Salesforce Jobs in Durham Nc Remote

Avantor is seeking a collaborative Sales Associate to directly support our strategic partnership with the University of North Carolina. This individual will play a key role in driving engagement and delivering results across UNC's research and academic community, contributing to complex business and technology initiatives.

This is a full-time, field-based position. Candidates should reside within one hour of the Chapel Hill, NC area.

What we're looking for

• Education: Bachelor's Degree, or equivalent work experience, required; Concentration in a Life Science or Science degree preferred

• Experience: 1+ year professional experience, preferred

• Collaboration Tool: Microsoft Office Suite (Excel, Word, PowerPoint) experience required

• Preferred Qualifications:

  • Inside or Outside Sales Experience

  • Experience working in a Lab

  • Business to Business (B2B) or Distribution Sales Experience

  • C4C experience

  • Salesforce or Qlikview experience

How you will thrive and create an impact

The Sales Associate will work independently and is responsible for selling products and/or services to a dedicated primary education account. They are instrumental in identifying new and potential customers to reach the project profitability and billing levels within an assigned sales territory and/or account. Activities include negotiation, closing the sale, and post-sale services. Responsible for securing and maintaining distribution of products and/or services and maintaining effective agreements.

• Manage a sales territory on a focused account base. Work as part of a sales team dedicated to this account.

• Prospect and establish new customers within this account by managing and developing a sales pipeline and delivering proposals to customers by illustrating VWR's value proposition.

• Sell consultatively, detailing products, determine customer needs and requirements, and make recommendations to both prospects and customers of the various solutions VWR can offer their business.

• Work to develop strategic account business plans for achievement of sales growth and quota attainment.

• Build and sustain relationships with customers and ensure customer satisfaction and loyalty.

• Manage VWR's vast product portfolio and execute and implement sales and marketing strategies that you design.

• Confident in providing and generating Quotations and handling customer returns or complaints.

• Confident in pulling sales reports to have detailed conversations of sales activities, account performance and performance to forecast.

• Work directly with local manufacturer representatives to develop and continually improve product knowledge, arrive at most favored pricing, and improve account profitability.

• Perform other duties as assigned.

KNOWLEDGE SKILLS AND ABILITIES (Those necessary to perform the job competently)

• Excellent communication and team interaction skills, routinely interacting with customers, manufacturers, and VWR staff

• Ability to carry on a business conversation with business owners and decision makers

• Ability to handle difficult situations and interactions

• Ability to work independently and successfully manage time and territory

• Willingness to travel to customer locations

ENVIRONMENTAL WORKING CONDITIONS & PHYSICAL EFFORT (Under Typical Positions)

Typically works in an office with adequate lighting and ventilation and a normal range of temperature and noise level.

Work assignments are diversified. Examples of past precedent are used to resolve work problems. New alternatives may be developed to resolve problems.

A frequent volume of work and deadlines impose strain on routine basis.

Minimal physical effort is required. Work is mostly sedentary but does require walking, standing, bending, reaching, lifting or carrying objects that typically weigh less than 10 lbs.

Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Avantor is proud to be an equal opportunity employer.

Why Avantor?

Dare to go further in your career. Join our global team of 14,000+ associates whose passion for discovery and determination to overcome challenges relentlessly advances life-changing science.

The work we do changes people's lives for the better. It brings new patient treatments and therapies to market, giving a cancer survivor the chance to walk his daughter down the aisle. It enables medical devices that help a little boy hear his mom's voice for the first time. Outcomes such as these create unlimited opportunities for you to contribute your talents, learn new skills and grow your career at Avantor.

We are committed to helping you on this journey through our diverse, equitable and inclusive culture which includes learning experiences to support your career growth and success. At Avantor, dare to go further and see how the impact of your contributions set science in motion to create a better world. Apply today!

EEO Statement:

We are an Equal Employment/Affirmative Action employer and VEVRAA Federal Contractor. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact us by email at let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

For more information about equal employment opportunity protections, please view the Know Your Rights poster.

