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
$165k
...Head of Private Capital Investor RelationsWorks closely... .../Compliance, and Fund Operations. The role will also... ...experience in institutional fundraising, investor relations,... ...investors.Investor Onboarding & Lifecycle ManagementSupport... ...relations, including CRM tracking, reporting...CRMFull time- ...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
- ...York is seeking a Capital Introduction Associate to support fundraising efforts and investor relations. The role involves researching potential... ...strong research and organizational skills, and experience with CRM systems like Salesforce. This position offers a competitive...CRM
- ...Specialist to manage relationships with institutional investors and assist in capital raising initiatives.... ...involves preparing investor materials, maintaining CRM systems, and providing insights on fundraising strategy. Excellent communication and analytical skills...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$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- ...Enforce data quality standards across the CRM: deduplication, enrichment, validation... ...data dictionaries, integration maps, and operational standards so the team can scale without tribal... ...quickly and methodically Evaluate and onboard new GTM tools as needs evolve, managing vendor...CRM
$100k - $120k
...lives of over 100k frontline workers and the operation of their organisations, grown the team to... ...building integrations, and ensuring our CRM is the single source of truth for the... ...discrepancies quickly and methodically Evaluate and onboard new GTM tools as needs evolve, managing...CRMFull timeWork at officeHome office2 days per week$100k - $120k
...opportunity : We're hiring a Revenue Operations Analyst, with a keen eye towards leveraging AI,... ...renewal triggers, health score alerts, onboarding sequences) Experiment with and build... ...commercial team workflows CRM & Data Infrastructure Leveraging...CRMWork at office$97.96k - $120k
...of Gusto's business as a Senior Sales Operations Analyst supporting our Expansion Sales organization... ...-robin (ChiliPiper) automation.Support onboarding and offboarding for new hires and... ...reporting issues, broken workflows, missing CRM data, and gaps in pipeline visibility...CRMFull timeFor contractorsWork at officeLocal area2 days per week3 days per week- ...exclusively on healthcare. Our mix of operational, medical, scientific and... ...has been a committed impact investor, both directly and through... ...Hold direct accountability for fundraising outcomes across assigned... ...Fluency with institutional IR CRM platforms (Dynamo, Backstop,...CRMOdd job
$100k - $200k
...years of experience to join its Investor Relations Team.... ...up communications Maintain CRM systems, including logging interactions... ...notes, feedback, and tracking fundraising activity and pipeline progression Support investor onboarding processes, including coordination...CRMWork at officeWork from homeShift work$130k - $145k
...in North America (EST and CST) About Fundraise Up We’re Fundraise Up - a global fundraising... ...We are looking for a Senior Revenue Operations Analyst to join our Revenue Operations Team... ...and implement initiatives that enhance onboarding, engagement, and customer satisfaction...Temporary workRemote work$115k - $125k
...Sustainability Index and FTSE4Good. We operate in more than 15 countries... ...Job Description: Investor Relations Analyst Location: New York, NY... ...the IR website, FAQs, CRM, and mailing workflows. •... ...an opportunity for new hire onboarding in the Austin, TX HQ prior...CRMWork at officeLocal areaWorldwide$100k - $115k
...platform is seeking an analyst to join their... ...research, operations) to support client... ...monthly reporting, investor update letters, client... ...new client onboarding Maintain data integrity... ...systems, CRM, and reporting platforms... ...Help support fundraising efforts (i.e., support...CRMFull timeWork at office- ...exclusively on healthcare. Our mix of operational, medical, scientific and... ...has been a committed impact investor, both directly and through... ...components of the IR function. FUNDRAISING LEADERSHIP Partner with... ...skills. Fluency with IR CRM systems (Dynamo, Backstop, Altvia...CRMSummer work
$120k - $140k
...investment platforms and proprietary operating capabilities create an edge... ...-adjusted returns for our investors. Position Overview: We are... ...fund administration, investor onboarding, portal technology, and... ...management tools; experience with CRM systems and investor reporting...CRM$26 per hour
Position: Client Operations & Onboarding Specialist Location: Toronto Pay Rate: $26 per hour Contract: 6-month contract with potential for extension... ...onboarding, managing operational processes, maintaining CRM data, and collaborating across multiple teams to deliver an...CRMHourly payContract workRemote work- ...exceptional customer experiences. You will bridge customer success, onboarding, and basic technical implementation, ensuring clients achieve... ...-first mindset. This role is fully remote with strong collaboration across scheduling and CRM teams. #J-18808-Ljbffr SteerCRMRemote job
- ...Interim/Temporary Director of Investor Relations is sought by a... ...strategy, support fundraising initiatives, and coordinate... ...who can step in quickly, operate with limited onboarding, and manage multiple priorities... ...and in-person). Maintain CRM systems, investor records,...CRMContract workTemporary workInterim role
- ...and London. The firm seeks to hire an Investor relations professional to work as part... ...contacts and sales notes in the firm’s CRM System Onboard new clients Serve as the product... ...Client Advisory, Investment, Legal, and Operations teams Highly self-motivated, results-...CRMWork at office
$115k - $125k
Investor Relations Analyst Location: New York, NY (6th Avenue) Department: Investor Relations Reports... ...Infrastructure: Maintain the IR website, FAQs, CRM, and mailing workflows. ESG/Corporate... ...well as an opportunity for new hire onboarding in the Austin, TX HQ prior to starting...CRMWork at office- Grapevine Technologies Inc in New York is seeking a Senior Operations Analyst to enhance the customer onboarding experience. The role is critical in managing high-priority projects and ensuring seamless product adoption for customers. The ideal candidate has 3-6 years of...Full time
- ...Description Job Description Investor Relations Venture Capital /... ...with broad exposure across fundraising, investor relationships, co-investments... ...co-investment execution, and operational ownership, while providing... ...activity within the firm's CRM. Help strengthen internal...CRMFull timeWork at officeVisa sponsorship
$90k - $115k
...unparalleled support and guidance to foodservice operators, ensuring their success in a competitive... ...Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany... ....Familiarity with Salesforce or other CRM systems is essentialIntermediate skills...CRMWork at officeHome officeAfternoon shift$125k
...venture capital, allowing retail investors to gain exposure to promising... ...(email, phone) Run investor onboarding support, including supporting... ...(1099) support Maintain CRM and investor-record accuracy... ...investor or customer support operations at a retail investment platform...CRMWork at office2 days per week- Responsibilities Project manage the onboarding of new clients of Orion Serve as primary point... ...of conversion project with the historical analyst team Prove accuracy of historical... ...customer interactions via Salesforce.com CRM Collaborate with SME teams to ensure Advisors...CRM
- LGT Capital Partners Ltd. is seeking an Investor Onboarding Specialist in New York. The ideal candidate will coordinate onboarding for investors in private markets, ensuring a smooth, professional experience while upholding AML/compliance standards. The role requires strong...Work at office
- ...and continuous improvement.Position SummaryProvide comprehensive operational, financial, and administrative support across multiple... ...entities. This role oversees corporate travel and expense programs, CRM administration, intercompany billing, and accounts payable functions...CRMPermanent employmentWork at office
- LGT Capital Partners is seeking an Investor Onboarding Specialist in New York, NY. This role focuses on coordinating onboarding tasks for investors, serving as the primary contact for inquiries, and ensuring a smooth professional onboarding experience. Ideal candidates...
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