Principal Salesforce Consultant
Minneapolis, MN jobs
Redpath Consulting Group, LLC.
Compensation: Based on experience
Redpath Consulting Group, established in 2008, is a Salesforce partner providing cloud solutions and strategies to clients of all sizes. We strive to create long-term relationships with clients by providing unparalleled customer service and technical ability. We provide an open, fast-paced, and highly collaborative working environment.
The Principal Consultant will coach and mentor Salesforce consultants on the Higher Education team, engage directly in client billable work, and play a Salesforce solution engineer role for Higher Education opportunities. Successful candidates in this role will have experience working as a Salesforce consultant or Administrator, have an aptitude for mentoring and training, and have experience working in the field of Higher Education. They are skilled at selling a Salesforce platform solution by engaging in sales discovery, demos, solution visioning and speaking the language of higher education.
Location preference is Twin Cities, Minnesota but open to the right remote candidate.
What We Seek in a Principal Consultant
Radical Ownership.
You take full responsibility for the customer's success, not just your assigned tasks.
Go beyond completing your checklist; look ahead to identify potential problems, challenges, or opportunities the customer hasn't even seen yet.
Greet ambiguity and challenges with solutions. You initiate next steps, moving a task forward, and you see tasks through to the very end.
Proactive and Intentional Communication.
Excellent service requires you to have constant, high-quality, forward-thinking communication.
Don't wait for the customer to ask for an update. You proactively provide the information they will need next.
Every interaction you have should be thoughtful, clear, complete, and concise.
Advising with Authority.
Strategic advising requires you to move beyond suggestions to offer clear, confident, and actionable recommendations.
You use your deep knowledge and understanding of the customer's problem to offer decisive insights.
You clearly articulate the rationale, potential impacts, and tradeoffs of different options, then you guide the customer toward the best solution instead of simply presenting a menu of choices.
Value-Driven Excellence.
Focusing on the quality and impact of your work ensures that deliverables translate into true value.
The goal isn't the completion of a checklist but the achievement of the customer's desired outcome.
You use every opportunity to be meticulous, careful, thoughtful, and timely. This focus on quality in both service and advice consistently meets and exceeds high expectations.
Accountabilities
Project Delivery
Responsible for engagement delivery standards aligned with Redpath Core Processes
Consistently adhere to the Redpath Core Process and provide feedback towards continued refinement
Serve as a coach and mentor of the Redpath Core Processes to all consultants and developers
Lead medium to large sized engagements
As a lead consultant, collaborate with/support project manager to identify timeline and tasks
As a lead consultant, estimate user stories and schedule into sprints
As a lead consultant delegate tasks to team members
Collaborate with and lead project team members through solutioning to identify the best design for a client.
As a lead consultant, collaborate with a project manager to ensure on-time, on budget, and in scope delivery
Delegate to and collaborate with architects, developers and consultants
Mentoring and Training
Provide Higher Education industry and applicable product/solution mentorship and coaching to Redpath team members
Coach team members to provide sound and scalable solutions & excellent service to Redpath's clients
Model Repath values and actively strive to promote a connected and engaged team
Sales and GTM Support
Collaborate with the sales team to highlight Redpath's value proposition to prospects and elicit requirements from prospect stakeholders to scope custom Salesforce solutions
Provide sales solution engineering and estimation support by developing technical solutions for a prospect from industry knowledge and prospective client discovery calls
Prepare and deliver compelling solution presentations and product demonstrations to prospective clients
Develop and customize proposals, including responses to RFPs (Requests for Proposal)
Act as a thought leader for the practice area by writing blog posts, speaking at events, and leading Redpath webinars
Actively pursues staying current with industry trends, competitor products, and new technologies
Billable Utilization
Maintain minimum level of billable utilization as determined by Redpath leadership
Qualifications
Required
5+ years experience working directly in Higher Education, specifically in Continuing Education, Corp Relations, and/or Research Administration
4+ years experience delivering Salesforce solutions in an agile environment
2+ years experience in sales pre-sales support or sales engineering
Salesforce Consulting experience
Experience with Salesforce Education Cloud and EDA (Education Data Architecture)
Solid understanding of Salesforce.com platform and cloud architecture
Salesforce Certified Administrator
Education Cloud Salesforce Consultant certification or ability to gain within 90 days
Preferred
BA/BS or equivalent experience
4+ years Salesforce consulting experience
Experience in Higher Education Advancement and/or Student Services
System integration experience (design or development)
Higher Education ERP/SIS familiarity (Banner, PeopleSoft, etc.)
Experience working with third party delivery and product partners.
Experience with business process documentation.
Google G-Suite experience
Redpath is an Equal Opportunity Employer.
US citizens and those authorized to work in the US are encouraged to apply.
Salesforce Developer
Hartford, CT jobs
Hi,
Please find the below JD and let me know your response once..!
Salesforce Developer
Type : Contract
NOTE : Looking for Visa Independents only. Who can ready to work on our W2.
Below is the JD:
Minimum 12 years of experience working within the Salesforce ecosystem
Proven hands-on Salesforce coding and configuration
Extensive expertise in various integrations, particularly API integrations
Proficient in code review and effective collaboration with development teams
Experience with Salesforce Certifications is a plus
Note: Please share me your resumes to **************************.
SQL Server & ERP Database Administrator - Onsite in Buckhead
Atlanta, GA jobs
We're looking for a mid-level SQL Server DBA to join our client's team in Buckhead on a direct-hire basis. This is a great opportunity for someone looking to grow their DBA career in a stable environment with strong mentorship and excellent benefits.
