<p>We are looking for a dedicated Logistics Analyst to oversee and optimize supply chain operations, both domestically and internationally, from our West Caldwell, New Jersey location. This role involves ensuring seamless inventory management, timely deliveries, and compliance with regulatory standards while collaborating with cross-functional teams. The ideal candidate will contribute to the efficiency of warehouse operations and maintain strong relationships with suppliers and logistics partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory processes, including order tracking and shipment coordination, using company systems.</p><p>• Oversee domestic and international logistics to ensure timely pickups, deliveries, and carrier selection.</p><p>• Coordinate supplier onboarding, purchase orders, and procurement activities to maintain operational efficiency.</p><p>• Conduct cycle counts and maintain accurate inventory documentation to support warehouse operations.</p><p>• Monitor international shipping regulations, apply HS codes, and liaise with customs brokers for compliance.</p><p>• Develop cost analysis tools and pricing models to inform sourcing and logistics decisions.</p><p>• Support material handling and warehouse operations, including forklift operation when certified.</p><p>• Assist in preparing quality documentation and inspections to align with company standards.</p><p>• Collaborate with teams across operations, quality assurance, finance, and global departments to streamline processes.</p><p>• Track tariffs and shipping costs to ensure compliance and cost-effectiveness.</p>
<p>Our team is seeking a motivated Import Specialist for a temp-to-hire opportunity with a reputable & growing company located in Uniondale, NY. In this role, you will support import operations, ensure compliance with customs regulations, and provide excellent communication with vendors and internal teams. This is an excellent chance to build your career in international logistics while working in a face paced environment.</p><p><br></p><p><strong>Main Duties:</strong></p><ul><li>Coordinate and track import shipments to ensure timely delivery</li><li>Prepare and review import documentation (invoices, bills of lading, packing lists, etc.)</li><li>Communicate with customs brokers, freight forwarders, and vendors to resolve shipment issues</li><li>Ensure compliance with U.S. customs laws and import regulations</li><li>Manage database entries and maintain accurate records for all import transactions</li><li>Assist with tariff classifications, duty calculations, and audits</li><li>Collaborate with internal teams to support business needs</li></ul>
<p>We are looking for an experienced Supply Chain Analyst to assist with optimizing financial recovery. In this long-term contract role, you will play a key part in analyzing data to identify opportunities for refunds on imported goods. This position requires collaboration across various departments and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Analyze import and export data to pinpoint potential drawback opportunities and verify accurate calculations.</p><p>• Maintain thorough documentation and audit trails to support claims and ensure regulatory compliance.</p><p>• Collaborate with internal teams such as logistics, finance, and trade compliance, as well as external partners like customs brokers and freight forwarders.</p><p>• Stay up-to-date with regulatory changes, including the Trade Facilitation and Trade Enforcement Act, and adjust processes accordingly.</p><p>• Address inquiries, audits, and requests for additional information from regulatory bodies.</p><p>• Reconcile entries and monitor refunds to ensure timely receipt of funds.</p><p>• Develop and refine internal workflows to increase efficiency and maximize recovery of funds.</p>
We are looking for an experienced Logistics Manager to oversee and optimize supply chain operations within the health and biotech industry. This individual will play a pivotal role in ensuring the seamless movement of goods from production to delivery, while maintaining quality standards and cost efficiency. As this is a long-term contract position, the successful candidate will have the opportunity to contribute significantly to the company’s logistical strategies and overall business success.<br><br>Responsibilities:<br>• Develop and implement comprehensive logistics plans, including efficient transportation routes and delivery schedules.<br>• Coordinate with carriers, freight forwarders, and trade partners to ensure timely and cost-effective shipping.<br>• Manage inbound logistics processes, including duties related to importing products and ensuring inventory accuracy in relevant systems.<br>• Monitor and communicate delays in supply chain operations, providing solutions to mitigate disruptions.<br>• Analyze logistics costs and identify areas for cost savings and operational improvement.<br>• Prepare and oversee budgetary plans for logistics activities, ensuring alignment with financial objectives.<br>• Track and evaluate key performance indicators (KPIs) to measure logistics efficiency and generate actionable insights.<br>• Create detailed performance reports for senior management to support strategic decision-making.<br>• Identify opportunities for process enhancements and implement strategies to improve logistics operations.<br>• Stay informed about industry trends and emerging technologies to maintain competitive and efficient logistics practices.
