Referral Operations Lead: Salesforce & Onboarding

Apex Systems; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading recruiting firm is seeking a Business Development Analyst in San Diego, California. This role involves managing and routing referrals from Outside Recruiting Firms (ORFs), ensuring data integrity, and supporting vendor onboarding. Key qualifications include 1-3 years in business or recruiting operations, strong attention to detail, and familiarity with CRM systems like Salesforce. The position offers a vital role in processing leads and enhancing communication with stakeholders.

Qualifications

• 1–3 years of experience in business/recruiting operations or administrative processing.
• Strong attention to detail and high accuracy in data handling.
• Excellent written and verbal communication skills.

Responsibilities

• Receive and process referrals for prospective advisors.
• Conduct preliminary reviews to ensure qualification alignment.
• Assign qualified leads to appropriate stakeholders.
• Generate and extract referral reporting metrics from CRM.

Skills

Attention to detail

Communication skills

Data handling

CRM familiarity

Tools

Salesforce

Job description

A leading recruiting firm is seeking a Business Development Analyst in San Diego, California. This role involves managing and routing referrals from Outside Recruiting Firms (ORFs), ensuring data integrity, and supporting vendor onboarding. Key qualifications include 1-3 years in business or recruiting operations, strong attention to detail, and familiarity with CRM systems like Salesforce. The position offers a vital role in processing leads and enhancing communication with stakeholders.