3rd Party Non-Solicitation Policy:

By submitting candidates without having been formally assigned on and contracted for a specific job requisition by Avantor, or by failing to comply with the Avantor recruitment process, you forfeit any fee on the submitted candidates, regardless of your usual terms and conditions. Avantor works with a preferred supplier list and will take the initiative to engage with recruitment agencies based on its needs and will not be accepting any form of solicitation.

Customer Success Manager

Chicago, IL (Hybrid)

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Customer Success Manager on our Marketing & Member Experience team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.

As a Customer Success Manager, you will be responsible for ensuring best-in-class customer experience and product usage for all group membership institutions. This role will be a point of customer contact and work closely with day-to-day program administrators to understand their needs, tailor solutions, execute product onboarding/training, and implement outreach programs to increase engagement KPIs. The AMA Customer Success Team represents AMA externally, creates and maintains a robust case study and testimonials library, and provides recommendations for optimizing products to drive group membership growth and increase customer/member engagement.

RESPONSIBILITIES:

• Maintain a comprehensive understanding of target audience needs, issues, and relationships to enhance
• existing programs.
• Work with sales and product team to guide customers through the onboarding process, ensuring they understand the product/service and its features and have clearly defined KPIs.
• Provide robust training and onboarding experience that leads to learner activation and engagement.
• Identify opportunities for upselling/cross-selling group membership curriculum, content, and membership benefits.
• Maintain a deep understanding of the company's products/services and stay updated on new features and enhancements.

• Continuously work to improve customer experience, build trust, transparency, and safeguard/increase customer retention.
• Establish and maintain customer relationships and provide high-level technical and product support. Address customer concerns, inquiries, and issues promptly and effectively.
• Collaborate with internal teams (e.g., support, sales, product) to ensure outreach programs and communication tactics are optimized and drive KPIs.
• Identify satisfied customers and secure/curate testimonials and/or case studies.
• Assist with recognition program to reward/amplify top customers/institutions.

• Research, monitor, report, and recognize customer performance.
• Ensure accurate and comprehensive data reporting through CX digital monitoring tools and product analytics.
• Produce regular reports on customer success metrics and key performance indicators.
• Utilize Salesforce to document customer interactions and maintain accurate customer data.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's degree in healthcare administration, business, communications, or related field required.
2. Minimum of 5+ years account management and customer relationship management experience required.
3. Previous experience in graduate medical education administration or related healthcare account/relationship management roles, preferred.
4. Proven ability to organize and prioritize while managing multiple projects/programs simultaneously in fast paced environment.
5. Analytical, goal-oriented, and creative individual with excellent communication skills (written and verbal) able to excel in a matrixed environment and strong client management skills.
6. Experience developing and maintaining customer relationships as well as driving programs/products forward to successful completion and growth.
7. Strong external presence to communicate with external stakeholders and customers.
8. Familiarity with accreditation standards, particularly ACGME regulations and LCME standards, is a plus.
9. Familiarity with learning management systems/online education programs
10. Some travel required.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION

Associate Director, Online Learning Job Summary:

We’re looking for an Associate Director, Online Learning to join an Association in Washington, DC. This is a contract-to-hire opportunity that will require you to work onsite three (3) days per week. As the Associate Director, you will work in conjunction with departmental leadership to implement the department’s strategic vision and oversight of the Division-wide online and blended learning initiatives and content development. The position requires experience in instructional design and education program development across different modalities, working closely with subject matter experts, procuring, and managing external vendors and partnering organizations, and measuring business impact and effectiveness of deployed learning solutions.

