U.S.-Based Investor Research & CRM Associate

Posted 3 weeks ago

Worldwide

Summary

Seeking a U.S.-based Investor Research & CRM Associate to identify and manage family office and accredited investor prospects. Responsibilities include maintaining our CRM, generating leads, and conducting research to support our investment team. The ideal candidate will have experience in investor research and CRM management, with strong communication skills.

More than 30 hrs/week
Hourly
6+ months
Duration
Intermediate
Experience Level
Remote Job
Complex project
Project Type

Skills and Expertise

Mandatory skills

Appointment Setting

Data Cleaning

Nice-to-have skills

Microsoft Excel

Activity on this job

Proposals:20 to 50
Last viewed by client:3 weeks ago
Interviewing:
0
Invites sent:
2
Unanswered invites:
1

About the client

Member since Nov 10, 2022

United States
New York2:12 PM
$38K total spent
35 hires, 18 active
1,193 hours
Finance & Accounting
Small company (2-9 people)

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