Salesforce Jobs in None, NY

Job Title: Promotions & Warehouse Support Associate

Job Location

On-site – 5 Days a Week

Job Summary

We are seeking a detail-oriented Promotions & Warehouse Support Associate to assist with promotional submissions, order processing, and warehouse support activities. The ideal candidate will be responsible for handling consumer promotion entries, verifying compliance requirements, entering cases into internal systems, and supporting order management and warehouse operations.

Key Responsibilities

• Open and review envelopes and packages containing promotional submissions.
• Count blister cards and review receipts to ensure compliance with promotion requirements.
• Accurately enter cases into Salesforce and CATS systems.
• Process and place orders for Hot Wheels cars as part of promotional fulfillment.
• Review and verify orders for accuracy before processing.
• Communicate with consumers via email regarding order status or additional information.
• Provide support to warehouse operations as needed.
• Maintain organized documentation and ensure compliance with internal processes.

Qualifications

• High School Diploma or equivalent required.
• 2–5 years of experience in a Call Center, Customer Support, or Warehouse environment.
• Strong attention to detail and ability to follow compliance guidelines.
• Basic computer skills and experience with data entry systems (Salesforce experience preferred).
• Excellent written communication skills for responding to consumer emails.
• Ability to handle physical tasks related to warehouse support when required.
• Demonstrated strong attendance record and reliable job performance.

Experience Level

Level 2 – 2 to 5 years of relevant experience

Work Environment

• Fully on-site role (5 days per week)
• Combination of administrative, customer support, and warehouse-related duties.

Job Title: Associate, CRM Marketing

Pay: $35-40/hr

Hybrid model Tues-Thurs onsite, Mon-Fri remote

*5 MONTH MATERNITY LEAVE COVERAGE

Our client is a global luxury fashion brand within a leading international house of brands, known for its modern aesthetic, strong digital presence, and innovative approach to customer engagement. The team is seeking a CRM Marketing Associate to support customer lifecycle marketing initiatives that drive engagement, retention, and revenue.

This role will manage the day-to-day execution of CRM campaigns across email and SMS, ensuring accurate and timely deployment while partnering with cross-functional teams including creative, e-commerce, and marketing.

Responsibilities

• Execute CRM campaigns across email and SMS, including briefing, asset coordination, audience targeting, QA, and deployment.
• Working a lot with creative assets and creating/managing a creative content calendar working a lot with the brands Outlet business.
• Manage automated and triggered campaigns within Salesforce Marketing Cloud (ExactTarget), Bluecore, Cordial, and Attentive.
• Maintain the CRM marketing calendar and communication roadmap, partnering with internal teams to ensure alignment and on-time delivery.
• Track campaign performance and analyze key metrics such as open rate, conversion, revenue, and engagement, identifying optimization opportunities.
• Produce regular reporting with insights and recommendations to improve campaign performance.
• Serve as a key contact for ESP platform management including email setup, segmentation, testing, and troubleshooting.
• Ensure best practices for email and SMS marketing compliance, QA processes, and data accuracy.

Qualifications

• Bachelor’s degree required
• 3+ years of digital marketing experience, including hands-on email marketing
• Experience with a large-scale ESP, ideally Salesforce Marketing Cloud or Cordial
• Experience executing and deploying email campaigns and working with personalization platforms such as Bluecore or similar tools
• Strong understanding of email marketing best practices, segmentation, and lifecycle marketing strategies
• Proficiency with Excel (Pivot Tables, VLOOKUP, etc.)
• Strong analytical, organizational, and project management skills
• Ability to manage multiple deadlines in a fast-paced, collaborative environment
• Retail experience a PLUS

Our client is seeking a Donor Relations to join their team in New York City. The organization is a nonprofit dedicated to making a positive impact in the community. Their mission is to empower individuals and foster sustainable change through innovative programs and strategic partnerships. They value collaboration, integrity, and inclusivity in their work culture.

Responsibilities

• Serve as the primary administrator of our Salesforce donor database, ensuring all records, gifts, and interactions are entered accurately and securely. Conduct regular audits, cleanups, and standardization to maintain high data integrity and compliance.
• Process and track donations from multiple sources (online platforms, mail, events, workplace giving, matching gifts), ensuring timely acknowledgments and complete documentation. Maintain organized, digitized donor files and clear gift-processing procedures.
• Generate routine and ad hoc reports and dashboards to support fundraising strategy, donor stewardship, and leadership decision-making. Prepare donor profiles, mailing lists, and event materials as needed.
• Maintain and update database and gift-processing manuals as systems evolve. Stay current on nonprofit data management best practices, Salesforce updates, and employer-supported professional development opportunities.

Qualifications

• Associate’s or bachelor’s degree from an accredited institution, or equivalent combination of education and relevant experience.
• At least 5 years in nonprofit development operations, fundraising administration, or donor database management.
• Strong experience with Salesforce (Certified), gift processing, reporting, and Microsoft Office (especially Excel).
• Ability to manage data integrity, generate reports, support fundraising campaigns, and maintain documentation.
• Detail-oriented, highly organized, discreet with confidential information, strong communicator, and able to work independently in a collaborative, mission-driven team.