Associate Director, Online Learning Responsibilities:

• Support the Director in executing the department’s vision, strategy, and development of accredited online learning initiatives.
• Lead and support the instructional design team to deliver high-quality online learning programs that meet or exceed departmental performance metrics.
• Recruit and collaborate with psychiatrists, subject matter experts, allied organizations, and internal stakeholders to identify knowledge gaps and develop educational content.
• Manage the full lifecycle of online learning activities, including planning, development, launch, review, and renewal within the Learning Management System (LMS).
• Develop and oversee project plans for online learning initiatives, ensuring milestones, timelines, and budgets are met.
• Ensure all educational activities adhere to accreditation standards, compliance requirements, and quality control processes.
• Track and analyze LMS data and program performance metrics to measure success, identify learner insights, and support strategic planning.
• Produce reports on Learning Center activity and provide required learner and program data to external partners and accrediting organizations.
• Oversee vendor relationships and external solutions to ensure alignment with project objectives, timelines, budgets, and deliverables.
• Develop and maintain standard operating procedures, workflows, and a customer service model that supports efficient team operations and stakeholder support.
• Manage the Online Learning Help Desk and escalation processes to ensure timely resolution of technical and user issues.
• Collaborate with marketing and communications teams to support promotion and outreach for online learning programs.
• Research and recommend best practices and emerging trends in online learning, instructional design, and digital education.
• Supervise and mentor the LMS Administrator and provide coaching and guidance to junior staff members.
• Provide administrative and operational support for committees and other departmental initiatives as needed.

Associate Director, Online Learning Qualifications:

• BA/BS and at least 5-7 years of relevant experience.
• Experience with managing complex projects with demonstrated success in meeting deadlines, managing vendors, and managing related budgets.
• Strong decision-making and problem-solving skills; proven research skills to gather data, best practices, and points of view to ensure sound judgment.
• Experience working in associations industry is preferred.
• Experience with adult educational and/or healthcare programs is preferred.
• Excellent communicator capable of providing leadership to individuals and groups.
• Self-motivated, able to work independently, and shows attention to detail.
• Knowledge of how websites operate (i.e., databases, APIs, and content management systems).
• Demonstrated experience with computer-based and/or software-as-a-service (SaaS) tools such as podcast platforms, Salesforce, HTML, Captivate, Articulate 360 suite of programs, Microsoft 365, Adobe Premiere, Vimeo, Zoom, GoToWebinar, and/or other graphic and media design/production tools.

Digital Marketing Manager (Hybrid)

Chicago, IL (Hybrid)

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Digital Marketing Manager on our Education Center team. This is a hybrid position reporting into our Chicago, IL office, requiring 2 days a week in the office.

This position will develop, design, implement and optimize AMA Ed
Hub marketing plans and tactics to help achieve mission and business growth and
engagement objectives for AMA Ed Hub. Leverage analytics-driven insights to advance
plans in alignment with established business priorities and objectives. Increase
AMA Ed Hub personalization through segmentation, adherence to digital best
practices and utilization and optimization of email and platform automation. Collaborate
with cross-functional teams, including content, product, analytics and other
internal stakeholders, to develop personalized campaigns while enhancing campaign
performance, learners' engagement and audience growth.

RESPONSIBILITIES:

Manage and Implement Personalization Plans

• Develop and execute acquisition and retention marketing plans for AMA Ed Hub users, leveraging personalization as a key driver of increase audience relevance, conversion and retention.
• Develop data-driven audience segments to deliver personalized messaging across channels while building and maintaining automated nurture and retention flows to drive audience engagement.
• Work closely with analysts, editors, web developers, and others to ensure the accurate branding, editorial accuracy and technical integrity of all content in marketing efforts.
• Plan and manage the execution of personalized user journeys across website and email marketing channels through our Customer Data Platform and Customer Communications Management platform to achieve retention and engagement goals.
• Work with email team to plan and execute segmented email campaigns, drip and triggered ones, email testing plan to optimize results.
• Drive satisfaction and loyalty programs that turn one-time users into long-term advocates.

