Salesforce Jobs in None, NY

FindLaw is the leading provider of online legal marketing services, widely recognized and trusted by legal professionals, consumers, and businesses. We empower our audience with comprehensive legal resources through our public and private online portals and FindLaw publications. Our platforms offer engaging, relevant, and credible legal information, personalized tools, and access to professional legal communities.

Our mission is to help attorneys and law firms grow their practices confidently, providing proven services that increase awareness, improve reputation management and ultimately drive case volumes across many different practice areas.

Our network of solutions include , , , , Super Lawyers print publication and many other digital solutions.

Sr. Sales Executive Job Description:

Are you passionate about the chance to bring your sales experience to a world class company that is market leading for both content and technology? Does hearing that we are completely committed to organic growth and that we have extensive investments to expand our sales capability excite you? Do you have previous experience driving sales and revenue growth within a specific territory? Are you motivated by uncapped commissions? We are looking for you!

What You’ll Do:

As a Sr. Sales Executive you will be responsible for developing and growing new customer accounts in the legal community within an assigned territory. Each territory consists of a large base of small-mid law firms. You will utilize your prospecting and consultative selling skills, high energy and initiative to identify opportunities to provide FindLaw web-based marketing and advertising solutions. You will also be responsible to partner with our internal Account Management team related to the post-sales satisfaction and retention of existing FindLaw customers.

About the Role:

• Responsible for the attainment of sales targets and quota on a monthly basis in assigned territory.
• Consult with the client regarding web-based marketing strategies and solutions that will meet their business needs and will improve their ability to generate business.
• Strategically grow a customer base through prospecting and cold calling.
• Technical aptitude (MS Office, internet applications, ).
• Collaborate with internal stakeholders regarding existing and new clients to identify and resolve client concerns; establish and maintain current and potential client relationships.

About You/Experience:

• Experience in outside sales in a professional B2B environment.
• Proven track record of sales success, fast growth and consistently achieving performance at 100%+.
• Previous sales experience in online/advertising environment a plus.

Knowledge & Skills:

• Working knowledge of sales process, methods and techniques.
• Strong Interpersonal skills, ability to interpret marketplace needs and translate them into products and/or services.
• Proven organization skills, effective time management skills and ability to work independently

Travel:

• Ability to be actively in the field on most business days with some overnight travel based on territory to various client sites.

What’s in it For You?

At Findlaw, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:

• Innovative Culture: Embracing the "IB Way," the company fosters a culture that encourages rapid experimentation, flexibility, collaboration, and a relentless focus on developing winning strategies.
• Professional Growth: Internet Brands emphasizes internal growth, providing employees with opportunities for personal and professional development.
• Comprehensive Benefits: Employees enjoy a range of benefits, including medical, dental, and vision insurance, life insurance, disability coverage, flexible spending accounts, paid holidays, casual dress code, 401(k) plan, and paid time off (PTO).
• Work-Life Balance: The company promotes a healthy work-life balance, allowing employees to maintain personal well-being alongside professional responsibilities.
• Collaborative Environment: With a focus on flexibility and collaboration, Internet Brands creates an atmosphere where teamwork and open communication are valued.
• Global Presence: Operating in over 30 office locations worldwide, the company offers diverse opportunities across various regions.
• Stability and Innovation: Combining the innovation of a start-up with the stability and profitability of an established corporation, Internet Brands provides a unique and secure working environment.
• Industry-Leading Expertise: Internet Brands excels in a variety of verticals, including healthcare, legal, automotive, and home services, leveraging deep industry knowledge to create innovative and impactful solutions for clients and consumers alike.
• Compensation: $75,000 base + with uncapped commission, averaging $80,000-$150,00. At quota, our top earners are well over $200K OTE.

About Internet Brands:

• Headquartered in El Segundo, Calif., Internet Brands® is a fully integrated online media and software services organization focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands' powerful, proprietary operating platform provides the flexibility and scalability to fuel the company's continued growth. Internet Brands is a portfolio company of KKR and Temasek. For more information, please visit Brands and its wholly owned affiliates are an equal opportunity employer.

