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Client success jobs in Plainview, New YorkCreate job alerts

  • Business Development Representative
    Business Development Representative
    21 days ago
    $23–$28 hourly
    Full-time
    Melville

    Role Description: We are seeking an experienced, Business Development Coordinator with a STRONG sales background for a full-time on-site role at our Melville, NY office. The Coordinator will be responsible for overseeing the client intake team and driving client growth. As the Business Development Coordinator, you will be responsible for onboarding new clients and maintaining the Hubspot customer relationship management (CRM) system and internal databases. Your day-to-day tasks will include prospecting and nurturing leads by email and phone, managing client relationships, and utilizing Hubspot to track and analyze new client efforts. This is an in-house position and remote work is not possible for this position. Job duties include: • Assisting potential clients by providing information on our services by phone and email, • Developing strategies to improve our client intake and conversion process, • Guide potential clients through the onboarding process, • Help to keep our client success team on task by creating systems for organization, • Set up and maintain client accounts in our database and CRM, • Manage current client relationships to improve client retention, • Update tasks and manage all data in Hubspot on a daily basis, • Ensures that new clients have a positive experience. Qualifications: • Proficiency in using the Hubspot CRM system, • Prior experience in sales or client management and onboarding, • Ability to lead and motivate business development team, • Strong project management skills with the ability to prioritize tasks effectively, • Excellent communication skills, well spoken, with the ability to present complex information in a clear and concise manner in writing and by phone, • Detail-oriented and able to accurately collect and record client information and respond accordingly, • Ability to work in a fast-paced environment and manage multiple tasks, • Team oriented, • Organized, focused and pleasant attitude Experience: • Inside sales/client management: 2-3 years Management experience a plus • Spanish Speaking a plus, • Certifications from prior sales or management training a plus, • Law Firm and financial service experience a plus

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  • Financial Advisor
    Financial Advisor
    2 months ago
    $40000–$250000 yearly
    Full-time
    Garden City

    Want to make the world a better place? Helping families find long term financial stability is a good place to start. As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. As a Financial Services Professional you will be building a business that could help change people’s lives for the better. How will you grow your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses Who do you need to be to succeed? • A strong relationship builder with a focus on putting people first, • A connector of people, • A dedicated worker: independent, self-motivated and goal oriented We will help you by providing… • Leadership support, business advice and guidance, • Lots of opportunities for collaboration and mentorship, • Cutting edge technologies that make doing business much easier, • A team-based environment that sees collaboration as key to success What are you waiting for? Now is the time to discuss your path to make a difference.

    No experience
    Easy apply