Operations

• Maintain accurate contact, buyer, seller, and prospect records within Streak CRM
• Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions
• Identify and resolve duplicate records, incomplete data, and outdated information
• Capture relevant communications and follow-up information in the CRM
• Support CRM cleanup and data-quality initiatives
• Research business owners, companies, potential buyers, and strategic acquirers
• Build and validate contact lists based on industry, geography, business type, and campaign requirements
• Use AI-assisted research outputs and internal resources while manually verifying information
• Research company and contact information using public sources, websites, LinkedIn, and approved data tools
• Maintain organized Google Sheets with accurate, usable, and documented research data
• Support client onboarding through welcome emails, onboarding communications, and follow-up coordination
• Organize client documents, information, and internal checklists
• Ensure client information is prepared and accessible to the advisory team
• Provide general administrative and operational support
• Maintain organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders
• Support standardized processes for documenting research, client information, and internal updates
• Help establish organized and repeatable operational processes
• Identify administrative and data-management issues and recommend improvements
• Document recurring workflows for accurate and consistent task execution
• Assist leadership with ad hoc research, data cleanup, and operational projects

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