This position requires regular, in-person customer visits and daily travel throughout the Greater Buffalo, NY region. Candidates must be able to reliably cover the assigned territory.

No recruiters or unsolicited agency referrals, please.

Are you looking for a dynamic medical equipment sales position where every day is different and you can make an immediate impact with leading healthcare providers? CME Corp. is seeking a motivated sales professional to join our growing organization.

Position Overview

As a Medical Equipment Sales Representative, you will manage and grow a defined book of business while developing new sales opportunities within the Greater Buffalo, NY territory.

This role focuses on building relationships with large healthcare systems and key decision-makers and reports to the Regional Sales Manager.

This position requires regular, in-person customer visits and daily travel throughout the assigned territory, and therefore candidates must be able to reliably cover the Greater Buffalo, NY area.

Responsibilities

• Manage and expand existing customer relationships while prospecting new business opportunities
• Meet or exceed monthly and annual sales and revenue targets
• Prepare bids, quotes, and customer proposals
• Build and maintain relationships with manufacturer sales representatives
• Identify and engage key decision-makers and buying influencers
• Differentiate CME Corp. through value-based solutions beyond products and services
• Maintain strong product knowledge and serve as a trusted resource to customers
• Stay current on industry trends and market developments

Qualifications

• Bachelor’s degree, or high school diploma with 5+ years of relevant experience
• Minimum of 2 years of progressive experience in account management, sales, or a related role
• Acute care or healthcare sales experience preferred
• Strong communication, interpersonal, and presentation skills
• Proficiency with Microsoft Office and Salesforce CRM
• Ability to travel daily within the assigned territory as business needs require

Who You Are

• Self-motivated and goal-oriented
• Highly organized with strong attention to detail
• Customer-centric and solution-focused
• Competitive, resilient, and adaptable in a fast-paced environment
• Strong problem-solving skills

Compensation and Benefits:

The Company reasonably expects to pay a base draw in the range of $90,000–$150,000 annually. This range reflects the base draw only and does not include commissions or other incentive compensation. The draw is non-recoverable during the initial training period. After training, the draw may be reconciled against future earned commissions in accordance with the Company’s Sales Incentive Plan.

This range represents the company’s good-faith estimate of the base draw compensation that may be offered at the time of hire and is based on factors including, but not limited to, job-related knowledge, skills, experience, education, training, licensure or certifications, internal equity, geographic location, and business or organizational needs.

This position is commission-based and is eligible to participate in the company’s Sales Incentive Plan, with uncapped commission potential. Commissions are earned based on individual performance and sales results and are paid in accordance with the terms of the applicable incentive plan.

Commissions are earned upon satisfaction of the applicable earning criteria as defined in the company’s Sales Incentive Plan and, once earned, will be paid in accordance with applicable state law. Participation in any bonus, commission, incentive, or benefit program—including eligibility, amount, timing, and terms—remains subject to company discretion and may be modified or discontinued prospectively, consistent with applicable law.

Additional benefits include:

• Company laptop and cell phone
• Monthly expense allowance
• Medical, Dental & Vision
• PTO- Vacation, Sick and 11 Paid Holidays
• Employer-Paid Life Insurance
• 401k Retirement Plan
• Employee Stock Ownership Plan
• Flexible Spending Account
• Voluntary Benefits – Critical Illness, Short & Long Term Disability, Accident, Life, Whole Life, and Pet insurance
• Tuition Reimbursement
• Referral Bonus Program
• Employee Assistance Program

About CME:

Dedicated to providing quality equipment, logistics, and services to healthcare. CME is the premier source for equipment and turnkey logistics, delivery, and support for the healthcare community. The company helps healthcare facilities nationwide to seamlessly launch, renovate and expand. CME is headquartered in Warwick, RI with branches in Anaheim, CA, and Long Island, NY and over 35+ service centers spanning the nation and offers an expanded product line of more than 2 million+ medical products from more than 2,000 manufacturers.

