Remote Operations Specialist Onboarding & CRM Pro

Root Financial; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote work

Unlimited PTO

5% 401(k) match

Health, vision, dental, and life ins.

Parental leave and wellness spending

Job summary

Root Financial, a remote-first financial advisory firm, is seeking an operations and compliance support specialist. You will triage requests, safeguard data quality, and help keep our client workflows running smoothly.

In this role you will administer HubSpot, coordinate onboarding and billing, and manage documents to ensure timely, accurate service. The position offers flexible scheduling, competitive benefits, and growth opportunities.

Qualifications

• Experience in financial services operations or back-office support.
• Proficiency with CRMs and custodial platforms (HubSpot, Black Diamond, Altruist).
• Ability to prioritize tasks under deadlines and ensure data quality.

Responsibilities

• Serve as the first point of contact for internal operations and compliance requests.
• Manage HubSpot administration including workflow auditing, email segmentation, and data updates.
• Coordinate client onboarding, billing setup, and document management for seamless operations.

Skills

Attention to detail

Deadline prioritization

Data quality assurance

Tools

HubSpot

Black Diamond

Altruist

Job description

Root Financial, a remote-first financial advisory firm, is seeking an operations and compliance support specialist. You will triage requests, safeguard data quality, and help keep our client workflows running smoothly.

In this role you will administer HubSpot, coordinate onboarding and billing, and manage documents to ensure timely, accurate service. The position offers flexible scheduling, competitive benefits, and growth opportunities.