Design and Implement Digital Marketing Campaigns

• Build audience segments for targeted, personalized email campaigns and automated customer journeys.
• Integrate personalization tools and APIs (e.g., CDPs, CRM systems, or marketing automation platforms to deliver real-time experiences.
• Work with platform team to create scalable solutions to support the automation of personalization of user journeys across marketing channels
• Design and implement visually appealing, responsive, and user-friendly website interfaces using HTML, CSS, and JavaScript frameworks.
• Act as marketing liaison with selected internal and external education providers to ensure promotion of educational content to appropriate channels.
• Work with collaborators, vendors and subject matter experts to create high quality and impactful marketing assets to deploy across channels, including but not limited to online banner ads, ad hoc email, newsletters etc.

Analysis and Optimization

• Monitor and analyze performance using tools such as Google Analytics (GA), Google DataStudio, Tableau, identifying trends and actionable insights to improve campaign effectiveness.
• Use behavioral data, preferences, and triggers to create and optimize tailored customer experiences.
• Pull and synthesize data from multiple sources (including marketing automation platforms) to create comprehensive campaign performance reports for several stakeholders.
• Develop data-driven recommendations to optimize marketing channels (email, site, etc.) based on KPIs such as user engagement, conversions, CTR, and ROI.
• Conduct A/B testing and multivariate testing to identify and implement the most effective campaign components (e.g., messaging, creative, calls-to-action), and document results to inform future strategies.

Staff Management

• Lead, mentor, and provide management oversight for staff.
• Responsible for setting objectives, evaluating employee performance, and fostering a collaborative team environment.
• Responsible for developing staff knowledge and skills to support career development.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's Degree required; concentration in Marketing, Data Analysis, or other analytical related field preferred.
2. 5+ years of experience with marketing automation platforms such as Marketo, Salesforce Marketing Cloud as well as ESP platforms, CMS and CRM systems are required.
3. Demonstrated experience with HTML, CSS, and JavaScript required.
4. Experience in people management preferred.
5. Strong analytical skills and proficiency in analytics tools (e.g., Google Analytics, Adobe Analytics, Google Tag Manager, Tableau, Power BI).
6. Strong technical and creative skills, especially with written communication.
7. Exceptional attention to detail and possess the ability to manage multiple initiatives simultaneously to enable effective internal and external relationships.
8. Ability to develop specific goals and plans to prioritize, organize, and accomplish work.
9. Strong organizational and time management skills.
10. Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $85,680-$113,526. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION

Are you a seasoned sales professional in the construction industry looking to lead efforts for a industry leader on a national scale?

*This role is a fully remote position, candidates can be based in any location with travel expected*

LVI are currently working with a global leader in advanced performance materials, including commercial roofing systems and other architectural and engineering products. With decades of experience and a strong reputation for quality, they partner with architects, engineers, and contractors to bring complex projects to life. Having been in business for over 50 years, this company has an award winning portfolio, recognised for the commitment to quality and company culture.

Why Join?

• Competitive base salary plus performance-based bonus
• Flexible work arrangements, including remote options
• Comprehensive benefits: health, dental, vision, 401(k) with match, paid time off, and holidays
• Professional growth through training, tuition reimbursement, and networking opportunities
• A collaborative culture with team events and company-wide celebrations

Position Overview

We are seeking a Strategic Channel Development Manager that will be focused on the data center market. This individual will build relationships with major contractors, architectural firms, and engineering partners to influence specifications and secure our products as the preferred choice for critical infrastructure projects.

The ideal candidate thrives in complex sales environments, understands the construction ecosystem, and can engage senior decision makers to drive strategic outcomes.

