5 results for Consultant in Stamford, CT

ERP/CRM Consultant

New York, NY
remote
Temporary
85.5 - 99 USD / Hourly
We are looking for an experienced ERP/CRM Consultant to join our team on a long-term contract basis. This role involves leveraging technical and functional expertise to optimize ERP and CRM systems while providing training and support to end-users. The ideal candidate will be skilled in streamlining processes, enhancing system functionality, and fostering effective communication between technical teams and stakeholders. Responsibilities:• Collaborate with stakeholders to gather and analyze business requirements for ERP and CRM systems.• Configure and customize ERP and CRM platforms to meet organizational needs.• Develop and implement client-side scripting solutions to enhance system performance.• Create and maintain comprehensive documentation, including Business Requirement Documents.• Provide training to end-users and support teams to ensure effective utilization of systems.• Manage API development and integration to streamline data exchange between platforms.• Conduct regular system reviews to identify areas for improvement and implement necessary changes.• Offer technical and functional support to resolve system-related issues promptly.• Work closely with cross-functional teams to align system capabilities with business goals.• Ensure compliance with configuration management standards and best practices.
2026-03-20T00:00:00Z

Project Manager/Sr. Consultant

New York, NY
remote
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Project Manager/Sr. Consultant to join our team in New York, New York. This long-term contract position offers the opportunity to lead impactful projects within the hospitality industry, collaborating with diverse teams and external partners to achieve strategic objectives. The ideal candidate will demonstrate expertise in project management methodologies and ensure successful delivery of complex initiatives. Responsibilities: • Oversee the planning, execution, and completion of cross-functional projects, ensuring alignment with organizational goals. • Collaborate with business units, technology teams, and external partners to define project scope and objectives. • Utilize Agile Scrum methodologies to manage workflows and optimize team performance. • Monitor project progress, budgets, and risks, implementing corrective actions when necessary. • Drive stakeholder engagement by effectively communicating project updates and milestones. • Leverage Atlassian Jira to track tasks, manage timelines, and ensure transparency across teams. • Develop comprehensive project plans, including resource allocation and risk management strategies. • Ensure adherence to industry standards and best practices for project management. • Facilitate meetings and workshops to promote collaboration and resolve challenges. • Provide leadership and guidance to team members to foster productivity and innovation.
2026-03-02T00:00:00Z

Analyst

Mount Kisco, NY
onsite
Permanent
150000 - 200000 USD / Yearly
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. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities:• Advise clients on estate planning strategies to protect and manage their assets effectively.• Develop tailored tax planning solutions to optimize financial outcomes for clients.• Conduct detailed investment analyses to identify opportunities and mitigate risks.• Build and maintain strong client relationships by providing exceptional service and clear communication.• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.• Monitor market trends and equity investments to provide informed recommendations.• Prepare detailed reports and presentations to communicate financial insights and strategies.• Ensure compliance with financial regulations and industry standards in all advisory services.• Utilize advanced financial tools and software to enhance analysis and decision-making processes
2026-03-06T00:00:00Z

Broker Dealer Operations Consultant

New York, NY
onsite
Temporary
40 - 55 USD / Hourly
Our client is in the process of getting registered as a broker-dealer and futures commission merchant and are looking for a consultant to provide support in the operations space. The successful candidate will be assisting on such duties as trade support, clearing, and settlements.
2026-03-20T00:00:00Z

Claims Business Consultant (CBC) Technical Assistant

New Haven, CT
onsite
Temporary
20 - 21 USD / Hourly
Position: Claims Business Technology Consultant – Assistant (Contract)Locations (Onsite Required – 5 Days/Week):• Philadelphia, PA• New Haven, CT• Chicago, IL• Troy, MISchedule: Monday–Friday, 8:00 AM – 4:30 PM, fully onsiteInterview Process: 1 virtual interview + 1 in‑person interview Position OverviewThe Claims Business Technology Consultant – Assistant provides high‑level administrative and technical support to the Claims Business Consultants (CBC) who manage Commercial Insurance accounts across multiple lines including Workers’ Compensation, Auto, and General Liability.This role is highly detail‑oriented and coordination‑heavy, requiring excellent organization, strong follow‑through, and the ability to support complex claim activities. You will collaborate closely with internal stakeholders, external clients, adjusters, and a team of four additional Technical Assistants. Key ResponsibilitiesMeeting Coordination• Review loss runs and Special Handling Instructions (SHI) to identify claims meeting CRM criteria• Distribute email requests to adjusters and maintain follow‑up diary to ensure 100% return• QA/review all CRM forms submitted• Generate CRM schedules and notify adjusters of times and call‑in details• Compile and distribute complete CRM meeting packagesReporting & Data Management• Create and distribute customer‑specific loss reports, vendor reports, and ad‑hoc customized reporting• Prepare activation forms using information from account profiles and policy lists• Maintain CBC database information at renewal (premium + program structure updates)Data Quality & Location Code Maintenance• Enter and update location codes• Monitor claims monthly for correct location coding• Research and correct inaccurate codes using internal claim systems• Ensure custom data fields for GL/Auto accounts remain accurateSpecial Handling Instruction (SHI) Administration• Enter new SHIs based on templates and CBC documentation• Update SHIs as changes arise• Convert renewal SHIs to current template standardsAdministrative & Client Support• Manage calendars, schedule meetings, and support multiple account deadlines• Handle heavy inbound email volume with timely and professional communication• Facilitate, navigate, and escalate client or internal inquiries as appropriate• Provide consistent follow‑up to ensure all outstanding items are completed• Collaborate closely with four Technical Assistants to support overall workflow
2026-03-12T00:00:00Z