Investor Engagement Specialist: CRM & Outreach
$55k - $65kThe-Bam-Companies
The BAM Companies is seeking an Investor Engagement Specialist. This role is essential for creating a personalized experience for prospective investors, focusing on relationship skills and operational discipline. You'll engage prospects through phone and email, conduct discovery conversations, and maintain CRM data integrity. Ideal candidates will have experience in client-facing roles and must be comfortable using HubSpot. The position offers a competitive salary between $55,000 and $65,000 USD based on experience and qualifications. #J-18808-Ljbffr The-Bam-Companies
- The BAM Companies in Carmel, Indiana, is seeking a full-time Prospect Outreach Specialist to serve as the first contact for potential investors. This role focuses on creating high-quality, personalized experiences through structured outreach and dedicated support. Candidates...CRMOutreachFull time
- ...oriented professional to serve as Membership Engagement Specialist. This position plays a key role in... .... Support member communications and outreach efforts. Serve as the administrator of... ...association management systems (AMS), or CRM platforms preferred. Experience with...CRMOutreachFull timeWork at officeLocal areaRemote workHome officeMonday to FridayAfternoon shift
$55k - $65k
...operator. We offer our family of investors access to premier real‑estate... ...Position Overview The Prospect Outreach Specialist - known internally as the Investor Engagement Specialist - serves as BAM Capital... ..., operational discipline, and CRM ownership. The Investor...CRMOutreach- ...Dealer Solutions Specialist Kinetic Advantage is a dynamic independent... ...them with an exceptional and engaging user experience. We are... ...of leads through consistent outreach via calls, emails, and digital... ...activities and maintain accurate CRM records to ensure visibility...CRMOutreachContract workWork at officeLocal area
- ...Primary Purpose of Role:The *Investor Relations Analyst* plays an important... ...conference presentations and engagement with shareholders, with lead... ...approach to shareholder outreach.* Monitor developments and... ...a database of interactions (CRM).* Coordinate the quarterly earnings...CRMOutreachTemporary workWork experience placementWork at office
$125k - $175k
...placement basis, and only to investors who meet applicable eligibility... ...data within the firm’s CRM and investor platforms, including... ...investor communication. • Track engagement and relationship metrics to... ..., including advisor outreach, educational meetings, conference...CRMOutreachWork at officeRemote work$29 per hour
...Student Enrollment Specialist Indianapolis, IN Training Tomorrow's Technicians to Become... ...enrollment Hit and exceed enrollment KPIs — outreach volume, contact-to-appointment conversion... ...in Microsoft Office; quick to learn new CRM and enrollment management systems...CRMOutreachHourly payWork at officeFlexible hoursAfternoon shift- ...Job Location: Carmel, IN 46032 Director, Investor Relations Reports to: VP, Investor... ...servicing, communication, and long‑term investor engagement. Core Responsibilities Investor... ...documentation and complete follow‑through across CRM and internal systems. Deliver...CRM
$17.5 per hour
...goals. Provide timely, accurate, and professional assistance on all inquiries. Document and update customer information in the CRM system. Follow escalation procedures and company policies to ensure resolution. Maintain compliance with all federal, state, and...CRMOutreachRemote jobFull timeTemporary workLocal areaWork from homeMonday to FridayFlexible hoursShift work- ...Opportunity: The Career Readiness Specialist plays a mission-critical... ...and report progress using CRM tools such as Salesforce and... ...Enrollment Events, Community Outreach and Mission Reach: Attend... ...stakeholders to strengthen access and engagement. Employer and Partner...CRMOutreachLocal areaImmediate startAfternoon shift
- The Sales & Marketing Specialist supports B2B lead generation, nurtures customer relationships... .... The Adventure Ahead Support sales outreach efforts through email, social media,... ...social posts, newsletters) Maintain CRM data and track engagement Competitive intelligence, including...CRMOutreachWork at office
- ...customer relationship management system (CRM), and connecting these quality leads and... ...events/meetings through a high volume of outreach activities (phone, email, text, etc.) Utilize... ...May include customer follow up, customer engagement, customer upselling, and re-ordering...CRMOutreachWork at office
$89.1k - $133.7k
...States. CNO Financial Group is hiring a Sr Investor Relations Financial Analyst. Reporting... ...team focused on investor and analyst engagement, corporate governance, rating agency management... ...base, perform investor targeting and outreach. Anticipate and collaborate with key...OutreachFull timeTemporary workWork experience placementWork at officeWork from home- ...a cohesive strategy that drives revenue, engagement, and long‑term relationships through IndyHumane... ...pipeline, including prospect research, outreach, proposals, and stewardship activities.... ...working with donor databases and CRM systems. Comfort with revenue goals, budgets...CRMOutreachContract work
