Salesforce CRM Engagement Specialist jobs in United States
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Pyramid Consulting, Inc · 2 months ago

Salesforce CRM Engagement Specialist

Pyramid Consulting, Inc. is a leading company in the Insurance Industry, currently seeking a Salesforce CRM Engagement Specialist for a 6-month contract opportunity. The role focuses on supporting the CRM transformation strategy to enhance the client and associate experience through technology and process optimization.

ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Supports the CRM transformation strategy and the execution of this strategy, with an emphasis on optimizing the technologies and processes to drive a seamless associate and client experience
Represents the Wealth Distribution business in reinforcing the need for the CRM transformation strategy to increase the integration and efficiency of technological partnerships and sales tools
Serve as a support liaison between Wealth Distribution leadership and IT partners within workstreams to drive innovation in technology tools & processes
Ability to work with minimal supervision and develops strong relationships with program leadership, sponsors, and workstream leaders
Supports leadership by staying connected to trends in the business and industry pertaining to the development of the CRM transformation strategy
Demonstrates ability to make recommendations of new techniques for addressing client needs and attracting new business
Monitors the associate and client experience through the CRM transformation

Qualification

SalesforceCRMImplementationChange ManagementPowerAppsMicrosoft 365Dynamics 365SharePointCross functional workWealth experience

Required

Salesforce
CRM
Implementation
Implement
Change Management
PowerApps
Microsoft 365
Dynamics 365
SharePoint
Salesforce CRM implementation experience
Cross functional work
Change mgmt
Power apps exp will be exceptional
Wealth exp will be good

Benefits

Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)

Company

Pyramid Consulting, Inc

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Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.

H1B Sponsorship

Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)

Funding

Current Stage
Late Stage

Leadership Team

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Ramesh Maturu
President and Co-Founder
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Manish Kaushik
Chief Financial Officer
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Company data provided by crunchbase