Salesforce Login Jobs in Hialeah
20 positions found
We’re unique. You should be, too.
We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?
We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.
The Healthcare Sales Representative, is an outside healthcare sales representative who’s responsible for generating sales leads and membership by nurturing productive relationships with senior citizens, key local community partners and senior-focused businesses to enroll new patients to ChenMed. The Healthcare Sales Representative is the first of three separate tiers as part of the overall Healthcare Sales Representative Success Plan and growth career path at ChenMed.The incumbent in this role is developing skills to arrange, design, and orchestrate sales events and to develop fun and cost-effective techniques to keep senior participation and satisfaction high, in part to drive referral sales from satisfied patients to help fuel membership growth. He/She learns to effectively communicate the ChenMed/JenCare value proposition at community events
ESSENTIAL JOB DUTIES/RESPONSIBILITIES:
COMPETENCIES:
- Begins to nurture, build and cultivate direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round.
- Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the ChenMed value proposition.
- Start planing, coordinating and executing local events within the community (e.g., information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare-eligible seniors, age 55 and older).
- Start cultivateing strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep ChenMed/JenCare Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician.
- Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth.
- Schedules one-on-one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place.
- Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to ChenMed/JenCare Medical Centers.
- Learns to use marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (i.e., SalesForce). Utilizes CRM tool to document interactions with clients and ensures effective management of leads.
- Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels.
- Recovers dormant customers via sales tools and marketing campaigns.
- Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences.
- Develops distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data.
- Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners.
- Builds trusting relationships with brokers/insurance agents/case workers/third party vendors associated with seniors with supervision Develops and executes specific broker and partner strategies and plans.
- Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues as required.
- Performs other related duties as assigned.
Instills trust
Gaining the confidence and trust of others through honesty, integrity, and authenticity
- Follows through on commitments
- Is seen as direct and trustful
- Keeps confidences
- Practices what he/she preaches
- Shows consistency between words and actions
Results driven
Consistently achieving results, even under tough circumstances
- Has a strong bottom-line orientation
- Persists in accomplishing objectives despite obstacles and setbacks
- Has a track record of exceeding goals successfully
- Pushes others
Action oriented
Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Readily acts on challenges, without unnecessary planning.
- Identifies and seizes on new opportunities
- Displays a can-do attitude in good and tough times
- Steps up to handle tough issues
Effective communication
Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
- Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels
- Attentively listens to others
- Adjusts to fit the audience and the message
- Provides timely and helpful information to others across the organization
- Encourages the open expression of diverse ideas and opinions
Resiliency
Rebounding from setbacks and adversity when facing difficult situations
- Is confident under pressure
- Handles and manages crises effectively
- Maintains a positive attitude despite adversity
- Bounces back from setbacks
- Grows from hardships and negative experiences
Networking
Effectively building formal and informal relationship networks inside and outside the organization
- Builds strong formal and informal networks.
- Maintains relationships across a variety of functions and locations
- Draws upon multiple relationships to exchange ideas, resources, and know-how
Customer focus
Building strong customer centric relationships and delivering customer-centric solutions
- Gains insight into customer needs
- Identifies opportunities that benefit the customer
- Builds and delivers solutions that meet customer expectations
- Establishes and maintains effective customer relationships
Persuasiveness
Using compelling arguments to gain the support and commitment of others
- Positions views and arguments appropriately to win support
- Convinces others to take action
- Negotiates skillfully in tough situations
- Wins concessions without damaging relationships
- Responds effectively to the reactions and positions of others
KNOWLEDGE, SKILLS AND ABILITIES:
High business acumen and acuity
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment
Demonstrated knowledge ofnegotiation, probing skills, closing skills and handling objections
Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools (Salesforce) plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software
Excellent interpersonal and problem solving skills. Must have the patience and ability to engage customers in conversation
Excellent written and verbal communication skills, including a clear, confident speaking voice and a friendly rapport with customers. (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.)
Must have the ability to be flexible and creative in dealing with customers. Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers. Must be persuasive and highly motivated to make sales, with the ability to close sales without being perceived as pushy
Good keyboarding skills are needed. Ability to accurately type a significant number of words per minute
Spoken and written fluency in English
Bilingual is a plus
Ability and willingness to travel locally, regionally and nationwide up to 75%; work is primarily conducted off ChenMed premises
This position required use and exercise of independent judgment
EDUCATION AND EXPERIENCE CRITERIA:
- High School Diploma or GED required. Bachelor's degree in Marketing, Business Administration or a related field preferred OR additional combination of formal education, training and experience above the minimum will be considered in lieu of the education on a year-for-year basis.
