Salesforce Jobs in Brea, CA

Customer Operations Associate (Temp-to-Perm)

Location: Orange County, CA (Hybrid: Tues–Thurs in-office, Mon & Fri remote)

Pay: up to $28/hr (DOE) | Temp-to-Perm opportunity

Industry: Wholesale / Apparel / Footwear

About the Company

We are a global company specializing in sports, lifestyle, and footwear products. Our brands are sold in multiple countries through both direct and wholesale channels. We value innovation, collaboration, and creativity, and offer employees opportunities for growth, learning, and development in a dynamic, fast-paced environment.

Role Overview

The Customer Operations Associate is responsible for managing and nurturing customer relationships, supporting a portfolio of key accounts, and ensuring timely order fulfillment. This role focuses on delivering a high-quality customer experience while collaborating with internal teams such as Sales, Distribution, Credit, and Operations.

Primary Responsibilities

Order Management & EDI Coordination

• Process EDI, manual, and B2B orders; provide confirmations/recaps and communicate any order impacts.
• Manage day-to-day order execution for assigned accounts to ensure on-time, in-full delivery.
• Handle cancellations, returns, credits, debits, and value-added service requests.
• Work cross-functionally to ensure smooth order flow in line with business and customer requirements.
• Validate EDI transactions and resolve discrepancies.
• Generate and analyze daily order reports and proactively address issues.

Customer Service & Relationship Management

• Build and maintain strong relationships with key customers and internal teams.
• Serve as the primary point of contact for assigned key accounts, supporting escalations as needed.
• Create and maintain account SOPs for assigned customers.
• Assist with special projects or initiatives as assigned by management.

Process Optimization & Automation

• Identify process inefficiencies and recommend improvements.
• Assist in implementing tools, technologies, and best practices to improve operational efficiency and reduce manual work.

Qualifications & Experience

• 2+ years in Key Account management, Wholesale Customer Service, or Customer Operations.
• 2+ years of experience with end-to-end EDI order processing and troubleshooting.
• Salesforce and SAP experience a plus.
• Experience in Wholesale Customer Service or Operations in Apparel, Footwear, or similar industries preferred.
• Proficient in Microsoft Office, especially Excel.
• Strong analytical, problem-solving, and cross-functional collaboration skills.
• Ability to thrive in a fast-paced, evolving environment with multiple priorities.

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Irvine, CA.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

We are a U.S.-based, privately held, mid-sized company operating in the aftermarket industrial sector. With a global footprint, we provide engineering services and repair solutions for high efficiency pumping equipment across key industries including oil and gas, steel, nuclear, and pulp and paper. With our corporate headquarters in Chicago, IL, our company prides itself on technical expertise, customer service, and strategic growth across international markets.

We are offering a home-based sales opportunity for an Account Manager position, remotely based in Southern California or Southern Nevada.

This person will be responsible for the identification, development and implementation of sales strategies and customer solutions in a defined territory and specific customer base in the Refinery, Power Plants, Municipalities and Oil and Gas markets located in and along the territory within:

Territory – Southern California and Southern Nevada.

Sales responsibilities will be for aftermarket pump repairs plus parts, reliability services, sensors and field service within your assigned region. You will be conducting business development activities, cultivating customer relationships, identifying opportunities for growth, closing new business and ensuring business objectives/strategies are met within a company with a supportive culture, including our technical and sales resources to help you be successful in your role. You will have many resources available to you including a 5,000 HSP test lab, strong engineering support, high quality marketing tools, including media, brochures, case studies and training resources. You will also have access to experienced shop personnel who believe in providing our customers with a high-quality value solution.

Essential Job Accountabilities:

• Maintain current relationships with key accounts and prospect new customers continuously.
• Execute sales calls and identify new opportunities with both existing customers and new accounts in assigned geographical area.
• Grow sales within geographic territory in alignment with assigned revenue and new account development targets.
• Report sales activities in Salesforce CRM Software.
• Provides continuous improvement in sales coverage and effectiveness developing key areas and markets to include market share information and action plans.
• Provide technical support to customers and interfaces with engineering to assure best hydraulic fit and optimal equipment efficiency.
• Develop sales forecasts for the region.
• Define and assist management in developing solution-based proposals that will demonstrate product value to new and existing customers while optimizing revenue and profit of sale.
• Participate in weekly production /sales meeting to inform management of current and future activity.
• Work collaboratively with operations to identify and maximize margins and business profitability.
• Attend trade shows and industry events that impact business and build customer rapport.
• Effectively promote all of Hydro's value-added products and services, utilizing a "Total Solutions" sales strategy.
• Continuously build the Hydro brand, both in person and in social media presence.
• Manage travel and entertainment expenses in accordance with budgets and corporate policies.
• Travel up to 75% for in-person meetings at customer facilities within assigned geographic territory.

Job Requirements:

To perform the job successfully, an individual should demonstrate the following competencies:

• Minimum education requirements include technical degree (mechanical engineering preferred) or equivalent combination of experience and education.
• 5 years prior experience as a Sales Engineer, Field Service Engineer or mechanical engineer or similar.
• Experience and knowledge of aftermarket service and solutions related to rotating equipment primarily with pumps.
• Superior technical skills with an in-depth knowledge of various types of pumps and pumping systems and a demonstrated knowledge of historical pump information along with a solid understanding of theoretical pump technologies.
• Strong business acumen and understanding of profitability in a service business environment
• Possess the ability to define problems, collect data and establish facts and valid conclusions.
• Have outstanding Customer Service skills and abilities in conjunction with a positive attitude and demeanor in sales settings and at site facilities.
• Proficient computer skills including Microsoft suite applications, with above average Excel and CRM experience.
• Must possess a high attention to detail, have exceptional time management skills.
• Have strong analytical and problem solving skills with an understanding of the root cause failure analysis process.
• Ability to facilitate solutions in a fast paced, complex technology, and business environment.
• Ability to work independently and be self-motivated while also being able to work effectively in a team environment.

Work Environment:

• Work is generally performed in a office environment and there will be instances that require activities in an industrial setting.
• Individual is required to comply with safety standards and regulations and use proper PPE.

We offer a full benefits package with a matching 401k and an entrepreneurial opportunity in a privately held organization.

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

***State Specific***

Nevada and Colorado