12,422 Business Specialist jobs in the United States
Operations Business Specialist
Posted today
Job Viewed
Job Description
ADP is hiring an Operations Business Specialist within our Commercial Operations Center of Excellence (CoE). This is a hybrid role based out of our Tempe, AZ office. Qualified candidates must live within commutable distance to this location.
The Sales Operations Specialist (Operations Business Specialist) CoE forms strong stakeholder relationships with internal clients, collaborates with key functions in the ecosystem, communicates effectively on updates, processes and change management. The ideal candidate will utilize their analytical/technical skills and business acumen to pro-actively identify areas to support with data needs, system maintenance and updates to help the sales team reach their objectives. We are in search of team members that are self-starters, intellectually curious and have a proven ability to seek out and develop innovative approaches to business problems/opportunities while providing quick turnaround on day-to-day business critical responsibilities.
Responsibilities:- Successfully manage workload and deadlines for quick turnaround and provide highly engaged, client focused, Just-in-Time support for sales partners
- Provide research and administrative assistance across multiple tasks and tools.
- Understand underlying tasks set by sales organization to enable more efficient and thorough research and investigation of clients and prospects
- Proactively maintain, manage, communicate, and update sales accounts, opportunities, campaigns and proposals using CRM system (), review required documentations and initiate follow up as needed
- Develop a thorough understanding of key sales data sources and how they interact with one another to produce meaningful reporting, presentations and to identify workarounds to address gaps in data, sourcing or dependencies (i.e. SFDC, Oracle)
- Leverage various tools to improve and enhance current and new processes to support seller & internal efficiency
- Perform ad-hoc analysis using exploratory data sets to identify meaningful relationships, patterns or trends
- Prepare key research, reporting, analysis, and communications to support sales leaders
- Identify and provide recommendations on how to improve the workflow required in performing compliance activities and audits
- Collaborate closely with functional ecosystem SMEs to gain a thorough understanding of current state and map clear recommendation of 'to-be' process improvements
- Relationship builder and connector, ability to strive in fast-paced evolving work environment
- Bring an analytical and problem-solving mindset to standard challenges
- Data analysis, project management, team and organizational Leadership
- Strong operating and analytical skills; strategic thinker, flexible and creative
- Ability to quickly understand and digest business process to support in process improvements
- Affinity for fast-paced, project-oriented work environment
- Excellent interpersonal, oral and written communication skills, work effectively in cross-functional and matrix teams
- A college degree is nice to have but not required. What's more important is having the skills to do the job. Other forms of acceptable experience include:
- 2+ years' experience in CRM-based Analytics, Business reporting, Data Management/Utilization, Process Improvement and/or Operations experience
- Prior experience with CRM platforms and competency in Microsoft Office Suite
- Prior working knowledge of data aggregation and querying a plus
Small Business Specialist

Posted 1 day ago
Job Viewed
Job Description
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
Operations Business Specialist

Posted 1 day ago
Job Viewed
Job Description
* This is a hybrid role based out of our Tempe, AZ office. Qualified candidates must live within commutable distance to this location. *
The Sales Operations Specialist (Operations Business Specialist) - CoE forms strong stakeholder relationships with internal clients, collaborates with key functions in the ecosystem, communicates effectively on updates, processes and change management. The ideal candidate will utilize their analytical/technical skills and business acumen to pro-actively identify areas to support with data needs, system maintenance and updates to help the sales team reach their objectives. We are in search of team members that are self-starters, intellectually curious and have a proven ability to seek out and develop innovative approaches to business problems/opportunities while providing quick turnaround on day-to-day business critical responsibilities.
**Responsibilities:**
+ Successfully manage workload and deadlines for quick turnaround and provide highly engaged, client focused, Just-in-Time support for sales partners
+ Provide research and administrative assistance across multiple tasks and tools.
+ Understand underlying tasks set by sales organization to enable more efficient and thorough research and investigation of clients and prospects
+ Proactively maintain, manage, communicate, and update sales accounts, opportunities, campaigns and proposals using CRM system (Salesforce.com), review required documentations and initiate follow up as needed
+ Develop a thorough understanding of key sales data sources and how they interact with one another to produce meaningful reporting, presentations and to identify workarounds to address gaps in data, sourcing or dependencies (i.e. SFDC, Oracle.)
