Trust Sales & Salesforce Ops Specialist

Arden Trust Co; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Training and development opportunities

Supportive work environment

Job summary

A leading financial services firm in Dallas is seeking a Sales Manager to support business development and manage Salesforce administration. The role involves assisting the sales team, managing the sales pipeline, and coordinating client relations. Candidates should have a 4-year degree and 3+ years of relevant experience in sales or operations, with strong communication and analytical skills. This position offers competitive pay, benefits, and opportunities for professional growth.

Qualifications

• 3 or more years’ experience in sales or operations.
• Knowledge of trust, legal, and investments.
• Ability to multitask and manage effectively.

Responsibilities

• Partner with Sales Manager to manage the sales platform.
• Manage the sales pipeline and closed business reporting.
• Conduct preliminary reviews of trust documents.

Skills

Sales Management

Client Relations

Sales Pipeline Management

Salesforce Administration

KYC Process Management

Analytical Reporting

Team Collaboration

Education

4 Year College Degree

Tools

Salesforce

Job description

A leading financial services firm in Dallas is seeking a Sales Manager to support business development and manage Salesforce administration. The role involves assisting the sales team, managing the sales pipeline, and coordinating client relations. Candidates should have a 4-year degree and 3+ years of relevant experience in sales or operations, with strong communication and analytical skills. This position offers competitive pay, benefits, and opportunities for professional growth.