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Salesforce Associate Jobs in Florida (NOW HIRING)

Advanta IRA

Accounting Associate

Clearwater, FL · On-site

$45K/yr

Salesforce.com experience is preferred. * Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details. * Be ...

Kalorik

Pricing Associate

Hialeah, FL · Hybrid

As a Pricing Associate at Kalorik, you will play a critical role in our pricing strategy, ensuring ... Salesforce experience a plus. Preferred Knowledge amp; Experience * Strong Communication ...

Outlier Jets

Member Experience Associate

Naples, FL · On-site

Salesforce for CRM and member records * Avinode for sourcing and quoting * FlyEasy for trip management * Google Workspace day to day * Ai platforms * Proprietary SOP Who this is for: * 1+ year in a ...

Actalent

Onboarding Associate

Jacksonville, FL · On-site

$20.19/hr

... Salesforce, Litmos, DocuSign, Microsoft Office (Excel, Outlook, Teams), Connected, Vendor ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$4.0K/mo

... Salesforce, Litmos, DocuSign, Microsoft Office (Excel, Outlook, Teams), Connected, Vendor ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$4.0K/mo

... Salesforce, Litmos, DocuSign, Microsoft Office (Excel, Outlook, Teams), Connected, Vendor ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Actalent

Onboarding Associate

Jacksonville, FL · Hybrid

$4.0K/mo

... Salesforce, Litmos, DocuSign, Microsoft Office (Excel, Outlook, Teams), Connected, Vendor ... Associates degree or 2+ years in a customer service related position * Preferred degree in Business ...

Aureate

401(k) Associate

Tampa, FL

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... Square, Salesforce, or HubSpot) Excellent verbal and written communication skills Strong ...

Baxter

Rental Sales Associate - Orlando, FL

Orlando, FL · On-site +1

$60K - $65K/yr

The Sales Associate (SA) supports territory sales activities to drive overall revenue number for ... Use Salesforce to assist in driving new sales opportunities while helping maintain existing ...

Aureate Development

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... Experience with CRM systems (Juniper Square, Salesforce, or HubSpot) * Excellent verbal and written ...

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... Salesforce, or HubSpot) · Excellent verbal and written communication skills · Strong ...

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Salesforce Associate information

What is a Salesforce Associate?

A Salesforce Associate is an entry-level professional who assists with the administration, management, and optimization of Salesforce, a popular customer relationship management (CRM) platform. They support senior Salesforce administrators and users by handling data entry, report generation, user account maintenance, and basic troubleshooting. Salesforce Associates may also help with training users, ensuring data quality, and implementing simple automation within the platform. This role is ideal for those looking to start a career in Salesforce or CRM administration.

What skills and qualifications are needed to thrive as a Salesforce Associate?

To thrive as a Salesforce Associate, you need a foundational understanding of CRM concepts, data management, and basic knowledge of the Salesforce platform, often supported by a Salesforce Associate certification. Familiarity with Salesforce tools such as Sales Cloud, Service Cloud, and reporting dashboards is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you excel in assisting users and supporting business processes. These skills and qualities are crucial for ensuring seamless CRM operations and maximizing the value organizations derive from their Salesforce investment.

How does a Salesforce Associate typically collaborate with other departments within an organization?

As a Salesforce Associate, you’ll regularly work with teams such as sales, marketing, customer service, and IT to ensure data accuracy and support business processes. Your role often involves gathering requirements from stakeholders, customizing Salesforce features, and assisting users with troubleshooting. Successful collaboration requires strong communication skills and the ability to translate technical concepts for non-technical colleagues. This cross-functional teamwork not only helps drive organizational goals but also offers valuable learning opportunities and exposure to different business functions.

What is the difference between Salesforce Associate vs Salesforce Administrator?

CriteriaSalesforce AssociateSalesforce Administrator
CertificationsEntry-level Salesforce certifications (e.g., Salesforce Certified Associate)More advanced certifications (e.g., Salesforce Certified Administrator)
Work EnvironmentSupport roles, data entry, basic Salesforce tasksSystem configuration, user management, process automation
Employer UsageEntry-level support in Salesforce teamsManaging and optimizing Salesforce platform for organizations
Search/Comparison IntentUnderstanding entry-level roles in SalesforceLearning about Salesforce administration responsibilities

The main difference between a Salesforce Associate and a Salesforce Administrator lies in their responsibilities and certifications. Salesforce Associates typically perform support and basic data tasks, while Salesforce Administrators handle system configuration, user management, and process automation. The Associate role is ideal for those starting in Salesforce, whereas the Administrator role requires more experience and certifications to manage the platform effectively.