+ Leverage various tools to improve and enhance current and new processes to support seller & internal efficiency
+ Perform ad-hoc analysis using exploratory data sets to identify meaningful relationships, patterns or trends
+ Prepare key research, reporting, analysis, and communications to support sales leaders
+ Identify and provide recommendations on how to improve the workflow required in performing compliance activities and audits
+ Collaborate closely with functional ecosystem SMEs to gain a thorough understanding of current state and map clear recommendation of 'to-be' process improvements
**Key attributes:**
+ Relationship builder and connector, ability to strive in fast-paced evolving work environment
+ Bring an analytical and problem-solving mindset to standard challenges
+ Data analysis, project management, team and organizational Leadership
+ Strong operating and analytical skills; strategic thinker, flexible and creative
+ Ability to quickly understand and digest business process to support in process improvements
+ Affinity for fast-paced, project-oriented work environment
+ Excellent interpersonal, oral and written communication skills, work effectively in cross-functional and matrix teams
**Requirements:**
+ A college degree is nice to have but not required. What's more important is having the skills to do the job. Other forms of acceptable experience include:
+ 2+ years' experience in CRM-based Analytics, Business reporting, Data Management/Utilization, Process Improvement and/or Operations experience
+ Prior experience with CRM platforms and competency in Microsoft Office Suite
+ Prior working knowledge of data aggregation and querying a plus
N/A
**#LI-JC1**
**#LI-Hybrid**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Small Business Specialist

Posted 1 day ago
Job Viewed
Job Description
+ **_Are you ready for your next best job where you can elevate your financial future?_**
+ **_Are you looking to grow your career with a formal career path at an established, respected, global leader?_**
+ **_Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_**
If so, this may be the opportunity you've been searching for. Read on and decide for yourself.
In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.
You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Sales at ADP** , watch here: YOU'LL DO** : Responsibilities
+ **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.
+ **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.
+ **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.
+ **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.
**TO SUCCEED IN THIS ROLE** : Required Qualifications
+ **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.
+ **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.
+ **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
+ Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.
+ Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
**Bonus points for these:** _Preferred Qualifications_
+ Ability to successfully build a network and effectively use social media for sales
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Small Business Specialist
Posted today
Job Viewed
Job Description
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
Senior Business Specialist
Posted 1 day ago
Job Viewed
Job Description
POSITION SPECIFICATIONS:
Bachelor's degree in Information Systems, Computer Science, Business or comparable field required
Minimum of 5 years of systems/business analysis experience required; 10+ years experience of systems/business analysis experience preferred
Minimum of 3 years Finance facing business analysis experience preferred
Experience with Agile projects, sprints, and managing user stories preferred
Experience with Oracle ERP Cloud preferred
MAJOR DUTIES:
Act as one of the primary analysts for a major ERP Finance cloud implementation/migration project.
Provide application and system support for Accounting/ Finance division
Under direction, perform analysis, develop requirements and specifications, and test functionality to support and enhance existing systems and deploy new systems.
Facilitate communication between our IT department (GTO) and the business divisions we support regarding business initiatives, technology initiatives, project & work requests, and incidents.
Communicate and translate business requirements and objectives into clear technology initiatives.
Work with technical and development staff to conduct unit, system, and user acceptance testing. This includes developing and publishing test specifications, preparing test data, and creating user acceptance testing documents.
Maintain accurate and timely documentation of all reporting functions and system controls.
Pay and Benefits
The pay range for this position is $60.00 - $70.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Warrendale,PA.
Application Deadline
This position is anticipated to close on Oct 22, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
B2B Business Specialist
Posted 10 days ago
Job Viewed
Job Description
Job Description:
Multinational corporation in process of expansion is looking for a Business Developer to support in the planning and execution of the company's commercial strategy in the United States market, taking on a nationwide role. This person will be responsible for the development of new business focused on various kinds of B2B sales.
Responsibilities:
Develop and acquire B2B clients in the USA.
Regularly visit clients in the territory, accompany them, and follow up on negotiations.
Prepare reports, presentations, and prepare materials for committees.
Generate actions to achieve the objectives defined by the company.
Ensure compliance with the assigned budget.
Participate in local trade fairs.
Requirements:
More than 5 years of sales experience with retail clients, including home goods stores, food service, sports memorabilia providers, and more, working with both large and regional accounts.
Solid experience with in-person B2B sales.
Knowledge of the USA and the market.
Affinity with the home products category.
What we provide:
Competitive base salary with variable bonuses.
Coverage of all travel costs.
Be The First To Know
About the latest Business specialist Jobs in United States !
CRM Data & Business Specialist
Posted 3 days ago
Job Viewed
Job Description
Are you a dreamer, innovator, thinker and a do-er who believes in contributing to something that makes difference?
Pursue your passion. Join PMI.
How You'll Make a Difference
You will ensure CRM data quality and support business analysis activities related to CRM usage, enhancements, and reporting. Maintaining clean, reliable CRM data while also contributing to business requirements gathering, data mapping, and processing documentation. Supporting the effectiveness of the CRM platform as a source of truth for customer and account information, and in enabling cross-functional business users to derive actionable insights from CRM data.
