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Pyramid Consulting, Inc · 2 months ago

Salesforce CRM Engagement Specialist

Charlotte, NC

Full-time

Hybrid

Mid Level

$65/hr - $68/hr

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

Growth Opportunities

H1B Sponsor Likely

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

Glassdoor4.2

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.

Founded in 1996

Alpharetta, Georgia, USA

5001-10000 employees

https://pyramidci.com/

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)