Salesforce Jobs in Oh Remote

59 positions found — Page 4

Sr. Database Administrator
Salary not disclosed
Mentor, Ohio 1 week ago
Requirements: Sr.

Database Administrator, Master's degree in Information Systems, Computer Science with 18 months of experience; Work on data migration from the enterprise legacy systems and Salesforce to Microsoft Dynamics CRM ensuring data quality and data validation; Generate ad-hoc metric analysis for the Sales Team to monitor performance across a range of performance; Extract data from multiple sources, transform it into standardized format, enhance it through Dun & Bradstreet databases and loaded it into Dynamic CRM to build pipelines, and BI reporting ; Collaborate with cross functional departments to ensure accurate pipeline and reliability of the CRM data; Manage operations data analysis requests, ensuring timely and delivery of insights to support decision making; Work on sales operations tableau visualization reports, identifying data discrepancies and providing recommendations to Analytics Team.

Experience in Tableau, Microsoft Power BI, Power Query Microsoft Excel (Pivot Tables, VLOOKUP, Advanced Formulas), KPI Development, Data Visualization), CRM & ERP Systems: Salesforce, Microsoft Dynamics 365 CRM & ERP, TCR, Prelude.

Skills- Tableau, Microsoft Power BI, Power Query Microsoft Excel (Pivot Tables, VLOOKUP, Advanced Formulas), KPI Development, Data Visualization), CRM & ERP Systems: Salesforce, Microsoft Dynamics 365 CRM & ERP, TCR, Prelude.

Must be willing to travel and/or relocate to various worksites throughout the U.S., including Uniondale, NY 11556, and Corona, NM 88318.

No telecommuting.

Send resume to PSA Ventures LLC, 7541 Mentor Ave, STE A102-3, Mentor, OH 44060.
Not Specified
Senior Sales Executive
🏢 FindLaw
Salary not disclosed

Description

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:

  • 4-year college degree or equivalent 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 independentl


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?


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 at almost $200K OTE.


In addition to our awesome culture, we offer a comprehensive benefits package designed to support the health and well-being of you and your family. Our benefits include health insurance options such as medical, dental, and vision coverage, flexible spending accounts (FSA) for medical and dependent care, short-term and long-term disability insurance, and life and AD&D insurance. We also provide a 401(k) retirement savings plan with a company match, paid time off (PTO), paid holidays, commuter benefits as well as access to our Employee Assistance Program (EAP) and well-being coaching services. In addition, employees can take advantage of voluntary benefits such as home, auto and pet insurance, and discounted legal and financial services. For more details, feel free to inquire during the interview process.


Internet Brands®, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's properties and platforms include the WebMD, Medscape, and Henry Schein ONE networks, which are the global leaders in their markets; Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal market; and CarsDirect, Fodor's Travel, and many others which are leaders in their key vertical markets. Internet Brands' 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. The company's 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 Warburg Pincus.


Internet Brands and its wholly owned affiliates are an equal opportunity employer. Internet Brands will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).

Not Specified
Account Executive
Salary not disclosed
Columbus, Ohio Metropolitan 1 week ago

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!

Not Specified
Account Manager
Salary not disclosed
Columbus, Ohio Metropolitan 1 week ago

Account Manager - Ohio and West Virginia


  • Position Summary: The Account Manager is responsible for the development and achievement of sales in the assigned accounts. Must have life science background (genetics and or biology) and life science sales experience. The ideal candidate will be located in the Columbus or Cleveland area.


Duties/Responsibilities

  • Develop, establish, and implement an effective sales plan tailored to the assigned accounts to achieve the quarterly and annual sales targets.
  • Focus on rapidly developing and growing business in the assigned accounts.
  • Act as the key interface between the customers and all relevant Novogene divisions. Maintain current understanding and knowledge of the company’s products and services.
  • Must be able to communicate accurately and efficiently with a wide range of professionals within assigned accounts
  • Field-based position; up to 50% overnight travel required.
  • Utilize to accurately document and track client related information and sales opportunities
  • Must have sales/research experience within the target accounts


Background

  • BS degree in life science minimum; advanced degree encouraged to apply
  • Working knowledge of NGS, genomics, and/or molecular biology
  • Prior sales and account management experience in biotech a plus
  • Deep knowledge/network within assigned accounts is a plus
  • Independent, self-driven, and goal-oriented
  • Experience in SFDC or other CRM software a plus


Salary and Benefits: $60,000 - $90,000/yr.

  • Competitive base salary, performance-based bonus, benefits including health, vision, dental insurance, and 401k.
Not Specified
Territory Sales Representative
🏢 FindLaw
Salary not disclosed
Columbus, Ohio Metropolitan 1 week ago

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.
Not Specified
Account Manager Outside Sales (Remote)
Salary not disclosed

WHO WE ARE


High Rise Financial is a fast-growing financial and medical liens company. We have two service offerings:


  • Plaintiff Cash Funding: We provide money upfront to clients who are hurt due to an accident, instead of having to wait for their legal case to settle. We take pride in helping our community by keeping our injured clients financially afloat during difficult times due to an accident that was not their fault.