- ...Experience Coordinator to support client engagement and contribute to overall customer satisfaction... ...to improve satisfaction and outreach Requirements: Strong communication... ...proficiency with digital tools (email platforms, CRM systems, scheduling tools) What We Offer...CRMOutreachFlexible hours
- ...business opportunities through prospecting, customer outreach, and relationship-building Build and maintain... ...territory performance Track sales activity, customer engagement, forecasts, and performance metrics using CRM tools and reporting systems Educate customers on...CRMOutreachH1bRemote workVisa sponsorshipWork visa
- ...including CliftonStrengths workshops and engagement with members of BHI’s executive leadership... ...with events, promotions, and community outreach efforts. Assist with digital marketing activities... ..., and resident information within CRM systems and tracking tools. Support new resident...CRMOutreachInternshipFlexible hours
- ...Relations Manager to lead membership sales, and engagement to join their team. The ideal candidate... ...) Own the full sales cycle from outreach to close Build and maintain a strong... ...all activity and pipeline progress in CRM Represent the organization at events...CRMOutreachFull time
$78.4k - $136.95k
...enhance selling techniques, product knowledge, and customer engagement. This includes leading skill development initiatives... ...activities. Leverage enablement platforms (eg. Gong, Outreach, Seismic, LMS systems) and CRM tools to deliver scalable learning experiences and...CRMOutreachTraineeship- ...Prospecting and Opportunity Qualification : Independently engage prospects through various channels like outbound... ...campaigns using technology including ZoomInfo, Outreach, LinkedIn Sales Navigator, and Microsoft Dynamics CRM, Gong Engage Embracing our differences...CRMOutreachLive in
$20 per hour
...Title: Community Engagement Specialist Status: Full Time | Hourly FLSA: Non - Exempt Community Engagement Specialist Reports To... ...Community Engagement Specialist advances the mission of Kids Dance Outreach by building and strengthening relationships with schools,...OutreachHourly payFull timeSummer workWork at officeRemote workFlexible hoursAfternoon shift- ...will be tasked with developing and executing multi-channel outreach strategies to engage senior decision-makers, owning the full sales lifecycle from... ..., managing multiple opportunities, and be proficient in CRM platforms for sales management. Excellent communication, presentation...CRMOutreach
- ...events, such as job fairs and community outreach. Work with staffing agencies and managed... ...IT expertise. This role specializes in engaging passive candidates through multi-channel... ...techniques and tools, maintains accurate ATS/CRM records, ensures compliance with OFCCP...CRMOutreach
- ...in-field prospecting, 30% account management. Engage manufacturing clients through calls, site visits, social outreach, and email. Leverage LinkedIn and your SSI... ...generating new accounts using ZoomInfo, LinkedIn, and CRM. Strong business acumen—ability to understand...CRMOutreachLocal area
- ...be responsible for developing and executing multi-channel outreach strategies to engage senior decision-makers, owning the full sales lifecycle from... ...cycles, and developing strategic proposals. Proficiency with CRM platforms for pipeline management and excellent...CRMOutreach
- ...Fitness Sales Specialist (Appointment Setting & Membership Sales) This is not a "stand behind... ...Sales Specialist who thrives on outbound outreach, appointment setting, and converting... ...accurate notes and activity tracking in the CRM Consistently hit daily, weekly, and monthly...CRMOutreach
- ...healthcare, or industrial). Systematically use CRM to support sales processes, including... ...help in times of need. Deep Community Engagement We are committed to giving back to our... ...employee support programs, and community outreach initiatives to build a more diverse, equitable...CRMOutreachFull timeTemporary workWork at officeLocal areaFlexible hours
- KENTUCKY SOCIETY OF ASSOCIATION EXECUTIVES INC is seeking a Membership Engagement Specialist based in Carmel, Indiana. The successful candidate will handle membership recruitment, retention, and provide exceptional service to members. Your role will include managing membership...Remote job
- ...outpatient services, including several outreach centers as well as clinic- and community... ...Exempt Job Role Summary The Peer Recovery Specialist assists clients to access recovery-... ...Innovation, Development, and Excellence. Engages with individuals served by Sandra Eskenazi...OutreachFull timeWork experience placementWork at officeFlexible hoursShift work
- Tennessee Society of Association Executives in Carmel, Indiana, seeks a Membership Engagement Specialist to enhance member experience through recruitment, retention, and engagement efforts. This full-time role requires a collaborative individual to manage membership records...Remote jobFull timeFlexible hours
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