Career Opportunities

Your Strategy Matters & Passion Rules

Tom Ferry – Your Coach is currently looking for ROCKSTARS to fill the following positions:

 

Position Descriptions: Scroll down for complete descriptions of responsibilities and requirements

Benefits: Tom Ferry – Your Coach offers a competitive wage and benefits package, including medical, dental, vision insurance, life insurance, STD and LTD, paid holidays and vacation.

Compensation: Compensation based on experience

Location: All positions – except for Coach - are based at our headquarters in Irvine, CA

Submissions: To be considered for a position, send your resume to HR@tomferry.com with position title in the subject line.

Who we are: Tom Ferry is the fastest growing real estate professional coaching company in the world. Tom Ferry was voted the #1 Real Estate Educator by Swanepoel Power 200 and authored the NY Times best-selling book, Life! By Design. Through proven sales and marketing systems, Tom Ferry shares his extraordinary “Business by Design” thinking that helps clients achieve their goals faster and with more passion.

 


Director – Client Services

The Director - Client Services proactively supervises, plans, organizes and coordinates the activities and operations of the Client Services Department; for implementing plans and strategies that support the goals and objectives of the Company; and develops and standardizes processes and procedures. The position involves a high level of employee engagement as well as excellent interpersonal skills. The Director – Client Services reports to the Vice President – Coaching Services.

Primary Responsibilities

  1. Supervise, coach, train, and evaluate employees in the Client Services department.
  2. Develop and implement a dynamic Client Services strategy that will build and support the company brand and to reinforce organization’s image.
  3. Develop and implement strategies to reduce attrition and maintain client retention.
  4. Responsible for the overall strategic direction of the department to ensure that key performance indicators of the group are achieved.
  5. Monitor programs and procedures to ensure on-time delivery, customer satisfaction and the effective and efficient operation of the department.
  6. Establish performance standards to meet service goals of company.
  7. Provide feedback to the company regarding service failures or customer concerns.
  8. Provide feedback to Operations and the Sales teams to ensure all customers have accurate and timely information on Coaching status and/or changes.
  9. Assist Customer Service Representatives in troubleshooting Coaching requirements that require special handling; acts as a resource in resolving customer issues.
  10. Respond to client inquiries and problem solves in a professional and effective fashion.
  11. Provide feedback to Coaching Services regarding Coach performance.
  12. Coordinate activities among Client Services, Coaching Services, Events and Accounting.
  13. Ensure signups to Client Events.
  14. Attend and supports company-sponsored events, as required.
  15. Attendance and on-time reporting.
  16. Maintain compliance with company policies, practices and procedures.
  17. Participate in proactive efforts to achieve departmental and company goals.
  18. Work effectively and communicates clearly with other employees.
  19. Handle changing deadlines and priorities.
  20. Review employees’ and own work for accuracy, completeness and proper authority.
  21. Other duties as assigned.

Supervisory Responsibilities
Regularly lead and direct employees in the Client Services departments. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems. This position involves heavy experience in Client Retention and customer satisfaction.

Education and/or Experience
Bachelor’s degree required; MBA a plus.
Plus seven to ten years’ customer service leadership experience with a demonstrated record of high performance for team development and goal achievement

Other Skills and Abilities

  • Must be able to manage, organize and update relevant data using CRM software system (Salesforce)
  • Strong process knowledge and strong skills in negotiating and selling
  • Experience leading people in a rapidly expanding, fast-paced, results driven environment
  • Experience collaborating with technical groups to resolve customer issues in a timely manner
  • Communicate and engage employees to create a great place to work

Language Skills
Fluent English languages skills – reading, writing and spoken. Ability to read, analyze, and interpret documents such as technical procedures, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees.

Computer Skills
Strong working knowledge of Microsoft Office applications, including intermediate to advanced skills with Excel, Salesforce or other CRM.

Mathematical Skills
Able to calculate figures and amounts such as discounts, interest, commission, proportions, and percentages.