<p>We are looking for a skilled Data Warehouse Analyst to join our team in New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.</p><p>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.</p><p>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.</p><p>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.</p><p>• Automate reporting processes to improve accuracy and timeliness of operational data.</p><p>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.</p><p>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.</p><p>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.</p><p>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.</p>
<p>We are looking for an experienced Data Security Analyst. This long-term contract position requires a detail-oriented individual with a strong background in Active Directory management and advanced cybersecurity practices. The ideal candidate will excel in troubleshooting, technical execution, and utilizing tools to safeguard enterprise systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead technical operations and execution within complex, multi-site Active Directory environments.</p><p>• Perform advanced troubleshooting to diagnose and resolve Active Directory issues efficiently.</p><p>• Develop and implement PowerShell scripts to automate tasks and enhance system functionality.</p><p>• Collaborate with teams to ensure compliance with cybersecurity policies and standards.</p><p>• Utilize SIEM tools to monitor and address security incidents effectively.</p><p>• Conduct regular assessments of application security to identify vulnerabilities and implement solutions.</p><p>• Provide expert guidance on cybersecurity strategies to protect enterprise systems.</p><p>• Maintain and enhance security frameworks to safeguard sensitive data.</p><p>• Deliver training and support to teams on best practices for data security.</p><p>• Stay updated on emerging threats and technologies to proactively address security challenges.</p>
<p>We are looking for a skilled Power BI Data Visualization Specialist to join our team in Stamford, Connecticut. In this role, you will leverage your expertise in data visualization and storytelling to transform complex datasets into actionable business insights. Your contributions will support decision-making processes and enhance operational efficiency through well-designed dashboards and reports.</p><p><br></p><p>Responsibilities:</p><p>• Create dynamic dashboards and visualizations using Power BI to effectively communicate data insights.</p><p>• Interpret and analyze complex datasets to generate meaningful business recommendations.</p><p>• Ensure data accuracy and integrity by meticulously validating and reconciling information.</p><p>• Collaborate with stakeholders to understand their data needs and deliver tailored solutions.</p><p>• Design intuitive and user-friendly dashboards that align with visualization best practices.</p><p>• Utilize relational data sources to identify and explore data relationships.</p><p>• Develop Power BI reports that are embedded within applications when required.</p><p>• Apply knowledge of structured datasets to extract insights from operational systems.</p><p>• Partner with teams to support data-driven operations in areas such as finance, manufacturing, and supply chain.</p>
<p>A client in Parsippany, NJ is looking to hire a Sales & Operations Analyst to help drive analytics, KPI management, and dashboards between their Sales and Operations teams. The Sales & Operations Analyst will liaise among the finance and sales/marketing/operation heads to enhance the use of systems and technology for the purposes of improving pricing analysis, analyzing promotional information, managing trade budgets, and handling ROI analysis. Strong forecasting and modeling experience is desired, as is working knowledge of IRI / Nielsen data. </p>
We are looking for a skilled Technical Business Analyst with expertise in data analysis to join our team in White Plains, New York. In this role, you will bridge the gap between business needs and technical solutions, ensuring data processes align with organizational goals. If you have a strong analytical background and experience working with data platforms and visualization tools, we encourage you to apply.<br><br>Responsibilities:<br>• Analyze and interpret complex datasets to identify trends and deliver actionable insights.<br>• Collaborate with stakeholders to gather and translate business requirements into technical solutions.<br>• Design and implement data pipelines using tools such as Python or Java to automate workflows.<br>• Optimize database performance and manage data warehousing using platforms like Microsoft SQL Server.<br>• Utilize cloud services, such as AWS or Azure, to support scalable data solutions.<br>• Develop and maintain ETL processes for efficient data extraction, transformation, and loading.<br>• Create dynamic dashboards and visualizations using tools like Tableau or Power BI.<br>• Ensure data integrity and accuracy through rigorous testing and validation.<br>• Provide technical support and training to non-technical team members.<br>• Document processes and workflows to ensure clarity and continuity.
