<p>The Applications Manager for CRM oversees implementation, maintenance, and optimization of client relationship management systems, primarily Salesforce and related platforms. This role is responsible for configuring CRM solutions to support business development and sales processes, including pipeline tracking, reporting, and system integration. The Applications Manager partners with Marketing, Sales, Finance, and Technology to define requirements, manage vendors, and direct system upgrades. Key duties include maintaining data integrity, driving user adoption, and training. The ideal candidate combines deep Salesforce knowledge, CRM best practices experience, and strong stakeholder engagement to translate business needs into system functionality.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Planning and Execution</strong></p><ul><li>Technical ownership of CRM applications and business requirements alignment.</li><li>Analyze CRM effectiveness and drive strategies to optimize processes.</li><li>Promote best practices and ensure CRM alignment with other enterprise applications.</li></ul><p><strong>Collaboration and Supervision</strong></p><ul><li>Partner with IT and business stakeholders to drive CRM integration.</li><li>Support and guide team members involved in CRM projects.</li><li>Serve as liaison between technical teams, end-users, and vendors.</li></ul><p><strong>Operational Management</strong></p><ul><li>Oversee evaluation, configuration, and deployment of Salesforce features and system enhancements.</li><li>Monitor system performance, troubleshoot issues, and optimize reliability and user satisfaction.</li><li>Manage CRM software assets, licenses, and maintain compliance documentation.</li><li>Provide updates to leadership on system performance and project progress.</li></ul><p><strong>Process Improvement</strong></p><ul><li>Stay current with Salesforce and CRM technologies to recommend enhancements.</li><li>Lead initiatives to automate and streamline CRM workflows for efficiency and scalability.</li><li>Collaborate with cross-functional teams to align CRM with evolving organizational needs.</li><li>Gather end-user feedback to refine CRM solutions.</li></ul>
<p>Olivia Quinlan from Robert Half is hiring an ERP Administrator/Developer based in Rochester, New York, to provide comprehensive support and technical expertise in managing enterprise systems. The ideal candidate will design, develop, and maintain solutions to optimize data processing workflows and ensure seamless system functionality. This role requires a detail-oriented individual with a strong background in systems administration and development.</p>
We are looking for an experienced ERP/CRM Consultant to join our team in Palm Beach Gardens, Florida. In this role, you will provide technical expertise and support for enterprise software systems, ensuring they meet business needs. The ideal candidate will have a strong background in application troubleshooting, user training, and system optimization.<br><br>Responsibilities:<br>• Provide technical support to end-users by diagnosing and resolving application issues efficiently.<br>• Analyze and troubleshoot software malfunctions, escalating complex problems to the software provider and testing solutions before implementation.<br>• Create comprehensive user documentation, including guides and training materials, and conduct training sessions for end-users.<br>• Assist in configuring and customizing ERP/CRM systems to align with organizational requirements and apply updates as needed.<br>• Collaborate with development teams to report bugs, recommend system enhancements, and ensure timely resolution of issues.<br>• Participate in change management processes, including testing new application versions, assisting with implementation, and managing user acceptance testing.<br>• Monitor and document incidents through a ticketing system, ensuring accurate records and implementing preventative measures.<br>• Contribute to merger integration projects by conducting gap analyses, assisting in data conversion, performing system testing, and delivering user training.<br>• Lead efforts to optimize business processes by leveraging the full functionality of ERP/CRM systems and identifying opportunities for improvement.
We are looking for an experienced ERP/CRM Architect to design and implement robust Salesforce solutions for our organization in Johns Creek, Georgia. This role requires expertise in Salesforce architecture, custom development, and platform leadership to ensure scalable and secure systems. As a Contract to permanent position, it offers the opportunity to transition into a long-term role based on performance.<br><br>Responsibilities:<br>• Develop comprehensive Salesforce architecture encompassing Sales Cloud, Service Cloud, Experience Cloud, and custom applications.<br>• Translate complex business requirements into scalable and secure technical solutions.<br>• Establish and enforce architectural standards, governance practices, and integration strategies.<br>• Design data models and implement robust security and sharing frameworks.<br>• Build custom applications using Apex, Lightning Web Components, Visualforce, and Salesforce APIs.<br>• Integrate Salesforce with external systems and middleware using APIs and other tools.<br>• Create user-friendly interfaces employing modern UI frameworks and Salesforce tools.<br>• Conduct thorough code reviews, ensuring adherence to DevOps and CI/CD best practices.<br>• Provide technical leadership to development teams, administrators, and cross-functional teams.<br>• Assess and optimize system performance while troubleshooting advanced technical issues.