Key Responsibilities

• Develop and execute strategies to grow market share within the data center segment
• Build partnerships with national and multinational contractors, architects, and engineers
• Position our solutions as the basis of design for targeted projects
• Maintain a strong pipeline and deliver accurate forecasts using CRM tools
• Lead AIA and continuing education initiatives to strengthen industry engagement
• Collaborate across internal teams to align efforts and share insights
• Present and negotiate at executive levels to close high-value opportunities
• Consistently meet or exceed sales and specification goals

Qualifications

• Bachelor's degree in business, engineering, or related field (Master's preferred)
• 10+ years in strategic sales, channel development, or business development within construction or related industries; experience with data center projects is highly desirable
• Proven success in managing complex sales cycles and building executive-level relationships
• Strong knowledge of building materials and specification processes
• Excellent communication, presentation, and negotiation skills
• Proficiency with CRM platforms such as Salesforce
• Ability to influence stakeholders and deliver results in a competitive market

If you are an ambitious professional within the space, we'd love to hear from you!

WHO WE ARE

High Rise Financial is a fast-growing financial and medical liens company. We have two service offerings:

• Plaintiff Cash Funding: We provide money upfront to clients who are hurt due to an accident, instead of having to wait for their legal case to settle. We take pride in helping our community by keeping our injured clients financially afloat during difficult times due to an accident that was not their fault.

• Doctors and Surgery Centers on Lien: We have a network of doctors, surgery centers and hospitals that treat personal injury victims on lien. We provide funding for surgery centers and hospital fees. We also assist with doctor scheduling and coordinating client medical care.

We are quickly becoming a leader in the space known for our high ethical standards, clearly defined terms, and fair repayment for personal injury victims. High Rise Financial provides law firms with a trusted source to refer their clients and buy them time to get the award amounts their clients deserve.

Don’t take our word for it. Check out our Google and Yelp reviews and come be a part of our winning team!

WHAT YOU’LL DO

Important: This role may involve extensive regional travel. The position also requires frequent travel to surrounding states for law firm meetings, conferences, etc. including regular 2-3+ hour drives, short flights, and overnight stays in hotels.

As an Account Manager Outside Sales, the following will be your duties:

• Meeting sales targets to increase revenue.
• As an account manager, you will build and maintain relationships with personal injury law firms to expand our attorney referral base.
• Take lawyers, paralegals, and case managers out to lunches, dinners, and meetings to grow and maintain relationships with personal injury firms.  
• Attend legal events, legal networking events, and trade shows to meet attorneys and paralegals.
• In addition to face-to-face meetings, you will make contacts via inside sales using our CRM sales software.
• Maintain records of all sales leads and/or customer accounts.
• Educate law firms on how our services can benefit them and their clients.
• Exercise diligence in planning, follow-up, and closing deals by working with law firm personnel to facilitate the accumulation and prompt return of requisite documents. 

WHAT TO EXPECT

• Potential for extensive weekday travel depending on territory needs 

WHAT YOU’LL NEED

• Must have 2+ years of inside or outside sales experience.
• Demonstrated success in building relationships, meeting goals, and delivering results.
• Proficiency in developing sales strategies and utilizing performance metrics.
• Familiarity with MS Office and Salesforce preferred.
• Strong written and verbal communication skills.
• Effective organizational and leadership abilities.
• Proven problem-solving skills.
• High energy, ambitious, and reliable with a positive demeanor.
• Comfortable cultivating relationships in social settings.
• Ability to work independently in a fast-paced environment.
• Excellent organizational, planning, and multitasking abilities  

BENEFITS 

• Compensation: Earning potential over $115,000 annually
• Base Salary $60,000 to $80,000 annually (depending on experience & state residency as we have positions available across the county).
• Commission $15,000 to $55,000 per year is the practical range but since we have no cap, exceptional employees can exceed that high mark
• Work from home – enjoy your own space!
• Health, Dental, and Vision insurance provided with full-time employment
• Paid holidays and paid time off
• 401K or a Roth IRA
• Fast-growing company with room for growth! 

KEYWORDS

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Sr. IT Project Manager – Salesforce/Hybrid/Direct Hire 5006

Tier4 Group is seeking a strategic, high‑impact Senior Project Manager who thrives on understanding the why behind every project and translating business needs into clear, actionable delivery plans. You’ll join a fast‑paced Technology team where purpose, clarity, and execution discipline are essential.

