Relationship Management Operations Specialist

3 hours ago

Omaha, Nebraska, United States Orion Advisor Technology Full time

About this Opportunity:

As a Relationship Management Operations Specialist, you will provide comprehensive operational and administrative support to the Relationship Management team. This role combines executive-level administrative responsibilities with Salesforce and RM operations expertise, while managing key processes and reporting functions unique to Orion. The ideal candidate will be highly organized, detail-oriented, and skilled in managing both administrative tasks and CRM systems to ensure operational excellence and a superior client experience. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

  • Partner with the Sales Development team to help manage Salesforce dashboards, reporting, and RM queue assignments
  • Champion data integrity and governance across RM systems
  • Create and maintain RM sales and opportunities pipeline reports and dashboards in Salesforce and PowerBI by working with the Sales Development team
  • Create sustainable RM quarterly score cards for executive-level reporting
  • Oversee and execute NPS Process Management & Reporting
  • Manage Term & Merge/Transfer and Assignment & Assumption Process Management & Reporting, identifying process improvement, automation, and future state assignment
  • Handle HOV Process Management & Execution
  • Prepare and report on Ascent Preparation Management
  • Partner with the Solution Management Specialist to manage the Actifi Platform reporting and updates
  • Maintain team Confluence content, including the RM Travel Calendar
  • Provide administrative Support
  • Coordinate and schedule meetings, conferences, and events for Relationship Management leadership
  • Assist in coordinating with the Executive Assistants to schedule leadership meetings between the RMs and the Clients when needed
  • Own and manage meeting prep, client details, and agenda templates used for Orion executive RM client meetings
  • Act as a liaison between Relationship Management and other departments to streamline communication and processes

We're looking for talent who:

  • Has extensive knowledge of Salesforce CRM
  • Has strong organizational and multitasking skills with attention to detail
  • Handles confidential information with discretion
  • Has excellent written and verbal communication skills
  • Works independently and collaboratively in a fast-paced environment
  • Has strong problem-solving and project management skills
  • Has a minimum of a high school diploma or equivalent
  • Has a minimum of 3 years of experience
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
LI-AP1
LI-Onsite
LI-Hybrid

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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