What You'll Bring to the Role
- Bachelor's degree in Business, Information Systems, Data Management, or related field
- 4-6 years of experience in CRM operations, data management, or business analysis
- Demonstrated experience with Microsoft Dynamics 365 CRM (required)
- Strong analytical and problem-solving skills
- Effective written and verbal communication skills for technical and non-technical audiences
- Experience supporting users and promoting CRM data best practices
- Proven ability to identify and resolve data quality issues (e.g., duplicates, sync errors, missing fields)
- Experience with requirements gathering and business process documentation
- Familiarity with CRM integrations involving ERP or marketing platforms
- Ability to work with cross-functional stakeholders and translate technical and business needs
- CRM data governance and stewardship
- Functional knowledge of account hierarchies, taxonomies, and field-level configuration
- Process mapping and documentation (e.g., Lucidchart, Visio)
- CRM reporting and dashboarding (e.g., Power BI, Excel)
- Basic knowledge of data tools and validation techniques (e.g., deduplication, import/export)
- Experience of working in an agile, dynamic, and customer-centric environment
- Excellent communication, collaboration, presentation, and negotiation skills
- Proficiency in the business language for PMI (English)
We value and nurture an environment of inclusivity and diversity, and a culture of communication and collaboration. Your health, safety and well-being come first, and we believe that you should have time for your work, but you should also have time for you.
Join us and you'll get:
- an excellent total package, with compensation and benefits based upon your geographic location.
- skill development opportunities, to help you grow now and into the future.
- access to a global network, to enrich your professional experience.
- flexible options to help balance work time and your time
- award and bonus opportunities.
The salary offer will be based on several factors, including the candidate's demonstrated skills, qualifications and relevant experience.
Let's help make the world work better for everyone. Apply today!
Project Management Institute, Inc. is committed to providing equal employment opportunities without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law.
Business Specialist Equipment Planning

Posted 1 day ago
Job Viewed
Job Description
Location: UCHealth UCHlth Cntrl Supply Warehouse, US:CO:Aurora
Department: UCHlth Equipment Planning
FTE: Full Time, 1.0, 80.00 hours per pay period (2 weeks)
Shift: Days
Pay: $24.11 - $6.17 / hour. Pay is dependent on applicant's relevant experience
Summary:
Prepares advanced level support and oversight for the preparation of capital equipment orders for projects. Performs reconciliation activities for receiving and project close-out.
Responsibilities:
+ Obtains quotes from vendors and completes requisitions for purchase. Tracks orders and expedites movement of orders through the receiving process. Updates receiving status in company ERP.
+ Processes work for an assigned portfolio of projects to procure capital equipment/items for the project. Prioritizes, inputs and develops a procurement plan with timeline and communicates to Equipment Planner. Inputs data, maintains records showing procurement status in Equipment Planning software.
+ Researches data to identify and correct issues with transactions. Performs accounting audit of project spend and prepares financial close-out documents. Coordinates with multiple levels of Supply Chain.
+ Gathers data, negotiates with vendor representatives, completes financial analysis, and identifies cost savings opportunities.
+ Within scope of job, requires critical thinking skills, decisive judgement and the ability to work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action.
Requirements:
+ Education: High school diploma or GED.
+ Minimum Experience: 3 years of experience in purchasing, contract management and/or supply chain
We improve lives. In big ways through learning, healing, and discovery. In small, personal ways through human connection. But in all ways, we improve lives.
UCHealth invests in its Workforce.
UCHealth offers a Three Year Incentive Bonus to recognize employee's contributions to our success in quality, patient experience, organizational growth, financial goals, and tenure with UCHealth. The bonus accumulates annually each October and is paid out in October following completion of three years' employment.
UCHealth offers their employees a competitive and comprehensive total rewards package (benefit eligibility is based off of FTE status):
+ Medical, dental and vision coverage including coverage for eligible dependents
+ 403(b) with employer matching contributions
+ Time away from work: paid time off (PTO), paid family and medical leave (inclusive of Colorado FAMLI), leaves of absence; start your employment at UCHealth with PTO in your bank
+ Employer-paid basic life and accidental death and dismemberment coverage with buy-up coverage options
+ Employer paid short term disability and long-term disability with buy-up coverage options
+ Wellness benefits
+ Full suite of voluntary benefits such as flexible spending accounts for health care and dependent care, health savings accounts (available with HD/HSA medical plan only), identity theft protection, pet insurance, and employee discount programs
+ Education benefits for employees, including the opportunity to be eligible for 100% of tuition, books and fees paid for by UCHealth for specific educational degrees. Other programs may qualify for up to 5,250 pre-paid by UCHealth or in the form of tuition reimbursement each calendar year
Loan Repayment:
+ UCHealth is a qualifying employer for the federal Public Service Loan Forgiveness (PSLF) program! UCHealth provides employees with free assistance navigating the PSLF program to submit their federal student loans for forgiveness through Savi.
