Operations Specialist - Lafayette, CA
This position is based in Lafayette, CA 94549.DESCRIPTIONThe Operations Specialist will provide general operational support to all firm members.KEY RESPONSIBILITIESProvide CRM data management support, including:Work with senior management to ensure key functionalities are understoodProvide systems training and support to usersEnsure data is correct and up to date across Accounts, Contacts, Opportunities, etc.Generate reports for business unitsLeverage Excel and Business Intelligence tools to generate analysesAssist with integration of new hires and newly acquired firmsCoordinate with the NFP Corporate operational team to ensure timely access and transition to operational systems and processesProvide project management in working with NFP Marketing team to obtain branded materials such as business cards, letterhead, etc.Other duties as assigned
Title: Operations Specialist - Lafayette, CA
Salary: None
Description: This position is based in Lafayette, CA 94549.DESCRIPTIONThe Operations Specialist will provide general operational support to all firm members.KEY RESPONSIBILITIESProvide CRM data management support, including:Work with senior management to ensure key functionalities are understoodProvide systems training and support to usersEnsure data is correct and up to date across Accounts, Contacts, Opportunities, etc.Generate reports for business unitsLeverage Excel and Business Intelligence tools to generate analysesAssist with integration of new hires and newly acquired firmsCoordinate with the NFP Corporate operational team to ensure timely access and transition to operational systems and processesProvide project management in working with NFP Marketing team to obtain branded materials such as business cards, letterhead, etc.Other duties as assigned
Requirements: Associate experience, Unspecified education
Fraudulent: No