Senior Associate, Investor Relations — Client‑Focused CRM
CAZ Investments
CAZ Investments in Houston is seeking a Senior Associate for Investor Relations responsible for enhancing investor relationships through excellent operational and relational efforts. The role involves coordinating calendars, managing CRM-related activities, and ensuring quality interactions with investors. The ideal candidate will have a strong attention to detail, experience in financial services, and proficiency in Microsoft Office Suite. We offer competitive compensation, bonus opportunities, and a generous benefits package. #J-18808-Ljbffr CAZ Investments
$83.82k - $127.12k
...and assurance firm, providing clients with a genuine coast-to-coast... ...ERP space.We are seeking a Senior Associate of Client Success to join our... ...accounts receivable matters related to aging invoices and complete... ...NetSuite, ERP platforms, Salesforce CRM, software renewals, and...SeniorCRMFull timeWork at officeLocal areaRemote workWorldwide- ...Opportunity Solaris Energy is searching for an experienced Sr. Investor Relations Analyst that will serve as a key communications bridge... ...capture feedback and handle routine inquiries. Targeting & CRM: Analyze ownership data, segment investors by style/geography...SeniorCRM
- ...recruiting firm is seeking a Director of Investor Relations and Growth Strategy in Houston, Texas. The role focuses on expanding the client base, engaging with potential investors,... ...in wealth management, and proficiency in CRM systems. #J-18808-Ljbffr Madison Professional...CRM
- ...is currently seeking a Senior Associate, AI Engineer to join... ...enterprise applications (CRM, ERP, collaboration... ...ensure solutions meet client requirementsStay current... ..., engineering, or related field; Master's degree... ...a team-based, client-focused environmentAbility to...SeniorCRMH1bLocal area
- ...exceptional value to our clients. We believe our... ...a dynamic, growth‑focused organization, join... ...motivated and experienced Senior Research Tax Credit (RTC) Associate to join our Houston... ...in Salesforce CRM on a daily (... ...Accounting, Economics, or a related Science/Engineering...SeniorCRMWork at officeLocal areaRemote workFlexible hours
- ...Senior Associate, Investor Relations This position will be responsible for driving the ongoing service efforts... ...investor relationships within the firm’s CRM Preparing expense reports and other... ..., with excellent attention to detail Focus on finding ways to help our team...CRMWork at office
$110k - $145k
...highly analytical and business-focused professional to support... ...experience with Power BI, ERP/CRM data integration, along with... ...packages using Power BI and related BI toolsPartner with Finance,... ...responsibilities, or qualifications associated with the position.What else...SeniorCRMFull timeTemporary workWork at officeFlexible hours$75k - $105k
Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead... ...workflow steps in the CRM to ensure accountability... ...operational workflows related to onboarding, service... ...Development (Team Lead Focus) Provide training, coaching...SeniorCRMInternship- Overview Our client, a well-established and nationally recognized... ..., is seeking a Director of Investor Relations and Growth Strategy to join... ...up-to-date, and actionable CRM records Partner closely with... ...disability, or veteran status. Seniority level Director Employment...CRMFull time
- Job Summary The Investor Relations Analyst will work closely with multiple internal groups and will... ...Experience with data hygiene, HubSpot and CRM systems is a plus. Proficiency in Excel... ...experience, with verifiable record of client relationship engagement or CRM Management...CRM
$77k - $202k
...a SAP Order to Cash Consultant, Senior Associate, you will play a pivotal role in helping clients optimize their customer relationship... ...client requirements, implement CRM software solutions, and provide... ...As a Senior Associate, you will focus on building meaningful client...SeniorCRMFull timeH1b- ...established Registered Investment Advisor is seeking a Director of Investor Relations and Growth Strategy in Houston, TX. This role involves identifying and engaging prospective clients, maintaining CRM records, and collaborating with teams to enhance business development...CRM
- ...immediate, full-time position opening for a Client Relations Manager focused on energy sector sales. This... ...Marketing and Business Development and Senior Client Relations Manager to develop strategy... ...market intelligence in the company CRM. · Work with a sales manager and an...CRMFull timeWork at officeImmediate start
- ...seeking a Project Estimator to manage the survey process, including estimations and client communications. This role requires a minimum of five years of related survey experience and a strong focus on client service. The ideal candidate will demonstrate effective problem-...Senior
$125k - $175k