- A minimum of 2 years of successful sales experience is required. Working with seniors a plus, as is a general understanding of Medicare Advantage
- A minimum of 2 years of business-to-business experience or equivalent management experience preferred
- Relevant sales experience with establishing and maintaining relationships with business/vendor partners
- Experience in telesales to input sales data into a computer while on the telephone with a customer
- This position requires possession and maintenance of a current, valid Driver’s License
PAY RANGE:
$38,509 - $55,013 SalaryThe posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for a bonuses or commissions.
EMPLOYEE BENEFITS
’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care.
ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day.
Current employees, if you want to apply to our internal career site, please click HERE
Current Contingent Worker please see job aid HERE to apply
#LI-HybridPay: $40-45/hr Must be bilingual in Spanish/English This role is onsite 5 days/week This role is supporting a team of 60 people Responsibilities: Provide Tier 1 & 2 Technical Support Respond to IT support requests via email, phone, or ticketing system Diagnose and resolve hardware, software, and network issues Escalate complex problems to higher-tier IT support when necessary Manage IT Assets & Systems Install, configure, and update software and hardware Maintain user accounts, access control, and permissions (Active Directory, Google Workspace, etc.) Ensure proper documentation of technical issues and resolutions Support Cloud & SaaS Applications Assist users with Office 365, Google Workspace, and other productivity tools Troubleshoot VPN, remote desktop, and cloud-based applications Security & Compliance Educate users on best practices for IT security Support data backup and recovery processes Monitor and report potential security threats Qualifications: Required Bachelor's degree in IT, Computer Science, or related field (or equivalent experience) Language: English & Spanish Experience with Windows, macOS, and Linux troubleshooting Knowledge of networking (DNS, DHCP, VPN, TCP/IP) Knowledge of the platforms (AZURE, INTUNE, IVANTI) Familiarity with ticketing systems (Jira, ServiceNow, Zendesk) Basic scripting (PowerShell, Bash) is a plus Strong problem-solving and multitasking abilities Excellent communication skills for non-technical user Ability to work in a fast-paced environment Preferred IT certifications (CompTIA A+, ITIL, Microsoft Certified: Modern Desktop Administrator) Experience with enterprise security tools (firewall, antivirus, endpoint protection) Previous experience in a customer-facing IT support role Tools IAM Application JIRA (Control of users with special profiles) Ivanti MdM Azure by Microsoft Intune MdM NetX 360 Aravo TPRM Salesforce
At QMG, our mission is to build long-lasting relationships with our clients and collaborate with them to help increase their profitability all while providing an amazing culture for our employees.
The QMG team comes from all over the globe. We hold various degrees, past experiences, and upbringings. Despite these differences, we are a close-knit team and united by similar goals.
Currently, we're looking for a full-time Account Manager. This person will get hands on training within our daily sales and business operations, additionally, they will meet and engage with our customers in person.
Additional Account Manager Responsibilities:
- Conduct in-person presentations in a friendly, professional manner
- Manage your Salesforce portfolio
- Work with the team on sales goals and business development needs
Qualifications:
- BS Degree is preferred
- 1-5 years experience working in a customer-serving role (restaurant, retail, hospitality, sales, etc)
- Good communication and interpersonal skills
- Confidence
- Leadership
- Teamwork
- Systematic
- Friendly
- Professional
Some of the Benefits:
- Weekly pay
- Learning and development
- Great team environment
- Paid Training
- Growth Opportunities
If you’re looking for a place where you can learn, grow and thrive in an employee-focused environment, apply today!
Job Type: Full-time
Pay: $60,000 - $90,000 annually
Benefits:
- Paid training
Schedule:
- Monday to Friday
Work Location: In person
Account Manager
Miami, FL
This position will be Hybrid in the office/market 3 days per week.
Job Overview
As an Account Manager, you will work with market leaders and trailblazers who know and trust us to deliver news and information that impacts their business. You will have a seat at the table with the business community's most influential professionals.