We are looking for a skilled Salesforce CRM Administrator & Developer to join our team in Des Moines, Iowa. This position plays a critical role in designing, developing, and maintaining Salesforce solutions that align with business goals. With a focus on optimizing user experience and ensuring data integrity, the role combines technical expertise with strategic collaboration across departments.<br><br>Responsibilities:<br>• Configure and manage Salesforce Sales Cloud and Marketing Cloud platforms, including Pardot and Engage.<br>• Design scalable solutions that improve business processes and enhance user experience.<br>• Lead integration efforts using tools such as MuleSoft to ensure seamless data flow across systems.<br>• Partner with leadership and cross-functional teams to align Salesforce solutions with organizational objectives.<br>• Oversee the implementation and continuous improvement of Salesforce systems to support evolving business needs.<br>• Develop and maintain APIs to enhance system functionality and connectivity.<br>• Monitor and ensure the integrity of data within the Salesforce ecosystem.<br>• Provide technical expertise and recommendations for platform architecture.<br>• Manage project delivery timelines and ensure high-quality outcomes.<br>• Conduct regular system audits and provide training to end-users as needed.
We are looking for an experienced ERP/CRM Configuration SME to join our team on a long-term contract basis. This role involves working with advanced systems in a manufacturing environment to ensure smooth operations and optimize configurations. Based in West Hartford, Connecticut, this position offers an excellent opportunity to contribute to complex projects and streamline system processes.<br><br>Responsibilities:<br>• Configure and manage Dayforce systems to ensure seamless functionality during team transitions.<br>• Oversee payroll processes and address system adjustments to maintain accuracy and compliance.<br>• Collaborate on integration points between Oracle and Dayforce systems to enhance connectivity.<br>• Develop and implement client-side scripts to improve system performance and user experience.<br>• Create and update business requirement documents to align with organizational needs.<br>• Manage configuration settings to optimize system functionality and efficiency.<br>• Conduct API development to integrate new tools and improve data flow.<br>• Provide expertise in Salesforce development to support CRM enhancements.<br>• Perform HRIS analysis to identify opportunities for system improvements.<br>• Ensure all system updates and modifications adhere to compliance standards.
We are looking for a skilled Cloud CX Analyst to join our dedicated services team in Atlanta, Georgia. This is a long-term contract position, ideal for a candidate with strong expertise in customer relationship management systems and cloud platforms. The role requires a proactive individual capable of analyzing business processes and collaborating across teams to deliver exceptional solutions.<br><br>Responsibilities:<br>• Develop and implement comprehensive product plans that align with business goals and vision.<br>• Build strong relationships with key stakeholders to integrate business rules into product design.<br>• Collaborate with agile development teams to ensure seamless design and development processes.<br>• Maintain focus on user experience and interface integrity throughout the product lifecycle.<br>• Oversee testing phases during development and address issues promptly to reduce defects.<br>• Manage business expectations and proactively address concerns while proposing effective solutions.<br>• Support user acceptance testing by providing guidance and resolving issues efficiently.<br>• Communicate updates and ensure alignment with stakeholders, leadership, and team members.<br>• Lead and manage technology projects, coordinating tasks across teams and business units.<br>• Demonstrate commitment to fostering an inclusive and diverse team culture.
