CRM Systems Administrator at Bartlett Wealth Management | Cincinnati

We are seeking a dynamic and experienced Operations Manager specializing in components to lead our operations in Cincinnati. In this pivotal role, you will oversee the day-to-day operations of our component supply chain, ensuring efficiency and quality at every stage. You will collaborate with cross-functional teams to optimize processes, reduce costs, and enhance customer satisfaction. Your leadership will be instrumental in driving continuous improvement initiatives and fostering a culture of operational excellence.

The Role: As a pivotal member of the Partner Services team, the Senior Data Operations Manager will report directly to the Associate Director. This strategic leadership position involves the oversight of system operations, ensuring data integrity, and driving process excellence throughout the sales and marketing domains. You will lead a dedicated team that guarantees optimal system functionality while establishing and upholding comprehensive data governance standards, enabling both local and regional stakeholders to make data-driven decisions. Entrusted as the organization's chief steward of data integrity, you will define, implement, and monitor rigorous standards across all interconnected systems, ensuring compliance with business expectations through meticulous attention to detail and adherence to established governance frameworks. You will enhance organizational effectiveness by identifying and measuring key performance indicators that align with business objectives, while continually evaluating and optimizing workflows to boost operational efficiency. At Kao, we provide exceptional benefits that begin on your first day of employment, including healthcare, a 401(k) with company match, a generous leave policy totaling 36 days off (vacation, holidays, and sick leave), and a competitive salary range of $110,000 - $130,000. Additionally, we offer a hybrid work schedule.

Join Bird Rides, Inc. as an Operations Partner in Cincinnati, OH. In this pivotal role, you will collaborate with various teams to optimize operational processes and drive efficiency. Your expertise will be instrumental in enhancing our service delivery and ensuring customer satisfaction.

Join Us in Shaping the Future — EquipmentShare is Looking for a Regional Director of OperationsAt EquipmentShare, we’re not just filling a position; we’re assembling a world-class team dedicated to revolutionizing an industry that has long been stagnant. Our mission is to empower contractors and communities through cutting-edge technology, real-time support, and a passionate team.We are currently seeking a Regional Director of Operations to manage our rental yards across the Midwest region.Key ResponsibilitiesLead by example and motivate your team to reach their highest potential while maintaining a professional demeanor.Develop and retain a strong team that embodies our core values: Integrity, Humility, Drive, and Intelligence.Optimize regional performance and oversee operations to enhance financial success by eliminating obstacles that hinder progress.Ensure all branches in your region conduct monthly safety and property audits effectively.Assist with logistical management for your districts as necessary.Monitor key performance metrics including equipment availability, utilization rates, warranty recovery, billed mechanical hours, aged receivables, and customer satisfaction.Support P.O. processing, requisition management, vendor relationships, and onboarding as needed.Identify areas for conflict resolution and improvement within the districts, implementing suitable solutions.Set clear and attainable goals with well-defined expectations for your team members.Supervise District Operations Manager(s) and extend support across the team.Foster a safe and healthy workplace by establishing and enforcing standards while adhering to legal requirements.Develop and implement regional/district business plans aligned with company objectives.

