Fundraising Operations Analyst (Investor Onboarding & CRM)
$140k - $185kTEEMA Solutions Group
A leading recruitment agency seeks a Fundraising Operations Analyst in New York, NY. This role requires managing investor onboarding processes, maintaining CRM systems, and supporting fundraising efforts. Candidates should have a Bachelor's degree in Finance or related fields, along with a strong understanding of private markets fundraising and experience with CRM systems like Salesforce. Advanced Excel skills and the ability to manage multiple deadlines are essential. This position offers competitive compensation ranging from $140,000 to $185,000 annually. #J-18808-Ljbffr TEEMA Solutions Group
$140k - $185k
...job description represents a sample Fundraising Operations Analyst position commonly found through the... ...capital raising infrastructure, investor onboarding, and fundraising process management... ...fundraising efforts. The role combines CRM management, investor onboarding...CRMFull time- BasePoint Group Inc. in New York is seeking a driven Associate to join the Investor Relations and Capital Formation Team. This role involves managing investor onboarding, maintaining CRM systems, and supporting capital formation efforts. The ideal candidate will have 1-...CRMWork at office
- ...click through to "Investor Relations / Marketing... ...service, and fundraising activities, helping... ..., and comfortable operating in a fast-paced, high... ...with financial analyst backgrounds (investment... ...for new investor onboarding Help prepare,... ...Reporting Maintain CRM and investor...CRM
- ...credit investment platform seeking an Analyst to support investor relations and fundraising efforts, prepare marketing materials,... ..., and compliance to support investor onboarding and capital closings. Maintain investor databases, CRM systems, and fundraising data rooms...CRM
$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City... ...executing end-to-end investor onboarding workflows and managing data within CRM systems. Candidates should have over... ...and alternative investment operations. The position offers a competitive...CRM$140k - $185k
...agency is looking for a Capital Markets Fundraising Analyst in New York, NY. This role involves... ...initiatives, supporting the preparation of investor materials, and analyzing investor data.... ...communication skills. Familiarity with CRM tools and proficiency in Excel are...CRMFull time$169k - $255k
...deliver attractive returns to investors with a range of duration and... ...Finance is seeking a seasoned fundraising professional with deep... ...and follow‑ups into relevant CRM system to support forecasting... ...execution as needed. Comfortable operating in a fast‑paced, entrepreneurial...CRMLocal areaImmediate start$120k - $125k
...financial organizations, particularly in investor relations or fundraising, who excel in fast-paced... ...initiative to ensure smooth day-to-day operations Qualifications 5+ years of Executive... ...anticipate needs Proficiency with CRM systems Ability to thrive in a dynamic...CRMFull time$80k - $100k
...Accounting Search at Turn2Partners Senior Operations Analyst (RIA) Location: Charlotte, NC (Remote)... ..., performance reporting, billing, and CRM support—to ensure accurate, efficient,... ...with M&A system integrations , supporting onboarding and migration of data from acquired...CRMFull timeRemote work- # Director of Investor Relations & Capital RaisingParkstone Capital LLCDirectorReal Estatefull... ...- Develop and manage a robust investor CRM using HubSpot, Salesforce, or similar... ...and deal communications- Oversee investor onboarding, subscription documents, and accreditation...CRM
- Jibe Ventures is seeking a Customer Success Manager to lead the onboarding process in a hybrid work environment. You will run kickoff... ...SaaS, especially in early-stage startups. Strong onboarding and CRM expertise (Salesforce/HubSpot) are essential for preventing churn...CRM
- brightwheel is looking for an Onboarding Specialist to support and train customers in implementing its childcare platform. This remote position... ..., and a tech-savvy background, preferably with experience in CRM tools like Salesforce. Brightwheel values diversity and offers...CRMRemote job
$115k - $125k
Investor Relations AnalystSkip to main contentWe use first... ....#Investor Relations Analyst page is loaded##... ...Index and FTSE4Good. We operate in more than 15 countries... ...the IR website, FAQs, CRM, and mailing workflows.... ...opportunity for new hire onboarding in the Austin, TX HQ prior...CRMWork at officeLocal areaWorldwide$110k - $140k
...financial services firm in New York is seeking an Associate in Employee Investor Services. This role involves executing comprehensive investor onboarding processes and managing investor data within CRM systems. The ideal candidate will have over 3 years of experience in...CRM$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions... ...end-to-end employee investor onboarding and limited partner (LP)... ...investor data within the CRM environment, maintaining strict... ..., regulatory compliance, and operational reporting. Review...CRM$172.8k - $345.6k
