Airtable + Softr Expert Needed to Build Broker Intake

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 ...

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 ...

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.The BQA acts as the first line of qualification—owning buyer intake, · documentation review, ...

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 ...

Self-clearing broker-dealer seeks Accounts Payable specialist to bring their Accounts Payable Process in-house. · The Accounts Payable Specialist will be responsible for managing the full accounts payable function for a registered broker-dealer. This is a stand-alone role requiri ...

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

· 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 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 ...

Marketing Specialist · Location: Lee & Associates Commercial Real Estate Services - Gainesville, FL (In‑Office) · Reports to: Chief Operating Officer & Marketing Coordinator · Asset Classes: Office, Retail, Industrial, Multi‑Family, and Land · Overview · The Marketing Specialist ...

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 ...

A top-tier global investment firm is building out a function dedicated to strengthening how the organization engages with the sell-side research and data ecosystem. · Act as a primary point of contact between the firm and a network of external brokerage and research providers · S ...

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 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 ...

Project Overview: · We are building an Autonomous Deal Discovery Platform focused on acquiring small businesses in the United States (landscaping, HVAC, plumbing, service-based businesses, etc.). · We need a developer (or small team) to build: · 1. An automated web crawling agent ...

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. · ...

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. · Responsibilities · ...

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 ...

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 ...

Company Description · is building the AI-powered e-broker for real estate investment lending. We help investors analyze deals, package borrower + property files, and get matched to the right capital partners with transparent terms without the endless PDFs, emails, and back-and-fo ...