What you'll do:
Support and maintain SQL Server databases in a production environment
Assist with release management, deployments, and change control processes
Work with ledger-based ERP systems, ensuring data integrity and performance
Participate in database monitoring, troubleshooting, and optimization
Collaborate with application, finance, and IT teams
What we're looking for:
2+ years of strong SQL Server experience
Hands-on exposure to release management processes
Experience supporting or working with ledger-based ERP systems
Solid understanding of database fundamentals, performance, and reliability
Eagerness to learn and grow in a structured, team-oriented environment
Why this role stands out:
Direct hire with a well-established client
On-site role in Buckhead with the ability to work remotely one day per week
Excellent benefits package
A dedicated mentor assigned to support career development and growth
If you're a SQL DBA looking to take the next step in your career with guidance and long-term opportunity, we'd love to connect.
Peoplesoft Administrator
Seattle, WA jobs
Understanding the Peoplesoft Finance
Execute security related processes to update/maintain the PeopleSoft security structure.
Create and maintain PeopleSoft dynamic security groups, user setup, and roles and dynamic queries.
Responsible for synchronizing security roles and permissions to portal menu navigation, updating user profiles based on transactions processed, and processing approved system security access requests and changes. Maintain Query Access Manager and test potential security system changes before moving new methods to production.
Evaluate PeopleSoft upgrades for impact on configuration and mitigates unintended consequences and maintains functional documentation for the PeopleSoft security configuration and processes.
Respond to inquiries from internal and external auditors.
Maintain and troubleshoot module related interfaces and maintain and update module foundation tables.
Manage workflow and troubleshoot errors.
Experience configuring and implementing Process Groups, Web Libraries, Web Services ;
Experience with PeopleSoft reporting tools including Crystal, nVision, Query, and BI Publisher.
Experience single signon configuration and LDAP/Active Directory integration;
Experience working with Database and Network Administrators to ensure that security requirements are accurately enforced throughout the underlying infrastructure;
Working knowledge of and experience with all aspects of the security audit process;
Experience in Compare reports for upgrade and retro fit Custom Security roles and permission lists
Base Salary Range: $120,000 - $170,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Onsite Support Engineer
Boxborough, MA jobs
Must Have Technical/Functional Skills:
Perform onsite analysis, diagnosis, and resolution of complex desktop/mobility/Laptop problems for end users, recommend and implement corrective solutions.
Manage and maintain mobility queue and meet SLAs for incoming tickets.
Project manages software/hardware rollouts and refresh items.
Install, configure, test, maintain, monitor, and troubleshoot end-user workstations/mobile devices and related hardware and software to deliver required service levels.
Assess the need(s) for and implement performance upgrades to end user workstations/mobile devices, including the installation of these upgrades (for example memory).
Provide technical guidance to other members of the team.
Collaborate with the global IT service desk and 3rd party vendors to ensure efficient operation of the company's desktop/mobility/Laptop environment.
Receive and respond to incoming calls, pages, and/or e-mails regarding desktop/mobility/Laptop problems.
Perform subject matter expert duties to other support teams when needed.
Develop and maintain software packages and tools used for software distribution.
Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring desktop/mobility/Laptop operations.
Accurately document instances of desktop /laptop equipment or component failure, repair, installation, and removal.
Interface with third-party support and equipment vendors
Additional skills:
Excellent communication skills, interacting with employees and contractors at any level.
Associate degree in information technology, or related field (or equivalent experience).
Minimum of 3 years of IT Desktop/Laptop Support experience.
Experience working in a global company.
Strong technical skills in supporting x86/x64 hardware platforms, Windows 10, Apple iOS, and Android mobile OS.
Working knowledge of a range of diagnostic utilities and core applications, including PC diagnostics, SCCM, security endpoint protection software, MFA & VPN.
Experience working in an Active Directory environment including SCCM (SMS).
Experience with Mac OS X, JAMF is a plus.
Experience working with 3rd party vendors in both support and contract areas.
Knowledge navigating 3rd party vendor applications and websites.
Concentrated focus on defect reduction and quality of services.
Excellent customer relations and customer support skills.
Experience working in a team-oriented, global, collaborative environment.
Salary Range: $64,000-$75,000 a year
#LI-CM2
JIRA Cloud Admin
Phoenix, AZ jobs
Role: JIRA Cloud Admin
Must Have Technical/Functional Skills
Selenium, Test NG, Automation, SQL, Python
Roles & Responsibilities
• Administer and configure Jira Cloud (Software and Service Management) and
• Confluence Cloud environments for multiple lines of business.
• Partner with Product Owners, Scrum Masters, Release Train Engineers and Software
• Engineers to implement Jira structures aligned with Amex's Scaled Agile Framework (SAFe) and enterprise Agile standards.
• Design and maintain custom workflows, screens, schemes, fields, filters, and dashboards that enable effective portfolio and team-level tracking.
• Manage user access, roles, and permissions through Atlassian Access and SSO integrations with Amex identity platforms.
• Implement and maintain automation rules and integrations (e.g., with Slack, GitHub, and ServiceNow).
• Support governance and compliance by ensuring configurations align with Amex security and audit standards.
• Provide technical support and Tier 2/3 troubleshooting for Jira Cloud and Confluence Cloud users.
• Develop documentation, training materials, and best practices to promote consistent usage across business units.
• Participate in Atlassian Cloud upgrades, testing, and change management processes in coordination with Enterprise Technology teams.