UCHealth always welcomes talent. This position will be open for a minimum of three days and until a top applicant is identified.
UCHealth recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer our institution. As an equal opportunity employer, UCHealth is committed to making all employment decisions based on valid requirements. No applicant shall be discriminated against in any terms, conditions or privileges of employment or otherwise be discriminated against because of the individual's race, color, national origin, language, culture, ethnicity, age, religion, sex, disability, sexual orientation, gender, veteran status, socioeconomic status, or any other characteristic prohibited by federal, state, or local law. UCHealth does not discriminate against any qualified applicant with a disability as defined under the Americans with Disabilities Act and will make reasonable accommodations, when they do not impose an undue hardship on the organization.
Who We Are (uchealth.org)
Property Operations Business Specialist

Posted 1 day ago
Job Viewed
Job Description
**Country:**
United States of America
**Location:**
AZ227: 3601 E Britannia Dr 3601 East Britannia Drive
, Tucson, AZ, 85706 USA
**Position Role Type:**
Onsite
**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
As a Property Operations Principal Specialist, you will be on a team of system experts and data analysts responsible for maintaining system requirements, assisting system users, troubleshooting system issues, submitting detailed Jira's regarding an issue or enhancement, granting systems access, writing system training documents, and delivering customized, actionable insights through data reporting. You will be involved in the development, implementation, and optimization of performance metrics to evaluate key Property Management processes and outcomes, ensuring alignment with government property regulations and objectives.
This position is offered in the following locations:
+ Tucson, AZ
+ McKinney, TX
+ Andover, MA
+ Indianapolis, IN
**What You Will Do**
+ Collaborate with the Digital Technology team to develop system solutions including prioritizing and addressing system issues and necessary enhancements to drive operational efficiencies and effectiveness.
+ Work with system users to answer questions, resolve issues, and share useful feedback.
+ Manage System Access Request (SAR) for the Property Management System.
+ Update and manage system training materials to ensure accuracy, relevance, and ease of use for end users, incorporating feedback and system changes as needed.
+ Design and maintain a structured network of SharePoint sites to centralize and organize information within a cohesive hierarchy.
+ Deliver technical solutions to a wide range of difficult problems.
+ Prepare and deliver periodic reports, ensuring that timely, relevant insights are communicated effectively to management leadership and stakeholders.
+ Establish and enforce data quality standards to ensure the integrity, accuracy, and consistency of all property-related data reported to stakeholders.
+ Ensure compliance with government data, governance standards, privacy regulations, and security protocols to safeguard sensitive information.
**Qualifications You Must Have**
+ Typically requires a Bachelor's Degree or equivalent experience and minimum five (5) years prior relevant experience, or An Advanced Degree in a related field and minimum three (3) years' experience.
+ Experience with Logistics, Operations, Contracts, Programs, Property Management, and or Supply Chain functions.
+ Experience using ERP software (SAP or PRISM)
+ Experience documenting business processes, developing system requirements, writing system test cases, and or creating training aids.
+ U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract
**Qualifications We Prefer**
+ Excellent communication skills with the ability to appropriately convey issues and resolution to both system users and Digital Technology.
+ Strong analytical and problem-solving skills, with the ability to identify trends and opportunities for operational improvement.
+ Self-motivated individual who takes initiative and effectively manages competing priorities.
+ Ability to quickly adapt to changing situations and urgent requests to meet business needs effectively.
+ Skilled in independently diagnosing and resolving problems.
+ Experienced in working with cross-functional teams, including Logistics, Digital Technology, Operations, Finance, and Contracts.
+ Skilled in developing detailed user stories, test cases, and executing system tests to validate performance and identify defects.
+ High level of proficiency using Microsoft Office applications, including Excel, Word, PowerPoint, Visio, SharePoint, Power Automate, and Power Apps.
+ Knowledge of and experience with Jira.
+ Experience with property management systems, government regulations, and compliance monitoring.
+ Knowledge of data governance, privacy regulations, and security protocols in the context of sensitive data.
+ Six Sigma/CORE certification (or equivalent).
**What We Offer**
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
Not Relocation Eligible - Relocation assistance not available
**Learn More & Apply Now!**
_Please consider the following role type definitions as you apply for this role._
**_Onsite_** _: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products._
We Are RTX ( salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.