Salesforce Login Jobs in Ut Remote

43 positions found — Page 3

Outside Sales Representative
🏢 Auris
Salary not disclosed
Orem, UT 1 week ago

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.


Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).


Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.


During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.


Responsibilities

  • Responsible for prospecting new clients
  • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
  • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
  • Attend weekly team meeting and weekly one-on-one with leader
  • Additional responsibilities may be assigned as needed



Minimum Qualifications

  • 18 years of age or older
  • Valid Driver’s License and valid automobile insurance
  • Successful completion of pre-employment background check
  • Must live in area relative to job posting location
  • At least two years of relevant experience
  • Excellent prospecting, communication, presentation, and networking skills
  • Works well independently and as part of a team
  • Incentive-driven sales “hunter”
  • Professional demeanor and impeccable integrity
  • High sense of urgency and innate sales talent
  • Enjoys cold-calling and speaking with people face to face
  • Accountable for measurable, high-quality, timely results
  • Ability to be in the field, a minimum of 50% of the time


Preferred Qualifications

  • High school diploma/GED
  • Prior experience in a B2B Sales role
  • Prior experience with a CRM tool, such as Salesforce or Hubspot


Competencies

  • Awareness
  • Driven
  • Resilient
  • Respectful
  • Committedness



Compensation (pay transparency) and Benefits


  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
  • We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.


***State Specific***


Nevada and Colorado

Not Specified
Account Executive - Troy Cropp - Salt Lake City Office
Salary not disclosed
Salt Lake City, UT 1 week ago

About Goosehead

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. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners.


Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.


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 first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.


Experience And Education

  • Passing the state licensing exam, once hired
  • Legally authorized to work in the United States


Required Skills And Abilities

  • 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, hands on, self-starter mindset that can do the work
  • Strong time management
  • Strong attention to detail and organization


Benefits Summary

  • High quality voluntary health, vision, dental insurance programs
  • Paid holidays, vacation, and sick leave
  • Benefit offerings vary per agency*


This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Payroll Specialist
🏢 BBSI
Salary not disclosed
Lehi, UT 2 weeks ago

The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements.


The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams.


This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office.


Duties and Responsibilities

  • Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies
  • Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members
  • Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client
  • Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies


Desired Skills and Experience

  • Minimum 5 years of payroll experience – ideally in a multi-client, fast-paced, demanding environment
  • Strong client service orientation and superb customer service skills
  • Demonstrated experience in process improvement and streamlining – within prior role or department
  • Experience as a bookkeeper or accountant desirable
  • Must be self-driven to succeed and help drive success for our business owners
  • Knowledge of wage and hour laws and taxability of wages.
  • Exposure to workers’ compensation claims management helpful.
  • Effective communicator with individuals at all levels within an organization
  • Professional appearance and demeanor; excellent verbal and written communication skills
  • Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision
  • Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus
  • Associate’s degree preferred; advanced degree is a plus
  • CPP or FPC designation highly preferred
  • MS Office experience
  • Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training


For Individuals with these requirements, this position offers at a minimum:

  • The stability of working for a publicly traded, growth-oriented company
  • Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals
  • Opportunity to impact the success and growth of client companies and BBSI
  • Knowledge that you are working for a results-oriented organization
  • Experience interacting with professionals in multiple industries


Salary and Other Compensation:

The starting income range for this position is $26.00-$28.00 hourly. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.



This position is also eligible for incentive pay in accordance with the terms of the Company’s plan.


Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.


Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.


Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.


If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. Please apply via this posting and not by contacting our local or corporate offices.


Click here to review the BBSI Privacy Policy: applicants: to see how we protect your data, visit our website at:

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
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
Training Coordinator - Hybrid
Salary not disclosed
Atlanta, Hybrid 1 week ago
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.

Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.

Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.

Visit us at to learn more and view our open positions.

Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Abdul at (224) 507-1295 Title: Training Coordinator
- Hybrid Duration: 12 Months Location: Charlotte, NC, Schedule: 3 days in office, 2 days remote Only W2 candidates are eligible for this position.