We support our military community, veterans encouraged to apply!

CME Corp. is an equal opportunity employer. We welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law.

About Us:

At Citizen's Debt Relief, we specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to providing personalized solutions that meet the unique needs of each client. We pride ourselves on our client-centric approach and our track record of success within the industry.

Position Overview:

Citizen's is currently looking for highly motivated sales representatives to join our team. This is a position with high earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped commissions while truly helping our clients change their lives and reach their financial goals.

Responsibilities:

• Make outbound calls to prospects inquiring about debt relief options.
• Identify customer needs, recommend appropriate solutions and guide them through the enrollment process.
• Provide accurate information about our products and services and the consumer credit industry.
• Maintain a supplemental strategy of texting and emailing to increase outreach to potential clients.
• Effectively manage a pipeline of warm leads within Salesforce CRM.
• Follow up with customers to ensure satisfaction.

Qualifications:

• Excellent understanding of financial concepts and the consumer credit industry.
• Exceptional communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.
• High level of integrity, professionalism, and confidentiality.
• Strong sales skills and the ability to maintain a successful outreach strategy.
• Salesforce experience a plus
• Bachelor's degree preferred.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional growth.
• A supportive and collaborative work environment.

How to Apply:

If you are a motivated sales professional with a passion for helping individuals achieve financial freedom, we would love to have you join our team! Please submit your resume outlining your experience and qualifications for our review and we will reach out to you regarding next steps.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Health savings account
• Commuter Benefits
• Paid time off

Citizen's Debt Relief is an equal-opportunity employer.

At Precision Medicine, we're not just redefining healthcare; we're revolutionizing it! With a mission to empower the evolution of modern medicine, we are dedicated to shaping a future where healthcare is accessible, personalized, and efficient. Join a vibrant team where your voice matters, your ideas are valued, and your unique background enriches our culture. We celebrate diverse perspectives and foster an environment where you can thrive, innovate, and make a real impact in the lives of patients.

Role Overview

We are seeking a high-energy, entrepreneurial Director of Business Development to serve as a cornerstone of our growth. This is not a "maintenance" role; we need a builder who is equally comfortable architecting a multi-year growth strategy as they are cold-calling a high-value clinic or drafting their own slide decks. As we scale in 2026, you will be responsible for both individual "hunting" and the eventual creation of a high-performing sales and development department from the ground up.

Key Responsibilities

• Department Architecture: Transition the business development function from a solo effort to a scalable department. You will design the workflows, select the CRM tools, and eventually recruit/train the sales team.
• Full-Cycle Sales & Closing: Take personal ownership of the entire sales funnel. You must have the "closer" instinct to identify leads, pitch medical directors, and finalize high-stakes contracts.
• "Player-Coach" Leadership: Be prepared to "roll up your sleeves" daily. One hour you may be presenting to the Board; the next, you may be personally managing a logistics issue for a new account.
• Strategic Market Entry: Identify and capture market share in high-growth 2026 sectors, such as personalized peptide therapies and innovative veterinary compounding.
• Cross-Functional Collaboration: Wear multiple hats by working directly with Pharmacy Operations and Quality/Regulatory teams to ensure that new business wins are operationally feasible and compliant.

Required Qualifications

• The "Startup" Mindset: Proven experience in a small-to-midsize company where you successfully built a department or function from scratch.
• Proven Closing Record: A minimum of 7+ years in pharmaceutical or healthcare sales with a documented history of meeting or exceeding revenue targets.
• High Adaptability: Ability to thrive in an environment of ambiguity. You see a lack of process as an opportunity to build something better, rather than a hurdle.
• Scientific & Commercial Literacy: Ability to discuss complex compounding formulations with pharmacists and medical professionals while simultaneously negotiating financial terms with C-suite executives.
• Hands-on Technical Skills: Proficiency in managing your own pipeline via the Salesforce CRM or similar platforms and creating your own professional-grade pitch materials.

