Salesforce Jobs in Miramar
18 positions found — Page 2
This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.
Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Conduct analysis/underwriting functions, as needed.
Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.
Prepare documentation, memos, and/or presentation as needed.
Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.
This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.
Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.
Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.
Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.
Assist in the training process of new underwriters.
Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.
Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.
Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Conduct project site visits/inspections and report findings.
Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Any other duties as assigned by the Chief Credit Officer or supervisor.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.
Formal credit training preferred.
Minimum Work Experience Requirements: 10+ years of professional experience credit underwriting/credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position is hybrid/remote work eligible.
Inside Sales Representative (CALL CENTER ENVIROMENT) Onsite
Location: Miami, FL (On-site – Doral area)
Schedule: Monday–Friday | Contract to hire | No weekends
Pay: $21/HR+ Commission ($1,000–$4,500/month potential) 40 Hours a week
About the Role
We are a fast-growing financial services company expanding our sales team in Miami. If you're driven, persuasive, and ready to build a rewarding career in business lending, we want to hear from you!
This is a high-volume outbound sales role where you’ll engage warm and cold leads, working with small business owners to help them secure funding solutions that support their growth.
What You'll Do
- Make 80+ outbound calls per day using a dialer (calls to warm/cold B2B leads)
- Speak with merchants who have worked with us before or recently showed interest through our website
- Present financial programs and guide prospects through the sales process
- Handle objections, close deals, and build long-term client relationships
- Track activity in Salesforce CRM
Why Join Us?
- Base salary + uncapped commissions (most reps earn $1K–$3K/month, top reps exceed $4,500/month)
- Full benefits when converted to full time : Medical, Dental, Vision, PTO, 401(k) match, Paid Holidays
- No weekends, no late nights – Monday to Friday schedule
- Training provided – no industry experience required
- Work in a supportive, team-oriented environment with daily coaching and growth paths
- Conveniently located around (Miami/Doral)
What We’re Looking For
- 2+ years of inside sales, call center, or closing experience preferred
- Comfortable in a high-call-volume, commission-driven setting
- Strong communicator with goal-oriented mindset
- Self-starter who thrives in fast-paced environments
- Familiarity with Salesforce or similar CRM is a plus
About the Company
The Future of Wood Processing is Here…Biesse America is driving the future of woodworking technology with a renewed focus on innovation, service excellence, and customer partnerships. As a global leader in machinery and automation for wood processing, our advanced solutions empower manufacturers of all sizes to meet the demands of modern production with precision, efficiency, and reliability. As we continue to strengthen our presence within the Southeast, we’re looking for experienced Sales Professionals to join our growing Wood Division. If you’re passionate about delivering top-tier solutions and thrive in a collaborative environment that includes expert applications engineers, marketing, and service teams, we’d love to connect and share more about this opportunity.
Responsibilities
- Leverage in-depth wood processing and machining knowledge to present and sell company’s capital equipment and services to current and potential customers
- Generate and follow new leads and referrals resulting from field visits, trade shows, etc.
- Establish and maintain current customer and potential customer relationships
- Responsible to manage and support existing distribution network
- Collaborate with the marketing department to establish activities within territory such as dealer open houses, customer open houses, tech tours, and product promotions
- Active utilization of CRM/Sales Intelligence to improve Area Sales Growth and efficiency in alignment with corporate commercial strategy
- Participation in both regional and national trade shows and training seminars
- Extensive travel within territory (75%)
- Other duties as assigned
Qualifications
- 3+ years of experience in the wood processing and manufacturing industry, preferably with CNC machines.
- Parallel industry experience, such as tooling, technology applications, and software optimization for manufacturing will also be considered.
- Knowledge and understanding of wood processing and applications
- Experience using Customer Relationship Management tools, preferably SalesForce
- Ability to build trust and develop relationships with people from small business owners to leadership of large companies
- Ability to troubleshoot and solve problems with customers, management, and colleagues
- Ability to travel both domestic and international (75%)
Benefits
- Car Allowance
- 401K with Company Match
- Medical, Dental & Vision Insurance
- Disability Insurance
- Life Insurance
- Paid Time Off + Paid Holidays
- Flexible Schedule
Schedule:
- Monday to Friday
- Weekends as needed
Job Type: Full-time
Business Experts is expanding and seeking motivated team members to join our team! This role focuses on working with business clients to understand their communication needs and recommend appropriate business solutions.
