Sales Experience

Sales Experience Finance Jobs

227 jobs found

Tree Care Services Business Developer

Addison Group Tucson, AZ

8h ago

$65k - $80k/yr Full time Lead Microsoft 365 Microsoft Excel

Lead Microsoft 365 Microsoft Excel

Apply Now

Job Description

Addison Group is seeking a Tree Care Services Business Developer to join the Tucson, AZ team onsite, supporting a leading national services organization. In this role, you will sell and estimate commercial tree care projects and oversee the full sales cycle from initial prospecting to close within a defined regional territory. The position offers a salary range of $65,000 to $80,000 per year.

Responsibilities

Sell and estimate commercial tree care services within an assigned territory
Proactively prospect new business using consultative B2B sales techniques
Develop tree care programs and estimates for new and existing clients
Conduct heavy phone prospecting, in-person meetings, presentations, and virtual demos
Negotiate contracts with minimal supervision
Network to expand market penetration and grow targeted accounts
Consistently meet sales goals and activity benchmarks
Log sales activity accurately in CRM systems (Salesforce preferred)
Collaborate internally to pursue larger, complex opportunities
Build trust-based relationships with key decision-makers
Operate with urgency in a fast-paced, performance-driven environment

Requirements

Bachelor’s degree or equivalent professional experience
Tree Care Industry certifications (TCIA and/or ISA Certified Arborist preferred)
Commercial B2B sales experience within the service or green industry
Extensive face-to-face selling experience with mid-to-senior level decision-makers
Proven success in longer sales cycle environments
Ability to manage multiple opportunities across a large territory
Strong presentation, negotiation, and communication skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Experience using CRM or sales force automation tools
A self-motivated, competitive, and results-driven mindset
Local market knowledge and existing industry relationships (preferred)

Technologies

Salesforce
Microsoft Office

Benefits

Competitive base salary + commission
Company vehicle
Paid time off
Health, dental, and wellness benefits
401(k) savings plan
Career development and advancement opportunities

View full job page →

ERP Developer

MVP Disc Sports Marlette, MI

1d ago

$26 - $26/hr Full time API Integrations Developer ERP

API Integrations Developer ERP

Apply Now

Job Description

The ERP Developer role at MVP Disc Sports focuses on designing, customizing, and maintaining the company’s ERP system, with NetSuite preferred and other platforms considered. The position requires API integrations, BI enhancements, and cross-functional collaboration. It is a full-time, onsite role based in Marlette, Michigan, with a hybrid work arrangement.

Location and Compensation

Location: Marlette, MI (hybrid)

Work arrangement: Onsite, full-time

Hourly rate: USD 26 per hour

Responsibilities

Create and maintain custom scripts, workflows, and automations to streamline operations across inventory, order fulfillment, and finance.
Tailor dashboards, saved searches, forms, and user roles to support high SKU volume and cross-functional workflows.
Develop and manage API integrations with e-commerce platforms, shipping providers, and 3PL partners.
Enhance business intelligence tools, including KPI dashboards and reports, for improved forecasting and operational insight.
Monitor ERP performance and promptly troubleshoot issues to ensure uptime and reliability.
Perform ongoing maintenance, apply updates, and clean data to support scalability and efficiency.
Document workflows, customizations, and integrations clearly.
Provide technical support to internal users across Production, Sales, Warehouse, and Accounting.
Deliver training sessions and develop resources to boost user adoption and efficiency.
Translate business needs into ERP enhancements through continuous collaboration and communication.
Manage user access and role-based security to protect critical data.
Review system activity logs and ensure compliance with accounting standards and data protection practices.
Collaborate with Finance, Operations, Manufacturing, IT, and Sales to drive automation and process improvement.
Serve as the internal ERP subject-matter expert and coordinate with third-party consultants when needed.

