Salesforce Jobs in Commack
4 positions found
About Us:
CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting.
Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America.
At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW!
What does CapFront have to offer?
- Competitive salaries, high commissions and monthly performance bonuses
- Medical, dental and vision insurance
- Commuter Expense Benefits
- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.
- Work-life balance with generous time off
- Cool office with ambitious, smart and supportive people
- Full paid training to help you to hit the ground running!
Who we’re looking for?
- Ambitious and hardworking individuals with an entrepreneurial spirit
- Creative minds who aren’t afraid to seek new strategies to improve and win business
- Competitive and driven individuals who push to exceed goals
What will you do?
- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing
- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid
- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment
Looking to join us? You’ll fit right in if:
-You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals
-You are self-driven with a hunger for success
-You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself
-You are team-orientated and an excellent communicator
-You are coachable and willing to take direction to improve and develop professionally
-Bachelor’s Degree (preferred but not required)
Compensation:
- Starting Base Salary: $50,000
- On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)
GILBERT, located in Melville, NY, is a premier millwork manufacturing company specializing in high-end custom solutions for trade show exhibitions and luxury retail spaces. We pride ourselves on delivering exceptional craftsmanship and unparalleled customer service, ensuring our clients' visions come to life. Our company provides design services, full project management, fabrication and event services for our clients. With an emphasis on partnership, reputation, quality and results, the Gilbert team focuses on providing exceptional experiences for our clients to help them achieve their goals. Founded in 1986, Gilbert serves clients in numerous industries including consumer electronics, consumer goods, eyewear, fashion, jewelry and more.
We are seeking a dedicated and dynamic Account Manager to join our team. This role requires a highly organized, client-focused professional with experience in managing complex, high-value projects from initial inquiry through project launch. The Account Manager will be responsible for overseeing all pre-sale activities, including RFE, RFD, RFI, and RFP processes, while cultivating long-term client relationships across industries such as luxury retail, fashion, jewelry, and consumer goods. Success in this role requires excellent communication skills, a proactive mindset, and the ability to collaborate effectively with both internal teams and external stakeholders. The ideal candidate will be a strategic thinker who can balance detail-oriented coordination with a focus on sales growth, client satisfaction, and executional excellence.
KEY RESPONSIBILITIES:
- Client Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions. Act as the primary point of contact for all client communications.
- RFE/RFD/RFI/RFP Processes: Lead and coordinate the preparation and submission of RFEs, RFDs, RFIs, and RFPs. Ensure all documents are comprehensive, accurate, and delivered on time.
- Customer Service Excellence: Deliver a high level of customer service, responding promptly to inquiries and addressing any concerns or issues that arise during the project lifecycle.
- Sales Target Achievement: Proactively drive revenue growth within assigned accounts by meeting defined upselling and cross-selling targets. Leverage client relationships and project insights to identify additional opportunities that align with client goals and company capabilities.
- Pre-Sale Coordination and Ownership: Take full ownership of the pre-sale phase, including discovery, scoping, and alignment with client expectations. Collaborate with internal teams to develop accurate timelines, budgets, and deliverables that set the foundation for successful project execution.
- Project Coordination: Collaborate with internal teams, including design, production, and logistics, to ensure timely execution of projects while meeting client specifications.
- Stakeholder Communication: Represent the company confidently in discussions with architects, designers, and owners' representatives. Effectively translate client vision and technical requirements to internal teams, ensuring alignment across all parties involved.
- Reporting: Provide regular updates to management on account status, project progress, and client feedback.
REQUIREMENTS:
- Bachelor’s degree in related fields is preferred.
- Minimum of 3 years of experience in account management, preferably in the millwork, exhibition, or luxury retail industry.
- Strong understanding of the RFE, RFD, RFI, and RFP processes.
- Ability to understand and interpret shop drawings, with a basic understanding of construction methods, to effectively communicate project requirements.
- Excellent understanding of proper communication in both verbal and written formats.
- Experience with Salesforce or other CRM tools with a strong focus on data integrity
- Exceptional communication and interpersonal skills, with a focus on customer service.
- Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
GILBERT, located in Melville, NY, is a premier millwork manufacturing company specializing in high-end custom solutions for trade show exhibitions and luxury retail spaces. We pride ourselves on delivering exceptional craftsmanship and unparalleled customer service, ensuring our clients' visions come to life. Our company provides design services, full project management, fabrication and event services for our clients. With an emphasis on partnership, reputation, quality and results, the Gilbert team focuses on providing exceptional experiences for our clients to help them achieve their goals. Founded in 1986, Gilbert serves clients in numerous industries including consumer electronics, consumer goods, eyewear, fashion, jewelry and more.
We are seeking a dedicated and dynamic Pre-Sale Project Manager to join our team. This role requires a highly organized, client-focused professional with experience in managing complex, high-value projects from initial inquiry through project launch. The role is responsible for overseeing all pre-sale activities, including RFE, RFD, RFI, and RFP processes, while cultivating long-term client relationships across industries such as luxury retail, fashion, jewelry, and consumer goods. Success in this role requires excellent communication skills, a proactive mindset, and the ability to collaborate effectively with both internal teams and external stakeholders. The ideal candidate will be a strategic thinker who can balance detail-oriented coordination with a focus on sales growth, client satisfaction, and executional excellence.
KEY RESPONSIBILITIES:
- Client Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions. Act as the primary point of contact for all client communications.
- RFE/RFD/RFI/RFP Processes: Lead and coordinate the preparation and submission of RFEs, RFDs, RFIs, and RFPs. Ensure all documents are comprehensive, accurate, and delivered on time.
- Customer Service Excellence: Deliver a high level of customer service, responding promptly to inquiries and addressing any concerns or issues that arise during the project lifecycle.
- Sales Target Achievement: Proactively drive revenue growth within assigned accounts by meeting defined upselling and cross-selling targets. Leverage client relationships and project insights to identify additional opportunities that align with client goals and company capabilities.
- Pre-Sale Coordination and Ownership: Take full ownership of the pre-sale phase, including discovery, scoping, and alignment with client expectations. Collaborate with internal teams to develop accurate timelines, budgets, and deliverables that set the foundation for successful project execution.
- Project Coordination: Collaborate with internal teams, including design, production, and logistics, to ensure timely execution of projects while meeting client specifications.
- Stakeholder Communication: Represent the company confidently in discussions with architects, designers, and owners' representatives. Effectively translate client vision and technical requirements to internal teams, ensuring alignment across all parties involved.
- Reporting: Provide regular updates to management on account status, project progress, and client feedback.
REQUIREMENTS:
- Bachelor’s degree in related fields is preferred.
- Minimum of 3 years of experience in account management, preferably in the millwork, exhibition, or luxury retail industry.
- Strong understanding of the RFE, RFD, RFI, and RFP processes.
- Ability to understand and interpret shop drawings, with a basic understanding of construction methods, to effectively communicate project requirements.
- Excellent understanding of proper communication in both verbal and written formats.
- Experience with Salesforce or other CRM tools with a strong focus on data integrity
- Exceptional communication and interpersonal skills, with a focus on customer service.
- Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
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
