Engagement Operations Analyst/Associate at Chatham Financial · Denver, CO · Joined
CF
Engagement Operations Analyst/Associate
Chatham Financial · Denver, CO · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
$80k–$90kListed
Workplace
On-site
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
Chatham Financial seeks an Engagement Operations Analyst/Associate to support Relationship Managers and advisory teams with sales and revenue operations, CRM management, reporting, and process efficiency.
What you’ll do
Support Relationship Managers and advisory teams
Manage sales and revenue operations
Oversee CRM management and reporting
Coordinate sales enablement and lead routing
Handle contracting and invoicing
Coordinate RFP responses
What you’ll need
2+ years in financial services or consulting
Experience in sales/revenue operations preferred
Service-oriented mindset
Ability to manage multiple priorities
Advanced Microsoft Excel proficiency
Experience with LLMs and AI tools
Original job description
Chatham Financial is an independent capital markets advisor that combines expert advice with technology to help clients manage risk and pursue opportunities. The Engagement Operations Analyst/Associate supports Relationship Managers and advisory teams through sales and revenue operations, CRM management, reporting, sales enablement, lead routing,…