Interested candidates please share me your updated resume to *******************
Salary Range - $90,000 to $110,000 per year
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Trust Administrator
Wilmington, DE jobs
QUALIFICATIONS
Minimum BA or BS from an accredited 4-year college/university, Finance major and/or Trust Management minor preferred
Minimum of one to three years of Trust Administration experience required
Cannon or ABA Trust school a plus
CTFA certification preferred
Excellent verbal and written communication along with strong organizational skills
A passion for working with clients providing exemplary customer service
Experience with Microsoft Office Suite
ESSENTIAL DUTIES AND RESPONSIBILITIES
Request, receive, evaluate, and organize required documentation in connection with trusts for which the Company is being considered to serve as Trustee.
Initial entry of information for trusts into CRM and accounting systems, and related file setup for Trusts.
Handle opening bank and brokerage accounts for trusts.
Handle directions for investment transactions to be carried out for trusts.
Handle requests or directions for distributions from trusts.
Handle payments of trust expenses, including insurance premiums, etc. and ensure all are made in a timely manner.
Draft and send Crummey notices and other beneficiary notices when the Company is required to send them for Trusts.
Request, receive, evaluate, and organize information and documentation in connection with the administration of Trusts.
Record transactions and other information in the Company's accounting software for Trusts and respond promptly to suspense items and other internal inquiries with regard to assigned trusts.
Perform annual reviews of certain aspects of Trusts.
Assist in the preparation of bills for the company's services as Trustee by reviewing billing entries in the Company's billing records and providing a description of the services for invoices.
Assist with the collection of amounts owed for the Company's services as Trustee.
Perform Patriot Act compliance for all new and transfer trusts and the relevant parties as well as resolve any and all exceptions found during such compliance process.
Engagement in business development activities, such as meeting with prospective grantors.
Assist in the training of one or more Trust Administrator Assistants, as requested.
Provide a high level of client-oriented service to our clients while complying with laws and regulations to which the Company is subject.
Open proposed account files. Prepare document comparisons (if applicable) for review by Trust Counsel, obtain all documentation needed for account opening, conduct background checks as needed. Establish and maintain excellent communications with client, their attorney and other advisors.
Finalize documents for execution, seeing that everything needed for review by Trust Counsel has been provided.
Respond promptly and professionally to client and external inquiries.
Maintain current knowledge of developments affecting client accounts, including legal, tax and investment issues.
Adhere to all operating policies and procedures and when working with support personnel, ensure that they have done so as well.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Occasional travel may be required.
JIRA Cloud Admin
Phoenix, AZ jobs
Job Title : JIRA Cloud Admin
Experience Required - 5+ Years
Must Have Technical/Functional Skills
Selenium, Test NG, Automation, SQL, Python
Roles & Responsibilities
Administer and configure Jira Cloud (Software and Service Management) and
Confluence Cloud environments for multiple lines of business.
Partner with Product Owners, Scrum Masters, Release Train Engineers and Software
Engineers to implement Jira structures aligned with Amex's Scaled Agile Framework (SAFe) and enterprise Agile standards.
Design and maintain custom workflows, screens, schemes, fields, filters, and dashboards that enable effective portfolio and team-level tracking.
Manage user access, roles, and permissions through Atlassian Access and SSO integrations with Amex identity platforms.
Implement and maintain automation rules and integrations (e.g., with Slack, GitHub, and ServiceNow).
Support governance and compliance by ensuring configurations align with Amex security and audit standards.
Provide technical support and Tier 2/3 troubleshooting for Jira Cloud and Confluence Cloud users.
Develop documentation, training materials, and best practices to promote consistent usage across business units.
Participate in Atlassian Cloud upgrades, testing, and change management processes in coordination with Enterprise Technology teams.
Salary Range - $90,000 to $110,000 per year
TCS Employee Benefits Summary
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Salesforce Administrator
Remote
🚀 Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum - giving finance leaders the clarity and control they need to drive business forward.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Think you might be the next Veep to join? Read on!!
How you'll make a big impact here - and on your career:
At Versapay, you'll be at the heart of a high-growth, collaborative team that's obsessed with delivering exceptional experiences for our users and customers. Reporting to the Product Owner, Salesforce, you'll have the opportunity to:Shape the Future: Lead business-facing conversations, refine business issues, and translate user requests into creative, effective Salesforce solutions that drive real business value.Grow Rapidly: Expand your skills by working alongside senior team members, shadowing experts, and taking ownership of impactful projects from day one.Solve Real Problems: Tackle complex challenges with curiosity and resourcefulness, making a visible difference for both internal and external customers.Be a Firefighter & Innovator: Jump in to resolve urgent issues, champion best practices, and help us “fight fires” (and maybe even solve world hunger-not literally!) with a positive, can-do attitude.Build Relationships: Partner with cross-functional teams, learning trust and confidence as a go-to expert and valued teammate.What You'll Do:
Own day-to-day Salesforce administration: User management, profiles/permission sets, page layouts, record types, list views, Lightning App Builder, Dynamic Forms, sandbox hygiene, and data hygiene.
Design with users in mind: Build intuitive, scalable solutions (primarily with Flows) that prioritize user experience and drive self-service for our business stakeholders.
Support core clouds: Sales Cloud- Lead/Account/Opportunity management, Products/Price Books, Quotes, forecasting/reporting. Service Cloud- Case management, automation/bots, knowledge. Revenue Cloud/CPQ (exposure or learning path)- Product/rule basics, pricing concepts, quote templates, subscriptions & assets.