Requirements

Bachelor’s degree in Information Technology, Computer Science, Business Systems, or equivalent experience.
Proven experience administering and customizing an ERP platform, with NetSuite strongly preferred.
Familiarity with ERP scripting (SuiteScript or similar), SQL, JavaScript, and API integrations.
Strong understanding of inventory management, BOM structures, and multi-channel operations.
Excellent troubleshooting, problem-solving, and communication skills.
Willingness to work onsite full-time, Monday–Friday, 9:00 a.m. to 5:00 p.m.
Must be seeking a long-term, non-contract position; remote, hybrid, or project-based arrangements are not considered.

Technologies

NetSuite
SAP
Oracle
Microsoft Dynamics
Acumatica
SuiteScript
SQL
JavaScript
Shopify
NetSuite SuiteCommerce
Advanced Revenue Management (ARM)

Benefits

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Paid time off
Parental leave
Vision insurance

Education and Qualifications

Bachelor’s degree in Information Technology, Computer Science, or Business Systems, or equivalent professional experience.

Application Questions

Are you legally authorized to work in the United States without the need for current or future employer sponsorship?
This is a full-time, onsite position in Marlette, MI, and relocation assistance is not provided. Are you able to meet this requirement?
This is a full-time, long-term position. We are not considering contractors, project-based work, or remote arrangements. Are you seeking a full-time, onsite role?
Do you have any felony charges or convictions? If yes, please explain.
How would you rate your experience with customizing ERP workflows, scripts, or saved searches?
Please describe your hands-on experience administering or developing within an ERP system (NetSuite preferred). Include specific tasks such as scripting, workflow automation, saved searches, integrations, or user support, and your level of responsibility.

View full job page →

Salesforce Developer

DB Services Indianapolis, IN

3d ago

$65k - $85k/yr Full time Aura CI/CD Developer

Aura CI/CD Developer

Apply Now

Job Description

DB Services is seeking a Salesforce Developer to design, build, test, and deploy Salesforce code across Apex, LWC, Aura, and Visualforce. This onsite role in Indianapolis partners with a Salesforce architect, a team lead, and fellow consultants to maintain and enhance Salesforce implementations while pursuing additional certifications. The position emphasizes hands-on development, collaboration, and delivering reliable CRM solutions for a diverse set of clients.

Responsibilities

Design, develop, test and deploy Apex, LWC, Aura and Visualforce code on the Salesforce platform.
Maintain and support code in Salesforce implementations of all shapes and sizes.
Work daily with a team composed of a Salesforce architect/team lead and other Salesforce consultants and developers.
Develop using SFDX in Visual Studio Code.
Create unit tests in Apex, LWC and Aura.
Integrate with 3rd party APIs using Apex or JavaScript.
Demo completed work during iteration meetings with customers.
Implement best practices on pro code customizations to minimize technical debt.
Recommend and implement low code customizations if more appropriate than pro code.
Maintain Salesforce certifications.
Acquire new certifications with time on the job for learning.
Write technical articles for dbservices.com.

Requirements

1-2 years working as a developer on the Salesforce platform OR another object-oriented platform such as Java, .NET or JavaScript.
Bachelor’s degree in computer science or STEM field.
Ability to work in a fast-paced environment and juggle multiple projects and accounts.
Excellent communication skills with ability to effectively communicate technical concepts to non-technical individuals.
Works well in a team.
Excellent time management with ability to manage to and meet deadlines.
Strong analytical skills with ability to take complex situations and determine optimal solutions for them.
Enjoys learning and keeping up with the latest and greatest in the Salesforce space.
Ability to type a minimum of 50 words per minute.

Technologies

Salesforce
Apex
LWC
Aura
Visualforce
SFDX (Salesforce DX)
Visual Studio Code
JavaScript

Benefits

Base salary with commission and bonus structures
15 Days of PTO available from Day 1
Company benefits
Wellness program reimbursements
Student loan reimbursement assistance
Company-funded professional development
Provided lunches

About DB Services

DB Services is a growing digital transformation consulting company based in the Indianapolis area with clients located around the world. Since 2003, we’ve provided application and workflow solutions using Claris FileMaker, Salesforce, web applications, and managed server services to Fortune 500 companies, small businesses, K-12 institutions, universities, and nonprofit organizations alike. We work across industries including finance, education, nonprofit, wholesale, healthcare, and more.

