Operations Associate — Scheduling & CRM Specialist

CAPTRUST; Raleigh (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental & vision insurance

401(k) with company match

Paid time off

Job summary

CAPTRUST is seeking an Operations Associate to support client services by coordinating schedules and managing CRM data. You will ensure timely communication and accurate data across multiple groups, while contributing to training and process improvements.

The role requires a Bachelor's degree and strong analytical, Excel, and communication skills. This on-site position in Raleigh emphasizes collaboration, precision, and the ability to adapt in a growing environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and data skills with attention to detail.
• Excellent written and verbal communication, especially by phone/email.
• Ability to thrive in a fast-paced, changing environment.
• Proven ability to build relationships across teams.

Responsibilities

• Operate scheduling software (Calendly) to organize appointments and events.
• Manage CRM data, perform searches, exports, and data input; assist in training.
• Update client information and ensure data accuracy across files and systems.
• Coordinate training on Calendly best practices across groups.
• Perform special projects as needed.

Skills

Analytical skills

Excel proficiency

Attention to detail

Communication

Adaptability

Collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel

Job description

CAPTRUST is seeking an Operations Associate to support client services by coordinating schedules and managing CRM data. You will ensure timely communication and accurate data across multiple groups, while contributing to training and process improvements.

The role requires a Bachelor's degree and strong analytical, Excel, and communication skills. This on-site position in Raleigh emphasizes collaboration, precision, and the ability to adapt in a growing environment.