Salesforce Jobs in Florida

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

Entry Level Software Developer

SkillStorm is actively seeking full-time Entry Level Software Developers for one our Fortune 100 clients. An ideal candidate is one with a strong technical mindset, exceptional problem-solving skills, and logical reasoning abilities. This is an on-site position.

You will spend 12 weeks collaborating in team-based settings, undertaking diverse, real-world projects to prepare for seamless integration into our clients' operations. Once training is complete, you will be deployed to our enterprise or government clients, ready to have an immediate impact on day one.

Entry Level Software Developer Requirements:

• 
  
• Must possess a Bachelor's degree
  
• Must have 9 months+ of TECHNICAL experience
  
• Must be relocatable to multiple different locations and in office
  
• Ability to earn a government security clearance
  
• Possess a strong understanding of programming principles, data structures, algorithms, databases, and SQL, enabling the development of software solutions.
  
• Experience with software development and programming using Java, C#, or similar object-oriented programming language.
  
• Legally authorized to work in the U.S. under SkillStorm's W2; not a C2C position. EOE, including disability/vets.
  
• Strong analytical and problem-solving skills along with a logical mindset to tackle complex challenges to develop effective and innovative solutions.
  
• Demonstrate excellent verbal and written communication skills, facilitating clear and effective interactions with team members, stakeholders, and clients.
  

Entry Level Software Developer Responsibilities

• 
  
• Develop new applications and modify existing applications using programming languages, platforms, frameworks, and tools used by our clients.
  
• Develop well-structured, readable, and efficient code to solve specific tasks or improve existing applications. Adhere to coding standards and best practices to maintain high-quality software.
  
• Identify, diagnose, and fix bugs in software applications, ensuring that the applications run smoothly and efficiently. Provide technical support and problem resolution related to software issues.
  
• Engage in code review sessions with peers to ensure code quality, share knowledge, and learn from others. Provide constructive feedback and suggest improvements to optimize performance.
  
• Assist in the deployment and testing of applications to production environments, ensuring that they meet performance benchmarks and are compatible with other system components.
  
• Work closely with other departments, such as quality assurance, project management, and product management, to ensure that projects are delivered on time and meet predefined objectives. Communicate ongoing activities and results to business sponsors, stakeholders, and management.
  

Where SkillStorm stands out:

• 
  
• Competitive salary
  
• Enterprise level technology training and certification
  
• Opportunity to work for enterprise companies and government agencies
  
• Health, Vision, Dental, and Life Insurance with 401K
  
• Continuous mentorship and support
  

About SkillStorm

Founded in 2002, SkillStorm was built on the mission of accelerating careers in high-demand technologies. We design, build, and deploy Stormers from all backgrounds and experience levels in today's in-demand technologies such as AWS, Salesforce, PEGA, ServiceNow, and Appian.

We are committed to hiring and training college graduates and veterans for high-growth technology careers with our enterprise and government clients. Through these dedicated efforts, we are able to build a reliable, exclusive pipeline of high-quality, U.S.-based tech talent with the skills and clearance levels required to support our client's critical technology initiatives.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as the Branch Administrator to oversee the operations and performance of multiple retail branches, provide leadership and support to branch managers, ensure compliance with bank policies and regulatory requirements, and drive the achievement of branch performance goals. You will play a key role in developing and implementing strategies to enhance customer satisfaction, operational efficiency, and overall branch profitability.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Central Florida and willing to travel to our retail location frequently. Please send a resume to apply.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Responsibilities

• Leadership and Management: Provide leadership and direction to branch managers, ensuring they are well-supported and equipped to meet their branch goals. Conduct regular performance reviews and provide coaching and development opportunities.
• Operational Oversight: Ensure that all branches operate efficiently and effectively. Monitor and evaluate branch performance metrics, identifying areas for improvement. Develop and implement branch policies and procedures to ensure consistency and compliance across all branches. Create systems to effectively communicate these policies and procedures to all branch staff and ensure they are followed.
• Customer Service: Promote a customer-centric culture across all branches, ensuring high levels of customer satisfaction and retention. Address and resolve escalated customer issues in a timely and professional manner.
• Compliance and Risk Management: Ensure all branches comply with regulatory
  requirements and internal policies. Conduct regular audits and reviews to identify and mitigate risks.
• Strategic Planning: Develop and implement strategies to drive branch growth and profitability. Collaborate with senior management to align branch goals with the overall objectives of the bank.
• Financial Management: Oversee branch budgets, ensuring financial targets are met. Analyze financial reports and provide insights to improve branch performance.
• Staff Development and Training: Foster a positive and inclusive work environment. Provide training and development opportunities for branch managers and staff to enhance their skills and career growth. Develop and implement training programs to ensure all staff are knowledgeable about bank products, services, and regulatory requirements.
• Community Engagement: Represent the bank in the community, building and
  maintaining relationships with key stakeholders and promoting the bank's services.

