers. Preferred: Sales Cloud and Service Cloud Certification Experience leveraging and configuring AppExchange products to develop solutions Experience with Salesforce Communities is a plus Knowledge of user experience design a plus Experience in testing methodologies a plus Qualifications: Salesforce Administrator, Service and/or Sales Cloud Certifications At least 5 years of experience working as a business analyst in an agile delivery model. Excellent verbal and written communication skills Demonstrate strong interpersonal, organizational and leadership skills. Ability to prioritize and multi-task in a fast paced, changing environment and be detail oriented. Ability to set goals and meet deadlines Proven ability to analyze, design, optimize, and integrate business processes across systems Ability to understand complex technical concepts and present them in simple terms to nontechnical team members and customers Proven ability in story writing and test case management Hands-on experience configuring Salesforce including workflows, validation rules, and security controls Salesforce Administrator, Service and/or Sales Cloud Certifications 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers Education: Undergraduate Degree (e.g., BA, BS) preferred in computer science, information technology or a related discipline Responsibilities: Demonstrate strong understanding of CRM principles and strategies through implementation advice and Salesforce feature demonstrations. Collaborate with Product Owner, Stakeholders, and delivery teams to gather functional and non-functional requirements. Serves as a senior subject matter expert associated with content, processes, and procedures, defining detailed requirements, analyzing the business needs and validating solutions with the business. Assist the Product Owner with creating user stories and acceptance criteria. Facilitate elaboration sessions with all relevant stakeholders to drive clarity on requirements. Identifying, developing, and supporting business process change. Be available to the Product Owner and the team and participate in all agile meetings such as sprint planning, stand-ups, elaboration/grooming sessions, demos, and retrospectives. Actively participate in driving continuous improvement across the product and the team. Work closely with delivery team to define and execute Test Strategy/Scripts. Maintains focus on process analysis with an understanding of technical problems and solutions and the relationship to the business environment. Work with Architects to transform requirements into solutions. Develop an in-depth knowledge of how data is utilized in business systems. Business process mapping and analysis. Lead functional and technical gap analysis. Lead solution demonstrations and workshops. Develop test scenarios. Manage projects as required. Thanks, Alisha Khan|Talent Acquisition manager V2 Innovations Inc 42180 Ford Rd, Ste 302, Canton, MI 48187 PhoneExt: 542 ; Email: linkedin.com/in/alisha-khan-ba - provided by Dice
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees - whether we are designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Mercer is seeking candidates for the following position supporting the Norwood, MA office. This opportunity is open for full time remote work location. Contract Management Team Administrator I What can you expect? As a member of the Client Management Team (CMT), you will be responsible for actively handling the intake and monitoring of requests for Mercer Legal's assistance in handling Client Contract requests. Be a key contributor to a Mercer Executive Committee key initiative that contributes in a meaningful and significant way to Mercer's financial performance. You will work closely with lawyers and other legal professionals in Mercer Legal on a daily basis to promptly and efficiently handle CCRs. Interact daily with key stakeholders (CMs, RMs, lead consultants, Legal, Information Security, Privacy and other key stakeholders) across Mercer's US & Canada businesses What is in it for you? At Mercer, we are as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits program and resources that support your wellbeing and career development as well as: Company with a strong brand and strong results to match and are committed to making a difference in the lives of people Culture of belonging, innovation, collaboration, internal mobility and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields Competitive pay and outstanding benefits to help colleagues and their families live better - physically, mentally, and financially Generous time away from the office and paid time off to give back through non-profit community service; flexible work culture Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations Competitive pay, full benefits package - starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan Generous paid time off for vacation, sick, company holidays and time to give back to your community We will count on you to: Monitor the intake mailbox for new CCRs including the initial triage of new CCRs submitted via MercerForce (MF) (and determination of their good order and completeness). Schedule and participate on internal stakeholder calls to discuss go forward approach, confirming assignments for Legal and other key stakeholders. Track your open CCR's and provide summary updates through completion in order to assist in effectively closing opportunities and capturing key performance metrics. Actively follow up and track the status of CCRs to influence the number of days it takes to execute a contract, which helps our business realize revenue earlier. Become an expert user of MercerForce (an application based on the SalesForce platform) Learn the various Mercer businesses and the key legal issues they face. What you need to have: Associates Degree and 1 to 3 years of relevant work experience Strong communication and interpersonal skills with the ability to quickly build credibility and gain confidence at all levels in the organization Excellent organizational, time management, execution, and tracking skills. Strong attention to detail and solid follow through, with the ability to set and deliver on priorities and multiple open CCRs in a fast-paced environment MS Office Suite of software programs What makes you stand out: Bachelor's degree plus 3 years of relevant experience (3+ years in a corporate office or professional services firm preferably in the area of contract review). Paralegal or other legal or legal operations experience helpful but not necessary. Experience using Mercer Force or other SalesForce -based tools is a strong plus. Understanding of legal and contract terminology. Excellent team player and collaborator. Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh , Guy Carpenter and Oliver Wyman , Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit . Follow Mercer on Twitter . Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. This role is not eligible to be performed remotely from Colorado #LI-AV3
01/24/2021
Full time
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees - whether we are designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Mercer is seeking candidates for the following position supporting the Norwood, MA office. This opportunity is open for full time remote work location. Contract Management Team Administrator I What can you expect? As a member of the Client Management Team (CMT), you will be responsible for actively handling the intake and monitoring of requests for Mercer Legal's assistance in handling Client Contract requests. Be a key contributor to a Mercer Executive Committee key initiative that contributes in a meaningful and significant way to Mercer's financial performance. You will work closely with lawyers and other legal professionals in Mercer Legal on a daily basis to promptly and efficiently handle CCRs. Interact daily with key stakeholders (CMs, RMs, lead consultants, Legal, Information Security, Privacy and other key stakeholders) across Mercer's US & Canada businesses What is in it for you? At Mercer, we are as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits program and resources that support your wellbeing and career development as well as: Company with a strong brand and strong results to match and are committed to making a difference in the lives of people Culture of belonging, innovation, collaboration, internal mobility and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields Competitive pay and outstanding benefits to help colleagues and their families live better - physically, mentally, and financially Generous time away from the office and paid time off to give back through non-profit community service; flexible work culture Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations Competitive pay, full benefits package - starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan Generous paid time off for vacation, sick, company holidays and time to give back to your community We will count on you to: Monitor the intake mailbox for new CCRs including the initial triage of new CCRs submitted via MercerForce (MF) (and determination of their good order and completeness). Schedule and participate on internal stakeholder calls to discuss go forward approach, confirming assignments for Legal and other key stakeholders. Track your open CCR's and provide summary updates through completion in order to assist in effectively closing opportunities and capturing key performance metrics. Actively follow up and track the status of CCRs to influence the number of days it takes to execute a contract, which helps our business realize revenue earlier. Become an expert user of MercerForce (an application based on the SalesForce platform) Learn the various Mercer businesses and the key legal issues they face. What you need to have: Associates Degree and 1 to 3 years of relevant work experience Strong communication and interpersonal skills with the ability to quickly build credibility and gain confidence at all levels in the organization Excellent organizational, time management, execution, and tracking skills. Strong attention to detail and solid follow through, with the ability to set and deliver on priorities and multiple open CCRs in a fast-paced environment MS Office Suite of software programs What makes you stand out: Bachelor's degree plus 3 years of relevant experience (3+ years in a corporate office or professional services firm preferably in the area of contract review). Paralegal or other legal or legal operations experience helpful but not necessary. Experience using Mercer Force or other SalesForce -based tools is a strong plus. Understanding of legal and contract terminology. Excellent team player and collaborator. Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh , Guy Carpenter and Oliver Wyman , Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit . Follow Mercer on Twitter . Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. This role is not eligible to be performed remotely from Colorado #LI-AV3