We are looking for an entry-level Data Analyst to join our team in Jersey City, New Jersey. In this role, you will contribute to optimizing data processes and support data-driven decision-making within the organization. You will work with diverse data sets, automate workflows, and design advanced data models to improve operational efficiency and analytics capabilities.<br><br>Responsibilities:<br>• Collect, transform, and manage large data sets to streamline sourcing across a wide portfolio of vendors, suppliers, and products.<br>• Standardize and cleanse data from multiple systems to ensure consistency and accuracy.<br>• Validate and aggregate incoming raw data for integration into databases and analytical models.<br>• Address data gaps across various domains to enhance overall data quality.<br>• Extract data from multiple sources to support larger analytics projects and initiatives.<br>• Promote best practices for data usage and management across the organization, including newly acquired entities.<br>• Assist in integrating analytics models into production workflows to optimize functionality.
<p><strong>Summary</strong></p><p>The Business Intelligence Analyst (Entry Level) supports the Business Intelligence & Data team by understanding and writing data queries, building visualizations, and working with end users to obtain clear and concise report requirements. The candidate should have familiarity with data models/relationships and strong analytical skills with great attention to detail. Eagerness to learn the business is a must. </p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist in developing, maintaining, and enhancing dashboards and reports using BI tools </li><li>Extract, transform, and load (ETL) data from various sources into BI tools and databases </li><li>Perform data validation, reconciliation, and quality checks across multiple data sources</li><li>Translate business requirements into technical reporting specifications</li><li>Document data sources, transformations, metrics definitions, and report logic</li><li>Collaborate with BI & Data team and business stakeholders to produce impactful reports</li></ul><p><br></p>
We are looking for a skilled Ad Sales Data Analyst to join our team in NYC, New York. In this long-term contract role, you will leverage your expertise in media and advertising analytics to deliver actionable insights and support strategic decision-making. This position is ideal for professionals who thrive in dynamic environments and have a strong background in data analysis within the advertising or media industry.<br><br>Responsibilities:<br>• Analyze and interpret advertising sales data to identify trends, opportunities, and areas of improvement.<br>• Utilize fraud analytics tools and techniques to detect and prevent fraudulent activities within advertising campaigns.<br>• Develop and maintain dashboards and reports to present key metrics and insights to stakeholders.<br>• Collaborate with cross-functional teams to optimize advertising strategies and campaign performance.<br>• Investigate suspected fraud cases and provide detailed reports based on findings.<br>• Apply anti-fraud methodologies to ensure compliance and integrity in advertising sales processes.<br>• Provide actionable recommendations based on data analysis to enhance revenue generation.<br>• Work closely with advertising technology platforms to integrate data solutions and improve operational efficiency.<br>• Stay updated with industry trends and advancements in data analysis and fraud prevention.<br>• Support the implementation of new tools and systems to streamline data processing and reporting.
