Salesforce Jobs in Syosset

Basic Function:

The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.

Principal Responsibilities:

• Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
• Assist customers with deposits, withdrawals, or payments and resolve client concerns.
• Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
• Open commercial and consumer accounts and assist customers with routine account related inquiries.
• Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
• Utilize Sales Force to track client interactions.
• Assist with branch vault opening, closing and balancing procedures.
• Inform customers about bank products and services.
• Always maintain a professional appearance and demeanor.
• Comply with all department Security, company policies, procedures, and regulations.
• Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.

Background and Experience:

• High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
• Excellent organizational and time management skills.
• Ability to work independently with little to no supervision.
• Cash handling experience preferred.
• High level of accountability, efficiency, and accuracy.
• Prior Customer Service experience.
• Microsoft Office and Excel skills. Salesforce experience preferred.

Location: Esquire Bank, Jericho, NY (On-site)

Full time – M-F 8:30 am - 5:30 pm

Estimated Salary Range:

• $40,000 - $55,000 / year
• Compensation may vary based on education, skills, qualifications and/or expertise.

About Us:

CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting.

Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America.

At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW!

What does CapFront have to offer?

- Competitive salaries, high commissions and monthly performance bonuses

- Medical, dental and vision insurance

- Commuter Expense Benefits

- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.

- Work-life balance with generous time off

- Cool office with ambitious, smart and supportive people

- Full paid training to help you to hit the ground running!

Who we’re looking for?

- Ambitious and hardworking individuals with an entrepreneurial spirit

- Creative minds who aren’t afraid to seek new strategies to improve and win business

- Competitive and driven individuals who push to exceed goals

What will you do?

- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing

- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid

- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment

Looking to join us? You’ll fit right in if:

-You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals

-You are self-driven with a hunger for success

-You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself

-You are team-orientated and an excellent communicator

-You are coachable and willing to take direction to improve and develop professionally

-Bachelor’s Degree (preferred but not required)

Compensation:

• Starting Base Salary: $50,000
• On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)

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

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

KEY RESPONSIBILITIES:

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

REQUIREMENTS:

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

Job Description:

Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.. Frequently analyze the impacts of change, document and support communication between relevant groups and stakeholders, and capture requirements needed to initiate a change. Act as a liaison between technology and business departments and be the intermediary who help support and translate needs across business units and functions and an end to end project driver.

Responsibilities:

· Assist in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility

· Prioritize requirements from various stakeholders

· Communicate, translate, and simplify business requirements to ensure buy-in from all stakeholders

· Assess change-proposals and define solutions to help the organization achieve its goals

· Discover, organize, and clarify business needs and review/produce specifications for change

· Work with the Technical Analyst and development team to ensure that they understand the specifications.

· Work with training team to document system scenarios and identify roles impacted to help develop a change management/training plan.

· Conduct business process modeling and generate applicable scenarios for the technology functionality testing team.

· Track project performance, specifically to analyze the successful completion of short and long-term goals

· Establish and maintain relationships with third parties/vendors

· Create and maintain comprehensive project documentation

Qualifications:

· Proven working experience in project management

· Excellent client-facing and internal communication skills

· Excellent written and verbal communication skills

· Solid organizational skills including attention to detail and multitasking skills

· Strong working knowledge of Microsoft Office

· Bachelor's Degree in appropriate field of study or equivalent work experience

· Experience with project management software tools

· Proficient in MS Word, Excel, PowerPoint, Visio, Smartsheet, Jira

· Microsoft Access and/or SQL experience strongly preferred

· Salesforce, Informatica, Azure SQL Server knowledge preferred.

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

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

KEY RESPONSIBILITIES:

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

REQUIREMENTS:

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