Requirements

• Bachelor's degree in business or finance preferred.
• 5+ years in branch leadership required, preferably in a Community Bank.
• Excellent leadership and management skills, with the ability to motivate others and develop teams.
• Strong affinity and acumen for business development, community involvement and brand building.
• Proven track record of innovative and effective retail sales strategies with immediate impact to the retail growth objectives.
• Ability and willingness to travel to branches routinely in St. Petersburg, Winter Park, Mt. Dora, and other areas of the state and country as the bank expands.
• Customer-centric mentality and ability to develop strong relationships with customers, team members and within the community.
• Organized self-starter with the ability to thrive in fast moving environments that require adaptability and frequent pivots.
• Outstanding communication skills and ability to tactfully communicate with a variety of internal and external stakeholders.
• Deeply educated in financial products and services, banking regulations and laws.
• Strong technical aptitude and familiarity with Microsoft Office, Banking Systems and Salesforce.

Physical Demands:

• Sustained standing and sitting;
• Frequent use of PC, including typing or sustained attention to monitor;
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

• This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Job Description:

We believe in bold ideas, diverse perspectives, and the drive to transform knowledge into impact. Here, your curiosity fuels progress, your voice shapes innovation, and your ambition helps redefine what's possible within science and learning. We are a culture that obsesses over impact, challenges, and drives what's next to power infinite possibilities for our customers, colleagues and society at large.

About the Role:

The Customer Success Manager (CSM) is a key role within the Sales organization responsible for providing direct impact on revenue retention by owning the post-sales customer experience, driving adoption and value realization for our subscription and open access research customers. Ultimately, the CSM represents the customers' interests in realizing value from Wiley's digital research solutions. The CSM will focus on key accounts for which they will be responsible for leveraging data around customer health to effectively collaborate with cross-functional teams to drive customer outcomes, client satisfaction and overall revenue growth. The CSM will also partner closely with Sales to help them achieve their revenue targets and identify future growth opportunities. Strong relationship-building skills and a passion for helping customers succeed, combined with an affinity for metrics and analytics, are key to success in this role. This is a great opportunity for someone who understands open access research policies, and has ideally leveraged CSM tools, like Sales Force and Gainsight.

How you will make an impact:

• Establish strong relationships with assigned customers, serving as their dedicated point of contact for all post adoption requests and challenges.
• Partner with cross functional teams to ensure the customer receives maximum value from their investment.
• Consult with clients to define goals and the key metrics/KPIs used to evaluate their progress towards achieving those goals.
• Collaboratively work with sales partners to achieve revenue targets via strong customer satisfaction scores and retention rates.
• Monitor customer health metrics to conduct qualitative and quantitative analysis aligned to their goals to ensure they are on track to achieve value while solving for those that are off track.
• Identify CSQL's during customer check-ins to support revenue growth and upsell opportunities.
• Leverage technology and data to increase efficiencies and make processes scalable.

We are seeking candidates who have:

• 3+ years' experience as a Customer Success or Sales Account Manager. Preferably in research, publishing and/or higher education.
• Excellent written, verbal and presentation skills with attention to detail.
• Preferred Bilingual (Spanish)
• Located in Eastern Time zone
• Strong organizational skills with project management experience, particularly in managing customer lifecycles.
• Capability to build trust, rapport, and strong client relationships. Passionate about being a customer advocate.
• Strong analytical skills with problem-solving and can-do attitude.
• Team player with the capacity to multi-task with minimal supervision to meet deadlines.
• CRM experience ( ) + CSM platform experience (Gainsight)
• Ability to travel - up to 25%

We power infinite possibilities.

For more than 200 years, we've transformed knowledge into discoveries that shape the world. Today, our global team of innovators, creators, and experts is driving what's next in science, education, and publishing-creating impact that reaches everywhere.

We're not just observers of progress. We're the ones accelerating scientific breakthroughs, advancing learning, and sparking innovation that redefines entire fields and improves lives.