LOCATION: New York, NY (Midtown), 5 days in office

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:

The Administrative Assistant is responsible for providing administrative support to the company to ensure the efficient functioning of the office. Professionally administers all incoming calls and ensures phone calls are redirected accordingly. Serves as the first point of contact for clients, prospects and visiting team members on the phone as well as in person. Distribution of electronic mail to account managers utilizing various business applications.

RESPONSIBILITIES:
• Reception – Greeting visitors, setting up meetings & troubleshooting.
• Identifying, processing and distribution of mail in a timely manner.
• Opens and closes front desk/reception area (locking and unlocking doors, switching phones into day/night mode). Maintain a neat and clean reception area and posts appropriate signs for office closures, holiday hours, etc.
• Assists with other related clerical duties such as photocopying, faxing, filing, collating and scanning documents.
• Processing outgoing mail including USPS and FedEx.
• Order office supplies and maintain inventory and organization of supply room.
• Contributes to a team effort by assisting in other related areas as needed.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.

SKILLS AND QUALIFICATIONS:
• High school diploma.
• Strong ability to learn new technology and systems
• Minimum of 1-year administrative support experience required.
• Excellent phone, written and interpersonal skills.
• Ability to multitask in a fast-paced environment with minimum supervision.
• Proficient in Microsoft Office, use of office machines such as multiline phone systems, fax/copier/scanner and mail machine.
• Professional appearance and demeanor
• Exceptional customer service skills; tactfulness and consideration in dealing with a diverse group of people and personalities.
• Desire to advance career within our organization.
• Knowledge of Salesforce a plus.

COMPENSATION: 

The national average hourly rate for this role is $29.75 - $34.85 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. 

• 40% -Assistin preparing project presentation materials, solar and battery financialanalysesand marketing outreach materials
• 20% - Client research, prospectassessmentand review
• 15% - Communicate with the Business Development team to convey research and findings
• 15% - Policy and public database research
• 10% Conduct independent research to improve our services and offerings

• Currently working toward a bachelor's degree in economics, government, finance, sustainability, or a related field, with an expected graduation in 2026.

Skills/Knowledge/Abilities

• Motivated self-starter with good commercial perspective
• Strong verbal and written communication skills
• Ability to prioritize and to work under pressure whilemaintaininga high attention to detail
• Knowledge or coursework on environmental studies, energy economics,financeor sustainability
• Confidence and initiative to take on responsibility and manage your own projects
• Foundational knowledge of Excel modeling/tools creation, PowerPoint,Wordand/or Salesforce
• Ability to interact with and build relationships with people from different departments and levels of seniority

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Applicant Certification and Acknowledgment

By submitting this application, you are certifying that all information provided is true and complete to the best of your knowledge. You understand that any false, misleading, or omitted information may disqualify you from consideration for employment or result in termination if already employed. You also release the company from any liability resulting from your failure to provide accurate information.

DEI Statement

Our company-wide approach to diversity, equity and inclusion is focused on our workplace, community and business outcomes. We believe Diversity, Equity & Inclusion (DEI) is a key component to our mission of delivering renewable solutions and leading the transition to a sustainable energy future. As such, we strive to become a workplace that is diverse, equitable, and inclusive. Our aspiration is to build a culture of belonging and accountability by creating opportunities for growth and continuous learning to ensure progress.

EEO Statement

PowerFlex is committed to building a diverse and inclusive workplace. We are a proud Equal Opportunity Employer and prohibit discrimination based on age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.

Privacy Notice to California Job Applicants

For information on Privacy Notice to California Job Applicants, click here.

Privacy Policy

PowerFlex is committed to protecting the privacy of your personally identifiable information, for more information click here.

Special Accommodation Language

If you require assistance or accommodation while seeking employment with PowerFlex, please contact Human Resources at or . Please note that these communication alternatives are for accommodation requests and not for general employment inquiries.

Scope of Job
PowerFlex, an EDF power solutions company, is a leading national provider of intelligent onsite energy solutions that support cost-effective and low-carbon electrification and transportation. We deliver integrated solar, storage, EV charging, and microgrid systems, to businesses and organizations. As a single full-service provider, PowerFlex customizes clean technology solutions to help clients achieve their energy and sustainability goals. Through the comprehensive PowerFlex X platform, based on proprietary technology, PowerFlex leverages patented smart software to control, monitor, and optimize a client's distributed energy resources to reduce cost and maximize return on investment. Our technology is deployed at scale to prominent commercial customers such as Adobe, DHL, Prologis, Target, and municipalities such as County of LA. PowerFlex is a top 5 provider in each of Commercial Solar, Storage and EV Charging in the US.

The Project Developer or Senior Project Developer will lead the development of commercial and industrial solar, storage, and EVSE projects across the United States, from project mandate through internal handoff to construction. Level and title will be determined based on the candidate's experience.