<p>We are looking for an experienced ERP/CRM Consultant In this long-term contract position, you will play a pivotal role in developing and enhancing reporting solutions, ensuring optimal performance and scalability across various business functions. This role requires a strong technical background, excellent analytical skills, and the ability to collaborate effectively with both technical and functional stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Design and develop analyses, dashboards, and subject-area-based reports tailored to Oracle Fusion Cloud applications.</p><p>• Create data models, templates, and scheduled reports using BI Publisher to meet functional requirements.</p><p>• Evaluate current reporting methodologies and structures, proposing enhancements to improve scalability and maintainability.</p><p>• Establish and document standards for reporting practices, ensuring consistency and efficiency.</p><p>• Provide hands-on training and support to team members, guiding them through troubleshooting and report lifecycle management.</p><p>• Collaborate with subject matter experts to translate business reporting needs into precise technical specifications.</p><p>• Optimize reporting solutions to align with data architecture and security roles within Oracle Fusion Cloud.</p><p>• Identify cross-module reporting dependencies and develop strategies for seamless integration.</p><p>• Partner with stakeholders to ensure reporting solutions are aligned with organizational goals and objectives.</p>
We are looking for an experienced ERP/CRM Consultant to support a long-term contract position based in Boston, Massachusetts. This role involves contributing to the integration of advanced tools into existing systems while ensuring operational excellence. Ideal candidates will have a collaborative mindset and a strong foundation in CRM systems, data integrations, and product management.<br><br>Responsibilities:<br>• Collaborate with stakeholders to gather requirements and translate them into detailed user stories.<br>• Assist in testing processes to ensure smooth functionality and high-quality system performance.<br>• Participate in the integration of new tools into Microsoft Dynamics CRM to enhance data management capabilities.<br>• Work closely with the implementation lead to define team responsibilities and project goals.<br>• Analyze existing systems to identify areas for improvement and recommend changes.<br>• Facilitate communication between cross-functional teams to ensure alignment and progress.<br>• Provide ongoing support to maintain system operations unrelated to the integration project.<br>• Gain a comprehensive understanding of the new systems and assist in implementation strategies.<br>• Identify and resolve any issues during the integration process.<br>• Assist in managing large data models and cloud integrations effectively.
We are looking for a skilled ERP/CRM Consultant to join our team in Indianapolis, Indiana. This role involves working closely with clients to optimize enterprise resource planning and customer relationship management systems. The ideal candidate will have a strong background in scripting, cloud technologies, and business process improvement.<br><br>Responsibilities:<br>• Develop and implement ERP and CRM solutions tailored to meet client needs.<br>• Collaborate with clients to gather and analyze business requirements, translating them into actionable solutions.<br>• Create and maintain client-side scripting to enhance system functionality and user experience.<br>• Integrate cloud technologies to streamline business operations and improve system performance.<br>• Conduct API development and management to ensure seamless system interoperability.<br>• Perform A/B testing to validate system changes and optimize performance.<br>• Document and maintain configuration management processes for all implemented solutions.<br>• Provide guidance on business process functions and recommend strategies for improvement.<br>• Prepare and review business requirement documents to ensure clarity and accuracy.<br>• Offer technical support and training to end-users to maximize system utilization.
We are looking for a skilled Business Analyst to join our team in Raleigh, North Carolina, on a long-term contract basis. In this role, you will support client engagement initiatives by leveraging data management platforms and analyzing CRM data to drive actionable insights. You will collaborate with marketing and business development teams to ensure the smooth execution of campaigns and adherence to brand guidelines.<br><br>Responsibilities:<br>• Provide technical support for CRM systems and Martech platforms to maintain data integrity and assist with marketing and business development activities.<br>• Manage and prioritize service queue requests from internal stakeholders, resolving system-related issues efficiently.<br>• Analyze CRM data to produce detailed reports and dashboards, identifying trends and opportunities for improvement.<br>• Oversee the marketing process for briefings, newsletters, and events, ensuring campaigns align with brand standards and are executed effectively.<br>• Develop mailing lists, approve automation workflows, test and send mailings, and report on campaign metrics including engagement rates and bounce-back analysis.<br>• Support regional adoption and optimization of CRM systems, ensuring users are equipped with the tools and knowledge to maximize their effectiveness.<br>• Maintain data quality by standardizing, verifying, and cleansing CRM records, as well as monitoring changes to ensure consistency and accuracy.<br>• Enhance CRM data by integrating information from multiple sources while adhering to global data protection policies.<br>• Uphold controlled vocabularies and taxonomies to ensure standardization across systems and maintain firm-wide data consistency.