This role requires someone with proven Salesforce migration experience, exceptional communication skills, and the ability to drive complex projects while keeping teams aligned on outcomes—not just tasks.

What You’ll Do

Lead Projects with Purpose & Clarity

• Develop project plans rooted in a deep understanding of business objectives and user impact
• Clearly communicate the why behind decisions, priorities, and approaches
• Translate strategic goals into measurable milestones and delivery timelines

Drive End-to-End Delivery

• Oversee all phases of project execution (planning, build, testing, deployment, stabilization)
• Track progress, manage dependencies, and proactively address gaps
• Provide timely, clear status updates tailored to both technical and business audiences

Manage Risks & Issues with Business Context

• Identify, document, and manage risks and issues
• Communicate impacts in terms of business value and customer outcomes
• Drive accountability with owners and action plans

Enable Team Performance & Remove Barriers

• Facilitate cross-team collaboration and remove roadblocks
• Foster a clear, purpose-driven environment where teams understand why their work matters
• Ensure alignment between business partners, developers, and leadership

Champion Agile Ways of Working

• Lead Agile ceremonies with a focus on transparency, learning, and continuous improvement
• Guide teams through effective standups, retrospectives, grooming, and prioritization
• Ensure Agile practices are being used to deliver value—not just followed as process

Additional Responsibilities

• Lead Salesforce migration and/or enhancement projects
• Manage two or more Agile delivery projects simultaneously
• Perform other related duties as needed

What You Bring

Required Experience

• 5+ years of Project Management experience (8+ preferred)
• Hands-on Salesforce migration experience (required)
• Proven ability to manage multiple concurrent projects using Agile methodologies
• Strong ability to understand and articulate the why behind initiatives
• Excellent communication skills—able to explain complex topics to both technical and non-technical audiences
• Experience working with third-party development or infrastructure partners
• Proficiency with tools such as Jira and Confluence (Atlassian suite)

Preferred Skills

• Experience supporting or working within a lightweight PMO or structured project delivery environment
• Experience with value-based prioritization or intake processes

Job Title: Software Trainer (Hybrid)

Location: North Wilkesboro, NC (50% Travel Required)

Job Type: Full-time

About the Role:

We are seeking a knowledgeable and engaging Software Trainer to deliver high-quality live virtual/in-person training sessions to dental practices using our proprietary software. This role is based in North Wilkesboro, NC and requires up to 50% travel to customer locations.

Key Responsibilities:

•Deliver live virtual or in person training sessions for dental practice teams, tailored to different roles (front office, hygienists, billing staff, etc.)

•Customize training plans based on practice needs, user roles, and software configuration

•Support onboarding of new customers through scheduled remote training sessions, webinars, and follow-up Q&A

•Maintain a deep understanding of product functionality, updates, and best practices

•Assist with the development and updates to training materials, including manuals, video guides, and reference sheets

•Troubleshoot common user errors and guide users to solutions during sessions

•Collaborate with implementation, support, and customer success teams to ensure consistent messaging and customer satisfaction

•Gather and relay customer feedback to help shape product enhancements and training improvements

Qualifications:

•3+ years of experience in dental practice operations, dental software training, or SaaS onboarding

•Proficiency with dental management software (e.g., Dentrix, Ascend or Dentrix Enterprise preferred)

•Strong in-person presentation skills and confidence using video conferencing tools (GoToMeeting, Teams, Bomgar, etc.)

•Ability and willingness to travel up to 50%

•Experience delivering software training

•High attention to detail and customer-centric mindset

•Tech-savvy with the ability to quickly learn new tools and features

Additional Qualifications:

•Experience working with remote or hybrid teams

•Instructional design or adult learning content development

•Familiarity with CRM, LMS, or help desk platforms (e.g., Salesforce, Skilljar)

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.