The ideal candidate will have a proven track record of project development in the C&I space, with Senior Project Developer candidates demonstrating deeper experience leading complex, multi-technology projects independently. This role reports directly to the Director of Customer Programs and is supported by the Account Management, Engineering, Financing, Legal, and Construction teams at PowerFlex to deliver turnkey, multi-technology solutions.

A successful Project Developer or Senior Project Developer will effectively lead project teams through development strategy, interconnection approval, site feasibility analysis, costing and pricing, contract execution, and project finance closing.

Location
This role is open to be a hybrid role out of one of our offices (Mountain View, CA,San Diego, CA orLos Angeles, CA. or New York City, NY)

Responsibilities

• Lead the overall development of projects from customer award to NTP
• Develop and articulate a well-defined strategy to achieve project milestones, supported by analysis of risk, economics, and project competitiveness.
• Coordinate and collaborate with internal subject matter experts and functional groups toidentifyand schedule activities necessary to meet key milestones.
• Provide developmentexpertiseandmaintaintransparency with external customers and stakeholders,facilitatinga consultative sales process.
• Act as a Project Development Department resource and role model withinPowerFlexin demonstration of Core Values - accountability, transparency, good sense, teamwork, respect, and passion
• Manage the development activities for approximately 20 project opportunities concurrently
• Effectively elevate critical issues to Directors / VPs as necessary to ensuretimelyresolution

Qualifications
Education/Experience

• Bachelor's or master's degree in business, Finance, Environmental Science, Sustainability or Energy (MBA and/or CFA accreditation/advancement viewed favorably)
• 4+ years of relevant analytical, development, consulting, or regulatory experience
• Experience using financial modeling skills to perform financial analysis and modeling for project evaluation and decision-making
• Proficient in Microsoft programs (Word, Excel, PowerPoint)
• Proficient in Salesforce and ability to create useful dashboards and reports

Skills/Knowledge/Abilities

• Advanced understanding of federal and local state renewable energy policies
• Proventrack recordof solar or energy project development through contract closing
• Strong analytical and problem-solving skills, with the ability to conduct comprehensive risk, economic, and competitive analysis
• Exceptional communication skills, both written and verbal, to provide developmentexpertiseandmaintaintransparency with external customers and stakeholders
• Demonstrated leadership skills and the ability to drive projects forward, meeting key milestones and deliverables
• Strong organizational skills and attention to detail
• Long-term interest in developing and structuring complex commercial solar, storage, and EVSE projects and national project portfolios

Compensation
The pay range for this position is $100,000 to $140,000 annually. Title and compensation will be determined based on experience and may align to either the Project Developer or Senior Project Developer level. This position is eligible for PowerFlex's comprehensive Health and Welfare plans including but not limited to medical, dental, vision, 401(k) retirement plan and paid time off. The total compensation for this position may include an annual performance bonus (or other incentive compensation, as applicable). PowerFlex's compensation packages carefully consider a candidate's qualifications, experiences, and education in relation to the position.

Physical Requirements
Remainingin a seated position. Long hours oncomputerkeyboard.Prolongedperiods of standing and/or walking.

Working Conditions
Approximately85% of the time is spent in the office environment,utilizingcomputers (frequent use of MS Word, MS Excel, Outlook, Access, PowerPoint,Publisherand Adobe etc.), telephones, and general office equipment.Possibly 15%of the time is spent traveling to conferences or meetings or fieldtravelingto project sites.

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Applicant Certification and Acknowledgment

By submitting this application, you are certifying that all information provided is true and complete to the best of your knowledge. You understand that any false, misleading, or omitted information may disqualify you from consideration for employment or result in termination if already employed. You also release the company from any liability resulting from your failure to provide accurate information.

DEI Statement

Our company-wide approach to diversity, equity and inclusion is focused on our workplace, community and business outcomes. We believe Diversity, Equity & Inclusion (DEI) is a key component to our mission of delivering renewable solutions and leading the transition to a sustainable energy future. As such, we strive to become a workplace that is diverse, equitable, and inclusive. Our aspiration is to build a culture of belonging and accountability by creating opportunities for growth and continuous learning to ensure progress.

EEO Statement

PowerFlex is committed to building a diverse and inclusive workplace. We are a proud Equal Opportunity Employer and prohibit discrimination based on age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.

Privacy Notice to California Job Applicants

For information on Privacy Notice to California Job Applicants, click here.

Privacy Policy

PowerFlex is committed to protecting the privacy of your personally identifiable information, for more information click here.

Special Accommodation Language

If you require assistance or accommodation while seeking employment with PowerFlex, please contact Human Resources at or . Please note that these communication alternatives are for accommodation requests and not for general employment inquiries.

The future of AI whether in training or evaluation, classical ML or agentic workflows starts with high-quality data.

At HumanSignal, we're building the platform that powers the creation, curation, and evaluation of that data. From fine-tuning foundation models to validating agent behaviors in production, our tools are used by leading AI teams to ensure models are grounded in real-world signal, not noise.

Our open-source product, Label Studio, has become the de facto standard for labeling and evaluating data across modalities from text and images to time series and agents-in-environments. With over 250,000 users and hundreds of millions of labeled samples, it's the most widely adopted OSS solution for teams working on building AI systems.