Planning and Organization

  • Must possess excellent follow-up skills
  • Must be detail-oriented in dealing with contracts and records
  • Ability to multi-task, prioritize and manage time effectively
  • Ability to manage multiple priorities and aggressive time lines

Physical Demands
This is sedentary work which requires the following physical activities: reaching, sitting, lifting (≤25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity.

Work Environment

  • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
  • The office work environment can be boisterous.
  • Attire is business casual.

Travel
Minimal overnight travel (up to 10%).

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


Accounting Specialist (A/P)

The Accounting Specialist will be responsible for a range of general staff accounting tasks but will be primarily responsible for all accounting work associated with processing accounts payable. 

Primary Responsibilities

  • Reviews all invoices for appropriate documentation and approval prior to payment
  • Responds to all vendor inquiries
  • Reconciles vendor statements, researches and corrects discrepancies
  • Processes check requests
  • Audits and processes credit card bills
  • Matches invoices to checks, obtains all signatures for checks and distributes checks accordingly
  • Processes Sales and Coaching Call Commissions
  • Audits and processes credit card bills
  • Matches invoices to checks, obtains all signatures for checks and distributes checks accordingly
  • Maintains 1099 records
  • Assists in month end closing
  • Assists in payroll process
  • Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
  • Sorts and distributes incoming mail

Supervisory Responsibilities
This position has no direct supervisory responsibility.

Education and/or Experience
High School diploma and/or three to five years’ Accounts Payable experience and/or training or equivalent combination of education and experience.

Other Skills and Abilities

  • Effectively collaborate with other functional areas to achieve overall organizational objectives
  • Hard-working, detail-oriented, self-motivated, and possesses a positive attitude and strong drive for success
  • Demonstrates high quality decision making, keen problem solving and analysis skills

Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employee of organizations.

Computer Skills
Proficiency in Microsoft Office especially Excel; intermediate to advanced skills with Salesforce.  QuickBooks experience a plus.

Planning and Organization

  • Organizational skills required with a high attention to detail
  • Ability to exercise judgment and work independently
  • Have the ability to handle shifting priorities and multiple projects independently and with personal initiative is also necessary

Physical Demands
This is sedentary work which requires the following physical activities:  reaching, sitting, lifting (≤25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity. 

Work Environment
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.

The office work environment can be boisterous.  Attire is business casual.

Travel
Minimal (less than 5%).  May be required to travel overnight – by car or air – to support various events sometimes working in excess of eight (8) hours/day.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


Salesforce Developer

The Salesforce Developer is responsible for the design and implementation of enhancements to our Salesforce Performance Edition CRM system, CRM add-ons, and related or interfaced systems; as well as provide ongoing support for the CRM environment (system, add-ons, and interfaces).

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  1. Daily administration of Salesforce system including user and data security.
  2. Manage Salesforce Account, Contact and Product Orders.
  3. Establish procedures around the use of Salesforce.
  4. Work with departments to configure and report analytics for Sales, Customer Service and Marketing.
  5. Develop and manage dashboards and reports.
  6. Manage and implement customized requests including creating workflow triggers, workflow alerts, automated email responses, etc.
  7. Review and optimize the Salesforce system as needed.
  8. Perform mass data imports/exports.
  9. Stay current on Salesforce technology and releases.
  10. Maintain and report current daily sales activity metrics.

Supervisory Responsibilities

This position has no direct supervisory responsibility.


Education and/or Experience

Bachelor’s Degree; or two to three years’ experience and/or training; equivalent combination of education and experience.

Salesforce certified preferred, but not required.

Other Skills and Abilities

  • 2-3+ years of experience with Salesforce development and Administration.
  • Excellent communication and inter-personal skills.
  • Motivated Self Starter
  • Quickly identifies business risks, issues and opportunities


Language Skills

Ability to read, analyze, and interpret documents such as technical procedures, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employee of organizations.