Look for more than answers. Patients and Physicians rely on our diagnostic testing, information and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require sensitivity, tact and a clear dedication to service. It's about providing clarity and hope. As a Salesforce Administration Project Lead, you will work for the world leader in the industry, with a career where you will have the opportunity to collaborate and affect change while expanding your leadership skills and technical knowledge. You can make a real impact in a market that is growing and developing. The Salesforce Administration Project Lead will work on-site at our Novi, MI or Lenexa, KS location. Salesforce Administration Project Lead, the role: The Salesforce Administration Project Lead is responsible for supporting, maintaining and executing Salesforce.com CRM implementation and integrated solutions. Activities will include managing user support requests, system administration, system customization, report and dashboard creation, and training end-users on new and existing functionality. The Salesforce Administration Project Lead will manage the Salesforce.com application for both Commercial and Operations and may support and maintain other technology solutions in the business software portfolio. Job responsibilities: Lead tasks related to the day-to-day operations of a 200+ user implementation of Salesforce.com. Manage Salesforce security including roles, profiles, sharing rules, workflows and groups. Design and build custom reports, dashboards, campaigns, views, fields and workflows to continuously monitor data quality and integrity. Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users. Project manage and deploy accordingly. Proactively seek out and identify needed system changes that will increase overall efficiency. Collaborate with Commercial and Operations management on various initiatives and program development, including data migration and data mapping. Provide guidance to users during planning meetings to assist with determining if/how Salesforce can be used or if items need to be migrated out of Salesforce into other Quest systems. Direct implementations with appropriate teams, including the creation of training plans and materials for users. Ensure documentation of all system requirements from end users for enhancement requests. Complete all enhancement requests with the appropriate rigor, testing, user acceptance and risk assessment. Manage fast-paced queue of support requests, driving all issues to resolution with a strong focus on customer satisfaction and efficient task execution. Lead key initiatives within organization from idea concept to completion including, gathering requirements from stakeholders, evaluating the requirements, prioritizing the initiative and organizing cross functional resources to complete the initiative. Compile information needed as part of the monthly prioritization calls with the Senior Leadership team, lead the call, drive to consensus and allocate resources to accomplish the prioritized list. To qualify, the ideal candidate will have the following skills and experience: 5+ years' experience as a Salesforce Administrator building custom applications and objects, formula fields, workflows, custom views, etc. Salesforce.com Administrator Certification required. Associates or Bachelor's degree or equivalent experience. Ability to interact professionally with colleagues and/or customers for different purposes in different contexts. Advanced skills with Microsoft Office products - Outlook, Word, Excel, and PowerPoint. Ability to handle sensitive information and maintain confidentiality. Superior listening and problem resolution skills. Ability to handle multiple priorities simultaneously. Ability to create, read and interpret documents such as statements of work, instructions, and procedure manuals. Demonstrated ability to communicate orally or in written form effectively with all levels of the organization. Strong analytical skills including process thinking and managing metrics. Strong team player with service-oriented attitude. Organization and record keeping skills, detailed orientated. Managing consensus among team members with differing expectations. Experience in the Health and Wellness industry is preferred. Travel less than 10% as needed for project and training work. Apply Today Join us for competitive benefits and development opportunities in a progressive and supportive environment. Help us improve our service, and the experiences of our patients and colleagues. Work with us and together we can be better. Your Quest career. Seek it out. All requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. Quest Diagnostics is an Equal Opportunity Employer: Women / Minorities / Veterans / Disabled / Sexual Orientation / Gender Identity / Citizenship.
01/22/2021
Full time
Look for more than answers. Patients and Physicians rely on our diagnostic testing, information and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require sensitivity, tact and a clear dedication to service. It's about providing clarity and hope. As a Salesforce Administration Project Lead, you will work for the world leader in the industry, with a career where you will have the opportunity to collaborate and affect change while expanding your leadership skills and technical knowledge. You can make a real impact in a market that is growing and developing. The Salesforce Administration Project Lead will work on-site at our Novi, MI or Lenexa, KS location. Salesforce Administration Project Lead, the role: The Salesforce Administration Project Lead is responsible for supporting, maintaining and executing Salesforce.com CRM implementation and integrated solutions. Activities will include managing user support requests, system administration, system customization, report and dashboard creation, and training end-users on new and existing functionality. The Salesforce Administration Project Lead will manage the Salesforce.com application for both Commercial and Operations and may support and maintain other technology solutions in the business software portfolio. Job responsibilities: Lead tasks related to the day-to-day operations of a 200+ user implementation of Salesforce.com. Manage Salesforce security including roles, profiles, sharing rules, workflows and groups. Design and build custom reports, dashboards, campaigns, views, fields and workflows to continuously monitor data quality and integrity. Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users. Project manage and deploy accordingly. Proactively seek out and identify needed system changes that will increase overall efficiency. Collaborate with Commercial and Operations management on various initiatives and program development, including data migration and data mapping. Provide guidance to users during planning meetings to assist with determining if/how Salesforce can be used or if items need to be migrated out of Salesforce into other Quest systems. Direct implementations with appropriate teams, including the creation of training plans and materials for users. Ensure documentation of all system requirements from end users for enhancement requests. Complete all enhancement requests with the appropriate rigor, testing, user acceptance and risk assessment. Manage fast-paced queue of support requests, driving all issues to resolution with a strong focus on customer satisfaction and efficient task execution. Lead key initiatives within organization from idea concept to completion including, gathering requirements from stakeholders, evaluating the requirements, prioritizing the initiative and organizing cross functional resources to complete the initiative. Compile information needed as part of the monthly prioritization calls with the Senior Leadership team, lead the call, drive to consensus and allocate resources to accomplish the prioritized list. To qualify, the ideal candidate will have the following skills and experience: 5+ years' experience as a Salesforce Administrator building custom applications and objects, formula fields, workflows, custom views, etc. Salesforce.com Administrator Certification required. Associates or Bachelor's degree or equivalent experience. Ability to interact professionally with colleagues and/or customers for different purposes in different contexts. Advanced skills with Microsoft Office products - Outlook, Word, Excel, and PowerPoint. Ability to handle sensitive information and maintain confidentiality. Superior listening and problem resolution skills. Ability to handle multiple priorities simultaneously. Ability to create, read and interpret documents such as statements of work, instructions, and procedure manuals. Demonstrated ability to communicate orally or in written form effectively with all levels of the organization. Strong analytical skills including process thinking and managing metrics. Strong team player with service-oriented attitude. Organization and record keeping skills, detailed orientated. Managing consensus among team members with differing expectations. Experience in the Health and Wellness industry is preferred. Travel less than 10% as needed for project and training work. Apply Today Join us for competitive benefits and development opportunities in a progressive and supportive environment. Help us improve our service, and the experiences of our patients and colleagues. Work with us and together we can be better. Your Quest career. Seek it out. All requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. Quest Diagnostics is an Equal Opportunity Employer: Women / Minorities / Veterans / Disabled / Sexual Orientation / Gender Identity / Citizenship.
Position : Salesforce CPQ Business Analyst Location: Santa Clara, CA / Scottsdale, AZ / Remote Mode: Full Time Job Description: Requirements: 8+ years in a consulting function Critical Needs: " Minimum 3 Salesforce.com full life cycle implementations" Strong experience in either the Salesforce CPQ, Sales, Service or Marketing Cloud platforms (exposure to Big Machines, Apttus, Cameleon a plus)" Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead, work-stream lead, etc)" Ability to l====onshore and off-shore teams in the development of business solutions Roles & Responsibilities: " Lead all or portions of the functional components of a Salesforce.com project: developing requirements and designing prototypes, testing & training strategies " Lead or support defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions. " Understand requirements (functional and technical needed to address client needs" Assist with the scoping and planning of Salesforce.com and CRM related projects " Support and contribute to RFP responses and other sales-related activities" Perform routine administration functions for Salesforce.com" Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce.com projects" Participate and coordinate the delivery of work product with offshore teams across project phases Certifications: Certified Salesforce Administrator Certified Salesforce.com Sales Cloud and/or Service Cloud Consultant Certified Salesforce CPQ Specialist OR other CPQ certified - provided by Dice
10/01/2020
Full time
Position : Salesforce CPQ Business Analyst Location: Santa Clara, CA / Scottsdale, AZ / Remote Mode: Full Time Job Description: Requirements: 8+ years in a consulting function Critical Needs: " Minimum 3 Salesforce.com full life cycle implementations" Strong experience in either the Salesforce CPQ, Sales, Service or Marketing Cloud platforms (exposure to Big Machines, Apttus, Cameleon a plus)" Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead, work-stream lead, etc)" Ability to l====onshore and off-shore teams in the development of business solutions Roles & Responsibilities: " Lead all or portions of the functional components of a Salesforce.com project: developing requirements and designing prototypes, testing & training strategies " Lead or support defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions. " Understand requirements (functional and technical needed to address client needs" Assist with the scoping and planning of Salesforce.com and CRM related projects " Support and contribute to RFP responses and other sales-related activities" Perform routine administration functions for Salesforce.com" Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce.com projects" Participate and coordinate the delivery of work product with offshore teams across project phases Certifications: Certified Salesforce Administrator Certified Salesforce.com Sales Cloud and/or Service Cloud Consultant Certified Salesforce CPQ Specialist OR other CPQ certified - provided by Dice