Our Client is looking for select individuals who are driven to succeed and value high expectations. Qualified candidates thrive in a dynamic, challenging and hard-charging environment. They are confident self-starters with a results-focused orientation and a proven track record of exceeding expectations. With a strong desire to represent the best of the communities that our Client serves, they enthusiastically invite diversity of race, thought and experience.
Job Responsibilities
As an Account Manager, you will create and maximize revenue generation. You will foster and grow relationships with high-target prospects and valued clients while working in collaboration with your local and corporate-based teams.
- Continually prospect and generate high-quality targets using our sales process
- Meet key performance metrics and goals on a weekly/monthly and annual basis
- Actively diversifying client base by offering strategic solutions with a viable revenue mix
- Develop and present customized advertising solutions
- Effectively manage sales pipeline and revenue gaps using Salesforce
- Constant development of market intelligence and general business acumen
- Cultivate relationships within the business community through consistent networking and attendance at all sponsored events
- Exhibit a coachable mindset and take an active role in training and development
Skills & Experience
- Two years of sales experience preferred; recent graduates considered
- Media experience preferred but not required
- A strong orientation to strategic thinking, communicating, influencing and building relationships at all levels
- Ability to simultaneously manage short and long-term opportunities
- Strong organizational, analytical and written/oral communication skills
- The ability to work independently in a constantly changing environment
- A team player who thrives in collaborative environments and partners across all departments and levels
- College degree or comparable work experience
- Proficiency with all Microsoft Office products (Microsoft Excel, Outlook, OneDrive, Word, PowerPoint, SharePoint, Teams)
Additional Job Information
Total compensation includes Base ($50,000) + Uncapped commission. Our Client offers guaranteed commission at a minimum the first 3 months w/competitive benefits.
Our Client offers a variety of rich and competitive benefits including bundled health, dental and vision plans designed to meet our employees' needs. They also provide programs to support mental health and wellness and a generous time-off policy in support of taking the time needed to recharge.
Here are just a few of their programs:
* Paid Parental Leave
* 401K Plan with Employer Match
* Flexible Spending Accounts
* Employee Assistance Program
* Multiple Employee Dependent Scholarship Programs
* Commuter Flexible Spending
* Lifestyle Programs (Including incentives for healthy habits)
* Medical Infertility Services
* Corporate discount programs
* Employee Recognition/Service Awards
* And so much more!
(Benefits coverage indicated above may be based on employee participation in benefit programs and eligibility)
Compliance Statement
This Company is an Equal Opportunity Employer. The Company considers applicants for all positions without regard to race, color, religion, national origin, gender, age, marital status, disability, veteran status, sexual orientation, genetic information or any other characteristic protected by applicable city, state or federal law.
Location: Remote, U.S.-based, with preference for candidates based in Florida or the Southeast
Job Type: Full-Time
Travel: 25%+ based on client and business needs
About DDSCAD
DDSCAD helps architecture, engineering, construction, and owner organizations improve how they design, coordinate, build, and deliver projects. As an established Autodesk partner serving the industry since 1988, we combine software expertise with implementation, training, advisory, and professional services to help clients improve workflows, collaboration, and project outcomes.
Opportunity
Help build DDSCAD’s next growth engine in construction software. We combine the agility of an entrepreneurial team with the credibility and foundation of an established Autodesk partner, and we’re looking for a proven hunter to win new logos, build pipeline, and drive measurable growth—with uncapped earning potential.
We are hiring a Sales Executive – Construction Solutions to drive new business and net-new logo acquisition across the AEC market. This role focuses on Autodesk construction solutions within the Autodesk Forma ecosystem, including capabilities formerly known as Autodesk Construction Cloud (ACC).
This is a hunter role for someone who can open doors, generate qualified pipeline, run strong discovery, and close new business by connecting client pain points to software, services, and measurable business outcomes.
Role Summary
The Sales Executive – Construction Solutions is responsible for generating net-new revenue by identifying, engaging, qualifying, and closing new clients for DDSCAD’s construction software and related service offerings.
The role will focus primarily on organizations that can benefit from Autodesk’s construction technology stack, including collaboration, document control, project management, coordination, and connected workflow solutions.
This is not a passive inbound role. We are looking for a proactive, commercially sharp sales professional who is comfortable prospecting into construction and project-delivery environments and who can build credibility with executives, operations leaders, and technical stakeholders.