Key Performance Indicators (KPIs)

• New Revenue Generation: Direct impact on top-line growth through personal closing efforts.
• Pipeline Velocity: Speed at which new accounts move from initial contact to first order.
• Infrastructure Maturity: Successful implementation of a repeatable sales process and department structure.

Job Type

Salary

$85k-$115k base salary plus commission OTE $200-$400k

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule

9am-5pm

Monday-Friday

Work Location: Remote

Why Join Us in 2026?

This role offers a unique "ground floor" opportunity to shape the commercial identity of a compounding leader during a pivotal year for personalized medicine. You will have the autonomy to build your department and the direct support of ownership to execute your vision.

As part of Precision Medicine, you'll be at the heart of an exciting transformation in the telemedicine landscape. Together, we're pioneering solutions that bridge technology and compassionate care, improving health outcomes for all.

We're committed to your growth, providing you with the resources and support you need to build a meaningful career while exploring your creativity. Ready to be a part of something groundbreaking? Join us as we move healthcare forward, one innovation at a time!

Learn more at: Opportunity Statement

Precision Medicine is committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.

The EEO posters are available here.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at to request accommodation.

Your Next Big Sales Adventure Awaits

Are you a go-getter with a passion for closing deals, smashing targets, and building meaningful client relationships? Are you ready to hustle, grind, and hunt for new opportunities while enjoying a work-life balance that keeps you refreshed and energized? At GenServe, we’re looking for driven Field Service Sales – Territory Managers to join our powerhouse team.

Why Choose GenServe?

We’re on a mission to dominate the market, growing fast through innovation, acquisitions, and relentless sales energy.

• Unlimited Potential: Uncapped commission means your hustle directly fuels your success.
• Remote Flexibility: Work remotely with hybrid access to our branch sites when you need them.
• On-the-Ground Impact: Be the face of GenServe as you meet clients, solve problems, and close deals.
• Balance Matters: Work hard during the day, then enjoy your evenings and weekends.

What You’ll Do

As a Territory Rep, you’re not just selling—you’re building relationships, creating tailored solutions, and shaping the future of power generation services. Your mission is simple: drive sales, close deals, and grow the GenServe footprint.

Your Daily Grind Includes:

• Hunting for Leads: Scour your territory, network like a pro, and generate your own leads.
• Client Connections: Travel to client sites, showcase GenServe’s unmatched capabilities, and present winning solutions.
• Tailored Proposals: Create competitive, customized proposals that seal the deal.
• Closing the Deal: Negotiate terms and lock in contracts like the sales star you are.
• Relationship Building: Manage and nurture clients to ensure satisfaction, repeat business, and referrals.
• Strategic Growth: Analyze market trends and competitor activity to stay one step ahead.

What You Bring to the Table

• A hunter mentality: You thrive on the thrill of the chase and don’t back down from a challenge.
• Sales resilience: You handle rejection with grace and use it to fuel your next win.
• Creative problem-solving: You think outside the box to overcome objections and close the deal.
• Tech-savvy: Experience with Salesforce or similar CRMs and tools like Salesloft is a huge plus.
• Strong communication skills: Your charisma and ability to connect make you a trusted advisor to your clients.
• Drive and determination: You’re committed to crushing your goals and contributing to team success.

Perks and Opportunities

• Uncapped Earnings: The harder you work, the more you make—period.
• Career Growth: With mentorship, ongoing training, and support, the sky’s the limit.
• Autonomy: Manage your own territory and build your book of business with freedom.
• Hybrid Flexibility: Enjoy remote work with access to branch sites when collaboration calls.
• Team Culture: Join a group of high-performing professionals who know how to celebrate wins and have your back when challenges arise.