<p>We are seeking an experienced SAP Manager to lead our SAP initiatives, focusing on migration projects. This techno-functional role requires a deep understanding of SAP systems, strong project management skills, and the ability to bridge the gap between technical and functional aspects of SAP.</p><p>Key Responsibilities:</p><ul><li>Lead SAP Migration Projects: Plan, execute, and manage SAP migration projects, ensuring seamless transitions and minimal disruption to operations.</li><li>Techno-Functional Expertise: Provide technical and functional support for SAP modules, including MM, PP, SD, and FI/CO.</li><li>Project Management: Develop project plans, timelines, and budgets. Monitor progress and ensure projects are completed on time and within scope.</li><li>Stakeholder Collaboration: Work closely with cross-functional teams, including IT, operations, finance, and external vendors, to ensure successful SAP implementations.</li><li>System Optimization: Identify opportunities for system improvements and enhancements to optimize business processes.</li><li>Training and Support: Provide training and support to end-users, ensuring they are proficient in using SAP systems.</li><li>Documentation: Maintain comprehensive documentation of SAP processes, configurations, and changes.</li></ul><p><br></p>
<p>Robert Half is hiring! We are looking for a skilled Salesforce Developer to join our team in Columbia, South Carolina. This role involves managing and optimizing Salesforce.com systems for a dynamic organization. The ideal candidate will bring expertise in system administration, process development, and user training to ensure seamless functionality and effective collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Salesforce.com platform, overseeing a medium sized user base.</p><p>• Perform routine system maintenance tasks, including account management, dashboard creation, workflow adjustments, and report generation.</p><p>• Conduct regular system audits and coordinate upgrades to maintain optimal performance.</p><p>• Manage organizational data feeds and ensure seamless integration with other systems.</p><p>• Collaborate with stakeholders to evaluate, scope, and implement new development requests.</p><p>• Develop and refine processes to support administrative, development, and change management activities.</p><p>• Provide training to new users while fostering skill development across the organization.</p><p>• Act as the liaison between users, vendors, and development teams to ensure smooth communication and project execution.</p><p>• Work independently with users to gather, define, and document development requirements.</p>
We are looking for an experienced ERP/CRM Consultant to join our team in Portsmouth, Rhode Island. This is a long-term contract position that offers the opportunity to contribute to key projects involving advanced design and engineering systems. The role requires a strong background in drafting and engineering, with expertise in Windchill and related software tools.<br><br>Responsibilities:<br>• Design and draft detailed engineering components using advanced CAD tools such as AutoCAD and Creo.<br>• Collaborate with cross-functional teams including design, engineering, and manufacturing to ensure accurate bill of materials (BOMs).<br>• Analyze and clean up existing design files, preparing them for integration into new systems.<br>• Conduct detective work to locate missing components in legacy systems and ensure they are properly documented.<br>• Implement and refine designs within the company's evolving digital platforms, ensuring seamless communication between components.<br>• Provide feedback and work closely with team members to validate design accuracy and compliance with engineering standards.<br>• Assist in the migration of legacy design and production models into new systems.<br>• Ensure all design components meet architectural and manufacturing standards.<br>• Contribute to the development and optimization of service management and employee digital platforms.<br>• Support the company's digital transformation goals by aligning design processes with new software systems.