Key Responsibilities
● Build and manage a pipeline of qualified new-logo opportunities focused on construction software solutions and related services
● Prospect through outbound calls, email, LinkedIn, networking, events, referrals, partner relationships, and targeted account development
● Identify and engage target accounts across general contractors, subcontractors, developers, owners, and AEC firms
● Conduct discovery conversations to understand client workflows, pain points, digital transformation priorities, and business drivers
● Position DDSCAD’s value across software, implementation, training, advisory, and client success support
● Lead the sales process from initial outreach through qualification, solution alignment, proposal, negotiation, and close
● Coordinate with internal technical and delivery teams to ensure accurate solution positioning and a strong post-sale handoff
● Maintain accurate pipeline, activity, forecasting, and opportunity data in CRM
● Build productive working relationships with Autodesk field teams and other relevant ecosystem partners
● Stay current on construction technology trends, BIM/VDC workflows, collaboration platforms, and Autodesk’s evolving Forma ecosystem
What We’re Looking For
● 5+ years of quota-carrying B2B sales experience in the construction space
● Demonstrated success in new business development and net-new logo acquisition
● Proven hunter mentality with a consistent track record of meeting or exceeding sales quotas
● Required: proven success closing mid-market deals in software, services, or solution sales
● Preferred: experience supporting or closing enterprise-level opportunities involving complex stakeholders and longer sales cycles
● Experience selling one or more of the following: construction technology, Autodesk solutions, SaaS, AEC software, BIM/VDC-related services, consulting, or workflow transformation solutions
● Strong consultative selling, discovery, and opportunity management skills
● Excellent communication, presentation, problem-solving, and negotiation skills
● CRM fluency and the ability to manage the full sales cycle independently
● Ability to communicate effectively with executives, project leaders, operations stakeholders, BIM/VDC leaders, and technical users
● Disciplined follow-up habits and strong CRM hygiene; Salesforce experience is preferred
● Familiarity with the AEC industry and construction project-delivery environment is strongly preferred
● Professionals with real-world experience in VDC, preconstruction, and/or field construction, combined with a genuine passion for technology and digital transformation, are especially encouraged to apply
● Bachelor’s degree preferred, or equivalent relevant experience
● Willingness to travel 25%+ in support of client engagement, business development, and team collaboration
What Success Looks Like
● Consistent creation of qualified pipeline
● Growth in net-new accounts and closed-won revenue
● Strong alignment between what is sold and what DDSCAD can deliver successfully
● Clear CRM visibility, forecast accuracy, and professional follow-through
● Trusted relationships with clients, internal teams, and Autodesk stakeholders
What We Offer
● Medical, dental, and vision benefits offered
● 401(k) with company match
● Generous vacation, sick time, and paid holidays
● Ongoing training and professional development
● A collaborative, growth-focused culture with opportunities for advancement
● Remote flexibility, backed by a strong technical and administrative support team
● Competitive base salary with uncapped commission potential
Why Join DDSCAD
● Join a company operating at the intersection of software, services, and digital transformation in the AEC industry
● Sell solutions that address real operational and project-delivery challenges
● Work closely with leadership and subject-matter experts in a focused, entrepreneurial environment
● Help shape growth in a market where strong performers can make a visible impact
Compensation
● Competitive base salary
● Uncapped commission structure
● Target earnings aligned with experience and performance
● Benefits package and paid time off
Target Compensation Range
● Base salary: Depends on experience between $75k to $100k
● On-target earnings: $170,000–$210,000
● Commission: Uncapped
Apply
If you have a proven track record in new-business sales, understand the construction industry, and want to help scale a high-growth construction software practice inside an established Autodesk partner, we’d like to hear from you.
Summary:
The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.
Business analytics uses data modeling and predictive insights to guide planning and decision-making.
Responsibilities:
Business Planning & Forecasting
- Lead monthly and quarterly demand forecasting and sales planning.
- Improve forecast accuracy through pipeline and historical trend analysis.
- Build financial and volume projections for regional planning.
- Support annual budgeting and long-range strategic planning.
- Develop financial models and support growth execution.
Pipeline & Performance Management
- Manage pipeline review cadence with GMs and commercial teams.
- Identify risks and opportunities across markets.
- Track KPIs: revenue, margin, backlog, inventory, sell-through.
- Develop KPI strategies and translate data into insights.