Computer Skills

  • Proficient in Salesforce administrative tasks like creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Tasks, and Events.
  • In-depth experience in CRM Business processes like Forecasting, Campaign Management, Lead Management, Pipeline Management, Order Management, Account Management, Case Management.
  • Experience in designing Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.
  • Experience in web technologies like HTML, XML, CSS, JSP, JavaScript, WSDL, and Soap.
  • Experience in Salesforce configuration experience including Apex Class, Apex Triggers, Visual Force, Salesforce development & platform.
  • Experience in working with relational databases.
  • Experience with use of the Salesforce APIs (via Java, or through web services) to integrate Salesforce with other tools.
  • Demonstrated experience with integration of SF with other systems.
  • Experience working across various Salesforce implementation covering Sales Cloud, Service Cloud, and App-exchange applications.
  • Experience with other marketing application such as Marketo is a strong plus.


Planning and Organization

Handle multiple projects simultaneously.

Physical Demands 

This is sedentary work which requires the following physical activities: reaching, sitting, lifting (≤25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity.
 

Work Environment

Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.

The office work environment is boisterous. Attire is business casual.

Travel

None


Inside Sales (Coaching Consultant)

If you are looking for an opportunity where you are rewarded for your results and want to make a difference in the lives of those you work with, this is the right job for you!

Are you...

...a driven sales professional who thrives in a high-energy, fast-paced, “pay for performance" environment? Do you enjoy the thrill of building a book of business from the ground up?

...a proven top tier performer who consistently exceeds quota, sells honestly with sizzle, has the drive to succeed and a work ethic that will carry you to success? Prior experience with car sales, phone sales and cold-calling will have prepared you for this challenge.

...looking for an opportunity where you are rewarded for your results and want to make a difference in the lives of those you work with? As a member of our elite team, you will have the opportunity to interact one-on-one to help entrepreneurs grow their businesses.

Tom Ferry – Your Coach is looking for dynamic, experienced closers who will sell coaching programs to Real Estate agents and Brokers/Managers who have expressed an interest in hiring professional coaching and help them identify ways to grow their businesses. If you thrive on the adrenaline of making a compelling pitch, overcoming objections and closing business on the phone, this is the right job for you!

Preferred Qualifications:

Willingness to talk to new people
Positive personality
Team player mentality
Prior phone sales experience
Highly punctual
Energetic
Committed to personal development

What we offer:

Paid training
Base pay ($17.31/hour) plus commissions and bonuses (a realistic potential for >$75K/yr)
Full benefits
A dynamic team environment
The opportunity for growth
Centrally located office in Irvine, CA


Coaching Sales Appointment Setter

The Coaching Sales Appointment Setter is responsible for generating appointments by contacting potential clients following events and by pursuing inquiries and information requests. Your duties as a Sr. Appointment Setter will include, but are not limited to, and may change due to business requirements:

Primary Responsibilities

  • Generate client appointments and sales leads by making 60-80 calls daily and booking 8-10 appointments a day.
  • Manage, organize and update contact database.
  • Create and manage new client and broker relationships.

Minimum standards

125 set appointments for the month

Monthly goal

165 set appointments for the month

Language Skills

Fluent spoken-English language skills. Ability to read and interpret documents such as procedures, operating and maintenance instructions, and procedure manuals. Ability to write clear and legible memos, notes, and compose appropriate business emails.

Computer Skills

Strong working knowledge of Microsoft Office applications, including intermediate to advanced skills with Salesforce.

Planning and Organization

  • Organizational skills required with a high attention to detail
  • Ability to exercise judgment and work independently
  • Have the ability to handle shifting priorities
  • Personal initiative is also necessary

Accounts Receivable Specialist

The Accounts Receivable Specialist will be responsible for making collection calls on private event clients’ past due balances. Works with sales reps, customer service reps and customers to identify and reconcile issues.

