Salesforce Jobs in Central Islip, NY

2 positions found

Commercial Vehicle Sales Consultant
✦ New
Salary not disclosed
Anticipated earnings for this position is $150k.

Job Summary: The Commercial Vehicle Consultant works collaboratively within our national Commercial Sales team to develop emerging markets, identify new business opportunities, and initiate outreach to prospective commercial clients.

This role focuses on lead generation, outbound engagement, and supporting sales operations across the commercial mobility market.

Essential Job Functions and Duties: · Drive proactive market intelligence efforts by identifying and qualifying businesses providing wheelchair-accessible transportation using advanced digital research tools and data platforms (e.g., Google, LinkedIn, online business directories, and industry-specific databases).

· Execute 30–50 high-impact outbound sales activities daily (calls, emails, social outreach) to engage prospects, identify key decision-makers, and generate qualified commercial opportunities.

· Expand brand presence through strategic community and industry networking, representing MBW at local events, professional groups, and transportation/mobility networks to develop new business channels.

· Maintain exceptional CRM accuracy and discipline, ensuring all prospect, client, and activity data is fully documented, current, and actionable to support pipeline management and forecasting.

· Develop and strengthen partnerships across OEM dealerships, Fleet Management companies, Transportation providers, Micro Transit organizations, NEMT operators, Senior Living Communities, and Group Homes to drive long-term commercial growth.

· Lead the development of complex vehicle quotations, utilizing company tools, configuration systems, and customer requirements to generate precise full-size vehicle proposals.

· Support the end-to-end vehicle conversion process, ensuring documentation, specifications, and order requirements are accurate and aligned with production timelines.

· Collaborate closely with internal teams, including Local Store General Managers, Service Managers, and operational staff to clearly communicate commercial expectations, align on client needs, and ensure seamless delivery of commitments.

· Ensure absolute compliance with company policies, safety standards, and all applicable state and industry regulations.

· Model MBW’s Core Values (LOVE IT) through every interaction with customers, partners, and internal teams.

· Proactively take on additional responsibilities to support team success and evolving business needs.

Position Qualifications and Experience: · High school diploma or GED required; associate or bachelor’s degree preferred.

· Three (3) years of experience in outside sales preferred.

· Automotive sales experience preferred.

Skills/Abilities: · Strong ability to organize, prioritize, and independently manage daily activities.

· Proven experience engaging effectively with diverse customer groups.

· Exceptional communication skills, verbal, written, and interpersonal.

· Proficient in utilizing CRM platforms to manage customer and prospect data.

· Demonstrated ability to work independently with minimal supervision.

Physical Demands/Work Environment: · Ability to travel within defined geographic sales territory, estimated 15-20%.

· Ability to work effectively in a professional office environment utilizing standard equipment (phones, computers, software platforms (Excel, Salesforce, Word, PowerPoint, etc.).

· Must be capable of performing typical office-related physical activities (e.g., walking, standing, speaking, hearing, reaching, viewing screens, bending, etc.), as necessary to perform job functions.

What We offer you: Work/Life Balance – Hours of operation 8-5, Monday
- Friday, no late nights, No weekends! Competitive Compensation Packages Medical, Dental & Vision Insurance plan(s).

Flexible Spending Account(s) 8 paid holidays, Personal Time Off, Social Responsibility Time.

Employer Paid Benefits such as Tuition Reimbursement Program, Employee Assistance Program, Life and Disability insurance.

401(k) Retirement Plan An incredibly rewarding experience in a team-centered environment.

Military Veterans are highly encouraged to apply! We embrace diversity! Be part of an organization that invests in YOU!
permanent
Client Services Associate
Salary not disclosed
Hauppauge, NY 2 weeks ago

Relationship Manager - Series 65 Required

Wealth Management | On-Site | Hauppauge, NY

Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.

This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.

This is a full-time, on-site W-2 position based in Hauppauge, NY.

Role Overview

The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.

This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.

Key Responsibilities

  • Deliver white-glove service to clients with speed, accuracy, and professionalism
  • Prepare for client meetings and proposals with exceptional attention to detail
  • Draft and manage client communications via email, phone, and written correspondence
  • Participate in client meetings, document notes (with AI support), and manage follow-ups
  • Gather and organize information to support comprehensive financial planning
  • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
  • Maintain meticulous CRM documentation of all client communications, tasks, and appointments
  • Assist with account maintenance, asset allocations, and quarterly reporting
  • Serve as the first line of response for client inquiries across email and phone
  • Build and deepen client relationships with empathy, connection, and professionalism
  • Partner with operations to proactively resolve custodial issues and escalate when appropriate
  • Adhere to all firm and industry supervisory and compliance requirements
  • Participate in firm meetings, training, client events, and continuing education
  • Support additional service-related responsibilities as required

Candidate Profile

  • Service-oriented with a genuine interest in caring for clients
  • Exceptionally organized, dependable, and detail-oriented
  • Calm, professional, and effective in a fast-paced environment
  • Process-driven with strong ownership and accountability
  • Excellent time management and multitasking capabilities
  • Comfortable using CRM and workflow tools (Salesforce preferred)
  • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
  • 3–5 years of experience in financial services (RIA experience strongly preferred)
  • Strong working knowledge of Schwab custodial operations
  • Open to learning and adopting new technology as systems evolve

Licensing & Education

  • Series 65 required
  • Bachelor’s degree strongly preferred
  • CFP® certification or desire to pursue
  • Strong understanding of client confidentiality and discretion
  • Clean U-4 and U-5 history

Reporting & Collaboration

  • Reports to: Lead Advisor
  • Functional Area: Client Success / Operations
  • Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers

Compensation & Benefits

  • Base Salary: $70,000 – $90,000
  • Bonus: Performance-based, tied to individual and firm objectives
  • Employment Type: Full-time W-2
  • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
  • Career Development: Clear progression and professional growth opportunities
Not Specified
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