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- ...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$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- ...The Revenue Operations Analyst role focuses on optimizing revenue‑generating processes, managing CRM data, and driving operational excellence across our sales, account management... ...such as inbound lead management, customer onboarding and off‑boarding, contract workflows, and...CRMContract workLocal area
- ...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
- # 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
$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$50 - $65 per hour
Stand8 Technology Consulting is looking for a Salesforce Operations / CRM Support Analyst to join their team. In this role, you'll support a major... ...troubleshooting Salesforce issues, managing user onboarding, and ensuring data quality. The position offers a competitive...CRMRemote jobHourly pay$86.25k - $145k
...collaboratively on data-driven GTM Strategy and Operations topics required to run the sales teams,... ...with advanced proficiency in Salesforce CRM (reports, dashboards, and data structure... ...for money in any recruitment or onboarding activities. All available job openings at...CRMWork at officeLocal areaFlexible hours$172.8k - $345.6k
...prior to interview. Mission The Investor Relations Liaison serves as... ...capital commitments. Manage onboarding under 506(c) compliance and accredited... .... Maintain a detailed CRM pipeline (Salesforce, HubSpot... ...equity, or institutional fundraising roles. Established relationships...CRMPermanent employmentWork at officeImmediate startRemote work1 day per week- 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
$140k - $185k
...description represents a sample Investor Experience Manager position... ...experience of investors—from onboarding and reporting to... ...role blends client service, operations, data analysis, and strategic... ...Proficiency in Excel; familiarity with CRM systems, reporting platforms,...CRMFull time$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... ...implement initiatives that enhance onboarding, engagement, and customer satisfaction...Temporary workRemote work- ...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
$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- ...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
- ...Requirements 3-5 years of experience in Revenue Operations, Sales Operations, Sales Compensation, or... ...the job involves As a Revenue Operations Analyst, you will play a critical role in... ...integrity, and automate data flows between CRM and business intelligence tools to help...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- ...and Solutions is seeking an individual to join the Investor Relations group, focusing on Investor and Onboarding Services. This role involves providing essential... ...-profile fund manager and distributor in their fundraising efforts, ensuring top-notch client outcomes during...
- 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- ...Senior Operations Analyst, Global Public Sector Business Unit – Salesforce Role Overview We are seeking a Senior Operations Analyst to drive... ...automation). Process mapping & workflow redesign. Comfort with CRM/ERP data (Salesforce a big plus). Accommodations If you need...CRM
$55k - $70k
...Your Impact The Revenue Operations Analyst is responsible for executing day-to-day operations in collaboration with the Sales, Deal Desk, Finance... ...and manage multiple tasks simultaneously Proficiency in CRM systems and a willingness to learn new technologies A problem...CRMH1bVisa sponsorshipFlexible hours
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