Regional Business Liaison
- Act as primary liaison between VP, country GMs, finance, and supply chain.
- Align regional priorities with corporate strategy.
- Support pricing strategy, promotions, and channel performance.
- Facilitate business reviews and executive presentations.
- Bridge data insights and strategic decisions.
Data & Analytics Leadership
- Develop dashboards and reporting tools (Power BI, Tableau, Excel).
- Build predictive models to support demand planning and inventory optimization.
- Automate reporting and improve data quality.
- Manage and ensure accuracy and delivery of performance insights.
Strategic Insights & Decision Support
- Provide actionable insights to improve market performance.
- Conduct market trend and competitive analysis.
- Support product mix optimization and profitability analysis.
- Support forecasting, planning, and strategic decisions.
- Conduct feasibility studies
Education, Qualifications & Experience:
- Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
- Master’s degree (MBA or Data Analytics) preferred
Experience:
- 3–5+ years in business analytics, planning, FP&A, or commercial strategy
- Experience supporting multi-country or LATAM markets
- Experience in manufacturing, HVAC, distribution, or industrial sectors preferred
Technical Skills
- Advanced Excel & financial modeling
- Power BI / Tableau / SQL
- CRM/ERP pipeline analysis (Salesforce & SAP preferred)
- Forecasting & demand planning
- AI-driven analytics & predictive modeling (preferred)
Leadership & Soft Skills
- Strong business acumen and strategic thinking
- Executive-level communication
- Ability to influence without authority
- Cross-cultural collaboration
Success Metrics (KPIs)
- Forecast accuracy improvement
- Inventory optimization & reduction
- Pipeline visibility & conversion rate
- Regional revenue & margin performance
Inside Sales Representative (CALL CENTER ENVIROMENT) Onsite
Location: Miami, FL (On-site – Doral area)
Schedule: Monday–Friday | Contract to hire | No weekends
Pay: $21/HR+ Commission ($1,000–$4,500/month potential) 40 Hours a week
About the Role
We are a fast-growing financial services company expanding our sales team in Miami. If you're driven, persuasive, and ready to build a rewarding career in business lending, we want to hear from you!
This is a high-volume outbound sales role where you’ll engage warm and cold leads, working with small business owners to help them secure funding solutions that support their growth.
What You'll Do
- Make 80+ outbound calls per day using a dialer (calls to warm/cold B2B leads)
- Speak with merchants who have worked with us before or recently showed interest through our website
- Present financial programs and guide prospects through the sales process
- Handle objections, close deals, and build long-term client relationships
- Track activity in Salesforce CRM
Why Join Us?
- Base salary + uncapped commissions (most reps earn $1K–$3K/month, top reps exceed $4,500/month)
- Full benefits when converted to full time : Medical, Dental, Vision, PTO, 401(k) match, Paid Holidays
- No weekends, no late nights – Monday to Friday schedule
- Training provided – no industry experience required
- Work in a supportive, team-oriented environment with daily coaching and growth paths
- Conveniently located around (Miami/Doral)
What We’re Looking For
- 2+ years of inside sales, call center, or closing experience preferred
- Comfortable in a high-call-volume, commission-driven setting
- Strong communicator with goal-oriented mindset
- Self-starter who thrives in fast-paced environments
- Familiarity with Salesforce or similar CRM is a plus
Job Title: Database Administrator
Type: Direct Hire
Location: Miami, FL (4 days onsite per week)
Summary
Our client is seeking an Associate Database Administrator to play a critical role in ensuring the optimal performance, availability, and support of enterprise database platforms, primarily MySQL. As a key member of the team, the ideal candidate will be responsible for managing, monitoring, and testing all databases across the enterprise, providing expert Tier III support for SQL databases supporting client-server and web-based applications. This role leverages technical expertise to drive database efficiency, scalability, and reliability while collaborating closely with development teams.
Responsibilities
- Analyze and troubleshoot custom application interactions with all databases, creating and executing queries to remediate integration issues.
- Create databases, configure file locations, transaction logs, indexes, and other database components. Support database migrations in collaboration with developers, ensuring performance and security.
- Assist in system and database modernization initiatives.
- Perform manual and scheduled maintenance procedures for backups, optimization, and indexing. Monitor logs, disk usage, and performance metrics to ensure functionality and accessibility.
