Operations Associate CAPTRUST at Work
Overview
CAPTRUST seeks an Operations Associate to support client service functions. This associate will manage scheduling and marketing platforms while coordinating schedules across stakeholders to ensure seamless engagement execution.
What You'll Do11
- 1Operate Calendly to efficiently organize and streamline appointments and events
- 2Perform advanced CRM searches and data entry to maintain robust client databases
- 3Manage and update client information in CRM and file systems ensuring data accuracy
- 4Analyze Calendly data and conduct research for problem solving
- 5Facilitate training on Calendly best practices across different groups
- 6Perform other duties and special projects independently or as part of a team
- 7Maintain communication coordination across multiple stakeholder groups
- 8Support team members with technical issues and process improvements
- 9Contribute to client relationship development and satisfaction
- 10Assist in project execution and timeline management
- 11Promote organizational culture and teamwork
Requirements11
- 1Minimum Bachelor's degree or equivalent experience in relevant field
- 2Proficiency in Microsoft Office Suite including Excel and advanced functions
- 3Strong analytical skills with attention to detail and accuracy
- 4Experience with scheduling software and CRM systems
- 5Ability to thrive in fast-paced changing environment
- 6Excellent communication skills over phone and email
- 7Strong relationship building capabilities
- 8Collaborative team player with motivation skills
- 9Commitment to continuous improvement and growth
- 10Understanding of HR policies and workplace dynamics
- 11Dedication to providing excellent customer service
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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