POSITION OVERVIEW: The Investor Services (IS) Associate will serve as the administrator and business analyst for the Investor Onboarding platform (currently being built on Salesforce Communities), and in the long run will liaise between the IS team, other business lines & Salesforce Tech team to expand the usage of Salesforce, the Investor Onboarding platform, and other technologies to improve Investor Lifecycle management. In the immediate role, they will oversee the ongoing development and operations of the platform for use by internal and external parties. This person will liaise with various parts of the business and external counsel to develop and deploy new business logic and configure subscription document templates for all new funds. This person will also ensure continuity of process throughout the changes from manual to automated & online. Strong relationship-building, problem-solving, and analytical/data-oriented skillsets are required. PRIMARY RESPONSIBILITIES: Liaise with External Legal to gather requirements for new subscription document templates Handle administrative and configuration functions of new subscription document templates within Salesforce Communities, including coordinating with development team as necessary Manage Investor Lifecycle: Initiation, Onboarding, Transfers, Redemptions within Salesforce Manage and coordinate with legal/tax around document tagging, repository, and integration Liaise between users and the application development team Work independently with members of the internal user community to define and document enhancement requirements and reporting needs Coordinate the evaluation, scope and completion of new business logic requests Create controls and routines for quality control over subscription data and processes Continuously assess processes & procedures for improvements & standardization Maintain procedure documentation for team Create/update UAT scripts and facilitate testing On-going support for users on the platform Liaise with internal and external fund controllers, admins, legal, compliance, and tax teams for data and document exchange related to onboarding investors QUALIFICATIONS AND EXPERIENCE : (Academic, Professional, Relevant Job Knowledge) Bachelor's degree required 5+ years of related technical/data analytics/reporting experience Administration experience of Salesforce.com or other CRM system a plus Basic understanding of Private Equity & Alternative Investments a plus Strong relationship-building and communication skills Proven business improvement/problem solving skills Experience working with technology team for requirement gathering, UAT and implementation Exceptional verbal and written communication skills Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs - provided by Dice
09/30/2020
Full time
POSITION OVERVIEW: The Investor Services (IS) Associate will serve as the administrator and business analyst for the Investor Onboarding platform (currently being built on Salesforce Communities), and in the long run will liaise between the IS team, other business lines & Salesforce Tech team to expand the usage of Salesforce, the Investor Onboarding platform, and other technologies to improve Investor Lifecycle management. In the immediate role, they will oversee the ongoing development and operations of the platform for use by internal and external parties. This person will liaise with various parts of the business and external counsel to develop and deploy new business logic and configure subscription document templates for all new funds. This person will also ensure continuity of process throughout the changes from manual to automated & online. Strong relationship-building, problem-solving, and analytical/data-oriented skillsets are required. PRIMARY RESPONSIBILITIES: Liaise with External Legal to gather requirements for new subscription document templates Handle administrative and configuration functions of new subscription document templates within Salesforce Communities, including coordinating with development team as necessary Manage Investor Lifecycle: Initiation, Onboarding, Transfers, Redemptions within Salesforce Manage and coordinate with legal/tax around document tagging, repository, and integration Liaise between users and the application development team Work independently with members of the internal user community to define and document enhancement requirements and reporting needs Coordinate the evaluation, scope and completion of new business logic requests Create controls and routines for quality control over subscription data and processes Continuously assess processes & procedures for improvements & standardization Maintain procedure documentation for team Create/update UAT scripts and facilitate testing On-going support for users on the platform Liaise with internal and external fund controllers, admins, legal, compliance, and tax teams for data and document exchange related to onboarding investors QUALIFICATIONS AND EXPERIENCE : (Academic, Professional, Relevant Job Knowledge) Bachelor's degree required 5+ years of related technical/data analytics/reporting experience Administration experience of Salesforce.com or other CRM system a plus Basic understanding of Private Equity & Alternative Investments a plus Strong relationship-building and communication skills Proven business improvement/problem solving skills Experience working with technology team for requirement gathering, UAT and implementation Exceptional verbal and written communication skills Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs - provided by Dice