Salesforce Jobs in Whittier

5 positions found

VP, Regional Wealth Management Consultant
✦ New
Salary not disclosed
Los angeles, CA 1 day ago
Vice President, Regional Wealth Management Consultant

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the LA metro area. Specifically, you will provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.

This remote position will be based out of the LA Metro Area.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

  • Build relationships and increase the assets of assigned Wealth Management clients. This will involve a proactive call rotation, site visits, being consultative, providing value-added services and presenting to groups and individuals. Work closely with an Internal Wholesaler to implement your territory plan. Apply fund analysis software systems to strategically demonstrate our offerings in the client product.
  • Develop and implement marketing plans for assigned clients. Collaborate with marketing and communications program managers on both the development and implementation of these plans
  • Assist in timely dissemination of sales information. Identify and build current lists of key influencers and producers. Maintain history of sales activity and call data. Analyze sales data to provide reports, access profitability, identify trends and make recommendations
  • Participate in various regional and national conferences
  • Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients

What You Bring to the Team (Required)

  • Five+ years of sales experience, ideally in financial services
  • Series 7, 63
  • Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience
  • Proven interpersonal skills, investment analysis, written and verbal communication skills required
  • Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
  • Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

  • Ten years of financial industry experience, ideally within asset management
  • Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement, formal mentorship program, live and online learning

For California based candidates, the base salary range for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to . All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases

Not Specified
Event Sales & Partnerships ManagerLos Angeles
✦ New
🏢 Passes
Salary not disclosed
Los angeles, CA 1 day ago
Event Sales & Partnerships Manager

Hollywood, CA (On-Site Only)

Position Overview

We are seeking a dynamic, entrepreneurial Event Sales & Partnerships Manager to lead all revenue-driving initiatives tied to The Lilian and Passes-produced creator events. This role will own:

1. Space Rental Sales & Account Management

Renting out The Lilianincluding our podcast studio, music studio, and event spaceto external partners, creators, agencies, and brands.

2. Event Sponsorship Sales

Selling sponsorship packages for Passes-produced events including content houses (e.g., Coachella), seasonal events (e.g., Creator Holiday Party), creator workshops, and community programming.

3. Event Operations & Logistics

Acting as the bridge between the client and the internal Passes team to ensure flawless executionfrom contracting through day-of event management.

This is a highly cross-functional, revenue-generating role ideal for someone who thrives in sales, partnerships, experiential events, and creator-centric environments.

Key ResponsibilitiesEvent Space Sales & Rentals (The Lilian)
  • Lead all inbound and outbound sales efforts to secure rentals for the Passes HQ event space, podcast studio, and music studio.
  • Develop, maintain, and grow a strong pipeline of creators, production teams, agencies, and brand partners.
  • Conduct tours, build proposals, draft contracts, and negotiate terms end-to-end.
  • Own all rental logistics including schedules, AV needs, vendor coordination, check-ins/outs, and onsite support.
  • Build repeatable rental processes to scale utilization and maximize revenue.
Event Sponsorship Sales & Brand Partnerships
  • Package, pitch, and sell sponsorship integrations for Passes-owned events (e.g., Coachella content house, Creator Summits, seasonal events, workshops).
  • Create compelling sponsorship decks, pricing models, and activation concepts grounded in creator community insights.
  • Build and maintain relationships with brand partners, agencies, and experiential teams across verticals.
  • Collaborate closely with the Marketing, Creator Success, and Production teams to align sponsorship deliverables with event programming.
Event Execution & Logistics
  • Serve as the primary liaison for all rental and sponsorship clientsensuring a white-glove experience from contract signing to day-of execution.
  • Develop run-of-show documents, coordinate load-ins, manage vendor relationships, and support onsite operations as needed.
  • Partner with internal teams including Production, Comms, Creator Success, and Finance to ensure seamless and professional execution.
  • Maintain detailed documentation, invoices, contracts, calendars, and operational workflows.
Strategy, Reporting & Process Development
  • Forecast rental and sponsorship revenue accurately and consistently.
  • Track KPIs including space utilization, client retention, revenue performance, and sponsorship ROI.
  • Conduct market research on competitive venues, experiential trends, and sponsorship best practices.
  • Propose scalable systems to optimize The Lilian's calendar, rental pricing, sponsorship packaging, and operational efficiency.
Qualifications
  • 37+ years of experience in event sales, venue management, experiential marketing, partnerships, hospitality sales, or related fields.
  • Proven track record in revenue-driving rolesselling venue rentals, sponsorships, or experiential activations.
  • Strong understanding of event logistics, production workflows, and onsite operations.
  • Exceptional communication, negotiation, and relationship-building skills.
  • Highly organized, detail-oriented, and comfortable managing multiple projects simultaneously.
  • Thrives in fast-paced, entrepreneurial environments with shifting priorities.
  • Ability to work select evenings, weekends, and event days as needed.
  • Proficiency in CRM (HubSpot/Salesforce), Tripleseat (or similar), (or similar), Google Suite, decks, and basic financial documentation.
  • Experience managing certificates of insurance (COIs) for all events to ensure third-party vendors meet required liability coverage.
Why Join Passes
  • Competitive salary + performance-based commission structure.
  • Comp range: $80,000 - $130,000 per year depending on experience
  • Equity package.
  • Comprehensive medical, dental, and vision benefits.
  • Unlimited PTO.
  • 401(k) with company match.
  • Access to iconic creator talent, events, and experiences.
  • Work at The Lilianone of LA's most aesthetically inspiring creator HQ spaces.
  • Accelerated career growth in one of the fastest-moving industries in the world.
Not Specified
Senior Account Executive
Salary not disclosed