Primary Responsibilities

  1. Analyze accounts from billing to last collection in order to validate client balances and ensure compliance with contracts terms and conditions.
  2. Customer communication via phone and email regarding open invoices.
  3. Working with Accounting Supervisor on billing customers on a timely basis.
  4. Research and correct any variances found on accounts.
  5. Assist with other accounting team activities as required.
  6. Complete special projects for management and other financial functions.

Supervisory Responsibilities
This position has no direct supervisory responsibility.

Education and/or Experience
Five to eight years’ full-cycle Accounts Receivable and minimum two years’ collections experience and/or training or equivalent combination of education and experience.

Other Skills and Abilities

  • Knowledge of Billing and Collections procedures
  • Strong attention to detail, goal oriented
  • Excellent written and verbal communication skills
  • Effectively collaborate with other functional areas to achieve overall organizational objectives
  • Hard-working, self-motivated, and possesses a positive attitude and strong drive for success
  • Demonstrates high quality decision making, keen problem solving and analysis skills

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employee of organizations.

Computer Skills
Proficiency in Microsoft Office especially Excel; intermediate to advanced skills with Salesforce.

Planning and Organization

  • Organizational skills required with a high attention to detail
  • Ability to exercise judgment and work independently
  • Have the ability to handle shifting priorities and multiple projects independently and with personal initiative is also necessary

Physical Demands
This is sedentary work which requires the following physical activities: reaching, sitting, lifting (≤25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity.

Work Environment
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.

The office work environment can be boisterous. Attire is business casual.

Travel
Minimal (less than 5%). May be required to travel overnight – by car or air – to support various events sometimes working in excess of eight (8) hours/day.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


Client Success Representative

Client Success Representatives interact with clients via outbound/inbound phone calls and email analyzing client needs, providing information and addressing issues. CSRs also support the external coaching panel by tracking coaching sessions, and maintaining and providing client information and files.

Primary Responsibilities

Client Services responsibilities

  • Responds to the needs of clients and build positive relationships by providing accurate information and timely responses.
  • Actively contributes to improve clients’ satisfaction by analyzing client needs and concerns and providing information regarding available products and services. This includes reinforcing value, increasing customer utilization of products, promoting education, and providing training.
  • Acts as a product expert and take ownership of customer issues elevating concerns as necessary to the Client Care/Services Manager.
  • Analyzes accounts from billing to last collection in order to validate client balances and ensure compliance with contract terms and conditions.

Quality Assurance responsibilities

  • Takes ownership of and resolves client issues; elevates issues to Client Services Manager(s) as appropriate.
  • Manages Coach transfer requests.
  • Surveys clients for feedback on all new coaches.
  • Surveys and provides trend analysis on existing coaches.
  • Manages feedback on all clients leaving the program whether through cancellation or completion in the program.
  • Conducts three-, six- and nine-month Quality Assurance calls.

General responsibilities

  • Provides administrative support within the office as required.
  • Required to attend and support company sponsored seminars.

Education and/or Experience

Bachelor’s Degree; or minimum three years’ relevant experience and/or training; equivalent combination of education and experience.

Other Skills and Abilities

  • Detail-oriented with excellent follow-up skills
  • Must be able to manage, organize and update relevant data using CRM software system (Salesforce) and corporate website
  • Must be detail oriented in dealing with contracts and records
  • Must be empathetic to the clients’ point of view without compromising company policy
  • Must be organized, punctual and responsible
  • Must have excellent customer-facing skills with regards to telephone and written communication skills
  • Ability to up-sell, understand how to discover client needs, listen for customer cues interest in or need for new product enhancements.
  • Ability to exercise judgment and work independently

Language Skills

Fluent English language skills – written, reading and verbal. Ability to read, analyze, and interpret documents such as operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence.

Computer Skills

Strong working knowledge of Microsoft Office applications, including intermediate to advanced skills with Excel

  • Knowledge of social networking sites such as FaceBook.
  • Salesforce.com or other CRM experience a plus.

Physical Demands

This is sedentary work which requires the following physical activities: reaching, sitting, lifting (≤25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity.

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