GenServe, LLC is the nation’s leading independent provider of scheduled and emergency power generator maintenance, repair, and sales in the United States, serving primarily commercial customers in various industries. The company’s plan is to continue to accelerate its already rapid growth through further investments in organic sales growth and acquisitions. The Company’s complete and extensive service platform positions it as a one-stop shop for all commercial generator maintenance needs. Established in 1990, the Company has the largest team of Electrical Generating Systems Association (EGSA) certified technicians in the Northeast and an expanding footprint in other regions. GenServe is headquartered in Plainview, NY, with branch offices in New Jersey, Pennsylvania, Illinois, Florida and Texas, and is accelerating its growth into new territories across North America. In August 2024, the Company was acquired by private equity firm Aurora Capital Partners.

For nearly 100 years, Matouk has handcrafted luxury linens from the world's finest materials. As a family-owned company, we foster a culture of creativity, collaboration and care—for one another, for our partners and for our customers. Together, we continue to shape the future of modern luxury, crafting linens that bring joy, comfort and elegance to homes around the world.

Position Summary

The International Account Executive will play a pivotal role in driving Matouk’s international growth strategy, with a focus on cultivating relationships and growing sales with Retail and Interior Design clients outside of the U.S. This is a strategic, outward-facing sales role requiring a polished, entrepreneurial professional with strong experience in the luxury sector. Reporting to the VP of Global Sales, the International Account Executive will manage existing relationships, identify new business opportunities in global markets, and serve as an ambassador for the Matouk brand across international territories.

Key Responsibilities

Account Management & Growth

• Own and manage a portfolio of existing International Retail and Interior Design accounts, with a focus on revenue growth/ meeting budget, client satisfaction, and brand imagery and consistency in representation..
• Serve as the primary point of contact for global partners, providing exceptional service and building deep, long-term relationships.
• Conduct regular business reviews and strategic planning with key international partners.
• Partner with internal departments (product, marketing, customer service) to support account needs and execute initiatives.

New Business Development

• Identify, qualify, and cultivate new international opportunities—particularly in high-potential regions—in line with Matouk’s brand and business strategy.
• Develop and execute market entry strategies for new territories.
• Present seasonal collections to new and existing International accounts.

Sales Strategy & Reporting

• Collaborate with the VP of Global Sales to set and meet sales targets by territory.
• Analyze sales data and market trends to inform assortment strategies and business development initiatives.
• Prepare comprehensive sales reports and forecasts, highlighting key insights and actionable recommendations.

Product Education & Brand Representation

• Deliver product knowledge training and brand education to international clients, either virtually or in person.
• Ensure all international accounts are fully informed on new product launches, seasonal campaigns, and promotional opportunities.
• Maintain a high standard of brand presentation across all international touchpoints.

Operations & Systems

• Work closely with Customer Service and Operations to ensure accurate order processing, timely deliveries, and efficient communication.
• Maintain up-to-date account information and activities in Salesforce.
• Support seasonal market planning and post-market follow-up.

Qualifications & Experience

• Bachelor’s Degree required.
• Minimum of 5 years of experience in international sales or account management, preferably with a luxury brand in home, fashion, or design sectors.
• Strong understanding of the global luxury retail and interior design landscape.
• Experience working with home textiles is a plus.
• Fluency in English required; a second language (especially Spanish) strongly preferred.
• Highly developed interpersonal, negotiation, and presentation skills.
• Ability to travel internationally as needed
• Strong analytical and reporting skills; proficiency in Excel, Salesforce, Google Sheets/Slides.
• Self-starter with a global mindset and a passion for luxury and design.
• Alignment with Matouk’s Statement of Purpose and Beliefs.

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

As a Senior Account Executive on the Global Risk Management team, you will serve as a strategic partner to clients, managing all aspects of their large, complex commercial insurance programs by balancing the quality of service and speed of response. 

WHAT WE’RE LOOKING FOR: 

• REQUIRED: 7+ years' experience working for an insurance brokerage handling commercial P&C. Must also have experience doing marketing/placement and being both client and carrier-facing.
• Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients.
• Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work.
• The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services.