Are you a driven B2B sales professional who thrives on uncovering new opportunities and closing meaningful deals? Join Livingston as a Sales Executive, where you’ll be part of a high-performing, collaborative sales team that’s making global trade faster, smarter, and easier for businesses everywhere.


This is a hunter role that is remote-based and offers flexibility and autonomy, along with uncapped monthly commission and a competitive base salary. You'll travel approximately 25% within your local territory to build relationships, present solutions, and win net new business.


At Livingston, we don’t just offer a job—we offer a career in international trade, backed by strong leadership, smart technology, and a culture that truly values your contributions.


Why Livingston?

Livingston is a leader in customs clearance, international freight services and trade consulting. We are the trusted partner that makes trade and shipping easier for businesses worldwide, keeping items moving quickly and effectively. We are looking for consultative selling skills and new business development abilities. In return you become part of a collaborative culture where your contributions are recognized and appreciated.


A Day in the Life:

  • Develop strategic territory plans (within a pre-defined geographic territory) which include the identification of high to medium potential accounts.
  • Generate account shares by proactively identifying new opportunities to introduce Livingston’s services and solutions for new clients secured.
  • Implement new business and ensure proper communication among all stakeholders.
  • Establish and maintain business relationship with new clients.
  • Conduct thorough needs assessments of prospects and identify other opportunities for Livingston’s solutions.
  • Work closely with other team members to draft Request for Proposal (RFPs) and ensure clients received it by specified date.
  • Negotiate pricing and contract terms with new clients and work closely with other cross-functional departments to review, edit and finalize contracts.
  • Develop contact and strategic account plans in conjunction with other cross-functional departments.
  • Liaise with sales and other departments to ensure effective communication of new clients’ issues (e.g. pricing, solutions, financials etc.)
  • Achieve or exceed sales targets as assigned by Director, Business Development.
  • Perform other related duties as assigned by management.
  • Adhere to established policies and procedures.


What you Bring to the Table:

  • Excellent communication and interpersonal skills (both verbal and written)
  • Excellent B2B sales and key account management skills
  • Demonstrated ability to be able to open and close business sales
  • Proven track record to achieve and exceed sales target goals
  • Strong organizational skills with the ability to prioritize workload and meet tight deadlines
  • Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint)
  • High initiative, self-motivated and results oriented
  • Working knowledge of a customer relationship management (CRM) system e.g.


WORK EXPERIENCE – MINIMUM REQUIRED

  • Min 5 years of related experience


EDUCATION

  • Required: Associates Degree or equivalent
  • Preferred: Bachelors Degree or equivalent
Not Specified
Field Account Executive
Salary not disclosed
Los Angeles County, CA 1 week ago

Are you ready to be a big part of something big?


At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to settle for the status quo. We come together as one team to build value and drive innovation across our industries - but we have fun while we do it and make sure our people are always our #1 priority.


When it comes to your career, we want to provide big opportunities to help you make a big impact. But for this to be possible, we strive to feel small. Small enough to quickly change tack, small enough to learn from different teams and small enough to connect authentically with leadership.


And one of the best parts? We give you the freedom to work from whatever working location works best for you and your lifestyle - yes, this means you can be 100% remote if you want to be!


What We Offer


  • An inclusive and supportive work environment where you can move your career forward and will have the chance to do work that has real, significant impact on the world.
  • The opportunity to be a part of a global group of digital marketplace businesses (CAR Group) located across Australia, Brazil, Chile and South Korea - collectively we have around 2,500 team members worldwide, and our CAR Group Tour Program means you might just find yourself working in one of those businesses sometime soon.
  • Plenty of flexible leave options and employee benefits including up to 31 days of paid time off in your first year, continuing education with access to LinkedIn Learning, a full benefits package including medical, dental & vision, 401K with company match, and wellness program.