IMPORTANT – to be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) <br> Core Responsibilities: • Evaluate potential acquisitions by assessing site suitability, access to utilities, and overall development feasibility. • Oversee the due diligence process, including working with municipalities to determine public utility availability and exploring private utility options. • Collaborate with regulatory attorneys, consultants, and municipalities to address annexation, permitting, and entitlement issues. • Manage site development activities, including grading, drainage, and infrastructure design, ensuring compliance with all local and state regulations. • Coordinate with external consultants, engineers, and contractors to complete surveys, environmental studies, and engineering plans. • Prepare and maintain project schedules, budgets, and reports to ensure timely and costeffective completion of development milestones. • Assist in the preparation of offering memorandums and presentations for internal and investor review. Additionally, we seek a candidate who embodies our core values of being Humble, Hungry, and Smart: • Humble: Display humility in interactions, open to learning, and receptive to feedback. Foster a collaborative and inclusive work environment. • Hungry: Demonstrate a strong work ethic, ambition, and a proactive approach to achieving goals. Exhibit a passion for real estate investment and a drive for continuous improvement. • Smart: Possess exceptional interpersonal and analytical skills. Make informed decisions and contribute to the intellectual capital of the team. Key Skills: • Builds positive relationships with team members that foster a strong work environment • Ability to multi-task and prioritize in a fast-paced environment • Proven ability to manage time effectively to ensure established deadlines are met • Excellent organizational skills and strong attention to detail • Independent and self-motivated detail oriented with excellent research, writing and communication skills • Demonstrates flexibility as work demands change • Seeks to improve existing work practices / processes Preferred Qualifications: • Bachelor’s degree in civil engineering or related field • Humble, Hungry, and Smart • A minimum of 5-years of experience in real estate land development • Strong knowledge of Texas land development processes, municipal regulations, and ETJ requirements. • Proficient in AutoCAD, GIS, and project management tools. Compensation: • permanent Paid Salary – amount dependent on experience • Incentive Bonus structure available • Medical Benefits available • Paid time off for personal use and holidays • Retirement plan including 401(k) and company matching
<p>We are looking for an experienced SAP Implementation Consultant (RSH) to join our team in San Antonio, Texas. This is a long-term contract position, offering an excellent opportunity to contribute to impactful business solutions. The ideal candidate will play a key role in refining processes, analyzing system gaps, and ensuring smooth implementation of resource scheduling tools.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough gap analyses between the current processes and the proposed resource scheduling system.</p><p>• Collaborate with stakeholders to identify necessary design requirements and customizations for system optimization.</p><p>• Provide detailed support for knowledge transfer initiatives, ensuring team members are equipped to manage the system effectively.</p><p>• Assist in implementing tools to manage scheduling, capacity planning, and workforce allocation.</p><p>• Work closely with the team to streamline dispatch processes for maintenance resources.</p><p>• Analyze and propose solutions for managing manual tasks such as vacation tracking and capacity planning.</p><p>• Facilitate on-site consultations 3-4 days per week during the initial months to ensure proper system integration.</p><p>• Support ongoing system configuration and development to align with organizational needs.</p><p>• Develop and maintain documentation to ensure clarity on system functionalities and processes.</p><p>• Provide expert guidance on workforce management tools, ensuring alignment with organizational goals.</p>
<p>We are looking for a dedicated Customer Success Specialist to join our team in West Des Moines, Iowa. In this role, you will support new business operations within a growing insurance company, ensuring customer satisfaction and seamless service delivery. This is a Contract to permanent position, offering an excellent opportunity for career growth and development.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer service through inbound call handling and effective communication.</p><p>• Assist clients with benefit inquiries, billing concerns, and other account-related functions.</p><p>• Maintain accurate records by performing data entry tasks and updating customer information.</p><p>• Utilize CRM systems and other software tools to track interactions and manage workflows efficiently.</p><p>• Collaborate with team members to resolve client issues and deliver timely solutions.</p><p>• Learn and adapt quickly to new processes and systems, showcasing a proactive approach.</p><p><br></p><p>If you are looking to grow in your customer service career, please APPLY TODAY! Apply through our Robert Half website or call 515.706.4974</p>
We are looking for a skilled Solutions Architect with expertise in ERP/CRM systems to join our team in West Des Moines, Iowa. This long-term contract position requires someone with a strong background in finance and accounting systems, coupled with advanced technical architecture skills. The role involves designing and implementing solutions that align with business strategies, ensuring seamless integration across platforms and systems.<br><br>Responsibilities:<br>• Design and oversee architecture solutions for ERP and CRM systems to meet strategic business objectives.<br>• Collaborate with stakeholders to analyze and address critical business needs and requirements.<br>• Provide leadership in transitioning legacy systems to modern cloud-based technologies.<br>• Develop and maintain roadmaps for application and infrastructure upgrades, ensuring long-term viability.<br>• Implement and enforce enterprise standards for development processes and system lifecycles.<br>• Conduct in-depth analysis and debugging of processes to identify opportunities for optimization.<br>• Partner with IT leaders to create business cases for transitioning to updated solutions.<br>• Drive innovation and adoption of cloud technologies, particularly AWS, across development teams.<br>• Create and maintain documentation that supports business processes and infrastructure standards.<br>• Mentor team members and provide guidance on architecture best practices and proof-of-concept development.