Triage and troubleshoot: Work tickets, investigate issues (logs, field history, sharing, Flow debug), and deliver fast, reliable fixes.
Collaborate like a BA: Facilitate requirement workshops, clarify “the ask,” map current/future processes, and translate requirements into clear admin-ready designs.
Ship safely and quickly: Manage sandboxes, build/test changes, support UAT, and move work through release processes with strong documentation.
Enable the business: Create training, quick guides, and in-app guidance to promote self-service and reduce repeat questions.
Data & insights: Build/maintain reports and dashboards that help teams make decisions.
Interpret integrations (in partnership with developers as needed): Support, test, and document integrations across marketing, customer engagement, and ERP.
What You'll Bring to the Team
Required:
Experience: 2-4 years of hands-on Salesforce Administration (Lightning).
Sales Cloud proficiency: Core objects (Lead, Account, Contact, Opportunity), validation rules, and approval processes.
Certifications: Salesforce Certified Administrator
Automation-first admin: Strong Flow understanding (record-triggered, screen flows, sub flows), with an eye for maintainability and guardrails.
User & Org management: Profiles, Permission Sets/Groups, Roles, Sharing, Record Types, Page Layouts, Dynamic Forms, Lighting App Builder.
Data operations: Data Loader/Import Wizard, duplicates and merge, data quality best practices.
Troubleshooting: Comfort debugging record access, automation conflicts, and integration errors; able to triage quickly and communicate clearly.
Business analysis fundamentals: Requirements elicitation, translating asks into problem statements, basic process mapping, and writing clear acceptance criteria.
Mindset: Bias for action, positive attitude, and readiness to move quickly and decisively.
Preferred:
Release hygiene: Sandbox usage, Gearset, basic test planning, documentation, and UAT support.
Reporting & Dashboards: Build usable reports, joined reports, bucket fields, and dashboards that answer real business questions.
Expertise: Understanding of proactive system maintenance, identifying unused or underutilized platform features.
Jira/Confluence
Revenue Cloud / CPQ (exposure or hands-on): Product & pricing strategies (bundles, discounts), product/price rules, quote templates, approvals. Subscription/Asset lifecycle basics (amend/renew, order generation)
Integrations - exposure to at least one of the following generic types: Marketing Automation, Customer Engagement/Support, ERP/Financials, Custom Apps
Enablement & self-service: In-app guidance, knowledge base content, quick videos, or tools that reduce tickets and empower users.
Quality & DevOps: Experience with structured UAT, regression testing, and any admin-friendly deployment tooling (e.g. Gearset) is a plus.
Tooling familiarity (nice to have): Slack/Teams, documentation systems (e.g. Confluence/Guru)
Continuous learning: Demonstrated ability to upskill independently (Trailhead badges, blogs, webinars, community engagement) and stay current on Salesforce releases and ecosystem trends.
Certifications: Salesforce Certified Platform App Builder
AI: Hands-on experience implementing and leveraging Salesforce AI features (e.g., Einstein Search, Einstein Next Best Action, Einstein Bots, or AI-powered analytics) to accelerate business analysis and streamline solution design. Ability to use AI-driven insights to inform requirements, optimize workflows, and enhance user experience.
Versapay is a remote-first company, so the Salesforce Admin can live anywhere. #LI-Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyDeveloper - Policy Admin Systems
Hartford, CT jobs
The Opportunity
MassMutual's Product Technology team is seeking a Mainframe Engineer - TradV Modernization to support the modernization and ongoing transformation of our TradV (Traditional Vantage) platforms as part of MassMutual's broader Product Manufacturing strategy. This role will help modernize critical life insurance administration platforms while balancing ongoing support for existing mainframe systems.
You will work closely with our global business and technology teams to support new product development, system integration, and platform optimization efforts. This is a hands-on technical role with opportunities to contribute to both development and production support across a high-impact modernization roadmap.
The Team
The Product Technology organization enables MassMutual's life insurance and disability income product lines, delivering new product launches, supporting policy administration systems, and driving modernization across legacy and cloud platforms. The TradV Modernization team works across Mainframe and Cloud technologies, partnering closely with Product Manufacturing, Engineering, Architecture, and Operations to support MassMutual's Product portfolio expansion and platform consolidation efforts.
The Impact:
Mainframe Development & Modernization
Support TradV modernization, product builds, and administration platform enhancements across Life, DI, and Annuity products.
Lead and execute development using COBOL, JCL, CICS, DB2, VSAM, and Micro Focus COBOL.
Support modernization efforts across hybrid platforms, including Mainframe-to-Cloud transitions.
Analyze performance differences between legacy and cloud implementations and drive optimization efforts.
Product Delivery & System Integration
Work closely with business analysts, product teams, and architects to translate new product specifications into scalable mainframe system changes.
Support multiple product launches annually as part of MassMutual's Product Manufacturing strategy.
Collaborate on cross-platform integration involving Vantage, wMA, and modern cloud-based systems.
Partner with developers, QA, and production support teams to ensure seamless delivery across SDLC phases.
Production Support & Operations
Provide Tier 2/Tier 3 support for ongoing production issues across TradV systems.
Participate in on-call rotations to resolve incidents, triage failures, and address performance issues.
Perform root cause analysis and implement permanent solutions to improve platform stability.
Platform Modernization & Cloud Readiness
Drive modernization initiatives, including Mainframe-to-Cloud migrations where applicable.
Support containerization, DevOps, and CI/CD adoption as modernization progresses.