What You’ll Do


  • Using the consultative sales approach, present and deliver sustainable digital marketing/advertising solutions to dealers in person and virtually.
  • Consistently achieve goals and objectives for revenue, retention, new product sales and account ownership, lead by example to foster high standards within your respective team
  • Deliver in person/virtual quarterly business reviews with recommendations for existing dealer customers
  • Implement an organized and effective account and territory target revenue plan, including sales pipeline and forecasting management and sales account activity documentation in Salesforce
  • Travel a minimum of 50% of your time to visit clients in-person, attend trade shows and training/sales events


What We’re Looking For


  • 5+ years of B2B digital marketing/advertising sales experience, with a proven track record of success in maintaining and growing existing clients
  • Commitment to evaluating and improving your sales funnel performance (Activity, Conversion, Yield).
  • Excellent discovery, presentation, communication and interpersonal skills
  • Proficiency with sales software, particularly Salesforce (CRM) systems, Gong, GeoPoint etc.
  • Ability to analyze sales/market data and translate into actionable insight
  • Positive attitude, resilient, self-motivated, organized and able to work independently and in team environments.
  • Comfortable leading a meeting with a marketing team/departments decision makers


Bonus Points:


  • Bachelor’s degree in Business, Marketing or related field
  • Sold within Commercial, Recreational, or Auto digital sales
  • Digital sales/media accreditations (IAB, Google Ads & Analytics, Meta)


So come and join our team - because every role is a big role in our plans to go big.


TI proudly supports a diverse workforce, and we encourage candidates from underrepresented groups to apply. Trader Interactive is an equal opportunity

Not Specified
Heavy Equipment Sales — Ports & Industrial (Capital Equipment)
Salary not disclosed

Job Summary:

Toyota Material Handling Solutions (TMHS) is seeking an experienced Heavy Duty Equipment Sales Specialist focused on capital equipment sales within ports, logistics, manufacturing, rail, and industrial applications.


This is a high-value equipment sales role responsible for selling large-capacity forklifts, container handlers, terminal tractors, port equipment, and related service solutions.


We are targeting professionals currently selling or who have sold equipment from manufacturers such as Toyota Heavy Duty (THD), Konecranes, Taylor, Hyster, Kalmar, Autocar, TICO, Ottawa, Hoist, Fantuzzi, CVS Ferrari, SANY, Combilift (large capacity), or similar.


This is not an operator or driver position. This is a consultative outside sales role focused on capital equipment.


Key Responsibilities:

  • Develop and grow heavy duty equipment sales across ports, logistics, rail, manufacturing, and industrial accounts
  • Sell new and used heavy duty forklifts, container handlers, terminal tractors, port equipment, rentals, service, and fleet programs
  • Identify replacement opportunities, expansion projects, and capital equipment refresh strategies
  • Conduct site evaluations and application analysis for large-capacity equipment
  • Prepare proposals, financial packages, and lifecycle cost positioning
  • Partner with service and operations teams to deliver full-solution offerings
  • Manage pipeline, forecasting, and activity within CRM (Microsoft Dynamics)
  • Position Toyota 360, maintenance programs, fleet management, and automation where applicable
  • Maintain strong OEM and competitor awareness within the heavy duty segment


Required Qualifications:

  • Minimum 3+ years capital equipment outside sales experience (required)
  • Experience selling one or more: heavy forklifts, port equipment, construction equipment, industrial machinery, terminal tractors, or large material handling equipment
  • Demonstrated experience managing long sales cycles and high-value deals
  • Experience working with financing / leasing structures
  • Strong consultative sales methodology and territory management experience
  • CRM experience required (Dynamics, Salesforce, or similar)


Preferred Background:

  • Experience selling competitive brands such as Toyota THD, Konecranes, Taylor, Hyster, Kalmar, Autocar, TICO, Ottawa, Hoist, or SANY
  • Experience calling on ports, 3PLs, intermodal, rail, distribution, manufacturing, and logistics customers
  • Technical equipment application experience
  • National account exposure


Compensation:

Base salary starting from $89,000 plus uncapped commission aligned with capital equipment sales performance.


Additional Requirements:

  • Valid California driver’s license
  • Willingness to travel 50%+ within territory
  • Self-directed outside sales professional able to work cross-functionally with service and operations teams
Not Specified
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