Professional Qualifications:<br>• 5+ years experience in IT as a Technical Business analyst/system analyst and created functional requirements for complex projects within the Insurance P&C domain.<br>• Good understanding of the underwriting process includes the policy lifecycle, coverages, endorsements, forms, rating, etc.<br>• Experience in working in Underwriting and Claims applications.<br>• Experience in data integration and data quality projects.<br>• Ability to work with technical teams (developers, architects, QA, infrastructure), business users and software vendors to document requirements on time<br>• Excellent understanding of how technology impacts the business.<br>• Excellent team player with a proven background of individual contribution.<br><br>Preferred Technical Skills:<br>• Insurance Policy Administration System experience (Duck Creek, Guidewire, etc.)<br>• Understanding of XML and/or JSON languages is a plus<br>• Strong SQL skills to query SQL databases
<p>We are looking for a skilled Bookkeeper/Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify inefficiencies and recommend improvements.</p><p>• Conduct gap analysis to assess discrepancies between current and desired states.</p><p>• Review and evaluate documentation to ensure compliance with organizational standards.</p><p>• Provide customer service support through call center operations when needed.</p><p>• Interpret data and create detailed reports to aid in decision-making processes.</p><p>• Work closely with construction teams to align business objectives with operational needs.</p><p>• Develop cost-effective solutions that enhance performance and reduce waste.</p><p>• Facilitate meetings and workshops to communicate findings and project updates effectively.</p>
We are looking for a skilled and detail-oriented Business Analyst to contribute to the development and improvement of our Global Portal. In this role, you will work closely with diverse teams, including Product Management, IT, Operations, and Business Stakeholders, to create solutions that enhance the digital experience for customers. This is a long-term contract position based in Piscataway, New Jersey.<br><br>Responsibilities:<br>• Analyze and document business, functional, and non-functional requirements by conducting workshops, interviews, and system evaluations.<br>• Develop detailed process maps to identify inefficiencies, gaps, and opportunities for optimization and automation.<br>• Collaborate with cross-functional teams to create and maintain clear use cases and workflow diagrams.<br>• Facilitate alignment among Product Management, Development, QA, and Stakeholders to ensure mutual understanding of priorities and requirements.<br>• Support the testing phase by creating test cases, assisting in execution, and validating results during User Acceptance Testing.<br>• Provide training and knowledge transfer for both internal teams and external customers, ensuring seamless adoption of new features.<br>• Act as a subject matter expert for the Global Portal, ensuring consistency in customer experience across different regions and products.<br>• Partner with change management teams to prepare businesses for new portal enhancements and ensure successful implementation.<br>• Coordinate with Product and Program Managers to monitor project progress, address risks, and manage scope adjustments.
<p>Accelerated growth has led us to seek an experienced Business Analyst to optimize our operations systems, streamline integrations, and enhance business intelligence capabilities. Reporting directly to the Director of Digital Product, you'll drive the continuous improvement and effective use of technology to elevate our operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with Operations and Product teams to identify, document, and solve complex WMS and backend system challenges.</p><p>• Provide software analysis and requirements when it comes to operational implementations, (EDI, Shipping methods, WMS systems, Automation)</p><p>• Coordinate data transfer / API troubleshooting and liaise effectively between vendors and internal Product Team members, ensuring accurate communication of technical issues.</p><p>• Design, execute, and oversee rigorous system testing and validation processes, particularly within sandbox environments for WMS or supply chain applications</p><p>• Support integration projects with external vendors and actively contribute to requirements development.</p><p>• Conduct detailed business intelligence and data analysis, identifying critical issues related to customs duties, postage fees, and other operational expenditures to avoid financial losses.</p><p>• Actively contribute to Operational technical system requirements such as Quickbase and CMMS</p><p> Troubleshoot and analyze software issues related to fulfillment and other operational technologies</p><p>Qualifications:</p><p>• 4+ years of experience supporting or implementing software systems, preferably in product management or business analysis roles.</p><p>• 4+ years combined experience in warehouse management systems (WMS), supply chain technologies, EDI implementations, or similar domains.</p><p>• Experience performing rigorous software testing and validation in Agile environments.</p><p>• Ability to read, interpret, and communicate API functionality effectively.</p><p>• Excellent documentation and communication skills, capable of clearly translating complex requirements across teams.</p><p>• Strong analytical and technical troubleshooting skills; able to communicate clearly and propose actionable solutions.</p><p>• A collaborative, solution-focused mindset, able to manage projects independently from conception through implementation.</p><p>• Proactive, organized, and detail-oriented, with excellent interpersonal and communication abilities.</p><p>• A passion for continuous learning and adapting quickly to evolving challenges.</p><p>• Willingness and ability to be present onsite or maintain frequent visits to facilitate smooth operations, knowledge transfer, and team collaboration.</p>
We are looking for a skilled Marketing Analyst to join our team in New York, New York. In this long-term contract position, you will play a pivotal role in shaping data-driven marketing strategies and delivering actionable insights across a diverse brand portfolio. The ideal candidate will thrive in a collaborative environment, working closely with cross-functional teams to optimize media investments and measurement frameworks.<br><br>Responsibilities:<br>• Lead the development and execution of a comprehensive learning and measurement strategy for various brands.<br>• Design and implement robust in-market test plans, including media mix, channel effectiveness, creative impact, and audience segmentation.<br>• Analyze complex test data and translate findings into strategic recommendations for senior stakeholders.<br>• Act as a liaison between media investment, data science, and strategy teams to ensure smooth execution of testing initiatives.<br>• Collaborate with econometrics-focused teams to validate and enhance marketing mix modeling insights.<br>• Oversee multiple test-and-learn initiatives simultaneously, managing timelines, deliverables, and reporting outcomes.<br>• Provide guidance on transitioning to advanced measurement frameworks, moving beyond traditional attribution models.
