Account Manager & Operations Coordinator (Remote) 686723

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Account Manager & Operations Coordinator (Remote) 686723
Part Time, Work from home

A small, professional team in the financial services sector is seeking a reliable and organized assistant to support daily operations. This role combines administrative support, light marketing coordination, and CRM management, with the potential to grow into a more client-facing position over time.

Key Responsibilities:

Schedule and coordinate introductory calls with US-based financial institutions

Conduct initial phone screenings after a training period

Maintain and manage a customized CRM, including accurate data entry

Create financial Model- and offering memorandums in PDF format

Assist with targeted outreach and light marketing tasks

Support workflow automation using tools such as Zapier or n8n

Help implement and manage systems (e.g., Outlook Copilot, Notion, Airtable, Monday.com)

Participate in ongoing training in financial services, cash flow modeling, and automation tools (e.g., UiPath)

Willingness to learn on part company pay for various Argentic AI Certificates, online learning

Requirements:

Native-level English and excellent phone communication skills

Strong multitasking and organizational abilities

Proficiency with Google Suite and CRM platforms

Experience with productivity or automation tools (Zapier, Airtable, Notion, etc.)

Willingness to learn financial systems and automation tools

Based in Israel, with availability during US business hours

Must have a US-based working phone number

Ideal candidates are proactive, tech-savvy, and comfortable working independently.

Hours: Monday–Thursday, 25 hours/week | Evening hours to align with US EST (4:30 pm -11 pm or 5 pm - 11:30 Israel time which is US 9:30- 4 pm EST)

Must be able to work undistracted if working from home.

Please send CV to [email protected]


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