Sales Support Specialist

Job Description

Job Description

We are changing FINANCE to finance CHANGE!

At Climate First Bank , we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We're proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

With branches in St. Petersburg, Winter Park, Mount Dora , and a growing digital presence , we're proving that banking can be a force for good. We don't just support environmental and social causes—we're built on them.

Under our Holding Company, Climate First Bancorp , we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

We're seeking driven, mission-aligned individuals ready to make an impact. If you're passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers . We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

At Climate First Bank, we're investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives

Generous Paid Time Off

• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.

Protection & Peace of Mind

• Company-Paid Life Insurance
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What to expect as a Sales Support Specialist
As the Sales Support Specialist , you will spearhead the sales support for the Executive Chairman's "opportunities" (KO) team. Working directly with our Executive Chairman, you will support the contact maintenance and CRM management for the entire KO Team through appointment setting, data entry, sales operations, data mining and sales calls. You will also liaise closely with Marketing to help coordinate Marketing and Sales efforts. The position will be primarily remote with occasional presence in our physical branches.

What You'll Contribute in This Role:

Sales Operations, CRM, and Data Management
•Data entry and management; write up sales calls and keep track of sales activities in Salesforce.
•Own operational aspects of the sales functions including outreach projects and merchandise management.
•Proactively assist with sales calls as directed, schedule sales calls and rigorous follow-up.
•Source customers as directed, research and find creative ways to mine data within the legal requirements.
•Assist with new business-related projects.

Marketing Programs and Support
•Maintain all contact marketing programs.
•Liaise closely with the Marketing team on marketing support and a seamless integration of Marketing and Sales activities.

Champion Our Mission, Protect What Matters
•Embody a commitment to environmental, social, economic, and racial justice.
•Apply curiosity and interest in our core values and pursue education related to sustainability practices.
•Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
•Recognize the importance of protecting the organization and our customers.
•Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
•Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.

What You'll Leverage in this Role:
Education and Experience
•Recent college graduate with a Bachelor's degree in Business, Marketing, or Communications
•Working knowledge of banking products and services strongly preferred
•Strong proficiency in sales techniques and processes

Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great, measurable and scalable results. You are a true people person while also possessing strong data and project management skills. You are able to transform minimal direction into actionable plans and tackle tasks proactively and with minimal supervision. A high-pace and high-expectation environment excites you and you can't wait to push yourself to new professional heights in a company that rewards high performance.
Organization & Efficiency - You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You're a master note-taker and checklist fanatic and stay on top of things with ease and consistency. You possess excellent project management abilities and leverage those to stay on top of a variety of fast moving tasks and projects requiring flexibility, rigorous follow-up and the ability to manage various stakeholders respectfully and outcome focused.
Master Communicator - Whether it's in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you have a strong ability to build relationships, manage expectations and drive outcomes.
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws, or willing to pursue related education promptly. You possess strong business acumen and understand the importance of strong sales support and aftercare.
Tech-Forward and Analytical Thinking – You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product. You have a strong working knowledge of CRM tools, especially SalesForce.
Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You're happy to offer hands-on support when needed including the acquisition of new prospects when applicable.

The Work Environment:

• Remote role within the state of Florida, specifically Lake County, Florida.
• Occasional U.S. travel for company events.
• Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
• Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

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/VeteransE -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