LOCATION: New York, NY (Hybrid - 3 days a week in office)

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as a liaison, ensuring client satisfaction and long-term relationships.
• Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Recommend appropriate coverage solutions and negotiate favorable terms with underwriters collaborating with specialists where necessary.
• Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction.
• Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Support new sales opportunities, cross-selling, and account rounding to drive business growth.
• Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions.
• Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions.
• Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively.

WHAT YOU’LL BRING:

This role requires exceptional communication, analytical, and problem-solving skills, combined with deep expertise in commercial insurance products and risk consulting.

• REQUIRED:  Marketing / Placement experience for both property & casualty
• REQUIRED:  Client facing ability whether in-person or virtually 
• 7+ years of brokerage experience and current P&C license.
• Self-starter with high attention to details
• Strong interpersonal skills for building and maintaining relationships.
• Deep knowledge of marketplace products and ability to simplify insurance concepts for clients.
• Proven experience working independently while meeting deadlines and prioritizing multiple projects.
• Collaborative mindset and adaptability in team-oriented environments.
• Experience in Private Equity and understanding of insurance carriers' risk appetites and industry preferred.
• Proficiency in developing innovative business solutions and professional communication with C-Suite executives.
• Strong negotiation, organizational, and presentation skills.
• Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint).

COMPENSATION: 

The national average starting salary for this role is $180,000.00 - $220,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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Administrative Assistant

A global investment firm is hiring for an eager Administrative Assistant to support Executives across their Investments, Communications and Events divisions. This role will help deliver high-quality experiences that reflect the organization’s brand and objectives. The successful candidate will have the ability to multitask, demonstrate foresight and collaboration, be highly responsive and have the willingness to learn and adapt in a growing, fluid environment.

Salary commensurate with experience: $75-95k base + paid overtime + discretionary bonus + fully paid benefits, 401k, PTO and additional perks

Location: This role is based in office Monday – Friday in Midtown East, NYC

Hours: 8:30am-6pm daily with flexibility as needed

Responsibilities include:

• Manage the team’s Microsoft Outlook calendars and coordinate scheduling
• Answer calls and relay messages appropriately
• Prepare and submit expense reports and assist with tracking event budgets
• Manage domestic and international travel, preparing a detailed itinerary
• Assist with maintaining project timelines
• Support event logistics and prepare event collateral
• Prepare collateral such as name badges, signage, and registration lists
• Provide on-site event support on an ad-hoc basis when needed

Seeking:

• 2–4 years of administrative support experience; financial experience a plus
• Bachelor’s degree from an accredited college or university; degree in communications, marketing, hospitality, or a related field preferred (or equivalent experience)
• Strong organizational and time-management skills with exceptional attention to detail and ability to prioritize
• Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); familiarity with event management tools such as Splash, Cvent, or Salesforce a plus
• Ability to work flexible hours, including evenings and weekends, as required by event schedules

Please submit your resume to apply!

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

GILBERT, located in Melville, NY, is a premier millwork manufacturing company specializing in high-end custom solutions for trade show exhibitions and luxury retail spaces. We pride ourselves on delivering exceptional craftsmanship and unparalleled customer service, ensuring our clients' visions come to life. Our company provides design services, full project management, fabrication and event services for our clients. With an emphasis on partnership, reputation, quality and results, the Gilbert team focuses on providing exceptional experiences for our clients to help them achieve their goals. Founded in 1986, Gilbert serves clients in numerous industries including consumer electronics, consumer goods, eyewear, fashion, jewelry and more.

We are seeking a dedicated and dynamic Pre-Sale Project Manager to join our team. This role requires a highly organized, client-focused professional with experience in managing complex, high-value projects from initial inquiry through project launch. The role is responsible for overseeing all pre-sale activities, including RFE, RFD, RFI, and RFP processes, while cultivating long-term client relationships across industries such as luxury retail, fashion, jewelry, and consumer goods. Success in this role requires excellent communication skills, a proactive mindset, and the ability to collaborate effectively with both internal teams and external stakeholders. The ideal candidate will be a strategic thinker who can balance detail-oriented coordination with a focus on sales growth, client satisfaction, and executional excellence.