Here, your talent matters. Your ideas have room to grow. And your work creates breakthroughs that can change everything.

Wiley is an equal opportunity/affirmative action employer. We evaluate all qualified applicants and treat all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, genetic information, or based on any individual's status in any group or class protected by applicable federal, state or local laws. Wiley is also committed to providing reasonable accommodation to applicants and employees with disabilities. Applicants who require accommodation to participate in the job application process may contact for assistance.

We are proud that our workplace promotes continual learning and internal mobility. Our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We offer meeting-free Friday afternoons allowing more time for heads down work and professional development, and through a robust body of employee programing we facilitate a wide range of opportunities to foster community, learn, and grow.

We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The range below represents Wiley's good faith and reasonable estimate of the base pay for this role at the time of posting roles either in the United Kingdom, Canada or USA. It is anticipated that most qualified candidates will fall within the range, however the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to, geographic location, skills, and competencies.

When applying, please attach your resume/CV to be considered.

Salary Range:

Job Posting Title:

Location:

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.

Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.

Our offices have onsite fully equipped state of the art gyms for employees at zero cost.

Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.

We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.

Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.

Granite was recently named One of Forbes Best Employers for Diversity.

Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.

If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.

EOE/M/F/Vets/Disabled

General Summary of Position:

We're looking for a talented sales intern to work alongside our sales professionals who will focus on new business development by selling our voice and data telecommunication products and services to C-level and Director level decision makers. If you are a highly driven, self-motivated individual, with a positive attitude, and competitive spirit, then Granite will provide you an exciting and lucrative career opportunity. You will get the training, support and environment needed to succeed. You will be the driving force for securing new customers and new business regionally for Granite across North America.

Duties and Responsibilities:

• 
  
• Assisting team members with administrative tasks
  
• Learning and incorporating sales skills from and into their own sales environment
  
• Learning the products we sell and understand Granite as a company
  
• Producing and/or editing written reports for team members
  
• Prospecting new clients via cold calling
  
• Gain knowledge of using CRM- Salesforce
  
• Participating in independent sales tasks and strategies
  
• Participating in a sales intern role play competition
  

#LI-ND1

#LI-N1

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.

The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.

Job Responsibilities:

• Identify new loan opportunities through business development efforts.
• Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
• Achieve sales meetings and sales call goals and document in Salesforce.
• Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
• Solicit, negotiate, and coordinate closings.
• Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
• Ensure production goals are met, including DDA growth goals.
• Guide borrowers through the application process and advise on financial status and methods of payment.
• Monitor credit quality of loan portfolios.
• Monitor past due loans and collect payments.
• Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
• Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
• Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
• Adopt and practice a commitment to social, economic, environmental, and racial justice.
• Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.

Specific Requirements:

• Excellent sales, interpersonal, communication and supervisory skills.
• Superior customer service skills.
• Prior commercial lending experience required.
• Excellent attention to detail, ability to multi-task and manage time effectively.
• Educated in financial products and services, banking regulations and laws.
• Ability to work in a fast-paced environment.
• Solid organizational skills.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Job Title: Executive Assistant & Office Coordinator (Bilingual – English/Spanish)

Location: North Miami, FL (Fully In-Office)

Schedule: Monday – Friday, 8:30 AM – 5:00 PM

Salary: Up to $56,000 annually (based on experience)

Employment Type: Full-Time

We are seeking a highly organized, tech-savvy, and dependable Executive Assistant & Office Coordinator to support two members of our executive leadership team. This role is based in our administrative office and will serve as the central administrative and front-office support for executive leadership and staff.

This is an excellent opportunity for a motivated professional with some experience who is looking to grow their career in executive-level support within a collaborative, mission-driven organization.

The ideal candidate is proactive, detail-oriented, bilingual (English/Spanish), professional, and comfortable managing multiple responsibilities in a fast-paced office environment.

Company Description

Akeso Community Health is a community-centered healthcare organization serving North Miami and adjacent areas. We are dedicated to providing inclusive, affirming, and accessible care, particularly for the LGBTQIA+ community, including transgender and gender-diverse individuals. Our services include free STI testing and treatment, comprehensive primary care, HIV care, prevention, and PrEP services, all offered within a patient-centered care model. Committed to health equity, we prioritize dignity, confidentiality, and trust while promoting wellness, prevention, and ongoing support for underserved and marginalized populations.