Label Studio Enterprise builds on that traction with the security, collaboration, and scalability features needed to support mission-critical AI pipelines powering everything from model training datasets to eval test sets to continuous feedback loops. We started before foundation models were mainstream, and we're doubling down now that AI is eating the world. If you're excited to help leading AI teams build smarter, more accurate systems we'd love to talk.

HumanSignal is looking for an exceptional Strategic Account Executive to drive growth with the world's most innovative AI companies. You'll be selling at the cutting edge: our Label Studio platform and Data Creation Laboratory services power the training data behind breakthrough AI applications at frontier labs and Fortune 500 enterprises.

This isn't traditional SaaS sales. Our customers are building the futureadvanced language models, autonomous systems, embodied AI, and applications that don't exist yet. They need purpose-built datasets manufactured from scratch, not scraped from the web. You'll be selling both our platform technology and our operational capability to create novel training data in controlled environments. The technical depth, deal complexity, and strategic importance of these relationships make this one of the most exciting sales roles in AI infrastructure.

You'll own relationships with AI leaders like Anthropic, OpenAI, Google DeepMind, Meta, Nvidia, Tesla, and others pushing the boundaries of what's possible. Your success will directly enable the next generation of AI breakthroughs.

You Will:

• Own strategic accounts: Drive the entire relationship with our most important AI customersfrom initial engagement through expansion and renewal
• Hunt and close new logos: Identify and win new customers among frontier AI labs, tech giants building AI capabilities, and innovative robotics companies
• Navigate complex organizations: Build deep relationships with executive stakeholders across engineering, ML research, product, and operations within customer organizations
• Drive revenue growth: Expand wallet share by identifying new use cases, additional business units, and opportunities to deepen our partnership
• Orchestrate internally: Lead cross-functional teams including delivery operations, engineering, product, and laboratory operations to develop winning strategies and flawless execution
• Be the customer advocate: Serve as the voice of the customer internally, influencing product roadmap and operational capabilities based on market needs
• Solve complex problems: Navigate technical requirements, custom data creation scenarios, and novel use cases that have never been done before
• Think strategically: Develop and execute comprehensive account plans that position HumanSignal as the long-term data infrastructure partner
• Close significant deals: Structure and negotiate contracts ranging from $500K to $5M+ with sophisticated technical and business buyers

Ideally You'd Have:

• 8+ years of enterprise sales or account management experience with a track record of exceeding quota
• 2+ years selling deeply technical products or services to both business and technical audiences (ML engineers, researchers, AI/ML leaders)
• Proven success closing complex, multi-stakeholder deals in the $500K-$5M+ range
• Experience in AI/ML, data infrastructure, cloud services, or other technical domains where you've sold to engineering and research teams
• Ability to understand technical concepts quickly and translate them into business value
• Strong consultative selling skills with ability to uncover needs, navigate ambiguity, and co-create solutions
• Executive presence and experience developing relationships with C-level stakeholders
• Track record of driving renewals and expansion within strategic accounts
• Excellent written and verbal communication skills, including creating executive-level materials
• Proficiency with modern sales tools (Salesforce, Outreach, Clari, LinkedIn Sales Navigator)
• Strong project management abilities and exceptional organizational skills
• Passion for AI and excitement about working at the frontier of what's possible

Nice to Haves:

• Technical background or degree in Computer Science, Engineering, or related field
• Experience selling services alongside software products
• Understanding of how training data impacts model performance
• Existing relationships within the AI research or frontier lab community
• Experience in fast-growing startups where you've helped build sales processes from scratch

Why This Role Is Special:

You're not selling commodity softwareyou're enabling the teams building AGI, autonomous vehicles, humanoid robots, and AI applications we can't even imagine yet. Every deal you close helps unlock new capabilities that could change the world. You'll work with the smartest people in AI, solve problems that have never been solved before, and build relationships with companies defining the future of technology.

About HumanSignal:

At HumanSignal, we're building the infrastructure for the next generation of AI. Our Label Studio platform powers data operations for leading organizations worldwide, while our Data Creation Laboratories manufacture the purpose-built datasets that breakthrough AI applications require.

We believe the next frontiers in AI won't be unlocked by scraping what's left on the webthey'll be built on human-created data that captures the complexity of how systems need to see, hear, reason, and react. Through controlled environments and operational excellence, we're enabling researchers and enterprises to innovate without being constrained by data availability.

We work with frontier AI labs, Fortune 500 enterprises, and government agencies who are pushing the boundaries of what's possible with AI. Join us in building the data that will build the future.

We are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity, or Veteran status. At HumanSignal we pay based on regional compensation market rate ranges across the globe. We are hiring for this role across North and South America as well as Europe. The base cash compensation range is $120,000 to $200,000 USD plus commission. These ranges are provided by market data and are in good faith. The final offer details are determined by several factors including candidate experience, expertise, as well as applicable industry knowledge and may vary from the pay ranges listed above.

• Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
• Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm. Success means AUM managed on Vise grows consistently.
• Own Relationships: Be the primary point of contact for named enterprise accounts-building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
• Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
• Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
• Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
• Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.

• 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
• Knowledge of investment products and strategies commonly used by financial advisors
• Proven track record of driving adoption, increasing product usage, and growing client relationships
• A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
• Comfort managing enterprise clients with complex organizational structures and high expectations
• Strong communication and relationship-building skills-both with advisors and internal stakeholders
• Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
• Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
• Experience with Salesforce and comfort analyzing account data to inform strategy

• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

• Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
• Identify new business opportunities with media buying agencies and direct clients
• Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
• Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
• Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
• Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
• Travel as needed to meet with clients, attend industry events, and deepen relationships
• Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace

• 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
• Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
• Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
• Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
• Excellent communication, negotiation, and presentation skills
• High level of comfort working independently in a fast-paced environment
• Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

• Competitive pay and benefits
• Medical, dental, vision, life and disability insurance plans (100% paid for employees)
• 401(k) plan with company matching program
• Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
• Flexible PTO, 13 company wide days off throughout the year
• Winter and Summer Week-long Synchronized Company Shutdowns
• Learning & Development programs
• Equipment, tools, and reimbursement support for a productive remote environment
• Free Life360 Platinum Membership for your preferred circle
• Free Tile Products

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

• Be a Good Person - We have a team of high integrity people you can trust.
• Be Direct With Respect - We communicate directly, even when it's hard.
• Members Before Metrics - We focus on building an exceptional experience for families.
• High Intensity, High Impact - We do whatever it takes to get the job done.

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

Job Description – Facilitated Enrollment Representative

We are seeking motivated sales professionals to help educate and guide customers through health insurance plans in a field-based sales role. You will have the opportunity to work directly in communities, build relationships and make meaningful impact on people’s healthcare access. Description of Duties:

• Present to, follow up and sell Individual Medicaid, Essential Plan, QHP and CHP products on a direct sales basis. Assist and enroll individuals by completing the appropriate application forms, obtain required documentation necessary for enrollment, and meeting necessary enrollment targets.

• Conduct home visits and other appointments as needed to complete the application and obtain all required documentation.

• Develop and maintain appropriate understanding of the health care products related to sales responsibility. Successfully complete periodic certification and testing to maintain knowledge level established by regulations.

• Maintain appointments, develop community marketing sites, establish relationships with community-based organization.

• Participate in health-related activities / special events including evening and weekend activity, create self-generated leads, and provide services to walk-ins. Obtains feedback from referral sources and prospective enrollees.

• Stimulates word-of-mouth referrals from participants, prospects and their families.

• Utilize automated tools to perform individual enrollment duties.

• Refer all existing members up for recertification to Retention Specialist when applicable.

• Perform recertification activities when necessary.

• Function as a liaison between all EmblemHealth departments to help identify and capture prospect’s problems or concerns. Work with Neighborhood care team to maintain and improve EmblemHealth’s image as a High Quality and Affordable health plan in the community.

• Assist members with selecting a Primary Care Physician (PCP) using the provider directory.

• Present EmblemHealth insurance products and benefit plans to community groups, small businesses and other prospective subscribers.

• Develop and execute sales plan which focuses on growth of the individual products in the assigned neighborhood. Maintain and grow book of enrollments. Enrollment activities include on[1]site coverage at hospitals, provider offices, city agencies, community business partners and Community Based Organizations (CBO’s). All activity entered into Salesforce tool.

• Performs other duties as assigned or required.

• Regular attendance is an essential function of the job. Qualifications:

• High School Diploma or equivalent required

• 4 years of relevant sales experience preferred

• Driver’s License and automobile with appropriate coverage is highly preferred for territories – Long Island, Staten Island, Westchester, etc.

• Travel in the New York metropolitan area required

• Must be able to work nights and weekends as required

• Excellent interpersonal and presentation skills and the ability to work independently

• Excellent organizational and communication skills, both verbal and written

• Ability to develop strong relationships and influences in the community

• Ability to input and update data in database system

• Works independently and produces Self-Generated leads

• Ability to multi-task

• Successful completion of annual product training and testing to maintain regulatory certification

Job Title: Service Operations Manager

Job Type: Full-time

Location: Hawthorne, NY (Hybrid)

Who Are We

Leviant deploys UV-C sanitization technology inside hospitals and hotels. Every device in the field represents a commitment to cleaner, safer environments. This role exists to keep that promise. A cleaner hospital is a safer hospital.

We move fast, hold ourselves to a high standard, and expect the same from the people around us. If you thrive with real responsibility, take pride in closing loops, and have a low tolerance for vague processes or dropped balls — read on.

The Role

This is a high-accountability, high-visibility role at the center of Leviant’s field operations. You will manage the full lifecycle of service requests — intake, triage, technician dispatch, parts coordination, documentation, invoicing, and closure.

Every service event contains valuable data. Recurring failures, error codes, and technician visits reveal insights about device performance. Your job is to capture those signals and translate them into improvements for product, service, and operations.

This role also includes time in the field. You will visit customer sites, shadow technicians, and speak with EVS teams and facility managers to understand how devices perform in real environments.

