Airtable + Softr Expert Needed to Build Broker Intake

This is a maternity coverage role providing accurate and compliant shipment data to customs brokers to enable timely clearance. · ...

We are seeking a sharp, detail-oriented Buyer Qualification Analyst (BQA) to support our M&A team by screening, qualifying, and packaging buyers before they engage directly with sellers. · This role is critical to ensuring our brokers and clients spend time only on serious, finan ...

Self-clearing broker-dealer seeks Accounts Payable specialist to bring their Accounts Payable Process in-house. The position supports timely vendor payments, expense processing, and regulatory-compliant recordkeeping in accordance with SEC, FINRA. · ...

We are seeking a highly motivated, organized and experienced individual to join our team as a Homecare Case Manager Administrator. · Intake and Enrollment: Schedule, coordinate and perform new client intakes and enrollments. · Care Planning: Create comprehensive care plans for al ...

The New Business Intake Specialist is a critical part of the Commercial Lines team, · serving as the central coordination point for all new business submissions. · This role focuses on intake, setup, · and workflow management to ensure new business opportunities are processed acc ...

· We are seeking a highly organized professional to act as liaison broker between all business lines. · Prepare proposal, presentation and communication materials. · Maintain brand, product, office and client messaging and consistency. · Organize the preparation and production ...

Our client is a health plan startup that offers level funded and fully insured health plans to employers. They are looking for a Regional VP of Sales who will sell thru brokers in Atlanta. · ...

This is a remote, flexible role for a Junior Commercial Lending Broker as part of the GlassBox Junior Broker Program. · This opportunity is designed for early-career professionals and graduating students who want to build a long-term career in commercial finance while maintaining ...

We are seeking a Sales Support Specialist to join our on-site luxury condominium sales team in Naples, Florida. · Support sales associates throughout the full sales cycle, from initial inquiry to contract execution · Greet, qualify, and assist buyers and brokers visiting the sale ...

This role involves managing customer requirements and coordinating with cross-functional teams to advance opportunities from intake to final delivery. · Capture and organize customer requirements including format, flavor, packaging and volume estimates. · Coordinate internally wi ...

We are looking for an experienced WordPress web designer/developer with direct experience in the business broker and M&A advisory space.This role requires designing and building websites for business brokers and M&A advisory firms. · The ideal candidate should have a clean, moder ...

As the team grows, we're hiring an HR Generalist who will split time between full‑cycle recruiting and people operations, including benefits administration in partnership with a benefits broker, employee engagement, and smooth day‑to‑day HR support. · ...

We are seeking a Salestrekker expert to help us design and implement automated mortgage broker workflows and a comprehensive client journey from initial intake to settlement. · ...

We are hiring for a fast-growing startup building AI solutions that read, analyze, and execute insurance workflows, · Build AI products transforming the trillion-dollar insurance industry by automating complex, high-value workflows. · Collaborate with an elite team of ex-Apple AI ...

We are looking for a Junior Commercial Lending Broker to join our team. This is a remote and flexible role that allows you to work from anywhere with scheduling flexibility. You will be responsible for supporting the loan origination process, reviewing and organizing client finan ...

We're an asset-focused finance shop working on real collateral (hard money, bridge, DSCR, SBA LOCs). We're hiring a senior ops professional to own deals from intake to funding. · ...

Opportunity management capture and organize customer requirements. Project execution coordinate with teams such as R&D logistics and finance to advance opportunities from intake to final customer delivery. · Pricing & Samples Support route approved pricing templates for internal ...

+Job summary · We are building a modern investor-first real estate brokerage focused on triple net lease properties. · +ResponsibilitiesBuild and Lead the Brokerage · Create the Nationwide Referral Network · ...

Shepherd is building a better and faster way to underwrite commercial insurance for high-hazard businesses. · ...

A real estate receptionist creates a positive first impression by supporting daily brokerage operations. · Greeting clients and vendors in person. · Answering calls and inquiries. · Maintaining the front office. · ...