This position is well-suited for individuals interested in developing their sales skills in a structured, performance-based environment with training and support.
Duties
- Engage with potential clients through direct outreach methods to generate new leads and expand territory coverage
- Conduct product demonstrations and presentations to educate customers about features and benefits, fostering interest and closing sales opportunities
- Manage existing accounts by providing excellent customer service, addressing inquiries, and upselling additional products or services
- Implement territory management strategies to ensure comprehensive coverage of assigned regions or markets
- Collaborate with the team to execute campaigns that increase brand awareness and attract new customers
- Participate in ongoing training sessions to sharpen negotiation skills, technical sales techniques, and analysis skills for continuous improvement
Qualifications
- 2+ years of experience in customer service, sales, or a client-facing role
- Strong communication and interpersonal skills
- Ability to learn quickly about new products, technologies, and market trends
- Basic proficiency with CRM software such as Salesforce or similar platforms for managing customer data and tracking sales activities
- Excellent negotiation skills paired with a customer-focused approach to foster long-term relationships
- Self-motivated with a proactive attitude toward business development and territory management tasks
If you're ready to make an impact through direct sales efforts, innovative marketing strategies, and exceptional customer service, apply now! Our HR team will be in touch within 24 - 48 hours of your application if you are a qualified candidate.
Unlock your potential at Coulisse
Since our establishment in 1992, Coulisse has grown into a global window coverings specialist. We are a team of passionate people who believe in partnership and joint success. Based on the belief that window coverings are much more than just a functional product, we are redefining our market—lifting window coverings to a higher level and putting our partners ahead of the curve.
Our company is growing rapidly, and we are seeking motivated, results-driven professionals with strong sales experience to join our expanding Americas sales team.
Role Overview
As a Southwest Sales Representative, you will be responsible for representing and promoting Coulisse’s full product portfolio, including hardware, textiles, screens, and our MotionBlinds automation platform. You will focus on growing revenue within an established customer base while actively developing new business opportunities throughout your assigned territory.
This position is based in Miami, Florida, and reports directly to the Sales Manager. The role requires frequent travel within the assigned territory and may include a combination of in-office and remote work depending on business needs.
Territory
Southwest United States, including:
- Oklahoma (OK)
- Texas (TX)
- New Mexico (NM)
- Arizona (AZ)
Why Work at Coulisse?
- Be part of a global team of industry experts
- Competitive base salary plus performance-based bonus program
- 20 days of PTO plus paid national holidays
- Company events, sponsored lunches, and wellness initiatives
- Medical, dental, and vision insurance benefits
- 401(k) retirement plan with employer match
Essential Duties and Responsibilities
- Manage, grow, and develop the assigned Southwest territory
- Maintain strong, professional relationships with existing customers and internal teams
- Identify, initiate, and develop new customer relationships and sales channels
- Present and demonstrate Coulisse products and solutions to customers and prospects
- Work closely with the Sales Manager to develop and execute territory and market strategies
- Track sales activity, opportunities, and customer interactions using CRM tools
- Stay informed on market trends, competitive activity, and product developments
- Represent Coulisse at industry events, trade shows, and customer meetings as needed
Qualifications
- Proven sales experience; experience within interior window coverings or related industries preferred
- Strong communication skills with the ability to build rapport and long-term relationships
- Excellent verbal, written, interpersonal, and listening skills
- Proficient with PC-based systems; experience with CRM and ERP platforms such as Salesforce or Microsoft Dynamics preferred
- Strong organizational, time-management, and prioritization skills
- Self-motivated, results-oriented, and able to work independently
- Willingness and ability to travel frequently throughout the assigned territory
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.
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
- 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!
This position is designed to proactively identify emerging risks, support Relationship Managers (RMs) through the stages of deal structuring and closing.
The position serves as an early-warning risk partner within the business.
The role emphasizes judgment, escalation, and coordination rather than transactional credit processing.
The Head of Portfolio Management ensures high-level financial reviews are performed upon receipt of borrower information to identify potential weaknesses, adverse trends, or sector-related risks, and promptly escalates such concerns to the Relationship Manager and the Credit partners for independent assessment.
In addition, the role supports origination through preliminary (“soft-quote”) analyses to assess alignment with the Bank’s risk appetite and identify structural or credit issues before formal Credit involvement.