Collaborate with platform, cloud, and DevSecOps teams on secure, compliant infrastructure enablement.
The Minimum Qualifications
Bachelor's Degree in Computer Science, Engineering or related technical field
8+ years experience with a combination of the technologies below as a senior developer or technical lead:
COBOL, Micro Focus COBOL, JCL, CICS, VSAM, DB2
CA7 and Zena Scheduler
Xpeditor, Endevor
Java/J2EE knowledge helpful for hybrid work
Experience with platform modernization and performance tuning
Familiarity with hybrid Mainframe-Cloud architectures
The Ideal Qualifications
8+ years experience in Life Insurance domain experience (highly preferred)
wMA / Vantage platform experience
Cloud platform experience (AWS, Azure, or GCP)
DevOps pipeline experience (CI/CD, Docker, Kubernetes)
Cloud-based mainframe modernization tools
Certifications in ITIL, Agile, or Mainframe modernization technologies
Strong problem-solving, debugging, and data flow analysis skills
Ability to visualize and analyze data flow across complex insurance administration platforms
Clear communication skills for collaboration with business and technology partners
Eagerness to learn new technologies and evolve with modernization efforts
Strong ownership mindset, ability to work across development, testing, and support functions
#LI-SC1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Auto-ApplySenior Salesforce Administrator
Cleveland, OH jobs
Department: Sales Operations The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
Primary Functions of the Position:
* Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
* Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
* Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
* Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
* Organizes and performs system training and demonstrations to internal and external users
* Creates documentation of new system processes
* Gathers business requirements to create process improvements using Salesforce technology
* Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
Education and Experience Requirements:
* Bachelor's Degree
* Salesforce Administrator certification
* 3+ years of Salesforce Administration experience
* Strong communication skills and experience working with functional leadership
* Creative and analytical thinker with strong problem-solving skills
* Demonstrated ability to meet deadlines and prioritize simultaneous requests
Preferred Experience:
* Ability to write APEX triggers
* Experience in banking and/or financial services
Essential Skills and Abilities:
* Strong presentation, collaboration, and communication skills
* Intellectually curious to gain deeper understanding of processes and requirements
* Self-starter and a team player capable of driving projects to fruition
* Familiarity with technical project methodologies and the software development lifecycle
* Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
* Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
APPLY NOW
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Senior Salesforce Administrator
Pittsburgh, PA jobs
Department: Sales Operations The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
Primary Functions of the Position:
* Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
* Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
* Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
* Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
* Organizes and performs system training and demonstrations to internal and external users
* Creates documentation of new system processes
* Gathers business requirements to create process improvements using Salesforce technology
* Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
Education and Experience Requirements:
* Bachelor's Degree
* Salesforce Administrator certification
* 3+ years of Salesforce Administration experience
* Strong communication skills and experience working with functional leadership
* Creative and analytical thinker with strong problem-solving skills
* Demonstrated ability to meet deadlines and prioritize simultaneous requests
Preferred Experience:
* Ability to write APEX triggers
* Experience in banking and/or financial services
Essential Skills and Abilities:
* Strong presentation, collaboration, and communication skills
* Intellectually curious to gain deeper understanding of processes and requirements
* Self-starter and a team player capable of driving projects to fruition
* Familiarity with technical project methodologies and the software development lifecycle
* Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
* Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
APPLY NOW
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Salesforce Administrator II
Kansas City, MO jobs
The Salesforce Administrator II role is responsible for providing advanced technical and strategic support to the Salesforce Administration team in the day-to-day management and support of the CRM platform. In addition to performing administrative and support functions, the Salesforce Administrator II is responsible for designing, implementing, and managing advanced Salesforce solutions to meet business requirements, managing data integrity and security, and providing technical leadership to the Salesforce Administration team. The Salesforce Administrator II is also responsible for leading and managing complex projects involving multiple stakeholders and collaborating with cross-functional teams to drive business value and adoption of the platform.
Responsibilities
General
Develop and build out enterprise-wide Salesforce platform with vision to create a database that is a true corporate asset that is established, managed and ultimately grows.
Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors.
Administration
Collaborate with Access Management to create, edit, freeze and deactivate users.
Proactively engage with internal customers to understand their business needs and deliver high-quality CRM support in a timely manner.
Manage and work the CRM support queue by promptly triaging cases, answering end-user questions, fulfilling requests, and resolving system incidents in a timely and customer centric manner.
Leverage available documentation, training, and vendor support teams to administer third-party applications and nCino.
Continuous Improvement
Work with stakeholders to identify new and creative opportunities to leverage customer data to support additional business processes or functions.
Work closely with stakeholders, sales groups, and technical teams to define and develop strategies for improving and enhancing the existing data infrastructure across different business units in the organization.
Change Management and Adoption
Implement and drive user adoption of new Salesforce features and product enhancements.
Communicate regularly with product owners regarding system changes, new features, and enhancements.
Keep abreast of new Salesforce & nCino features and functionality. Appropriately utilize this training to provide recommendations for process improvements.
Assist in the planning, testing, and implementation of major nCino and Salesforce releases.
Technical Responsibilities
Design, implement, and manage advanced Salesforce and nCino solutions to meet business requirements.
Ensure data integrity, accuracy, and security in Salesforce.
Manage Salesforce integrations with third-party applications.
Develop and manage reports and dashboards to provide meaningful insights to stakeholders.
Provide technical leadership and mentoring to Salesforce Operations team members.
Compensation & Benefits
The Salesforce Admin II position pays a minimum of $
90,000
.