...week is required, depending on client meetings.Salary Range: $125,00... ...energetic, results-oriented Senior Client Partner for the Oil & Gas... ...experience in a technology-focused sector selling Digital Innovation... ...customer interactions in the CRM tool, and generate weekly sales...SeniorCRMBase plus commission2 days per week3 days per week- ...seeking an experienced and motivated Client and Community Relations Manager. Join us and help shape the future... ...network expansion. This role focuses on developing partnerships, maintaining... ...and customer relationship management (CRM) tools. Ability to multitask and perform...CRMWork experience placementLocal area
$100k - $125k
...executive leadership, driving superior client performance through premier human capital... ...Description:What We DoExecutive Search Senior Associates play a critical role in the execution of... ...Experience working with Salesforce or other CRM.Pay Range Guidelines for this Position:...SeniorCRMFull timeApprenticeshipWork experience placementWork at office- ...Distinction - a standard we continue to uphold today. Basic Purpose The Client Relations Consultant will be responsible for strategically increasing... ...is resident in the Customer Relationship Management (CRM) application system. Engage effectively with business unit leadership...CRMDaily paidLocumWork at officeLocal areaShift work
$90k - $120k
...Associate Client Advocate The Associate Client Advocate (ACA) client-facing functions utilizing... ...client experience, with a primary focus on direct client engagement and retention... ...but not required (CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for...CRMTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- We are searching for a Senior Physician Referral Liaison - Pediatric Cardiology Associates -- someone who works well in a fast-paced... ...management of all functions related to problem resolution, identifying... ...relationship management (CRM) program Salesforce.com, in a timely...SeniorCRMWork at officeLocal area
- ...Fund Services Group is seeking an Investor Onboarding Associate to support our private fund clients by coordinating subscription agreements and onboarding investors. You will manage workflows in automated platforms, open brokerage accounts for client funds, and handle...Remote work
- Title:Senior Investor Relations/FP&A Analyst (Hybrid Role)KBR — Delivering Solutions, Changing the World. KBR is a global leader in delivering technology-driven, mission-critical, and sustainable solutions that truly matter. With nearly 36,000 talented people operating...SeniorFull timeTemporary workLocal areaRelocation packageFlexible hours3 days per week
- ...who is looking to bring on an Investor Reporting & Operations... ...support the firm's investor relations and finance functions. This individual... ...building a long-term career focused on investor reporting,... ...skills and ability to prepare client- and investor-facing materials...
$96.05k - $206.08k
...Advisory.KPMG is currently seeking a Senior Associate, Workday Security to join our... ...Organization.Responsibilities:Plan and execute client engagements focusing mainly on Workday security... ...engagementsLead meetings with clients related to Workday security and controls Help...SeniorH1bLocal area- ...and construction industries focusing on high-performance buildings... ...design consultants and owners, relative to envelope discussions... ...establish relationships with clients and job related management teamsBreak... ...deliverables while managing associated budget and schedule...SeniorFor subcontractorLocal area
- ...seeking a Mechanical Engineering Associate, Senior to join our team in our... ...project assignments detailing client performance requirements,... ...safe design practices, while focusing on identifying cost saving opportunities... ...’s performance and any work related issues, including those that...SeniorFor subcontractorWork at officeLocal areaImmediate start
- ...working with extraordinary clients spanning every industry... ...free from independence-related constraints that may... ...and collaboration. Our focus is on your development... ...success!The RoleSenior Associates with our State & Local... ...venture-backed startups.Senior Associates can expect to...SeniorFull timeH1bLocal areaWork visa
$85k - $100k
ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth... ...requires 3-7 years of experience, primarily focusing on client service, account... ...required, along with proficiency in CRM and Microsoft Office. The position offers...CRMWork at office$266.8k - $350.19k
...assurance firm, providing clients with a genuine coast-to... ....Job Description:The Senior Director, Business... ...is a senior-level role focused on accelerating growth... ...strict compliance with CRM (Salesforce) requirements... ...relationship management, or related leadership roles within...SeniorCRMFull timeLocal areaWorldwide$70k
...Marvin Love and Associates is seeking a highly... ...motivated and experienced Senior Sales Manager to... ...contributor role focuses on generating... ...business, building key client relationships, and... ...Management, or a related field. A... ...management software and CRM tools, with strong...SeniorCRMFull timeWork at office
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