What You’ll Own

Service Intake & Triage

·  Serve as the first point of contact for service requests

·  Assess urgency and determine the fastest path to resolution

·  Provide remote troubleshooting and escalate when needed

Technician Dispatch & Coordination

·  Match service needs with the right technician and parts

·  Coordinate scheduling and maintain clear communication with customers

·  Ensure work is completed to Leviant standards

Parts & Inventory Management

·  Track repair and consumable inventory

·  Coordinate shipments so technicians arrive prepared

Salesforce & Documentation

·  Maintain accurate service records

·  Build a historical record for each device and customer site

·  Track personnel changes at customer locations

Invoicing & Financial Accuracy

·  Ensure work orders are complete and invoiced promptly

·  Maintain financial accuracy across service operations

Continuous Improvement

·  Lead weekly service reviews

·  Identify patterns in field issues and communicate insights to engineering

·  Improve internal service workflows

Field Presence

·  Conduct site visits to observe device performance

·  Build relationships with EVS teams and facility managers

·  Bring field insights back to improve product and service quality

What We Require

·  Relentless follow-through and ownership

·  Strong organizational ability

·  Fluency with CRM systems and productivity tools

·  AI-forward mindset to improve workflows

·  Clear professional communication

·  Adaptability in hospital environments

·  Strong collaboration across teams

Preferred Qualifications

·  Experience in service operations or field coordination

·  Experience managing technicians or service logistics

·  Familiarity with inventory management and invoicing

·  Experience with Salesforce or similar CRM platforms

·  Experience implementing AI tools in workflows

·  Healthcare, facilities, or hospitality operations experience

·  Second language (Spanish, Russian, or French)

Leviant is an equal opportunity employer. We evaluate candidates based on ability, character, and drive.

Senior Business Analyst – Professional Services

(Enterprise Digital Enablement Program)

Location: New York City (Hybrid: in-person + remote days)

Type: Full-Time

We’re looking for a Senior Business Analyst to support large-scale digital transformation and SaaS implementation projects. You’ll work closely with business stakeholders, product teams, and technical squads to translate business goals into clear requirements, workflows, user stories, and solution designs.

This role is perfect for someone who thrives in fast-paced environments, loves bringing clarity to complexity, and has strong experience across enterprise programs.

•            Lead discovery sessions with business owners, SMEs, and end-users to gather requirements.

•            Analyze business processes, pain points, and operational workflows to identify improvements.

•            Translate business needs into detailed functional specifications, user stories, and acceptance criteria.

•            Map current-state and future-state processes and create the documentation that supports them.

•            Ensure traceability between business requirements, functional specifications, and delivery tasks.

•            Work with product managers, architects, and developers to shape feasible, scalable solutions.

•            Clarify requirements during design and build; remove ambiguity and ensure alignment.

•            Participate in sprint planning, backlog prioritization, and refinement ceremonies.

•            Review functional deliverables, test scenarios, and validate that solutions meet requirements.

•            Support UAT planning, test execution, defect validation, and readiness sign-off.

•            Serve as a bridge between business teams and technical teams, ensuring smooth communication.

•            Build strong relationships with leaders, champions, and operational teams.

•            Facilitate workshops, demos, and review sessions with cross-functional stakeholders.

•            Prepare clear documentation, diagrams, and presentations tailored for executive or operational audiences.

•            Analyze data to validate assumptions, identify gaps, and refine business requirements.

•            Define KPIs and success metrics that align with business goals.

•            Support reporting and dashboards by specifying data needs and validation rules.

•            Contribute to roadmap planning and dependency assessment.

•            Help ensure timelines, scope, and quality standards are respected.

•            Flag risks, issues, and design decisions early and clearly.

•            Maintain and structure the functional backlog, including prioritization and documentation.

•            Work under the direction of the PM/Proxy Product Owner to align delivery priorities, sprint scope, and backlog sequencing with project timelines and client commitments.

•            Partner with the PM/Proxy PO during solution design reviews to validate feasibility, assess impact, and flag risks or dependencies early in the process.

•            Support the PM/Proxy PO in specification review and validation cycles, ensuring JIRA user stories comply with specification templates and are delivery-ready.

•            Coordinate with the PM/Proxy PO on client-facing specification validation sessions, ensuring alignment between technical architecture, KPI logic, and final UI/UX.

•            Provide the PM/Proxy PO with clear, timely inputs on sprint readiness, effort estimation, and delivery risks to enable informed planning decisions.

•            Collaborate with the PM/Proxy PO and delivery leads on go-live readiness, production release validation, and post-deployment support coordination.

•            Execute functional configurations within the platform based on validated specifications and user stories.

•            Configure workflows, business rules, KPI logic, gamification parameters, and user-facing experiences aligned with the solution design.

•            Collaborate with Data Integrators and TAMs during the technical and functional implementation phase to ensure delivery quality and completeness.

•            Own the end-to-end functional setup of delivery packages, ensuring configurations match approved specifications before moving to QA.

