Salesforce Jobs in Fl Remote

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.

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.

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.

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.

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

• 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

• 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!

SMB Account Executive

Clearwater, FL - Hybrid | 4 days onsite

OTE - $100,000 to $120,000 (50/50 split)

Are you a driven, high-energy sales professional who thrives on closing new business and exceeding quota?

We’re partnering with a global, high-growth cybersecurity SaaS business that is transforming how organisations manage human risk and security awareness. With tens of thousands of customers worldwide and a market-leading, AI-powered platform, this organisation is helping businesses turn their employees into their strongest line of defence against cyber threats.

This is an opportunity to join a company that dominates its niche, continues to innovate at pace, and offers real earning potential and career progression.

The Role | SMB Account Executive

As an Account Executive, you’ll own the full sales cycle for small to mid-sized organisations (25–500 employees), driving both net-new business and the reactivation of lapsed accounts.

You’ll be responsible for building a pipeline, closing deals, and consistently exceeding monthly targets in a fast-paced, performance-driven environment.

What You’ll Be Doing

• Driving new business across your assigned territory
• Identifying and closing net new logos
• Re-engaging dormant accounts and uncovering new opportunities
• Building and managing a strong, consistent sales pipeline
• Conducting outbound prospecting (calls, email, networking, demos)
• Articulating a clear and compelling value proposition around security awareness and human risk management
• Forecasting accurately and managing your territory strategically
• Following up on marketing-qualified leads to convert opportunities
• Negotiating pricing within established guidelines
• Maintaining accurate CRM records (Salesforce)
• This is a metrics-driven role, high activity, high visibility, high reward.

What They’re Looking For

• 1–3 years of software sales experience (SMB experience preferred)
• Proven track record of hitting or exceeding quota
• Confidence with outbound prospecting and cold calling
• Familiarity with IT security concepts is advantageous
• Experience using Salesforce and Google Workspace
• Highly motivated, energetic self-starter
• Strong communication skills (written and verbal)
• Comfortable working independently while contributing to a collaborative team environment
• Bachelor’s degree preferred
• Security+ or Network+ certifications are a bonus, but not essential.

Why Join?

• Join a global leader in a red-hot cybersecurity segment
• AI-driven, best-in-class product suite
• Huge market demand and strong brand credibility
• Clear earning potential (OTE up to $120k)
• Career progression in a scaling organisation
• Supportive, high-performance culture

If you’re competitive, commercially sharp, and ready to accelerate your sales career within a booming SaaS security business, this could be your next big move.

Research indicates that men will apply to a role when they only meet 50-60% of the descriptions, however, when looking at women and other minority groups, they can look for up to a 99% match in order to apply to a role. If you feel you are a fit for our role, please still apply, don’t worry if you don’t tick every single box. We’d still love to hear from you. We encourage underrepresented talent to apply to all our roles & support accessibility needs

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 Boca Raton, Florida.

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

• 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're growing a brand-new team! Do you love working with local businesses to help them grow? Do you love partnering with sales team members to execute marketing campaigns? Do you love earning more when businesses grow? Then join us!

Our Sales Coordinators provide operational and administrative support to Valpak Clipp’s qualifying top-revenue local Media Sales Consultants (MSCs), ensuring their client campaigns are executed accurately, on time, and in compliance with company standards. The goal of this role is to free MSCs of administrative tasks so they can focus on new client and revenue growth.

Onsite - must be located in Tampa/St Petersburg area. We're located at 1 Valpak Avenue in St Petersburg!