Executive Support

• Manage and maintain calendars for two executives, including scheduling and prioritizing meetings
• Coordinate internal and external meetings, including board and committee meetings
• Draft meeting agendas and prepare supporting materials
• Take meeting notes and track follow-up action items
• Prepare reports, spreadsheets, presentations, and executive correspondence
• Assist with special projects and administrative initiatives as assigned

Front Office & Guest Support

• Serve as the primary point of contact for admin office, greeting visitors and directing guests appropriately
• Answer and route incoming calls and general inquiries
• Maintain a professional and welcoming reception area

Office Coordination

• Help maintain a clean, organized, and professional office environment
• Monitor and replenish office and kitchen supplies as needed
• Coordinate hospitality for meetings (coffee, water, light refreshments) for executives, staff, and guests
• Organize and maintain digital filing systems (Google Drive and shared folders)
• Run occasional local errands as needed
• Support general office operations and vendor coordination when necessary
  

• 2+ years of experience in an administrative or executive assistant role
• Fluency in both English and Spanish (written and verbal)
• Advanced computer proficiency and strong technical aptitude
• Strong working knowledge of Google Workspace (Google Sheets, Docs, Gmail, Calendar, Drive, Keep)
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Professional, polished, and presentable demeanor
• Friendly, outgoing, and customer-service oriented with strong interpersonal skills
• Well-spoken with excellent verbal communication skills
• Reliable transportation
• Dependable, punctual, and professional demeanor
• Ability to handle confidential information with discretion
  

• Experience in nonprofit organizations
• Experience supporting board meetings and preparing meeting agendas
• Canva experience for basic design and presentation materials
• Experience with CRM systems (Salesforce or similar platforms a plus)
• Project coordination experience
  

• Health, Dental, and Vision Insurance
• 401(k) with company match
• Paid Time Off (PTO)
• Paid Sick Leave
• Paid Holidays
• Life Insurance
• Pet Insurance

We are seeking a professional who is eager to grow, take initiative, and become a trusted support partner to executive leadership while helping maintain a well-organized and welcoming office environment.

If you are organized, driven, bilingual, and ready to contribute in a collaborative in-office setting, we encourage you to apply.

Summary:

The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.

Business analytics uses data modeling and predictive insights to guide planning and decision-making.

Responsibilities:

Business Planning & Forecasting

• Lead monthly and quarterly demand forecasting and sales planning.
• Improve forecast accuracy through pipeline and historical trend analysis.
• Build financial and volume projections for regional planning.
• Support annual budgeting and long-range strategic planning.
• Develop financial models and support growth execution.

Pipeline & Performance Management

• Manage pipeline review cadence with GMs and commercial teams.
• Identify risks and opportunities across markets.
• Track KPIs: revenue, margin, backlog, inventory, sell-through.
• Develop KPI strategies and translate data into insights.

Regional Business Liaison

• Act as primary liaison between VP, country GMs, finance, and supply chain.
• Align regional priorities with corporate strategy.
• Support pricing strategy, promotions, and channel performance.
• Facilitate business reviews and executive presentations.
• Bridge data insights and strategic decisions.

Data & Analytics Leadership

• Develop dashboards and reporting tools (Power BI, Tableau, Excel).
• Build predictive models to support demand planning and inventory optimization.
• Automate reporting and improve data quality.
• Manage and ensure accuracy and delivery of performance insights.

Strategic Insights & Decision Support

• Provide actionable insights to improve market performance.
• Conduct market trend and competitive analysis.
• Support product mix optimization and profitability analysis.
• Support forecasting, planning, and strategic decisions.
• Conduct feasibility studies

Education, Qualifications & Experience:

• Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
• Master’s degree (MBA or Data Analytics) preferred

Experience:

• 3–5+ years in business analytics, planning, FP&A, or commercial strategy
• Experience supporting multi-country or LATAM markets
• Experience in manufacturing, HVAC, distribution, or industrial sectors preferred

Technical Skills

• Advanced Excel & financial modeling
• Power BI / Tableau / SQL
• CRM/ERP pipeline analysis (Salesforce & SAP preferred)
• Forecasting & demand planning
• AI-driven analytics & predictive modeling (preferred)

Leadership & Soft Skills

• Strong business acumen and strategic thinking
• Executive-level communication
• Ability to influence without authority
• Cross-cultural collaboration

Success Metrics (KPIs)

• Forecast accuracy improvement
• Inventory optimization & reduction
• Pipeline visibility & conversion rate
• Regional revenue & margin performance