  • Doctors and Surgery Centers on Lien: We have a network of doctors, surgery centers and hospitals that treat personal injury victims on lien. We provide funding for surgery centers and hospital fees. We also assist with doctor scheduling and coordinating client medical care.


We are quickly becoming a leader in the space known for our high ethical standards, clearly defined terms, and fair repayment for personal injury victims. High Rise Financial provides law firms with a trusted source to refer their clients and buy them time to get the award amounts their clients deserve.


Don’t take our word for it. Check out our Google and Yelp reviews and come be a part of our winning team!


WHAT YOU’LL DO


Important: This role may involve extensive regional travel. The position also requires frequent travel to surrounding states for law firm meetings, conferences, etc. including regular 2-3+ hour drives, short flights, and overnight stays in hotels.


As an Account Manager Outside Sales, the following will be your duties:

  • Meeting sales targets to increase revenue.
  • As an account manager, you will build and maintain relationships with personal injury law firms to expand our attorney referral base.
  • Take lawyers, paralegals, and case managers out to lunches, dinners, and meetings to grow and maintain relationships with personal injury firms.  
  • Attend legal events, legal networking events, and trade shows to meet attorneys and paralegals.
  • In addition to face-to-face meetings, you will make contacts via inside sales using our CRM sales software.
  • Maintain records of all sales leads and/or customer accounts.
  • Educate law firms on how our services can benefit them and their clients.
  • Exercise diligence in planning, follow-up, and closing deals by working with law firm personnel to facilitate the accumulation and prompt return of requisite documents. 


WHAT TO EXPECT


  • Potential for extensive weekday travel depending on territory needs 


WHAT YOU’LL NEED


  • Must have 2+ years of inside or outside sales experience.
  • Demonstrated success in building relationships, meeting goals, and delivering results.
  • Proficiency in developing sales strategies and utilizing performance metrics.
  • Familiarity with MS Office and Salesforce preferred.
  • Strong written and verbal communication skills.
  • Effective organizational and leadership abilities.
  • Proven problem-solving skills.
  • High energy, ambitious, and reliable with a positive demeanor.
  • Comfortable cultivating relationships in social settings.
  • Ability to work independently in a fast-paced environment.
  • Excellent organizational, planning, and multitasking abilities  


BENEFITS 


  • Compensation: Earning potential over $115,000 annually
  • Base Salary $60,000 to $80,000 annually (depending on experience & state residency as we have positions available across the county).
  • Commission $15,000 to $55,000 per year is the practical range but since we have no cap, exceptional employees can exceed that high mark
  • Work from home – enjoy your own space!
  • Health, Dental, and Vision insurance provided with full-time employment
  • Paid holidays and paid time off
  • 401K or a Roth IRA
  • Fast-growing company with room for growth! 


KEYWORDS

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Remote working/work at home options are available for this role.
Not Specified
Sr. IT Project Manager – Salesforce/Hybrid/Direct Hire 5006
Salary not disclosed
Vinings, GA, Hybrid 1 week ago

Sr. IT Project Manager – Salesforce/Hybrid/Direct Hire 5006


Tier4 Group is seeking a strategic, high‑impact Senior Project Manager who thrives on understanding the why behind every project and translating business needs into clear, actionable delivery plans. You’ll join a fast‑paced Technology team where purpose, clarity, and execution discipline are essential.


This role requires someone with proven Salesforce migration experience, exceptional communication skills, and the ability to drive complex projects while keeping teams aligned on outcomes—not just tasks.


What You’ll Do

Lead Projects with Purpose & Clarity

  • Develop project plans rooted in a deep understanding of business objectives and user impact
  • Clearly communicate the why behind decisions, priorities, and approaches
  • Translate strategic goals into measurable milestones and delivery timelines

Drive End-to-End Delivery

  • Oversee all phases of project execution (planning, build, testing, deployment, stabilization)
  • Track progress, manage dependencies, and proactively address gaps
  • Provide timely, clear status updates tailored to both technical and business audiences

Manage Risks & Issues with Business Context

  • Identify, document, and manage risks and issues
  • Communicate impacts in terms of business value and customer outcomes
  • Drive accountability with owners and action plans

Enable Team Performance & Remove Barriers

  • Facilitate cross-team collaboration and remove roadblocks
  • Foster a clear, purpose-driven environment where teams understand why their work matters
  • Ensure alignment between business partners, developers, and leadership

Champion Agile Ways of Working

  • Lead Agile ceremonies with a focus on transparency, learning, and continuous improvement
  • Guide teams through effective standups, retrospectives, grooming, and prioritization
  • Ensure Agile practices are being used to deliver value—not just followed as process