Full‐time associates are eligible for our benefits package:
Medical
Dental
Vision
401(k) plan
Company paid life insurance
Short and Long-term disability insurance
Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
Salesforce Administrator II
Kansas City, MO jobs
The Salesforce Administrator II role is responsible for providing advanced technical and strategic support to the Salesforce Administration team in the day-to-day management and support of the CRM platform. In addition to performing administrative and support functions, the Salesforce Administrator II is responsible for designing, implementing, and managing advanced Salesforce solutions to meet business requirements, managing data integrity and security, and providing technical leadership to the Salesforce Administration team. The Salesforce Administrator II is also responsible for leading and managing complex projects involving multiple stakeholders and collaborating with cross-functional teams to drive business value and adoption of the platform.
**Responsibilities**
**General**
+ Develop and build out enterprise-wide Salesforce platform with vision to create a database that is a true corporate asset that is established, managed and ultimately grows.
+ Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors.
**Administration**
+ Collaborate with Access Management to create, edit, freeze and deactivate users.
+ Proactively engage with internal customers to understand their business needs and deliver high-quality CRM support in a timely manner.
+ Manage and work the CRM support queue by promptly triaging cases, answering end-user questions, fulfilling requests, and resolving system incidents in a timely and customer centric manner.
+ Leverage available documentation, training, and vendor support teams to administer third-party applications and nCino.
**Continuous Improvement**
+ Work with stakeholders to identify new and creative opportunities to leverage customer data to support additional business processes or functions.
+ Work closely with stakeholders, sales groups, and technical teams to define and develop strategies for improving and enhancing the existing data infrastructure across different business units in the organization.
**Change Management and Adoption**
+ Implement and drive user adoption of new Salesforce features and product enhancements.
+ Communicate regularly with product owners regarding system changes, new features, and enhancements.
+ Keep abreast of new Salesforce & nCino features and functionality. Appropriately utilize this training to provide recommendations for process improvements.
+ Assist in the planning, testing, and implementation of major nCino and Salesforce releases.
**Technical Responsibilities**
+ Design, implement, and manage advanced Salesforce and nCino solutions to meet business requirements.
+ Ensure data integrity, accuracy, and security in Salesforce.
+ Manage Salesforce integrations with third-party applications.
+ Develop and manage reports and dashboards to provide meaningful insights to stakeholders.
+ Provide technical leadership and mentoring to Salesforce Operations team members.
**Compensation & Benefits**
The Salesforce Admin II position pays a minimum of $ _90,000_ .
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ 3 or more years of nCino administration experience
+ com certifications: o Salesforce Administrator
+ Salesforce App Builder ++ nCino certifications ++ Salesforce administration experience in banking/lending
**Education & Experience**
+ Bachelor of Science or equivalent experience in accounting, business administration, computer science, or related field required.
+ 3 or more years of Salesforce administration experience.
+ Strong interdisciplinary IT skills and familiarity with IT Service Management and written communication skills.
+ Ability to prioritize workload, gather and analyze detailed information, think logically and in a process-oriented fashion.
+ Strong research, troubleshooting, and creative problem-solving skills.
+ Ability to work independently as well as part of a team on multiple projects.
+ Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
+ Maintains client information in complete confidence.
+ Completes other specified duties as assigned.
+ Regular attendance required, working at the assigned worksite, during regular business hours and/or assigned hours.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Inside Sales Development
Birmingham, AL jobs
Our customers protection is our priority. That philosophy has led to exponential growth since we were founded in 2010. Corey Varden, Owner/CEO, started the company to help fill a need he saw to provide superior security options for businesses at a competitive price. Our core business consists of creating custom-designed security solutions for our customers. We install, maintain, monitor, and inspect a wide range of integrated building protection systems, including access control, video camera surveillance, fire alarms, and burglar alarms. We prioritize service after the sale because we want to ensure our security solutions exceed our customers expectations, not just for today, but for years to come.
Position Overview
CRV Surveillance is seeking a motivated Inside Sales Representative to support our growing low-voltage and physical security business. This role focuses on outbound prospecting, nurturing leads, and building long-term client relationships across multiple industries. The ideal candidate is comfortable with cold calling, enjoys relationship-driven selling, and understands technical security solutions.
Key Responsibilities
Conduct outbound prospecting and cold calling to identify and qualify new business opportunities
Utilize ZoomInfo and CRM tools to research, target, and engage potential clients
Build and maintain strong, long-term client relationships through consistent follow-up and communication
Identify customer needs and position appropriate solutions in low voltage and security systems
Schedule discovery calls and hand off qualified opportunities to the sales or operations team
Maintain accurate records of activities, pipeline, and customer interactions
Collaborate with internal teams to ensure smooth sales-to-installation transitions
Meet or exceed activity and revenue targets
Requirements
2+ years of experience in one or more of the following:
Low Voltage Systems
Electrical
CCTV / Video Surveillance
Access Control
Intrusion / Burglar Alarm Systems
Fire Alarm Systems
B2B Sales
Proven ability and willingness to cold call and prospect new business
Experience working with ZoomInfo or similar sales intelligence platforms
Strong communication and relationship-building skills
Comfortable discussing technical solutions with customers
Self-motivated, organized, and goal-oriented
Proficient with CRM systems and Microsoft Office or Google Workspace
Preferred Qualifications
Experience selling security or life-safety solutions
Knowledge of commercial or enterprise clients
Prior inside sales or sales development experience
What We Offer
Competitive base salary plus commission
Growth opportunities within a fast-growing security company
Supportive team environment with leadership access
Training on products, systems, and sales processes
PI7e1435b06237-31181-39291896
Temporary Salesforce Administrator
Miami, FL jobs
CDR Maguire Inc., is seeking Salesforce Administrators. This position would mainly support CDR Health and Emergency Management Temporary projects.