We are on the lookout for a Workday Integrations Developer to become a part of our team in the Healthcare, Hospitals, and Social Assistance sector, located in McLean, Virginia. You will be tasked with the responsibility of managing complex integrations with the Workday cloud application, using your skills to solve intricate business problems and ensure seamless functionality across various Human Capital Management and Financial functional areas. This role also requires you to handle internal IT security and reporting needs.<br><br>Responsibilities:<br><br>• Take the lead in the design, development, and support testing of the Workday integration code base, including Workday Studio, EIB, Core Connectors, DT, XSLT, RaaS, and supporting 3rd party coding.<br>• Conduct Discovery sessions with business and 3rd party vendor subject matter experts for integrations and reports.<br>• Develop detailed integration specifications, field mappings, and designs to support the entire integration and report deployment life cycle.<br>• Handle the investigation of integration and report failures, perform root cause analyses, and provide detailed findings and recommendations to management and business leaders.<br>• Identify and escalate risks in a timely manner, while developing alternative technical and functional solutions as needed.<br>• Manage the processing of customer credit applications accurately and efficiently.<br>• Ensure the maintenance of accurate customer credit records.<br>• Monitor customer accounts and take appropriate action when necessary.<br>• Utilize your skills in Client Side Scripting, Cloud Technologies, CRM, ERP - Enterprise Resource Planning, Microsoft, AB Testing, API Development, Business Process Functions, Business Requirement Document, and Configuration Management to achieve these tasks.
<p><em>The salary range for this position is $80,000-$85,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are seeking a Compliance Associate to join our team in Elmhurst, Illinois. This role is pivotal in upholding our firm's adherence to regulations and policies, and will involve the use of various software systems to monitor business activities, maintain records, and aid in communication across departments.</p><p><br></p><p><strong>Job Description:</strong></p><p>• Utilize Sungard Protegent system for monitoring trading activity and real-time alerts.</p><p>• Ensure accurate and up-to-date record keeping for swift response to inquiries or audits.</p><p>• Contribute to the development, review, and upkeep of our Written Supervisory Procedures.</p><p>• Foster a culture of compliance and trading by working closely with senior management.</p><p>• Provide continuous support for registered investment advisors and representatives.</p><p>• Collaborate effectively with all departments, both independently and as part of a team.</p><p>• Review and approve marketing materials, including social media posts, to ensure compliance.</p><p>• Utilize CRM and ERP software systems to manage customer interactions and business resources.</p><p>• Use accounting software systems and perform accounting functions as required.</p><p>• Use communication and auditing skills to administer claims and produce clear reports.</p>
<p>We are looking for a dynamic and results-driven <strong>Account Sales Representative</strong> to join our team. In this role, you will be responsible for promoting a diverse range of plastic sheet products, developing sales strategies, and driving revenue growth with both new and existing clients. If you are confident, persuasive, and eager to succeed in a competitive sales environment, we want to hear from you!</p><p><br></p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li>Present and promote a broad portfolio of plastic sheet products, including Acrylic, Polycarbonate, Foam PVC, Marine Board, and Bullet-Resistant Acrylic.</li><li>Identify and pursue new business opportunities while maintaining strong relationships with existing clients.</li><li>Develop and execute sales strategies to expand market share and increase revenue.</li><li>Research market trends, competitors, and industry dynamics to identify growth opportunities.</li><li>Provide product knowledge and training to customers, ensuring they understand the benefits of our solutions.</li><li>Gather customer feedback and market insights to support new product development.</li><li>Utilize CRM tools to track sales activities, maintain a pipeline of opportunities, and forecast revenue.</li><li>Travel regularly to meet with clients, build relationships, and close sales.</li></ul>
