Investor Operations Analyst - Fund Onboarding & CRM
Viridis Fund Solutions
Viridis Fund Solutions in Owings Mills, MD is seeking an LP Operations Analyst with 2+ years of accounting or financial reporting experience. You will serve as day-to-day contact for investors, support onboarding, and help manage client communications and documentation for back-office fund administration. The role requires strong communication, attention to detail, and the ability to handle confidential information while collaborating with Salesforce/CRM systems and investor portals. #J-18808-Ljbffr Viridis Fund Solutions
- Department: Fund Operations | Location: Owings Mills, Maryland... ...N/A The LP Operations Analyst helps serve as the day... ...for over 6,000 investors by providing exceptional... ...assistance with client onboarding, internal reports, investor... ...Management (“CRM”) databases and investor...CRMFull timeWork experience placement
- ...hard money lender in their search for a Investor Relations Associate. This individual will... ...Manage and review investment and funding paperwork to ensure accuracy and compliance... ...Preferred Qualifications: Familiarity with CRM software. Knowledge of investment...CRMWork at office
$70k - $90k
...The Operations Department is responsible for auditing... ...Transfer Agent function. The Analyst’s primary duties... ...industry knowledge to onboard new markets and asset... ...issues when necessary. Fund Operations • Ensure... ...for resolving investor transaction and position...Suggested$50k - $80k
...Outlook, Word, PDF editing software, customized software, and online CRM. ~ Excellent written and interpersonal communication skills.... ..., high-quality services that require no disruption to their operations. In short – our goal is to inarguably produce the best value...CRMFull timeWork at officeRemote work$36.05 - $43.26 per hour
...service levels. The manager drives operational excellence through strong... ...Associates, Enrollment Analysts, and Contract Rate Analysts through... ...workforce planning, hiring, onboarding, and employee development.... ...enterprise platforms, including CRM and ERP systems, to manage...CRMContract workTemporary workWork at officeRemote workMonday to Friday$75k - $85k
...internal teams to ensure seamless onboarding and client satisfaction.... ...and client interactions using CRM tools. Provide market feedback... ..., mouse, and visual monitor. Operates in a collaborative team environment... ...and Employee Benefit Funds #J-18808-Ljbffr Daybright FinancialCRMFull timeWork at officeRemote work$75k - $85k
Wealth Management Operations Manager (RIA) Base pay range: $75,000.00... ...apply. Responsibilities Client Onboarding and Account Opening Manage... ...are properly transferred and funded Set up client online access and... ...and update client data in CRM and portfolio systems Office...CRMWork at office- ...prepare estimates and proposals, maintain CRM documentation, and support business... ...specifications, controls drawings, sequences of operation, points lists, and bid documents ~... ...& Paid Holidays ~ Mentorship based onboarding/training with senior staff #INDALL...CRMFor contractorsFor subcontractorWork at officeRelocation packageMonday to Friday
- ...prospecting and discovery through proposal, close, and handoff to our onboarding team. This role is ideal for someone who understands the... ...industry events, webinars, and partner meetings Maintain accurate CRM records and provide regular pipeline forecasting...CRMBase plus commissionContract workRemote workHome officeFlexible hours
- ...with your team to reinforce goals and objectives, utilize the CRM tool, and set clear expectations about policies and procedures.... ...skills.Experience selling technology solutions to Manufacturing Operations.Experience working with Salesforce and the reporting/analytical...CRMLocal areaWorldwideFlexible hours
- ...superintendents Manage the full client lifecycle: registration, onboarding, ongoing satisfaction checks, and issue resolution Support... ...Track sales activity and maintain client records in Salesforce CRM Attend trade association events and networking functions...CRMTemporary workFor contractorsWork at office
$120k - $250k
...the training and an uncapped commission structure-you bring the drive to succeed. What sets AmeriPro Roofing apart: Leading CRM and technology (Service Titan) for transparent pricing, margin visibility, scheduling, and seamless workflows that drive efficiency and...CRMWork at officeLocal areaDay shiftAfternoon shift$80k - $117k
...Financial Consultant In Personal Investors At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...conversations, and other role-based responsibilities Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day...CRMTemporary workWork experience placementLocal areaImmediate startRemote work1 day per week$65k - $80k
...client is seeking a Category Management Analyst to identify product gaps, analyze... ...tools. Hybrid flexibility available after onboarding. Compensation: $65K–$90K depending... ...phase‑outs. Collaborate with sales, operations, finance, and marketing to execute new opportunities...$100k - $120k