Third-party or C2C candidates will not be considered.

Description: Reports to: Manager, Customer Education Purpose of Position: The Global Marketing Customer Education and Programs Team is responsible for delivering best in class, industry-leading Marketing Programs and Customer Education.

These programs and trainings deliver product awareness, solutions, and services through both hands-on and virtual educational offerings extending Client's Customers and Program Members product preference and brand loyalty.

The Training Coordinator, Customer Education will be responsible for supporting Customer Education initiatives such as supporting program members, training/alliance partners, and other applicable customers in the In-Building, Data Center, and Carrier Markets.

This person will take direction from the Manager, Customer Education to develop the annual education plan for USCAN.

They will project lead the development of class content, marketing materials, and class scheduling to ensure that the education plan is aligned with business strategy and is successfully executed.

The Customer Education team has a global footprint, and this role will be expected to have a cross-regional approach to ensure trainings and content within is supported uniformly within each region.

We support each other collectively to assist in team development, cross training and execution of events is vital! Additionally, is the expectation for cross-functional team support for paid classes, hands-on seminars, and field-level events.

Experience in marketing, customer service, and event management is recommended.

Fiber optic knowledge and training experience is helpful.

Major Roles and Responsibilities Growth and maintenance for customer training program that promotes and supports global marketing initiatives across markets and solutions.

Collaborate with Channel Marketing, Regional Marketing, Sales Engineers, Product Line Managers, and Engineering Services to identify Customer Education needs and future opportunities with a specific market audience.

With the direction and strategy from the Manager, Customer Education, develop and project manage Training Events both live and virtual to support the overall In-Building Network (IBN), Data Center and Carrier (CN) Sales strategy.

Collaborate with subject matter expects in Systems Engineering, Field Engineering, Application Engineers, and Regional/Applications Marketing regarding content and instructional design and develop or source training content and curriculum.

Work with Engineering Services and Field Engineering to build and maintain product samples and equipment to support class curriculum.

Collaborate with Distribution Branch Managers and Sales Engineers nationwide to coordinate logistics for live education classes.

Build promotional campaigns through marketing tools such as social media, marketing automation software and traditional inbound and outbound campaigns to support promotion of customer education events.

Maintain certifications and customer/program education records and report on results from Customer Education program.

Work with event planning software (Cvent) to set up accurate event registration/promotion, registration and after event reporting.

Establish and build relationships with external suppliers as needed.

Operate within a specified customer education budget.

Be available to provide basic customer support for program members.

Help maintain and develop program databases and processes to continually improve the training program.

As a representative of Client Optical Communications, ensure that you convey the highest level of integrity in behavior and appearance and help to fulfill all customer expectations as a premier supplier.

Skill and Knowledge Requirements: Education Requirement: BS/BA Marketing, Communications, or equivalent degree Required Experience: 2 years in marketing, communications, event planning or related experience Experience with instruction or training coordination and/or delivery preferred Desire to work with and learn software and cloud applications Required Skills: Planning and organizing Strong interpersonal skills Data gathering and analysis Problem analysis and problem solving Attention to detail Resourcefulness Basic knowledge and understanding of fiber optic networks What type of software will be used? Presentation Software (PowerPoint/Presenter) Microsoft Office SharePoint Marketing Automation Software (Marketo) Webinar Delivery Systems (AdobeConnect and WebEx Event Center) Social Media Platforms (LinkedIn) Event Planning Software (Cvent) This position does not support immigration sponsorship.

About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.

The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.

DivIHN is an equal opportunity employer.

DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.

Planning and Organizing, Problem Analysis and Problem Solving, Data Gathering and Analysis
Remote working/work at home options are available for this role.
internship
Registered Nurse Clinical Review-Hybrid-Los Angeles, California
Salary not disclosed
The Clinical Consultant – RN provides clinical leadership, consultation, and oversight across care management programs.

This role supports interdisciplinary care teams serving individuals with complex medical, behavioral health, and social needs, including people experiencing homelessness, serious mental illness, substance use disorders, chronic disease, and socioeconomic instability.