•            Lead internal QA/UAT cycles by cross-validating delivery outputs against functional specifications and acceptance criteria.

•            Perform peer-review QA on user stories delivered by other Business Analysts to ensure compliance, consistency, and production readiness.

•            Define and execute test scenarios, validate defect resolution, and document QA outcomes for internal and client sign-off.

•            Support client UAT execution by coordinating test plans, facilitating validation sessions, and ensuring delivery compliance with client expectations.

•            Ensure production-readiness of delivery packages before go-live, partnering with the PM/Proxy PO and delivery leads on release validation.

•            5–8+ years of experience as a Business Analyst in consulting, SaaS, digital transformation, or enterprise programs.

•            Strong experience gathering and documenting business requirements.

•            Demonstrated ability to analyze complex processes and translate them into clear specifications.

•            Experience working in Agile or hybrid delivery environments.

•            Comfortable facilitating workshops and presenting to diverse stakeholders.

•            Excellent clarity in writing requirements, diagrams, and functional documentation.

•            Strong analytical mindset with the ability to make data-driven recommendations.

•            Experience with CRM (Salesforce, Dynamics, or ServiceNow) or SaaS platforms.

•            Experience in large transformation programs with multiple business units.

•            Familiarity with KPIs, reporting, dashboards, or data workflows.

•            Exposure to change management, enablement, or user adoption initiatives.

•            Hands-on experience with functional configuration of SaaS platforms, including workflow setup, business rules, and UI/UX parameterization.

•            Experience owning QA/UAT processes, including test planning, defect tracking, and production readiness validation in enterprise delivery environments.

•            Requirements are crystal clear and enable smooth delivery.

•            Stakeholders feel aligned, supported, and understood.

•            Technical teams receive high-quality inputs and guidance.

•            Solutions meet business expectations without unnecessary rework.

•            Documentation, backlog, and processes are structured, consistent, and reliable.

•            Functional configurations are accurate, thoroughly tested, and production-ready with minimal rework cycles.

•          QA processes are rigorous, and delivery passes internal and client validation with high confidence.

Our client is a $28B NY based multi-strategy Hedge Fund currently seeking to add a talented Associate to their Data & Performance Analytics Team. This individual will be working closely with senior managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing.

Responsibilities

• This role will be responsible for Compiling periodical fund performance analyses
• Review and analyze portfolio performance data, benchmark performance and risk statistics
• Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
• Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
• Apply queries, pivot tables, filters and other tools to analyze data.
• Maintain client relationship management database and providing reports to Directors on a regular basis
• Coordinate submissions of RFPs by working with RFP/Marketing Team and other groups internally to gather information for accurate data and performance analysis
• Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity data/client reporting experience
• Proficiency in Microsoft Office, particularly Excel Modeling
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Managment
• Comfortable working in a fast-paced, dead-line driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

The Manager, Broker Sales, drives Teladoc Health sales by establishing, developing, and maintaining relationships with regional healthcare consultants and brokers.

Essential Duties and Responsibilities

• Establish, contract, train, and support broker partners.
• Develop new broker relationships and meet/exceed sales targets.
• Manage proposals, contracts, and broker communications.
• Evaluate broker activity and identify opportunities for joint marketing and prospecting.
• Utilize Salesforce, ClearSlide, PowerPoint, MS Teams and other tools to manage the sales cycle.
• Educate brokers on virtual care solutions through webinars and presentations.
• Support renewals and attend industry events, health fairs, and speaking engagements as needed.
• Travel: 25-50%. Work location: CO, KS, MO, & UT.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• Minimum of 2 years' sales experience, not necessarily in the healthcare industry.
• Knowledge of employer benefits, healthcare and broker market.
• Exceptional communication and presentation skills.
• Proficiency with Microsoft Office and Salesforce.
• Experience with creating and delivering presentations, ideally using different virtual technologies.

Preferred Qualifications

• Prefer four-year degree.
• Live in the territory (CO, KS, MO, & UT).
• Adaptable to fast-paced, evolving environments.
• Understand medical insurance terminology.

The base salary range for this position is$70,000 - $80,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.

About Us

Teladoc Health is the global virtual care leader, offering the only comprehensive virtual care solution spanning telehealth, expert medical, and licensed platform services. Teladoc Health serves the world's leading insurers, employers, and health systems and helps millions of people around the world resolve their healthcare needs with confidence.

We follow a Flexible Vacation Policy, intended for rest, relaxation, and personal time. All time off must be approved by your manager prior to use. You will also receive 80 hours of Paid Sick, Safe, and Caregiver Leave annually. This applies to full-time positions only. If you are applying for a part-time role, your recruiter can provide additional details.

As part of our hiring process, we verify identity and credentials, conduct interviews (live or video), and screen for fraud or misrepresentation. Applicants who falsify information will be disqualified.

Teladoc Health will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why join Teladoc Health?

• Teladoc Health is transforming how better health happens. Learn how when you join us in pursuit of our impactful mission.

• Chart your career path with meaningful opportunities that empower you to grow, lead, and make a difference.