...leadership and sit at the center of daily firm operations. If you thrive on ownership, precision,... ...and keep deadlines on track Support onboarding, policies, and firm operations Research... ...& growth opportunities Maintain CRM notes and documentation Keep the office...CRMWork at office$77k - $131k
...that matter to you. Role Summary This Technology Business Analyst is responsible for delivering solutions and enhancements... ...Chorus (AWD) workflow platform, which supports Individual Investor, Fund Cash Operations, and Global Client Account Services processing. The role...Full timeWork experience placementLocal areaRemote work3 days per week- ...successfully win new work. Maintain accurate opportunity data within CRM and pursuit tracking systems to support forecasting, reporting,... ...coverage for medical, dental, and vision insurances. Company funded life and long-term disability insurances. Short Term Disability,...CRMTemporary workFor contractorsWork at officeFlexible hours
$130k
...challenges. Recommend solutions that improve collaboration and operational efficiency. Conduct discovery meetings, workshops,... ...and project workflows Experience with Salesforce or similar CRM Why Join IMAGINiT? Make an impact, accelerate your growth,...CRMTemporary workLocal areaRemote workWorldwideFlexible hours- ...career growth? AlphaGraphics is seeking a Client Experience & Operations Associate to join our growing team. In this role, your primary... .... Systems & Administrative Support Utilize internal CRM and order management software to input job specs, generate quotes...CRMFull timeWork at officeLocal areaMonday to Friday
- ...and qualify net-new OEM, distributor, and operator opportunities within the Amusement... ...accurate pipeline data and forecasts in CRM (Salesforce); provide reliable commit and... ...ensure smooth deal execution and customer onboarding. Requirements: What Makes You a Great Fit...CRMContract workWorldwide
$139.4k - $230k
...while building valuable expertise in one of the industry's leading CRM platforms. What Will You Do? Lead the design and... ...account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers...CRMWork experience placementLocal area- ...Business Development Administrator provides operational, administrative, and relationship... ...event activities, supporting new facility onboarding processes, maintaining customer relationships... ...records and activity tracking within CRM and other company systems. Coordinate...CRMHourly payContract workWork at office
- ..., verifying, and finalizing loan packages before disbursement of funds. The ideal candidate will have a keen eye for detail, strong communication... ...records in the company provided customer relationship manager (CRM) system. · Stay updated with the latest industry standards,...CRMPrivate practiceWork at office
$70k - $130k
...the complexity of expansion-helping them strengthen their people operations and scale with confidence. This is a consultative,... ...Cold Calling Experience. ~ Customer Relationship Management (CRM) Software experience. ~ Valid Driver's License - Required ~...CRMBase plus commissionFull timeContract workPart timeInternshipLocal areaFlexible hours- ...planning, implementing, and evaluating all operations and managing the community's day-to-day... ...of quality personnel. Lead new hire onboarding initiatives. Assist in providing leadership... ...of various computer systems, including CRM, ATS, HRIS, and computer applications, is...CRMWork at officeLocal areaWeekend work
- ...customers through lead generation, client onboarding, and client adoption to all the... ...customers in your portfolio. Use the CRM module to manage daily activities and customer... ...such as printers, computers, and phones operating. Why Work for Strategic Factory?...CRMWork at officeFlexible hours
$65k - $85k
...Healthcare Organization This organization operates behavioral‑health treatment facilities... ...vendor coordination. Support HR scheduling, onboarding, and internal communications when needed.... .... Proficiency in Google Workspace, CRM tools, video meeting platforms, and modern...CRMWork at office- ...tailored to their organizational goals. - Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up... ...oriented, able to manage multiple client needs -Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto)...CRMRemote jobFull time
$85k - $100k
...Valid driver's license Bonus Points For: Multifamily or Commercial renovation project experience Existing relationships with Mid-Atlantic property managers, contractors, or engineers Construction Management or Engineering degree HubSpot CRM experience...CRMFor contractorsFor subcontractor$60k - $120k
...to respond to internet inquiries and convert interest into appointments at our Owings Mills, MD showroom. The role emphasizes using CRM tools, generating sales opportunities, and delivering a premium customer experience. Salary ranges from $60,000 to $120,000 annually...CRM
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