Additional Responsibilities

  • Lead Salesforce migration and/or enhancement projects
  • Manage two or more Agile delivery projects simultaneously
  • Perform other related duties as needed


What You Bring

Required Experience

  • 5+ years of Project Management experience (8+ preferred)
  • Hands-on Salesforce migration experience (required)
  • Proven ability to manage multiple concurrent projects using Agile methodologies
  • Strong ability to understand and articulate the why behind initiatives
  • Excellent communication skills—able to explain complex topics to both technical and non-technical audiences
  • Experience working with third-party development or infrastructure partners
  • Proficiency with tools such as Jira and Confluence (Atlassian suite)

Preferred Skills

  • Experience supporting or working within a lightweight PMO or structured project delivery environment
  • Experience with value-based prioritization or intake processes

Remote working/work at home options are available for this role.
Not Specified
Software Trainer (Hybrid)
Salary not disclosed

Job Title: Software Trainer (Hybrid)

Location: North Wilkesboro, NC (50% Travel Required)

Job Type: Full-time

About the Role:

We are seeking a knowledgeable and engaging Software Trainer to deliver high-quality live virtual/in-person training sessions to dental practices using our proprietary software. This role is based in North Wilkesboro, NC and requires up to 50% travel to customer locations.

Key Responsibilities:

•Deliver live virtual or in person training sessions for dental practice teams, tailored to different roles (front office, hygienists, billing staff, etc.)

•Customize training plans based on practice needs, user roles, and software configuration

•Support onboarding of new customers through scheduled remote training sessions, webinars, and follow-up Q&A

•Maintain a deep understanding of product functionality, updates, and best practices

•Assist with the development and updates to training materials, including manuals, video guides, and reference sheets

•Troubleshoot common user errors and guide users to solutions during sessions

•Collaborate with implementation, support, and customer success teams to ensure consistent messaging and customer satisfaction

•Gather and relay customer feedback to help shape product enhancements and training improvements

Qualifications:

•3+ years of experience in dental practice operations, dental software training, or SaaS onboarding

•Proficiency with dental management software (e.g., Dentrix, Ascend or Dentrix Enterprise preferred)

•Strong in-person presentation skills and confidence using video conferencing tools (GoToMeeting, Teams, Bomgar, etc.)

•Ability and willingness to travel up to 50%

•Experience delivering software training

•High attention to detail and customer-centric mindset

•Tech-savvy with the ability to quickly learn new tools and features

Additional Qualifications:

•Experience working with remote or hybrid teams

•Instructional design or adult learning content development

•Familiarity with CRM, LMS, or help desk platforms (e.g., Salesforce, Skilljar)


Remote working/work at home options are available for this role.
Not Specified
Advisor Consultant (Hybrid Wholesaler)
Salary not disclosed
Chicago, IL, Hybrid 1 week ago

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.


Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.


Key Responsibilities:

  • Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
  • Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
  • Partner with a Director of Sales to develop and implement a territory sales plan.
  • Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
  • Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
  • Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
  • Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.


Qualifications:

  • Bachelor's degree in a business-related major required
  • 4-6 years of sales experience in financial services / investment management preferred
  • FINRA Series 7 and 63 required
  • A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
  • Ability to develop client relationships and strategic partnerships
  • Strong attention to detail with the ability to manage multiple tasks effectively
  • Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.


This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.


Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.


Remote working/work at home options are available for this role.
Not Specified
Salesforce Architect (Hybrid)
Salary not disclosed
Plano, Hybrid 1 week ago
Title: Salesforce Architect (Hybrid) Location: Plano, TX Job Summary: We are seeking an experienced Salesforce Architect with 10+ years of experience designing scalable and high-performance Salesforce solutions.

The role involves translating business requirements into technical architecture, leading implementations, and providing guidance across Sales Cloud, Service Cloud, and Experience Cloud environments.

Must Have skills: Salesforce Salesforce integration Salesforce security Service cloud Key Responsibilities: Design scalable Salesforce architecture, including data models, integrations, security, and user experience.

Collaborate with stakeholders to gather requirements and translate them into functional designs and user stories.

Provide technical leadership on declarative solutions (Flows, configurations) and programmatic development (Apex, LWC).

Lead solution implementation, including integration, data migration, testing, and deployment.

Act as a trusted advisor to business and technical teams, ensuring best practices and platform optimization.

Stay current with Salesforce releases and innovations to recommend improvements.

Required Skills: 10+ years of Salesforce experience.

Strong expertise in Salesforce Clouds (Sales, Service, Experience).

Hands-on experience with Apex, Lightning Web Components (LWC), APIs, and integrations.

Experience with data modeling, data migration, and enterprise architecture.

Excellent communication and stakeholder management skills.
Remote working/work at home options are available for this role.
Not Specified
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