Responsibilities including but not limited to:
Upgrading and configuring salesforce systems for optimized integration.
Managing salesforce roles, profiles, sharing rules, workflows, and groups.
Building custom reports and dashboards.
Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
Evaluating and installing new salesforce releases as well as providing training and support.
Prepare reports for sales and other departments.
Other duties that may arise from time-to-time and/or are commensurate with the title and position.
CDR Maguire is an Equal Opportunity Employer M/F/D/V and EO/AAN/D. Must be able to work in the United States to apply.
Requirements
Associates, Bachelor's/ Master's degree in computer science or related field.
2+ Years of experience as a salesforce administrator or a similar environment.
Experience in performing salesforce upgrades and ensuring successful integration.
Proficiency in creating salesforce profiles, allocating roles, and managing access.
Knowledge of importing sales data and generating salesforce reports.
Ability to provide salesforce training and end-user support.
Proficient in Outlook, Microsoft Suite which includes Word, Excel, etc.
Excellent verbal and written communication skills, especially to a diverse range of audiences and settings.
The ability to make decisions.
The ability to handle multiple tasks while working in a fast-paced environment and meet deadlines
Ability to deal with high pressure
Flexible schedule to include late afternoon and evening hours and Overtime and weekends as needed to provide support for safety emergencies or incidents that occur after hours or on weekends
Ability to travel at least 40% throughout US. Via plane or car.
Must have a valid active and clear Driver's license.
Demonstrates the technical safety expertise, coaching ability, and passion for the role
Partners and collaborates effectively to create win wins with internal operational partners and external partners
Strong relationship building and influencing skills with the ability to balance education vs. accountability
Auto-ApplyTemporary Salesforce Administrator
Miami, FL jobs
Job Description
CDR Maguire Inc., is seeking Salesforce Administrators. This position would mainly support CDR Health and Emergency Management Temporary projects.
Responsibilities including but not limited to:
Upgrading and configuring salesforce systems for optimized integration.
Managing salesforce roles, profiles, sharing rules, workflows, and groups.
Building custom reports and dashboards.
Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
Evaluating and installing new salesforce releases as well as providing training and support.
Prepare reports for sales and other departments.
Other duties that may arise from time-to-time and/or are commensurate with the title and position.
CDR Maguire is an Equal Opportunity Employer M/F/D/V and EO/AAN/D. Must be able to work in the United States to apply.
Requirements
Associates, Bachelor's/ Master's degree in computer science or related field.
2+ Years of experience as a salesforce administrator or a similar environment.
Experience in performing salesforce upgrades and ensuring successful integration.
Proficiency in creating salesforce profiles, allocating roles, and managing access.
Knowledge of importing sales data and generating salesforce reports.
Ability to provide salesforce training and end-user support.
Proficient in Outlook, Microsoft Suite which includes Word, Excel, etc.
Excellent verbal and written communication skills, especially to a diverse range of audiences and settings.
The ability to make decisions.
The ability to handle multiple tasks while working in a fast-paced environment and meet deadlines
Ability to deal with high pressure
Flexible schedule to include late afternoon and evening hours and Overtime and weekends as needed to provide support for safety emergencies or incidents that occur after hours or on weekends
Ability to travel at least 40% throughout US. Via plane or car.
Must have a valid active and clear Driver's license.
Demonstrates the technical safety expertise, coaching ability, and passion for the role
Partners and collaborates effectively to create win wins with internal operational partners and external partners
Strong relationship building and influencing skills with the ability to balance education vs. accountability
Salesforce Administrator
Atlanta, GA jobs
Job Description
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Salesforce Administrator
We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations. The ideal candidate will have hands-on experience with Salesforce administration, a strong problem-solving mindset, and the ability to translate business requirements into technical solutions.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Responsibilities:
Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
Manage user accounts, profiles, roles, permission sets, and security settings
Provide timely user support for Salesforce-related issues and questions
Resolve user support requests using Salesforce best practices
Partner with business users to understand business challenges and propose technology solutions
Design, build, and maintain Flows to automate business processes
Use AI-coding tools to deliver more customized solutions
Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
Demo new features and bug fixes to non-technical users
Build training material and deliver training to CIA's Salesforce users as needed
Create and maintain organized documentation for all processes and features
Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform
Skills & Qualifications:
2+ years of hands-on Salesforce administration experience
Proficiency with Flow Builder and process automation
Proficiency with AI tools (experience Vibe Coding is a plus)
Basic Apex and Lightning Web Component knowledge is a plus
Experience with Financial Service Cloud and/or Person Accounts preferred
Experience with data management tools (Data Loader, Excel, CSV manipulation)
Basic understanding of SOQL for reporting and list views
Familiarity with integration concepts and APIs
Experience with agile project management methodologies
Familiarity with UX/UI concepts and how to optimize the Salesforce UX
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Excellent problem-solving and analytical abilities
Strong verbal & written technical communication skills
Ability to manage multiple priorities in a fast-paced environment
Self-motivated with ability to work independently and as part of a team
Committed to a culture of compliance
Exhibits the Capital Investment Advisors five core values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
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Salesforce Administrator
Atlanta, GA jobs
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Salesforce Administrator
We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations. The ideal candidate will have hands-on experience with Salesforce administration, a strong problem-solving mindset, and the ability to translate business requirements into technical solutions.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Responsibilities:
Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
Manage user accounts, profiles, roles, permission sets, and security settings
Provide timely user support for Salesforce-related issues and questions
Resolve user support requests using Salesforce best practices
Partner with business users to understand business challenges and propose technology solutions
Design, build, and maintain Flows to automate business processes
Use AI-coding tools to deliver more customized solutions
Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
Demo new features and bug fixes to non-technical users
Build training material and deliver training to CIA's Salesforce users as needed
Create and maintain organized documentation for all processes and features
Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform
Skills & Qualifications:
2+ years of hands-on Salesforce administration experience
Proficiency with Flow Builder and process automation
Proficiency with AI tools (experience Vibe Coding is a plus)
Basic Apex and Lightning Web Component knowledge is a plus
Experience with Financial Service Cloud and/or Person Accounts preferred
Experience with data management tools (Data Loader, Excel, CSV manipulation)
Basic understanding of SOQL for reporting and list views
Familiarity with integration concepts and APIs
Experience with agile project management methodologies
Familiarity with UX/UI concepts and how to optimize the Salesforce UX
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Excellent problem-solving and analytical abilities
Strong verbal & written technical communication skills
Ability to manage multiple priorities in a fast-paced environment
Self-motivated with ability to work independently and as part of a team
Committed to a culture of compliance
Exhibits the Capital Investment Advisors five core values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
Auto-ApplyBusiness and Sales Development Brooklyn / Bronx / Queens
New York, NY jobs
Description Business and Sales Development (Territory Sales Representative) Are you a motivated, results-driven sales professional eager to build strong relationships and accelerate growth? American First Finance is seeking a dynamic Territory Sales Representative to expand our market presence and cultivate valuable partnerships with merchants.We offer a competitive compensation package designed to reward performance and fuel success. This role features On-Target Earnings (OTE) between $65,000 and $110,000 annually, which includes both base salary and commission. On average, representatives earn up to $30,000 in commission each year, though actual earnings may vary based on individual performance, sales volume, and client relationship development. With uncapped earning potential, top performers enjoy unlimited income opportunities and a clear path to maximizing their success. Key Responsibilities:
Develop and grow merchant relationships by ensuring high levels of customer satisfaction through consistent engagement.
Build and manage a strong sales pipeline of quality prospects within the assigned territory.
Conduct in-person visits to 8-10 stores daily, securing 10+ new merchant partners each month.
Meet or exceed sales targets, taking full accountability for performance and results.
Leverage AFF's CRM tools to track interactions, manage leads, and optimize sales strategies.
Minimum Requirements & Qualifications:
1+ year of proven success in B2B outside sales, consistently achieving measurable sales goals.
Highly motivated and performance-driven, with a strong desire to exceed expectations.
Exceptional organizational skills with a high level of integrity and professionalism.
Strong face-to-face selling experience with excellent negotiation and closing skills.
Self-starter mindset, with the ability to independently build and manage a sales pipeline.
Ability to collaborate with internal teams, including Marketing, Training, and Sales Operations, to drive business success.
Valid driver's license and car insurance required for regular travel within the assigned territory.
Extensive experience in retail consumer finance, merchant services, or SaaS preferred.
About FirstCash Holdings, Inc. FirstCash Holdings, Inc. is the leading international operator of pawn stores and a premier provider of technology-driven point-of-sale payment solutions, both dedicated to serving cash- and credit-constrained consumers. With over 3,000 pawn stores across 29 U.S. states, the District of Columbia, and Latin America-including Mexico, Guatemala, Colombia, and El Salvador-FirstCash offers a diverse selection of pre-owned jewelry, electronics, tools, appliances, sporting goods, musical instruments, and more. In addition, our stores provide small, non-recourse pawn loans secured by pledged personal property, offering accessible financial solutions to the communities we serve. Through our wholly owned subsidiary, American First Finance (AFF), FirstCash also delivers lease-to-own and retail finance payment solutions for consumer goods and services. With a nationwide network of over 13,000 retail merchant partners, we help customers access flexible financing options tailored to their needs. With a workforce of approximately 20,000 employees across the U.S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As a recognized industry leader, the company is a proud component of both the S&P MidCap 400 Index and the Russell 2000 Index , reflecting our strength and stability in the market. Join FirstCash and be part of a company that values integrity, customer service, and growth. --------------------------------------- Note: The information contained in this description is not intended to be an all-inclusive list of the duties and responsibilities of this job or the skills and abilities required to do the job. Management has the discretion to assign/reassign duties and responsibilities to this job at any time. Duties and responsibilities may be subject to change at any time due to reasonable accommodation or other reasons.
Submission of your application confirms your “opt-in” desire to receive additional phone, text and email communications from the FirstCash Talent Acquisition Team. These communications include information about the specific job you applied for and other potential opportunities available at FirstCash. Message and data rates may apply. You can unsubscribe to text messages by replying STOP to the message at any time. You can unsubscribe from email communications by clicking unsubscribe, within the email, at any time. Visit
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for additional questions or information.
FirstCash Holdings, Inc. is an Equal Opportunity Employer FirstCash Holdings, Inc. is committed to the full inclusion of all qualified individuals. In keeping with this commitment, FirstCash will ensure that individuals with disabilities are provided with reasonable accommodation. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process; to perform the essential functions of the job; and/or to receive all other benefits and privileges of employment, please contact Human Resources at [email protected] or ************* Ext. 1
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