- Troubleshoot database-related issues, including networking, connectivity, and performance challenges. Develop methodologies for ongoing performance assessment and identify areas for improvement.
- Support application development teams by performing server administration tasks, including assigning logins and granting access rights.
- Collaborate with developers to troubleshoot application-related issues.
- Utilize built-in SQL and third-party tools to collect and analyze statistical data. Implement optimizations and compare results to baseline performance.
- Document work performed and communicate updates to stakeholders via email and the service management platform.
- Perform other duties as assigned by management.
Requirements
- Advanced understanding of MySQL, MS SQL, or other relational database engines.
- Understanding of non-relational database engines such as MongoDB, REDIS, or Cassandra.
- Proficient in SQL management tools (e.g., MySQL Workbench).
- Understanding of server resources and management.
- Basic understanding of supporting software development throughout the SDLC.
- Familiarity with scripting and automation.
- Ability and willingness to quickly adjust priorities as business needs shift.
- Strong conceptual, analytical, technical, problem-solving, and reasoning skills.
This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.
Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Conduct analysis/underwriting functions, as needed.
Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.
Prepare documentation, memos, and/or presentation as needed.
Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.
This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.
Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.
Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.
Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.
Assist in the training process of new underwriters.
Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.
Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.
Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Conduct project site visits/inspections and report findings.
Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Any other duties as assigned by the Chief Credit Officer or supervisor.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.
Formal credit training preferred.
Minimum Work Experience Requirements: 10+ years of professional experience credit underwriting/credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position is hybrid/remote work eligible.
Cohera was born from the merger of 360 Destination Group and CSI DMC and brings together decades of destination management experience under one name. As a company that values innovation, creativity, and excellence, we pride ourselves on utilizing a unique and customized approach to deliver unforgettable events that leave our clients speechless.
We now find ourselves seeking a hospitality-oriented individual with a passion for design and events to be the next Senior Director of Events for our South Florida Office! As a member of our rockstar team, you’ll bring to life a variety of corporate events ranging from carnival-themed seminars to Latin nightclub receptions all while collaborating with professionals who are equally as passionate about creating memorable experiences as you!
This is what WE offer YOU...
- A competitive salary based on experience.
- Incentive eligibility based on program size and profitability.
- Health insurance coverage including medical, vision, and dental.
- Discretionary PTO for vacation and personal time, paid holidays, and paid sick leave accrued based on hours worked.
- 401(k) with employer match.
- Company-paid short term and long term disability insurance coverage.
- Company-paid $50,000 basic life insurance.
- Voluntary life insurance.
- Paid DMCP and/or CMP certification.
- Paid industry memberships.
As a Senior Director of Strategic Accounts, you will...
- Provide day-to-day leadership to the Event Management team, aligning departmental efforts with company revenue and operational and profit goals.
- Collaborate with DOS and DDD to provide structure, motivation, and mentorship to the team to drive performance and operational objectives.
- Work with General Manager and local destination SDOS/DOS to review and report on all sales and partner related metrics, own and manage budgets for associated goals, and predict, manage and maintain teams and meetings keeping in mind short and long-range planning opportunities.
- Partner with the Senior Director/Director of Sales and Director of Design & Development in destination to ensure cohesive communication and resource sharing across departments.
- Partner with the Program Financial Manager to ensure final client billing is completed within seven business days, P&Ls are closed accurately and on time, and program profitability is achieved.
- Oversees Event Management department, providing daily leadership, mentoring, and development to their team while aligning operations with company strategy, fostering a high-performance culture, and collaborating with peers to achieve financial and operational goals.
- Lead performance reviews and guide personnel decisions for the operations team in partnership with General Manager, EVP EventManagement, and Human Resources.
- Address team performance or behavioral concerns promptly through immediate verbal feedback and the development of corrective action plans.
- Lead the Event Management portion of the weekly destination call/meeting and weekly destination Event Management team meetings, delivering updates, training, and financial performance expectations.
- Lead debrief sessions on completed programs, capturing lessons learned and vendor feedback.
- Attend or call into other destination meetings as needed.
- For regional responsibilities, travel to additional teams at least once per quarter for site inspections, program execution, or training.
- Assist with training and developing all members of the Event Management team.
- Work with other destination Director of Events & Strategic Training to deliver hands-on training to both new hires and existing team members within the operations department.