Our Clients & History

Since 2003, we’ve provided application and workflow solutions to Fortune 500 companies, small businesses, K-12 schools, universities, and nonprofits. Our clients rely on us to design powerful solutions and deliver outstanding customer service. Building long-term client relationships is at the core of our business model, and we focus on building a cohesive and capable team to accomplish our objectives.

Collaboration & Respect

We aim to foster a culture of respect and collaboration where diverse perspectives and experiences are valued. Everyone is treated with fairness. We approach our work with enthusiasm, a quick learning mindset, continuous improvement, and celebration of wins. If you’re driven to perform, you’ll fit right in. We encourage employees to bring their best, genuine selves to work.

View full job page →

Financial Advisor

Kellogg Community Credit Union Battle Creek, MI

7d ago

Full time Marketing Advisor Business Development

Marketing Advisor Business Development

Apply Now

Job Description

The Financial Advisor role at Kellogg Community Credit Union is an onsite position in Battle Creek, MI, focused on promoting investment services, processing securities transactions, and managing client relationships across branch offices.

Responsibilities

Process securities orders to facilitate sales activity from receipt to execution.
Qualify prospects and open new brokerage accounts for clients who do not require a personal Financial Advisor meeting.
Lead the planning and execution of seminars, campaigns, and sales literature across the offices in their market.
Design and oversee branch training and referral initiatives.
Set up brokerage accounts and assemble all required documentation to open them.
Handle cashing and booking of checks and stock certificates, ensuring compliance with legal requirements for stock certificates in brokerage accounts.
Track and close all outstanding paperwork.
Process journals between brokerage accounts.
Coordinate with the corporate office to resolve issues.
Establish and maintain mutual fund periodic investment plans and systematic withdrawal plans.
Configure money movement arrangements, including ACH or EFT transfers, to settle trades.

Requirements

A college degree or equivalent business experience is required; related experience may substitute for formal education.
Securities licenses Series 7 and 63, plus a State Insurance License.
Minimum of two years of experience in a related role.
Clean U-4 on file.
Customer relations and sales experience is required.
Actual business experience in the field.
Ability to learn the detailed requirements of the position.
Participation in all required compliance training, including Bank Secrecy Act / anti-money laundering training, along with internal and external training programs, online courses, meetings, and seminars.

View full job page →

Brand Finance Manager

Trilliant Food Little Chute, WI

7d ago

Full time Manager Marketing Brand

Manager Marketing Brand

Apply Now

Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

View full job page →

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

Apply Now

Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

View full job page →

Financial Advisor

Idaho Trust Bank Boise, ID

8d ago

Full time Advisor Banking Business Development

Advisor Banking Business Development

Apply Now

Job Description

Idaho Trust Bank in Boise, ID, affiliated with LPL Financial, seeks a Financial Advisor to service an established book, expand the client base, and deliver tailored solutions using bank referrals and LPL tools.

Responsibilities

Service an existing book of business upon joining
Build a strong client base leveraging the bank's robust referral network
Engage multiple branch territories with a sizable deposit base, including current clients needing advisory support
Grow the client roster by tapping into the bank’s client base
Develop client solutions without relying on proprietary products
Expand your business with LPL’s toolkit, technology, and support
Leverage LPL’s experience assisting financial institutions in growing and maximizing investment programs
Capitalize on the bank’s reputation and community standing

Requirements

Series 7 and 66 (63/65) licenses required
Insurance license required
Three or more years of investment sales experience

Benefits

Access to proprietary technology and a suite of customized services
Open architecture platform with access to thousands of investment products from leading third-party sponsors
Firm-wide resources and expertise to help you craft client solutions
Freedom to tailor solutions to your client’s goals