... management (SalesForce) database to track client interactions and the progression of each client relationship. Qualifications Bachelor's degree preferred FINRA 6, 63, 65 required for this position o ...
... management (SalesForce) database to track client interactions and the progression of each client relationship. Qualifications Bachelor's degree preferred FINRA 6, 63, 65 required for this position o ...
... management (SalesForce) database to track client interactions and the progression of each client relationship. Qualifications • Bachelor's degree preferred • FINRA 6, 63, 65 required for this ...
... management (SalesForce) database to track client interactions and the progression of each client relationship. Qualifications • Bachelor's degree preferred • FINRA 6, 63, 65 required for this ...
Salesforce B2C Commerce Developer
Indianapolis, IN · On-site
$53 - $70.25/hr
Provide expert backend support for SFCC, including server-side development, data management, and ... components, optimizing database queries, caching strategies, and server configurations.
Quick apply
Salesforce B2C Commerce Developer
Indianapolis, IN · On-site
$53 - $70.25/hr
Provide expert backend support for SFCC, including server-side development, data management, and ... components, optimizing database queries, caching strategies, and server configurations.
Manages alumni data, updating in Salesforce and other directories as needed. Analyzes alumni data ... Tracks and logs all outreach in Salesforce database. * Creates and curates content, comments on ...
Manages alumni data, updating in Salesforce and other directories as needed. Analyzes alumni data ... Tracks and logs all outreach in Salesforce database. * Creates and curates content, comments on ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Proficiency with databases (SQL, etc.). * Strong knowledge of statistics and experience using ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Proficiency with databases (SQL, etc.). * Strong knowledge of statistics and experience using ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... DynamoDB, Graph databases (Neo4j, Neptune, etc), and Data streams (Kafka, Kinesis, etc)
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... DynamoDB, Graph databases (Neo4j, Neptune, etc), and Data streams (Kafka, Kinesis, etc)
Software Engineering MTS
Indianapolis, IN · On-site
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Understanding of vector databases, embeddings, and semantic search concepts * Experience with ...
Software Engineering MTS
Indianapolis, IN · On-site
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Understanding of vector databases, embeddings, and semantic search concepts * Experience with ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... queues, and database capacities for high-frequency workspaces. * Monitor critical custom ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... queues, and database capacities for high-frequency workspaces. * Monitor critical custom ...
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Experience with vector databases, Retrieval-Augmented Generation (RAG), AI agents, MCP frameworks ...
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Experience with vector databases, Retrieval-Augmented Generation (RAG), AI agents, MCP frameworks ...
Senior Software Engineer, Event Technology
$117K - $154K/yr
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Architect and optimize end-to-end data flows across the full stack, from database design through ...
Senior Software Engineer, Event Technology
$117K - $154K/yr
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Architect and optimize end-to-end data flows across the full stack, from database design through ...
Experience with database concepts and data management, JSON, and SQL. * Familiarity with system logging tools (Splunk, Sumo Logic) and system monitoring. Salesforce Certifications (preferred - a plus ...
Experience with database concepts and data management, JSON, and SQL. * Familiarity with system logging tools (Splunk, Sumo Logic) and system monitoring. Salesforce Certifications (preferred - a plus ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Data Engineer (SMTS/LMTS) - Knowledge Graph & AI
$109K - $131K/yr
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Solid experience working with graph databases and semantic web concepts (e.g., Neo4j, RDF/OWL ...
Data Engineer (SMTS/LMTS) - Knowledge Graph & AI
$109K - $131K/yr
Job Category Software Engineering Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Solid experience working with graph databases and semantic web concepts (e.g., Neo4j, RDF/OWL ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM, ... database architecture, security, networks, and customer relationship management principles
Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM, ... database architecture, security, networks, and customer relationship management principles
Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM, ... database architecture, security, networks, and customer relationship management principles
Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM, ... database architecture, security, networks, and customer relationship management principles
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Strong understanding of database concepts, data management, and SQL. * Experience explaining ...
Manager Salesforce Database information
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Full-time
Re-posted 11 days ago
Job description
Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
Exhibit deep knowledge of investments and investment concepts
Deliver effective presentations to promote the Company
Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Bachelor's degree preferred
FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
2+ years of direct sales experience
Clear and concise communication with an expertise in adapting to different audiences
Ability to articulate specific sales strategy and process
Well-organized with acute attention to detail
All your information will be kept confidential according to EEO guidelines.
About ZenTech Consulting
Sourced by ZipRecruiter
Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Tampa, FL, US
Year founded
2011