- Support Event Managers in identifying creative upselling opportunities and resolving client concerns.
- Meet regularly with the General Manager to review program opportunities, individual performance, and departmental goals.
- Attend approved trainings where applicable.
- Plan and execute one annual training day for destination Event Staff and/or one holiday event.
- Adhere to and enforce all company operational processes, ensuring compliance with the latest standards and requirements.
- Collaborate with local and regional leadership to align with company strategy, support growth initiatives, and drive operational efficiency.
- Serve as the primary point of contact for clients throughout the planning process and maintain an open line of communication with client during program dates and when client is in destination.
- Conduct assigned program operational site inspections, planning visits and walkthroughs.
- Be onsite during program duration; be flexible and maintain an open line of communication with client during program dates and when client is in destination.
- Ensure programs meet profitability targets by tracking costs, managing the P&L, and maintaining or growing profit margin from initial contract.
- Overseeing billing in collaboration with the Program Financial Manager.
- Collaborate with Sales, Strategic Accounts (if applicable), Design, Design Studio, and Vendors in successful and cohesive program delivery.
- Assist with multi-destination support as needed, including travel to other offices or destinations for program execution or team support.
- Participate in site inspections and program walkthroughs to ensure operational readiness and client satisfaction.
You'll stand out from the crowd if you...
- Work as a productive team member, take initiative, act creatively, operate flexibly, and do everything with honesty, integrity, and with a focus on client satisfaction.
- Work well in a fast-paced team environment, work overtime when required, and deliver quality service to our clients.
- Act in a self-starting way, make good independent decisions, and take steps to complete work within time parameters.
- Generate new and innovative ways to improve our company's products and services.
- Recognize essential elements of a challenge and develop creative solutions.
- Are detail-oriented with vendor contracts, invoices, and agreement clauses.
- Respond quickly to changing circumstances and anticipate new developments where possible.
- Act in a forthright way.
- Give and accept feedback constructively.
- Recognize and consider the client’s expectations and needs and have a “do what it takes” mentality.
We are seeking someone with...
- Twelve or more years of progressive event management experience in a DMC, agency, or hospitality environment.
- Eight or more years of event management experience preferably in the DMC industry.
- Three or more years of direct people management experience in hospitality.
- Proven track record managing multi-million-dollar, multi-day events and client portfolios.
- Deep understanding of the DMC industry, large-scale event operations, and client lifecycle.
- Expert-level knowledge of budgeting, forecasting, and profitability analysis.
- Exceptional leadership, coaching, and team development skills.
- Advanced understanding of contract negotiation and vendor management.
- Exceptional communication and interpersonal skills.
- Strategic thinker with the ability to translate vision into actionable plans.
- Strong executive-level communication and presentation abilities.
- High proficiency in multitasking, decision-making, and navigating ambiguity.
- Skilled in relationship-building with clients, vendors, and internal stakeholders.
- Solutions-oriented with the ability to work independently and as part of a team.
- Ability to travel to other Cohera office locations by vehicle or airplane.
- Advanced proficiency in Microsoft Office Suite; adaptable to CRM and other software (e.g., Salesforce, Dayforce).
- Computer, phone, copiers, smart phones, tablets and other standard office equipment.
Job Conditions:
The specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually low. The physical demands described below are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is:
- Frequently required to perform administrative and professional work using writing tools and electronic media.
- Required to be ambulatory to move around freely between buildings and between levels within buildings.
- Occasionally lift and/or move up to 30 pounds.
- Occasionally exposed to fumes or airborne particles and toxic or caustic chemicals associated with office work.
Disclaimer:
This job has recurring work situations involving moderate degrees of discretion. The need for accuracy and effective utilization of accepted policies and procedures is high. Errors in judgment and execution will waste time and resources, adversely impacting unit performance. Employees operate independently but work is verified by supervision. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Acknowledgements:
Cohera is an Equal Opportunity-Affirmative Action Employer / Disability / Veteran. Candidates who receive an offer of employment will be legally employed by 360 DG New York LLC dba 360 Destination Group until the organization transitions to Cohera LLC on April 1, 2026. Until that date, all employment-related documents including offer letters, agreements, and payroll records will reference 360 DG OCLA LLC dba 360 Destination Group. Upon transition, employment will transfer to Cohera LLC with no interruption to service, tenure, or benefits.