<p>We are seeking a strategic and hands-on Director of Business Applications and Platforms to lead the transformation and optimization of the business technology portfolio. You will oversee the design, implementation, and lifecycle management of critical applications, ensuring they drive operational excellence, streamline workflows, and deliver outstanding client service. This role is responsible for vendor selection, application customization and deployment, performance monitoring, and establishing best practices in governance and security.</p><p><br></p><p>The Director works cross-functionally with senior leaders and technical teams to identify opportunities for improvement, evaluate emerging technologies, and enable the seamless integration of platforms. You will champion training and adoption initiatives and ensure that solutions meet the highest standards in compliance, security, and business impact.</p><p><br></p><p>Success in this position requires significant experience with legal or professional services technology, expertise in system architecture and integration, and the ability to develop and communicate actionable strategies to non-technical stakeholders. Collaboration, leadership, and a commitment to driving innovation are critical.</p><p><br></p><p>Key Responsibilities</p><ul><li>Strategic Leadership: Define and execute a technology strategy that scales with firm growth, strengthens security, and aligns platforms with organizational and client priorities.</li><li>Governance & Integration: Establish robust application governance policies and integration frameworks to support interoperability, data security, and compliance.</li><li>Team Development: Lead, mentor, and empower a high-performing team of application specialists, project managers, and technical staff, supporting professional growth and performance.</li><li>Application Lifecycle Management: Oversee all phases of business application management: vendor selection, customization, deployment, ongoing maintenance, and optimization.</li><li>Operational Excellence: Monitor application performance, troubleshoot issues, and resolve technical challenges; manage budgets and vendor negotiations to drive cost-effective investments.</li><li>Continuous Improvement & Innovation: Identify and implement opportunities to automate and enhance workflows; evaluate new technologies to modernize the application portfolio; gather user feedback to improve system adoption and effectiveness.</li><li>Stakeholder Partnership: Work closely with senior leadership to align technology initiatives to firm objectives and communicate technical information clearly to business stakeholders.</li></ul>
We are offering an exciting opportunity for a detail-oriented account sales detail oriented. In this role, you will focus on expanding market presence, driving sales, and cultivating long-term relationships with key stakeholders. You will also collaborate with internal teams to deliver custom solutions that align with client needs and project requirements. <br> Responsibilities Drive the sales process from lead generation and client acquisition to contract negotiation and deal closure Identify and secure new opportunities with key stakeholders, including developers, procurement teams, architects, and designers Develop strategic plans and execute initiatives that consistently meet or exceed sales targets and company objectives Represent the brand at industry events, trade shows, and conferences to increase visibility and strengthen brand recognition Analyze trends, monitor competitor activity, and gather client feedback to refine product offerings and sales strategies Collaborate with internal teams to create tailor-made products that align with client needs and project requirements Cultivate long-term partnerships while expanding brand presence
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p>We are looking for an experienced Business Analyst to join our client in the St. Cloud area. In this role, you will bridge the gap between business needs and technical solutions, ensuring projects align with organizational goals and deliver measurable value. The position offers excellent benefits, including childcare assistance, tuition reimbursement, access to an onsite fitness center, and an annual bonus.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with stakeholders across departments to gather and define business requirements.</p><p>• Analyze and document existing processes, identifying areas for improvement and recommending solutions.</p><p>• Facilitate workshops and meetings to ensure alignment between business objectives and project deliverables.</p><p>• Coordinate with technical teams to implement ERP and CRM systems effectively.</p><p>• Develop detailed workflow diagrams and process maps using tools like Visio.</p><p>• Manage stakeholder relationships, fostering trust and acting as a reliable advisor.</p><p>• Provide guidance on Agile and Waterfall methodologies, adapting approaches to meet project needs.</p><p>• Present findings and recommendations to teams ranging from operational staff to senior executives.</p><p>• Monitor project progress, ensuring milestones are met and addressing obstacles proactively.</p><p>• Support change management initiatives to ensure successful adoption of new systems and processes</p>
