Info-Tech Research Group

Financial Planning and Analysis

• Create and deliver client-driven, project-based, practical research and advisory
• Responsible for the CIO practice’s research projects and advisory operations
• Maintain an active pulse on the needs of members
• Deliver exceptional service via calls and workshops
• Collaborate with others across the Research department and organization
• Ensure high quality CIO research and solutions
• Identify gaps in research products
• Facilitate workshops and deliver polished final deliverables
• Cultivating insights into a framework or methodology
• Design and build high-quality presentations and successful delivery of presentations

Principal Advisory Director, CIO Advisory – Compliance, Risk & Governance, IT Financial Management

Account Executive

• Create and execute sales and service activity plans
• Manage member life-cycle tasks, including scheduling and eventually leading calls
• Own all account management conversations with secondary account stakeholders
• Ensure members leverage their membership by delivering high quality service to help drive renewal and future sales
• Manage and respond to inbound requests from members
• Assist in the preparation of member interactions by collecting and consolidating background information on individuals and organizations as well as their relationship with Info-Tech
• Complete scheduled and ad hoc data queries of our CRM
• Ensure the CRM contains accurate account details and contact information
• Actively seek to increase product knowledge

Mid Market Account Executive

• The Mid Market Account executive - Hybrid is responsible for boosting revenue and fostering sales expansion by pinpointing, engaging, and acquiring potential clients in a designated region
• Creating fresh business opportunities through methods such as prospecting, lead generation, cold calling, and coordinating and leading sales presentations
• Establishing a strong connection between the company's products, services, and value proposition by engaging in meaningful cold conversations with senior IT executives within the assigned territory
• Achieving and surpassing predefined objectives and performance metrics.

Salesforce Developer

• Define and maintain the Salesforce platform architecture roadmap across all business units.
• Partner with Product, Engineering, and Operations teams to align design decisions with business outcomes.
• Establish best practices for system integration, code quality, and release management.
• Provide technical leadership to developers and admins through design reviews and mentoring.
• Govern platform standards, performance tuning, and security posture.
• Lead architectural reviews for new initiatives and complex integrations.

Salesforce Technical Architect

Customer Success Manager

• Build, develop and manage relationships with existing Members over the phone
• Partner with Sales Executives to manage and retain client relationships
• Drive continuous Member usage of purchased services
• Be the main point of contact for Member support
• Understand how the Member measures value and ensure delivery throughout contract lifecycle
• Meet and engage with Members to understand business priorities
• Onboard new Members with Sales Representative
• Collaborate with internal colleagues for maximum service value

Client Success Manager

Sales

• Architect end-to-end workflow automation and UI design strategies in Salesforce.
• Collaborate with business stakeholders to translate process pain points into optimized flows, screens, and Lightning pages.
• Lead the design of dynamic forms, guided experiences, and Flow Orchestration.
• Define UI/UX standards and ensure adoption across teams.
• Partner with developers to deliver scalable, high-performance front-end components.
• Evaluate new UI technologies (OmniStudio, Dynamic Interactions, Einstein Copilot) for enterprise use.

Salesforce Workflow and UI Architect

Business Development Rep

• Prospect for new leads and qualify marketing-generated leads
• Create sales opportunities by generating appointments for the wider Sales team
• Schedule sales presentations for Senior Account Executives
• Learn from our Sales Leadership, then utilize competent selling and influencing skills to set up qualified appointments
• This is an introductory role; success in this role may lead to increased responsibility and the opportunity to manage a sales territory independently.

Business Development Representative

AI Engineer

• Lead the integration of generative and predictive AI within our Salesforce ecosystem.
• Define strategy and architecture for AI-powered insights, copilots, and automations.
• Partner with business and technical teams to identify AI use cases with measurable ROI.
• Architect end-to-end AI and data solutions leveraging Einstein, Copilot, and external LLMs.
• Govern model usage, prompt engineering standards, and ethical AI design.

Salesforce AI Architect

Full-stack Engineer

• Build, test, and support the development of machine learning models and AI solutions
• Collaborate with other engineers to integrate AI into broader system architectures
• Analyze requirements and decide the best ways to meet or even rework them; unique and innovative ideas are welcome
• Stay current with AI trends and suggest improvements to existing systems and workflows
• Collaborate across teams to continually improve our processes
• Promote the use of design patterns and best practices
• Contribute to Agile ceremonies for prioritizing, understanding, and estimating
• Support the growth of our Agile practices through Retrospectives

Junior AI Software Developer

• Build, test, and support the development of machine learning models and AI solutions
• Collaborate with other engineers to integrate AI into broader system architectures
• Analyze requirements and decide the best ways to meet or even rework them; unique and innovative ideas are welcome
• Be proactive by finding and addressing areas of technical concern
• Mentor your peers and contribute to code reviews, and be mentored if something is new to you
• Stay current with AI trends and suggest improvements to existing systems and workflows
• Collaborate across teams to continually improve our processes
• Promote the use of design patterns and best practices
• Contribute to Agile ceremonies for prioritizing, understanding, and estimating
• Support the growth of our Agile practices through Retrospectives

Intermediate AI Software Developer

QA Engineer

• Ensure that testing activities will allow applications to meet business requirements and system goals.
• Evaluate, plan, design, develop, and deploy testing techniques for new applications, products, and/or enhancements.
• Perform various types of testing including functional, regression, system integration, backend database validation, mobile/scalability, cross browser compatibility, and usability testing.
• Collaborate with developers and Product Owners to identify test scenarios and acceptance criteria.
• Liaise with software developers to address any bugs and deficiencies discovered during testing.
• Analyze formal test results to discover and resolve defects, bugs, errors, configuration issues, and interoperability flaws.
• Produce reports and documentation for all testing efforts, results, activities, data, logging, and tracking.

Principal Advisory Director, CIO Advisory – Compliance, Risk & Governance, IT Financial Management

Mid Market Account Executive

Mid Market Account Executive

Salesforce Technical Architect

Client Success Manager

Salesforce Workflow and UI Architect

Business Development Representative

Salesforce AI Architect

Business Development Representative

Junior AI Software Developer

Intermediate AI Software Developer

Business Development Representative

Quality Assurance Analyst, Intermediate