The Clinical Consultant – RN partners with Care Managers, Behavioral Health clinicians, Primary Care Providers, hospitals, Managed Care Plans, and community-based organizations to ensure high-quality, whole-person, and evidence-based care.

This position plays a critical role in care planning, clinical decision-making, transitions of care, medication management, quality improvement, and staff development while addressing social determinants of health and system barriers to care.

Essential Duties and Responsibilities Clinical Oversight & Consultation Provide clinical support and consultation to Care Managers, and interdisciplinary care teams across care management programs.

Serve as a clinical resource for chronic disease management, medication monitoring, and complex case review.

Guide staff in ensuring member safety and provide immediate consultation and escalation support for high-risk clinical situations.

Ensure clinical services align with evidence-based practices, regulatory standards, and program contracts, including requirements with Managed Care Plans (MCPs).

Care Planning & Coordination Provide clinical oversight and tracking of comprehensive intake assessments.

Participate in the development, review, and approval of patient-centered care plans, including initial plans and required updates.

Monitor progress toward care plan goals and recommend adjustments based on clinical findings and data.

Collaborate with Primary Care Providers, Behavioral Health clinicians, specialists, ACOs, MCOs, hospitals, and community partners to ensure services outlined in care plans are delivered.

Coordinate hospital admissions, discharges, and transitions of care to promote continuity, safety, and prevent avoidable readmissions.

Perform timely medication reconciliation following transitions of care and support medication adherence.

Data, Quality Improvement & Compliance Use data to evaluate outcomes of targeted interventions and assist in modifying care plans and care strategies accordingly.

Participate in quality improvement initiatives, audits, peer reviews, and program evaluations conducted by internal leadership, health plans, or external administrators.

Monitor continuous quality improvement measures through documentation review, clinical consultation, and chart audits.

Oversee charting and documentation standards to ensure compliance with contracts, program requirements, and organizational policies.

Documentation & Systems Complete and review care plans, assessments, and case notes using required systems (e.g., Salesforce, EHRs, or health plan platforms).

Maintain accurate, timely, and compliant documentation using SMART format where applicable.

Ensure confidentiality and compliance with HIPAA and all applicable federal and state regulations.

Staff Development & Team Collaboration Provide staff development training, coaching, and clinical guidance for care management staff.

Participate in weekly, bi-weekly, and monthly interdisciplinary care team meetings to review client progress, evaluate program effectiveness, and develop strategies to enhance care delivery.

Present cases and clinical insights during scheduled case conferences.

Attend required trainings, webinars, meetings, and conferences to maintain clinical excellence and program knowledge.

Support and expand programming that addresses social determinants of health and strengthens connections to community-based organizations.

Promote monthly health promotion topics and materials aligned with program priorities.

Expectations & Professional Standards Prioritize client health, safety, dignity, and self-determination.

Communicate with professionalism, tact, and cultural humility.

Demonstrate the ability to work under pressure and manage multiple complex priorities.

Maintain strict confidentiality and ethical standards.

Adapt effectively to change and support continuous improvement.

Model openness, honesty, accountability, and teamwork.

Demonstrate sensitivity to cultural, linguistic, and socioeconomic diversity.

Adhere to organizational safety policies, compliance standards, and guiding principles.

Required Qualifications Active and unrestricted Registered Nurse (RN) license in the State of California, in good standing.

Experience working with vulnerable populations, including individuals with histories of trauma, homelessness, substance use disorders, serious mental illness, or socioeconomic stress.

Strong clinical assessment, critical thinking, and problem-solving skills.

Comfort working autonomously in community-based and outreach settings.

Experience using data to track outcomes and measure performance.

Basic computer proficiency, including email, spreadsheets, and electronic documentation.

Valid California Driver’s License and proof of auto liability insurance meeting state of California minimum requirements.

Knowledge and applied practice of HIPAA compliance and healthcare regulations.

Preferred Qualifications Bilingual in English and Spanish.

Partners in Care Foundation is an equal opportunity employer.

We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.

All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
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
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! 


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Remote working/work at home options are available for this role.
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