...prior to interview. Mission The Investor Relations Liaison serves as... ...capital commitments. Manage onboarding under 506(c) compliance and... ...standards. Maintain a detailed CRM pipeline (Salesforce, HubSpot... ...equity, or institutional fundraising roles. Established relationships...CRMPermanent employmentWork at officeImmediate startRemote work1 day per week- A leading financial technology firm is looking for an Onboarding Product Manager to manage the complete investor onboarding process. This role entails simplifying complex onboarding flows, integrating blockchain wallet experiences, and enhancing user experience for tokenized...Remote work
$140k - $185k
...description represents a sample Investor Communications Specialist... ...work closely with portfolio, operations, and investor relations teams... ...communication tracking using CRM or investor management platforms Support investor onboarding, documentation, and compliance...CRMFull time- ...exclusively on healthcare. Our mix of operational, medical, scientific and... ...has been a committed impact investor, both directly and through... ...their LP coverage footprint. FUNDRAISING EXECUTION Work alongside the... ...and pipeline tracking in the CRM. IR OPERATIONS Run core IR operational...CRM
- ...com, Inc. is looking for a full-time Customer Success Operations Specialist to manage customer onboarding and operational processes. You will ensure accurate... ...operations, strong analytical skills, and proficiency with CRM systems. This role focuses on maintaining and...CRMRemote jobFull time
- ...City, hybrid The Project Manager (Client Onboarding) will play a pivotal role in supporting... ...degree in Business, Finance, Economics, Operations Management, or a related field. 5 years... ...priorities. Experience with Salesforce or other CRM systems ; ability to maintain data...CRMMonday to Friday
- ...integrity, ingenuity and excellence in all aspects of its work. Role Description This is a full-time, on-site role for an Investor Relations and Operations Analyst based in New York, NY. Responsibilities include preparing investor reports and presentations, maintaining strong...Full timeWorldwide
- Mitratech India is looking for a skilled project manager with experience in Salesforce CRM and analytics. You will take ownership of project reporting, collaborate with teams to uphold data integrity, and manage project timelines effectively. The ideal candidate will demonstrate...CRM
- ...Description About the Role We're looking for a seasoned Client Onboarding Specialist who'll own the end-to-end onboarding journey for new... ...onboardings without dropping the ball ~ Familiarity with CRM and helpdesk tools: Zendesk, Freshdesk, HubSpot, Salesforce ~...CRM
$16.23 - $33.32 per hour
S&T Bank is seeking an individual to support Treasury Management Sales Officers, providing a best-in-class onboarding experience and relationship management. You'll act as a liaison with various departments, ensuring accurate document handling and client communication....- Operations Analyst Location: Brooklyn, NY Employment Type: Full-Time, Hybrid Schedule: Monday through Friday, Standard Business Hours (Monday... ...team with lead generation, market research, forecasting, and CRM maintenance Initiate pricing requests and forecasts using internal...CRMFull timeWork at officeRemote workMonday to FridayMonday to Thursday
- ...Steer has launched a complete Customer Relationship Management (CRM) marketing suite, complete with text messaging, email... ...shop's website and Google Business Profile. About The Role As an Onboarding Success Specialist, you’ll be part of a growing team responsible...CRMLocal areaRemote workWork from homeFlexible hours
$90k - $120k
...thrive and feel fantastic. We're looking for a highly motivated Operations Analyst to join our US Operations team. This role is ideal for... ...Google Sheets skills; Power BI or SQL a plus Experience with CRM tools (Salesforce, HubSpot, etc.) Clear communicator, organized...CRMFull timeWork at officeRemote workFlexible hours- ...dispute resolution, and other program‑related communications. Operational Excellence & Innovation: Actively identify opportunities to streamline... ...and automation. Familiarity with Salesforce or similar CRM platforms. Ability to interpret technical reports and apply findings...CRMWork at officeFlexible hours3 days per week
- ...management including the sales, marketing, onboarding, reporting, and digital experience... ...Technical Expertise*** Familiarity with CRM, Marketing, Sales Enablement, Client Reporting... ...(1) with more than 4,200 employees operating across North America, South America, Europe...CRMTemporary workWork experience placementLocal areaFlexible hours
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