<p>Our client is looking for an experienced Risk Analyst to join their team in the Bordentown, New Jersey area. In this role, you will play a critical part in identifying, assessing, and mitigating risks across various domains within the organization. You will collaborate with senior management to ensure effective governance and regulatory compliance while supporting the organization's strategic goals.</p><p><br></p><p>Salary is 120,000 - 140,000. </p><p><br></p><p>Benefits include health insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the organization's enterprise risk management initiatives, including credit, market, compliance, and operational risk programs.</p><p>• Continuously monitor and evaluate risk management activities to ensure alignment with the organization’s mission and strategic objectives.</p><p>• Enhance enterprise risk management processes and systems to improve efficiency in risk assessments.</p><p>• Lead discussions within the Enterprise Risk Management Committee and provide solutions to address risk-related challenges.</p><p>• Identify and verify risk areas within the organization, ensuring comprehensive risk assessments are conducted.</p><p>• Develop risk assessments for new products or significant modifications to existing offerings.</p><p>• Serve as a subject matter expert to guide departmental leaders in implementing effective governance and risk management strategies.</p><p>• Analyze and report on key risks and their interdependencies, helping senior management maintain a focus on robust risk management.</p><p>• Ensure compliance with regulatory requirements and industry standards related to risk management.</p>
<p>Our client is seeking a Financial Data Specialist. The Financial Data Specialist will be responsible for capturing, analyzing, and validating information. This individual will work closely with both internal teams and external market participants, providing high-quality data support and resolving complex inquiries. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, data-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Build and maintain strong relationships with internal stakeholders and external market participants, including exchanges, financial institutions, and legal entities</p><p> • Serve as a subject-matter expert (SME) </p><p> • Collaborate cross-functionally to identify dependencies impacting data quality and ensure accurate data delivery across platforms</p><p> • Respond to client inquiries in a timely and professional manner, delivering high-quality support</p><p> • Escalate and communicate data issues or client feedback to appropriate teams to drive improvements</p><p> • Identify opportunities to enhance processes, workflows, and data accuracy</p>
<p>Epic MyChart Analyst (Senior-Level)</p><p><strong>Overview</strong></p><p>Senior subject matter expert responsible for leading the design, build, and delivery of complex, large-scale patient engagement solutions within Epic MyChart. This role owns initiatives end-to-end, enhances the digital patient experience, and aligns solutions with Epic Foundation principles and business objectives, while mentoring team members.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead design and configuration of advanced MyChart features (scheduling, PROs, third-party integrations)</li><li>Manage full project lifecycle, ensuring delivery on time and within scope</li><li>Translate business needs into technical design; serve as key stakeholder contact</li><li>Facilitate design sessions and present to technical and non-technical audiences</li><li>Develop and oversee testing strategies for enhancements</li><li>Ensure adherence to Epic standards while delivering innovative solutions</li><li>Drive development of high-impact, patient-facing features</li><li>Mentor and support team members </li></ul><p><br></p>