KEY RESPONSIBILITIES:

• Client Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions. Act as the primary point of contact for all client communications.
• RFE/RFD/RFI/RFP Processes: Lead and coordinate the preparation and submission of RFEs, RFDs, RFIs, and RFPs. Ensure all documents are comprehensive, accurate, and delivered on time.
• Customer Service Excellence: Deliver a high level of customer service, responding promptly to inquiries and addressing any concerns or issues that arise during the project lifecycle.
• Sales Target Achievement: Proactively drive revenue growth within assigned accounts by meeting defined upselling and cross-selling targets. Leverage client relationships and project insights to identify additional opportunities that align with client goals and company capabilities.
• Pre-Sale Coordination and Ownership: Take full ownership of the pre-sale phase, including discovery, scoping, and alignment with client expectations. Collaborate with internal teams to develop accurate timelines, budgets, and deliverables that set the foundation for successful project execution.
• Project Coordination: Collaborate with internal teams, including design, production, and logistics, to ensure timely execution of projects while meeting client specifications.
• Stakeholder Communication: Represent the company confidently in discussions with architects, designers, and owners' representatives. Effectively translate client vision and technical requirements to internal teams, ensuring alignment across all parties involved.
• Reporting: Provide regular updates to management on account status, project progress, and client feedback.

REQUIREMENTS:

• Bachelor’s degree in related fields is preferred.
• Minimum of 3 years of experience in account management, preferably in the millwork, exhibition, or luxury retail industry.
• Strong understanding of the RFE, RFD, RFI, and RFP processes.
• Ability to understand and interpret shop drawings, with a basic understanding of construction methods, to effectively communicate project requirements.
• Excellent understanding of proper communication in both verbal and written formats.
• Experience with Salesforce or other CRM tools with a strong focus on data integrity
• Exceptional communication and interpersonal skills, with a focus on customer service.
• Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.

Relationship Manager - Series 65 Required

Wealth Management | On-Site | Hauppauge, NY

Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.

This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.

This is a full-time, on-site W-2 position based in Hauppauge, NY.

Role Overview

The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.

This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.

Key Responsibilities

• Deliver white-glove service to clients with speed, accuracy, and professionalism
• Prepare for client meetings and proposals with exceptional attention to detail
• Draft and manage client communications via email, phone, and written correspondence
• Participate in client meetings, document notes (with AI support), and manage follow-ups
• Gather and organize information to support comprehensive financial planning
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
• Maintain meticulous CRM documentation of all client communications, tasks, and appointments
• Assist with account maintenance, asset allocations, and quarterly reporting
• Serve as the first line of response for client inquiries across email and phone
• Build and deepen client relationships with empathy, connection, and professionalism
• Partner with operations to proactively resolve custodial issues and escalate when appropriate
• Adhere to all firm and industry supervisory and compliance requirements
• Participate in firm meetings, training, client events, and continuing education
• Support additional service-related responsibilities as required

Candidate Profile

• Service-oriented with a genuine interest in caring for clients
• Exceptionally organized, dependable, and detail-oriented
• Calm, professional, and effective in a fast-paced environment
• Process-driven with strong ownership and accountability
• Excellent time management and multitasking capabilities
• Comfortable using CRM and workflow tools (Salesforce preferred)
• Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
• 3–5 years of experience in financial services (RIA experience strongly preferred)
• Strong working knowledge of Schwab custodial operations
• Open to learning and adopting new technology as systems evolve

Licensing & Education

• Series 65 required
• Bachelor’s degree strongly preferred
• CFP® certification or desire to pursue
• Strong understanding of client confidentiality and discretion
• Clean U-4 and U-5 history

Reporting & Collaboration

• Reports to: Lead Advisor
• Functional Area: Client Success / Operations
• Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers

Compensation & Benefits

• Base Salary: $70,000 – $90,000
• Bonus: Performance-based, tied to individual and firm objectives
• Employment Type: Full-time W-2
• Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Career Development: Clear progression and professional growth opportunities