Salesforce Jobs in Oh
25 positions found — Page 3
Working at Goosehead
We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
- The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.
Licensing, Training, and Position Requirements:
- Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
- This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
- Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
- Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
- Comprehensive health, vision, disability, life, and dental insurance programs
- 401K Matching Plan
- Employee Stock Purchase Plan
- Paid holidays, vacation, and sick leave
Experience and Education
- Bachelor’s degree, 3.0 GPA preferred.
- Passing the state licensing exam, once hired
- Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, proactive, and ready to take initiative
- Strong time management
- Strong attention to detail and organization
- Results-driven and committed to continuous improvement
- High integrity and honest communication
Equal Employment Opportunity
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
About Us
The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3.9 billion. Our mission is to enhance the lives of all residents in Greater Cleveland, now and for generations to come.
As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy.
About You
You are a detail-oriented and proactive professional with a strong interest in both legal operations and accounting within a mission-driven nonprofit environment. Highly organized, analytical, and efficient, you thrive in roles that require precision, discretion, and thoughtful collaboration across disciplines. You bring the ability to execute and coordinate work at the intersection of Legal and Finance, supporting each function within clearly defined roles, controls, and accountability frameworks.
You are comfortable managing complex data, navigating compliance systems, and supporting financial processes while applying a strong legal lens to charitable planning and administration. Whether preparing fund agreements, assisting with complex outright and estate gifts, or managing gift processing and administration, you bring clarity, organization, and insight to every task. As a trusted partner to the Legal, Finance, and Philanthropy teams, you understand how disciplined legal and financial infrastructure underpins effective donor stewardship and philanthropic impact.
Job Summary
The Senior Paralegal, Charitable Planning & Administration role is a dual-function position that bridges Legal and Finance to support charitable planning, gift administration, and compliance. It advances the organization's goals by ensuring legally sound, well-coordinated charitable giving and gift administration processes while maintaining clear accountability within each department. As part of the Legal team, the role supports the General Counsel and Legal Counsel with legal services related to charitable giving, contracts, compliance, and legal operations, while also providing defined operational support to Finance. The position reports directly to the General Counsel, with finance-related work performed under the functional direction of the Vice President, Accounting.
Key Responsibilities
- Ensure legally sound, donor-intent–aligned charitable giving and gift administration by integrating legal oversight, compliance, and operational execution across the lifecycle of complex gifts, estates, trusts, and funds.
- Advance organizational effectiveness and risk management by supporting high-quality legal services, contract governance, and compliance practices related to charitable planning, agreements, and foundation operations.
- Enable accurate, timely, and compliant gift administration by overseeing critical processes for gift receipt, allocation, acknowledgement, fund setup, and specialized fund transactions in close coordination with Legal, Finance, and Philanthropy.
- Strengthen cross-functional coordination and donor experience by serving as a trusted operational and legal partner to internal teams, donors, and external advisors, ensuring clarity, consistency, and responsiveness in donor transactions.
- Improve systems, data integrity, and decision-making by contributing legal and operational expertise to Salesforce and contract management tools, and by producing reliable reporting on planned gifts, estates, trusts, and funds.
Competencies & Behavioral Expectations
- Judgment
- Communication
- Teamwork & Collaboration
- Adaptability
- Problem-Solving
Required Qualifications
- A bachelor's degree in a relevant field and/or paralegal certificate or equivalent legal training.
- Minimum five to seven years' experience in a paralegal, legal operations, trust and estate administration, charitable planning, or related role; nonprofit, finance, and/or in-house experience a plus.
- Demonstrated experience drafting and reviewing complex legal documents, including charitable gift agreements, fund agreements, estate and trust related documents, or comparable instruments.
- Working knowledge of estate planning, trusts, charitable giving vehicles, and donor-advised funds, including donor intent and compliance considerations.
- Experience supporting or coordinating estate and/or gift administration, receipting, or accounting-adjacent processes.
- Ability to work effectively in a dual-reporting or matrixed environment, balancing priorities across departments while maintaining clear role boundaries.
- Strong analytical, organizational, and data-management skills, with the ability to manage multiple workflows and deadlines with a high degree of accuracy.
- High level of discretion and sound judgment in handling confidential legal, financial, and donor information.
- Proficiency researching individuals and other funding sources through online resources (Lexis, etc.) and other electronic and print sources of information.
- The ability to collaborate successfully with a diverse group of individuals internal and external to the organization.
Preferred Qualifications
- Proficiency with software platforms, such as Agiloft, Salesforce, iPhi/Ren, PG Calc, Microsoft Office and/or other contract lifecycle or project management systems
- Work Environment
- The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
- The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
- Occasional extended hours to meet deadlines or support special events.
- Occasional travel may be required for meetings, events, or conferences.
Status: Regular, Full-Time, Exempt
Working at Goosehead
We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
- The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.
Licensing, Training, and Position Requirements:
- Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
- This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
- Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
- Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
- Comprehensive health, vision, disability, life, and dental insurance programs
- 401K Matching Plan
- Employee Stock Purchase Plan
- Paid holidays, vacation, and sick leave
Experience and Education
- Bachelor’s degree, 3.0 GPA preferred.
- Passing the state licensing exam, once hired
- Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, proactive, and ready to take initiative
- Strong time management
- Strong attention to detail and organization
- Results-driven and committed to continuous improvement
- High integrity and honest communication
Equal Employment Opportunity
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
Working at Goosehead
We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
- The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.
Licensing, Training, and Position Requirements:
- Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
- This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
- Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
- Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
- Comprehensive health, vision, disability, life, and dental insurance programs
- 401K Matching Plan
- Employee Stock Purchase Plan
- Paid holidays, vacation, and sick leave
Experience and Education
- Bachelor’s degree, 3.0 GPA preferred.
- Passing the state licensing exam, once hired
- Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, proactive, and ready to take initiative
- Strong time management
- Strong attention to detail and organization
- Results-driven and committed to continuous improvement
- High integrity and honest communication
Equal Employment Opportunity
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
Working at Goosehead
We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
- The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.
Licensing, Training, and Position Requirements:
- Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
- This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
- Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
- Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
- Comprehensive health, vision, disability, life, and dental insurance programs
- 401K Matching Plan
- Employee Stock Purchase Plan
- Paid holidays, vacation, and sick leave
Experience and Education
- Bachelor’s degree, 3.0 GPA preferred.
- Passing the state licensing exam, once hired
- Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, proactive, and ready to take initiative
- Strong time management
- Strong attention to detail and organization
- Results-driven and committed to continuous improvement
- High integrity and honest communication
Equal Employment Opportunity
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
