CRM & Operations Coordinator
This role is for you if…
You get a little too excited when you find a messy dataset and can’t rest until it makes sense.
You’re the person your colleagues come to when something’s broken — not because it’s your job, but because you’ve already figured it out.
And when a new tool lands on your desk, your first instinct is to open it up, poke around, and find ways to make it work harder for your team.
Core Competencies:
- HubSpot CRM Administration: Manage HubSpot CRM administration, including workflows, data integrity, reporting, integrations, and user support, while ensuring system structure, hygiene, and performance standards are maintained.
- Internal Technology: Manage internal tools and system migrations, overseeing implementation, coordination, and QA while documenting processes and proactively improving technology workflows and efficiency.
- Project Management: Lead end-to-end execution of internal initiatives, including scoping, timelines, dependencies, and stakeholder coordination.
If the positions listed above don’t suit you, but you’re interested in working for Visionary Square, please submit your resume to keep on file for future opportunities. Don’t forget to check out our careers page regularly for new openings!
Currently, there are no open positions available at Visionary Square. However, we encourage you to submit your resume to keep on file for future opportunities. Please fill out the form below and select your department of interest.
We love what we do because it matters
Every day, our team shows up with a shared purpose: helping independent advisors succeed and building something meaningful together.
We collaborate across teams, celebrate wins (big and small) and genuinely enjoy working together.
If you’re looking for a place where your work has impact, and your teammates have your back, you’ll feel at home at The Square.
What you can expect working at The Square
Autonomy & Ownership
Take ownership of projects from start to finish, allowing for greater creative control and responsibility.
Fast-Paced Learning Opportunities
Gain hands-on experience and quickly develop new skills as the company scales.
Collaborative Environment
Work across multiple departments to gain broad business exposure and expand your skillset.
Hybrid Work Schedule
Enjoy flexibility with a blend of remote work and in-office collaboration, allowing you to manage your time and stay connected with the team.
Competitive Benefits
Receive comprehensive compensation package, including health and retirement benefits.
Work-Life Balance
Maintain balance with generous paid time off and paid holidays, ensuring you have the flexibility to recharge and spend time on what matters most.