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CRM Data Analyst: Salesforce & Onboarding Projects; Remote
Remote / Online - Candidates ideally in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-06-06
Louisville, Jefferson County, Kentucky, 40201, USA
Listing for:
Cerity Partners
Remote/Work from Home
position Listed on 2026-06-06
Job specializations:
-
Business
CRM System, Business Development
Job Description & How to Apply Below
Cerity Partners in Louisville, Kentucky is seeking a proactive individual to support CRM conversion projects and onboard new advisors into the Salesforce system. Candidates should possess a bachelor's degree in Business, 1–3 years of investment services experience, and proficiency in Salesforce and Excel.
The role involves maintaining project timelines, documenting processes, and assisting with performance metrics. Cerity Partners offers health benefits, a 401(k) plan, and a flexible PTO policy.
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