Marketing Operations Specialist

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our marketing team as the Sales Support Specialist and take your career to a level unattainable in a traditional bank environment! The Sales Support Specialist will be the driving force behind shaping the Bank's brand reputation.

The Sales Support Specialist position is a hybrid position that, while primarily performed remotely, requires a presence in our key markets to effectively perform job-related duties.

Candidates must be local to the Central Florida or Tampa Bay area to be considered. Please send a resume to apply.

Job Responsibilities

Project Management : Manage a company-wide relationship marketingproject including collaborating with a range of internal and externalstakeholders and vendors, working in project management platforms (MicrosoftPlanner and Monday.com), and managing tracking and reporting in Salesforce.

CRM Management : Data entry and management, writing up sales calls,and keeping track of sales activities in Salesforce. Overall ownership ofSalesforce administration including ongoing improvements, training colleagueson the platform, and creating reports.

Sales Operations : Owning operational aspects of the salesfunctions including outreach projects and merchandise management.

Sales Calls : Proactively assist our teams with sales calls asdirected, scheduling sales calls, and follow-up as directed.

Data Mining : Source potential customers as directed, research andfind creative ways to mine data within the legal requirements.

Project Work : Assist with new business-related projects.

Specific Requirements :

Working knowledge in Salesforce and CRM bestpractices.

Experienceworking in Microsoft Excel and preferably some experience with PowerBi orsimilar data analysis tools.

Experiencemanaging complex projects including project management platforms such as Asana,Monday.com, Microsoft Planner, or similar.

Ability to managedynamic relationships with stakeholders both internally and externally.

Deepunderstanding of sales techniques and processes required (i.e., outbound directmarketing, sales blitzes, and community networking).

Ability andwillingness to actively promote the Bank and its products and services andhands-on support in the acquisition of new prospects required.

Working knowledgeof banking products and services preferred.

Overalltechnically savvy and a quick learner of applications, programs, and systems.

Candidates mustbe excellent and effective communicators with the ability to interact with awide range of individuals. Exceptional verbal and written communication as wellas interpersonal skills are mandatory.

Resourceful,detail-oriented, and an extremely organized self-starter. This role requiressomeone with initiative and ability to independently think to improveprocesses.

Mission / valuesaligned. Possess the initiative to obtain education related to sustainabilitypractices. Adopt and practice a commitment to social, economic, environmental,and racial justice.

Benefits :

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Physical Demands :

Equal Opportunity Statement :

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer / Disability / Veterans

E-Verify Statement :

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.