Responsibilities

• Prepare and manage CPQ contracts within Salesforce on behalf of assigned MSCs, ensuring pricing, products, and terms are accurate and approved.
• Generate and route client payment consent forms for completion and maintain secure, compliant documentation.
• Create and update Salesforce Cases in accordance with established Standard Operating Procedures (SOPs), ensuring all campaign actions are tracked and completed on time.
• Log activity associated with client management in Salesforce for MSC and peer support.
• Monitor case queues and proactively manage open tasks to meet service-level targets; escalate issues as needed to maintain delivery timelines.
• Uphold data integrity across Salesforce and related systems, ensuring campaign readiness and communication information is always current.
• Serve as the central liaison between assigned MSCs, clients, and the Creative department to manage the artwork development and approval process from start to finish.
• Coordinate with clients to collect ad copy, creative assets, and approvals—communicating directly as needed to ensure deadlines are met.
• Review submitted materials for completeness and brand compliance before forwarding to the design team.
• Track progress through all stages of design, proofing, and approval, ensuring campaigns stay on schedule for production.
• Provide clear, professional communication to both sellers and clients regarding artwork status, timelines, and next steps.
• Partner closely with internal production teams to confirm final assets are approved and ready for print and digital deployment.
• Monitor seller AR dashboards and partner with Finance and A/R teams to confirm all required payments or authorizations are received prior to campaign release as needed.
• Follow up with clients or sellers to resolve declined or missing payments, obtaining new or corrected consents when necessary.
• Ensure every campaign meets payment and documentation standards before proceeding to production.

Qualifications

• 3+ years of experience in sales coordination, client service, or operations support.
• Proficiency with Salesforce or similar CRM systems.
• Exceptional attention to detail, organization, and follow-through.
• Strong written and verbal communication skills, with confidence interacting directly with clients.
• Competency with Microsoft Office Suite (Excel, Outlook, Word).

Required Skills

• Ownership & Accountability: Manages end-to-end campaign readiness with precision and follow-through.
• Client Focus: Delivers professional, responsive service to both sellers and clients.
• Operational Discipline: Adheres to procedures and maintains high standards of data accuracy.
• Communication & Collaboration: Works effectively across Sales, Creative, Finance, and Operations.

Preferred Skills

• Background in advertising, media, or marketing operations.
• Familiarity with CPQ systems, creative production workflows, or payment processes.
• Ability to analyze and interpret campaign data to support accuracy and compliance.

About Balfour & Co.

Balfour & Co. is one of the world’s leading Collegiate and High School commencement services companies, offering innovative, personalized products like class jewelry, yearbooks, regalia, school uniforms and photography. With brands such as Balfour®, GradImages®, ArtCarved®, and more, we’ve been helping students celebrate life’s most meaningful moments since 1913. Balfour has around 4,000 employees and operates in 3 countries.

Position Summary:

The Proposal Specialist will lead the development of persuasive and visually engaging proposals in response to RFPs, RFQs, and other solicitations. You’ll manage the entire proposal process—from strategy and coordination to final submission—ensuring each response is timely, compliant, and tailored to the client's needs. Success in this position requires strong writing skills, creativity, and a sharp eye for detail, as well as the ability to collaborate across teams and clearly communicate complex ideas. Your work will directly support business growth by helping the company win new opportunities and strengthen client relationships.

Essential Position Functions:

• Monitor bid management resources daily to identify new opportunities, distribute notifications and initiate the creation of the initial proposal draft.
• Proactively solicit bid opportunities through including mass communication to educational procurement offices across North America.
• Manage the proposal writing, building and editing process while also maintaining and updating all templates to remain current with offerings and business initiatives.
• Coordinate with multiple departments including IT, finance, marketing and operations to develop comprehensive responses and compliant proposals.
• Handle all proposal finalization, including but not limited to final document review, notarization, signatory responsibilities, packaging, shipping, and delivery confirmation.
• Drive ongoing development of business intelligence, including public records (FOIA) requests, forecasting future opportunities and archiving competitor submissions to enhance future bidding efforts.
• Provide other Sales support assigned to support customer retention and revenue growth.

Skills

• Strong command of language and ability to craft persuasive, clear, and compliant proposals
• Ability to manage multiple deadlines and coordinate cross-functional teams
• Precision in formatting, compliance, and addressing RFP/RFQ requirements
• Excellent verbal and written communication skills for internal collaboration and client-facing documents
• Ability to interpret solicitation documents and extract key requirements
• Familiarity with tools like PowerPoint, Adobe InDesign, or proposal automation software
• Experience with platforms like Salesforce, SharePoint, or proposal management systems

Education/Experience:

• Bachelor’s degree in business administration, Communications, Marketing, or a related field
• At least 2 years of experience in proposal development, procurement, vendor solicitation or similar
• Experience in managing end-to-end proposal processes and contributing to successful bids
• Experience working in industries such as manufacturing, contracting, consulting, is preferred

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.