<p>We are seeking a highly skilled Data Engineer to design, build, and manage our data infrastructure. The ideal candidate is an expert in writing complex SQL queries, designing efficient database schemas, and developing ETL/ELT pipelines. This role ensures data accuracy, accessibility, and performance optimization to support business intelligence, analytics, and reporting initiatives.</p><p><br></p><p><strong><em><u>Key Responsibilities</u></em></strong></p><p><br></p><p><strong>Database Design & Management</strong></p><ul><li>Design, develop, and maintain relational databases, including SQL Server, PostgreSQL, and Oracle, as well as cloud-based data warehouses.</li></ul><p><strong>Strategic SQL & Data Engineering</strong></p><ul><li>Develop advanced, optimized SQL queries, stored procedures, and functions to process and analyze large, complex datasets and deliver actionable business insights.</li></ul><p><strong>Data Pipeline Automation & Orchestration</strong></p><ul><li>Build, automate, and orchestrate ETL/ELT workflows using SQL, Python, and cloud-native tools to integrate and transform data from diverse, distributed sources.</li></ul><p><strong>Performance Optimization</strong></p><ul><li>Tune SQL queries and optimize database schemas through indexing, partitioning, and normalization to improve data retrieval and processing performance.</li></ul><p><strong>Data Integrity & Security</strong></p><ul><li>Ensure data quality, consistency, and integrity across systems.</li><li>Implement data masking, encryption, and role-based access control (RBAC).</li></ul><p><strong>Documentation</strong></p><ul><li>Maintain comprehensive technical documentation, including database schemas, data dictionaries, and ETL workflows.</li></ul>
We are looking for an experienced Data Engineer to join our team in New York, New York. In this role, you will design, build, and maintain data infrastructure to support business intelligence and analytics needs. The ideal candidate will have a strong technical background, a passion for working with complex datasets, and expertise in cloud-based data platforms.<br><br>Responsibilities:<br>• Develop, implement, and optimize ETL pipelines to ensure efficient data processing and integration.<br>• Design and maintain scalable data solutions, including data warehouses and data lakes.<br>• Collaborate with cross-functional teams to identify data requirements and deliver actionable insights.<br>• Utilize Snowflake, AWS, and other cloud-based platforms to manage data infrastructure and ensure performance optimization.<br>• Leverage Python and SQL to build robust data workflows and automate processes.<br>• Employ orchestration tools like Airflow and dbt to streamline data operations.<br>• Support data analytics and visualization efforts by enabling the creation of impactful dashboards using tools such as Tableau.<br>• Work with marketing and product data sources, including platforms like Google Analytics, to extract and integrate valuable insights.<br>• Implement CI/CD pipelines and DevOps practices to enhance data engineering processes.<br>• Ensure data security and compliance across all systems and tools.
<p>140,000 - 150,000</p><p><br></p><p>benefits:</p><ul><li>health insurance</li><li>401k</li><li>paid time off</li></ul><p><strong>Responsibilities</strong></p><ul><li>Lead and oversee all fulfillment, warehousing, transportation, and logistics operations</li><li>Develop and execute fulfillment and logistics strategies aligned with business growth</li><li>Manage 3PL partners, carriers, and distribution center operations</li><li>Drive improvements in order accuracy, delivery performance, and inventory management</li><li>Optimize transportation costs, warehouse utilization, and fulfillment workflows</li><li>Establish and monitor KPIs, SLAs, and operational performance metrics</li><li>Partner cross‑functionally with Supply Chain, Operations, Finance, IT, and Customer Experience teams</li></ul><p><br></p>
<p>A large academic institution is seeking a proactive and strategic <strong>Business Process Analyst</strong> to evaluate, optimize, and support business operations related to its <strong>Salesforce Service Cloud</strong> platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.</p><p>This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul><p><br></p>
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>