While supported by the Client Support Unit in the collection of financial statements and other required documentation, the Head of Portfolio Management, together with the RMs, retains accountability for the ongoing administration of customer relationships, including the timeliness, completeness, and quality of information provided to Credit.
The head of the portfolio managers is responsible for ensuring that annual review, renewals, covenant tests, ticklers and post closing items are tracked and addressed in a timely manner.
The head of portfolio managers is responsible for recruiting, hiring, training and development of portfolio managers, specifically in the areas of credit, credit policy, risk rating, and loan documentation.
The head of Portfolio Management operates within clearly defined governance and escalation frameworks to preserve separation of duties, independent credit oversight, and regulatory compliance.
Responsibilities: 1.Credit Administration Oversight Upcoming Maturities (Annual Reviews / Renewals) Review upcoming maturities reports with the PM Team consistently.
Ensure timely collection of required financial information to complete analysis, obtain approval, and close renewals.
Escalate risks of delayed renewals to leadership and coordinate on extensions when necessary (limit to one 90-day extension).
Covenant Testing Review covenant testing reports regularly with the PM team.
Ensure timely receipt and analysis of financials, accurate covenant testing, and proper tickler updates.
Escalate risks of late covenant testing.
Ensure covenant test dates align with borrower reporting cycles.
Deposit Covenants Collaborate with Client Support and Relationship Managers to ensure timely review of deposit covenants and proper fee collection.
2.
Portfolio Risk Management Risk Rating Train PMs in credit risk rating and encourage proactive rating changes.
Ensure PMs work with RMs and Credit to develop and monitor upgrade/downgrade triggers.
PARM Completion Partner with RMs to ensure PARMs are completed on time.
Loan Payment Monitoring Review past-due loan reports and ensure timely borrower payments.
3.
Credit Process Execution New Loans, Renewals, and Modifications Oversee the credit approval process to ensure timely approvals.
Actively manage the pipeline and ensure timely documentation collection.
Deal Structuring Support Ensure PMs collaborate on discussion memos, term sheets, commitment letters, and credit memos.
Quality Management Guide PMs in spreading financials, cash flow analysis, transaction structuring, covenant recommendations, and policy exception identification.
Third-Party Reports Ensure timely ordering and review of appraisals, environmental reports, flood certifications, and field audits.
Loan Closing & Booking Ensure loans are closed timely and booked accurately.
Confirm covenants are documented appropriately in nCino.
Promote communication among PMs, RMs, and underwriters.
BSA / AML Compliance Ensure PMs understand BSA/AML risk, beneficial ownership, and due diligence requirements.
4.
Recruitment, Training & Development Recruit qualified PM candidates.
Assess team competencies and develop individual growth plans.
Ensure PMs are experts in credit policy, nCino, and BSA/AML.
5.
Workflow & Team Management Maintain alignment of PMs with bankers and teams.
Promote collaboration and balanced workflow across the PM team.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 3+ years of commercial & retail portfolio management experience in lieu of education.
Formal credit training required.
Minimum Work Experience Requirements: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position also entails leading and supervising a team of portfolio managers that will support the business segments in the monitoring, maintenance and origination of new and existing loans based on credit programs and policy, in close coordination with the business segments.
Responsibilities: Responsible of overseeing staff with providing transactional support assisting Relationship Managers with the creation of proposals, term sheets, and credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Responsible for coordinating efforts with other bank units such as Credit Administration, Loan Operations, Credit Services, Processing Unit, and Credit Risk to streamline processes and maintain accuracy of reports and credit quality of the portfolio.
Responsible for coordinating the annual review process of existing credit relationships; recommend changes in risk rating as deemed appropriate.
This includes calculating covenant testing and risk rating trigger requirements as needed.
Identify, track and monitor credit policy exceptions, review credits with loan covenants and verify compliance.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Responsible for coordinating and streamlining loan origination process for Relationship Managers to facilitate the approval process.
Reports to supervisor all loan origination process issues identified.
Responsible in providing support in developing, enhancing and promoting new/existing loan products.
Responsible of supervising, coaching, training, and mentoring other team members in order to enhance their knowledge of the position and provide better support to the Relationship Managers.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Other duties, as assigned.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 7+ years of commercial & retail portfolio management experience in lieu of education.
Formal credit training required.
Minimum Work Experience: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
