Salesforce Jobs in Southeastern, PA
2 positions found
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
General Summary of Position:
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' business challenges, and grow accounts.
Key Responsibilities:
- Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
- Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
- Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
- Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
- Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
- Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
- Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
Qualifications:
- Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
- 1-2 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
- Proven ability to build and maintain executive-level relationships.
- Strong organizational skills and ability to manage a high volume of accounts.
- Exceptional communication and interpersonal skills.
- Ability to understand client business challenges and position solutions effectively.
- Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
- Flexibility for occasional travel to meet with clients, if necessary, though travel is not a primary aspect of this role.
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Position Overview
This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings.
You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well-suited for recent graduates or early-career professionals who are competitive, coachable, and serious about building a career in sales.
What You’ll Do
- Serve as a primary point of contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, and competitive positioning of retirement solutions
- Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking and analytics
- Act as a liaison between the home office and field wholesalers to ensure seamless execution
- Collaborate closely with internal teams to support sales initiatives and process improvements
- Assist with onboarding and knowledge-sharing for new team members as you progress in the role
What We’re Looking For
- Strong verbal and written communication skills—you can explain complex concepts clearly
- Analytical mindset with the ability to understand and respond to advisor needs
- Genuine interest in financial services, capital markets, and retirement planning
- High level of initiative, work ethic, and accountability
- Ability to thrive in a fast-paced, team-oriented environment
- Willingness and ability to quickly learn products, systems, and workflows
Licensing & Training Requirements
- Must successfully obtain:
- SIE
- Resident Life License
- FINRA Series 7
- FINRA Series 63
- All licenses must be completed within 120 days of employment
Career Path & Growth Opportunity
This role is designed as the first step in a clearly defined sales career track. High performers who demonstrate product mastery, strong advisor engagement, and consistent execution will have the opportunity to progress through the following path:
- Sales Consultant
- Build foundational product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity.
- Dedicated Sales Consultant
- Take ownership, deepen relationships, proactively support sales initiatives, and partner closely with field wholesalers to drive results.
- Internal Wholesaler
- Transition into a quota-carrying role responsible for supporting field sales efforts, driving asset growth, managing advisor relationships, and contributing directly to revenue outcomes.
Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary for this role is $58,000 plus bonus