What are the most commonly searched types of Salesforce jobs in Florida?

The most popular types of Salesforce jobs in Florida are:

What cities in Florida are hiring for Salesforce Associate jobs?

Cities in Florida with the most Salesforce Associate job openings:

Infographic showing various Salesforce Associate job openings in Florida as of September 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 89% In-person, and 11% Remote job distribution.

Accounting Associate

Clearwater, FL • On-site

Advanta IRA
Investment Management and Consulting Services • 11 - 50 employees
Learn more about Advanta IRAexternal

$45K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Starting Date: September 2026
POSITION BACKGROUND
Advanta IRA’s objective is to continue to grow by adding new clients while maintaining low attrition of existing clients. This can be achieved through solid customer service, attention to detail, and following procedures. The person filling this position will learn about self-directed retirement accounts, provide day-to-day recordkeeping and accounting services for client assets, and work with other departments to support our clients. Advanta IRA provides in-depth training upon hire to new employees.
The successful candidate is self-driven, organized, proactive, eager, and excels at multitasking. Additionally, they employ exemplary telephone skills by presenting a quality image and treating the client with courtesy, efficiently managing documents and financial information, and upholding a high level of customer service.
JOB DUTIES
As an Accounting Associate, you will perform various accounting and administrative duties for Advanta IRA accounts, including:
  • Managing the daily accounts payable (including daily/recurring bill payments, distributions, and transfers) by receiving, processing, verifying, and reconciling invoices.
  • Managing the daily receivables (checks/wires/ACH) by reviewing and properly allocating funds to IRA clients.
  • Maintaining hard copy and electronic filing systems.
  • Reconciling various accounts, including banking and client accounts.
  • Processing banking transactions, including processing wires, remote deposits, non-sufficient funds checks, and stop payments.
  • Running reports from the trust accounting system.
  • Processing and filing forms for taxable events for various IRA accounts and transactions.
  • Assisting with the daily operations of the company.
  • Executing accurate reporting and database management in multiple CRM systems.
  • Integrating data with trust accounting software/Salesforce.

JOB EXPECTATIONS
  • Confidentially maintain sensitive data.
  • Have basic accounting and bookkeeping skills.
  • Possess the ability to work with or without direction with great accuracy.
  • Learn and thoroughly understand the services Advanta IRA offers our clients.
    Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • Ensure the accuracy of transactions and documents.
  • Assist with customer support calls and emails as needed.

SKILLS, BACKGROUND & TALENTS REQUIRED
  • College degree with a business foundation (Business Administration, Finance, Accounting, etc.).
  • Salesforce.com experience is preferred.
  • Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
  • Be exceptionally well organized, analytical, and detail-oriented.
  • Excel at accomplishing tasks and following up with necessary parties
  • Utilize excellent verbal, written, and interpersonal communication skills.
  • Show proficiency in MS Word, Excel, and Outlook.
  • Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
  • Retirement plan and/or financial services experience is a plus.
  • Demonstrate a desire and ability to learn, and a willingness to share knowledge to assist others.
Employee Benefits Summary
  • Compensation
    • Salaried position ($45K starting)
    • Annual reviews of performance and salary
    • Advancement opportunities
  • Multiple insurance options
    • Medical, dental, and vision after 60 days
    • Telehealth
    • Prescription coverage
    • Options for health savings accounts (HSA)
    • Individual and family plans available
       
  • Hybrid work schedule options for those who qualify
    • Workstation equipment provided by the company
    • Telecommuting only, applicants must reside locally
       
  • 401(k) after 6 months of employment
    • Up to a 4% company match
       
  • Paid time off
    • 9+ federal holidays in addition to PTO.
    • Rollover up to 40 hours of PTO annually.
    • No waiting period to begin accruing.
       
  • Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.
COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
 

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