• Join a multi-faceted community that celebrates each colleague's unique perspective and is focused on continually improving, each and every day.

• Contribute to an innovative culture where fresh ideas are valued as we increase access to care in new ways.

• Enjoy an inclusive benefits program centered around you and your family, with tailored programs that address your unique needs.

• Explore candidate resources with tips and tricks from Teladoc Health recruiters and learn more about our company culture by exploring #TeamTeladocHealth on LinkedIn.

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status, or pregnancy). In our innovative and inclusive workplace, we prohibit discrimination and harassment of any kind.

Teladoc Health respects your privacy and is committed to maintaining the confidentiality and security of your personal information. In furtherance of your employment relationship with Teladoc Health, we collect personal information responsibly and in accordance with applicable data privacy laws, including but not limited to, the California Consumer Privacy Act (CCPA). Personal information is defined as: Any information or set of information relating to you, including (a) all information that identifies you or could reasonably be used to identify you, and (b) all information that any applicable law treats as personal information. Teladoc Health's Notice of Privacy Practices for U.S. Employees' Personal information is available at this link.

• 
  
• Deliver quality customer service to clients via phone, e-mail, chat, and other modes of communication including documentation of all interactions.
  
• Timely follow up on outstanding items to ensure resolution of issue in alignment with the Client's Service Level Agreement (SLA).
  
• Develop and maintain working knowledge of Clients products, policies, and procedures.
  
• Maintains prioritization and organization of assigned tasks with a significant focus daily, time-sensitive duties.
  
• Responsibilities may vary based on assignment and may include internal or external client support, completion of payments and filings, assisting clients with tax agency account registrations or related tasks, tax notice research through resolution, data entry, spreadsheet creation, and data verification.
  
• May use systems such as HRIS, Oracle, MasterTax, Prism, Salesforce, BNA, ClientSpace, and Microsoft Office products; existing knowledge is helpful but not required.
  
• Demonstrate Clients values of integrity, service, innovation, partnership, accountability, and respect.
  
• Other duties as assigned.
  

• 
  
• High School graduate or equivalency.
  
• 2+ years of working experience.
  
• Payroll or tax experience preferred.
  
• Attention to detail with focus on accuracy, completeness, and timeliness.
  
• Strong written and verbal communication skills.
  
• Ability to manage multiple systems and tasks simultaneously.
  
• Excellent customer service and interpersonal skills.
  
• Ability to work independently and prioritize in a high-volume, deadline-driven environment.
  
• Familiarity with online knowledge bases and research tools.
  

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup's company culture sets us apart from the rest. Our core values, what we call "The OneGroup Way" consists of the following:

Knowledge Development- Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do.

Big Picture- How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.

Acknowledgement- Recognize others contributions, appreciate what others do and their strengths.

Transparency- An environment that encourages open communication and feedback.

Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission and understand their challenges.

OneGroup Risk Management and Insurance seeks Commercial Property & Casualty Insurance Sales Professionals in multiple areas.

ADVANTAGES OF JOINING THE ONEGROUP TEAM

• A commission-based compensation plan that provides great earning potential
• Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more.
• Substantial in-house experts and resources usually found only in much larger organizations: risk management consulting, claims management, loss control, HR consulting, contractual risk transfer analysis, and much more.
• Full-time support team that provides marketing materials, promotion, proposal assistance, etc.
• A dedication to technology, innovation and strategic thinking.
• Resources, markets, and institutional knowledge to allow success in writing middle-market and larger accounts.
• The possibility for "Lift Out" opportunities for established producers to keep an already established book of business.

WE SEEK A CANDIDATE WHO

• Has 3-5 years of experience in insurance brokerage, carrier, or related business to business sales including calling on senior executives and a track record of financial success
• Can identify new opportunities in mid-sized and large, complex accounts
• Utilizes a consultative, positive and resourceful approach to dealing with prospect, clients and employees
• Has developed excellent listening skills with strong customer focus
• Has high-level organization and follow-up skills
• Believes in integrity and building success by developing relationships with others
• Has superior written, verbal communication and presentation skills
• Is a self-starter willing to invest time and energy to learn the technical aspects of our business

KEY JOB RESPONSIBILITIES

• • Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
  • Work with business clients and prospects to understand their needs and develop consultative business solutions.
  • Develop and execute a business plan based on established sales objectives.
  • Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.
  • Work as liaison with client service team to accommodate client needs, retain and grow business.
  • Commitment to continual learning and development of sales and technical expertise.
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• • Bachelor's degree, preferred
  • Property/Casualty License Required
  • If licensed, maintain Agent/Broker License through continuing education
  • 3-5 years of proven successful sales or related experience, required
  • Insurance sales experience, preferred
  • Proven ability to achieve established sales quotas
  • Excellent interpersonal and communication skills
  • Experience using contact management software
  • Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
  • Ability to use menu-driven software
  • Ability to work independently
  • Assertive, self-starter
  • Ability to influence others
  • Good Organizational skills with the ability to manage multiple tasks efficiently
  • Must possess a valid drivers license and clean motor vehicle record
  • All applicants must be 18 years of age or older

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.