At Bartlett Wealth Management, we oversee assets exceeding $8 billion and operate in three cities with a dedicated team of 83 professionals. Our wealth management approach emphasizes collaboration, providing tailored investment management and financial planning solutions to meet our clients' diverse needs.Position OverviewThe Wealth Management Co-op offers a unique opportunity to engage in financial planning and investment activities. As a co-op, you will be involved in a variety of tasks and projects, gaining firsthand experience by collaborating with seasoned financial planners and investment management experts. This position is ideal for individuals eager to explore a career in the investment advisory and wealth management sector.Please note: We do not provide company-sponsored housing or relocation for this internship.Key ResponsibilitiesFinancial Planning Responsibilities:Collaborate with financial planners to evaluate financial situations and input data into eMoney software, including account statements and holdings.Organize and summarize clients' living expense data.Assist with eMoney support and account connectivity.Monitor and analyze the completion plan rate for each team member to enhance outcomes.Help track Required Minimum Distributions (RMD) and Inherited RMDs.Create client-friendly financial reports.Attend client meetings in a supportive learning capacity when appropriate.Participate in discussions with external mutual fund managers.Conduct research and manage various miscellaneous projects.Investment Management Responsibilities:Gather information from call reports, review prior plans, and acquire missing data from clients.Generate the corporate bond buy list two to three times a week.Update and maintain the equity summary holding document.Support wealth advisors in preparing materials for Strategic Asset Allocation Committee meetings.Assist the Market Charts Committee in compiling investment and economic data for client meetings.Join weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other departmental meetings to learn.Summarize and distribute weekly Investment meeting recap reports to all advisor groups.Conduct research and due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.

IVX Health seeks a Regional Operations Director to oversee infusion centers in the Cincinnati area and Crescent Springs, Kentucky. This position shapes the patient experience and supports teams providing infusion care across several locations, including Colerain, Hyde Park, Union Center, and Crescent Springs. Key Responsibilities Manage daily operations for multiple infusion centers in both Ohio and Kentucky. Support and guide local teams to deliver compassionate, high-quality care. Maintain consistent operational standards and drive performance across all centers. Promote a culture focused on patient experience and ongoing improvement. Requirements Experience leading healthcare operations at a strategic level. Demonstrated ability to develop and motivate high-performing teams. Strong commitment to patient-centered care and operational excellence. Locations Covered Cincinnati, Ohio: Colerain, Hyde Park, Union Center Crescent Springs, Kentucky

At Gopuff, we are on the lookout for passionate Operations Associates (OAs) to become a pivotal part of our dynamic operations team. Reporting directly to a Site Leader, OAs are essential to our mission, showcasing drive, determination, and a positive attitude towards challenges. Your role will encompass a variety of operational duties, including picking and packing items, receiving products, and collaborating with our partner drivers to ensure smooth delivery.Gopuff is your go-to source for everyday essentials—available day and night, rain or shine. We are curating a team of innovative thinkers, imaginative dreamers, and bold risk-takers eager to transform the retail landscape at an unprecedented pace. A love for snacks is definitely a bonus!

Join Our Team as a Boiler Operator!At Kao Corporation, we are dedicated to maintaining a high standard of quality and production through effective utility system management. As a Boiler Operator, you will report directly to the Utility Services Manager and play a pivotal role in ensuring the smooth operation of our utilities systems, including purified water generation, steam boilers, compressed air, and more. You will be responsible for scheduling and performing preventative maintenance, responding to alarms, and collaborating on standard operating procedures. This position requires 12-hour shifts from 7 PM to 7 AM.

Join Worldpay as a Senior Director of Merchant Data Operations, where you will lead the strategic direction and execution of data operations that empower merchants to thrive in a dynamic marketplace. In this pivotal role, you will oversee the integration and management of merchant data, ensuring its accuracy and accessibility to drive business insights and enhance customer experience.

At Quest Defense Systems and Solutions, we are on the lookout for innovative engineers who are passionate about transforming challenges into real-world solutions. As a Mechanical Designer/Drafter, you will collaborate with a diverse team to tackle advanced engineering challenges, where your contributions today will pave the way for a brighter future.Join us in Cincinnati, OH, where your expertise will play a critical role in developing and refining designs for advanced Aero-engine components. This position is fully onsite, and due to the sensitive nature of our work, candidates must be US Citizens or Green Card Holders.

Join our dynamic team as a CNC Operator III where you will play a vital role in the manufacturing process. This position involves operating CNC machines with precision and accuracy, ensuring high-quality production standards.

Are you a skilled communicator with a knack for multitasking? Join our team as a Switchboard Operator in Cincinnati! In this dynamic role, you will be the first point of contact for our clients, managing incoming calls and ensuring seamless communication throughout the organization.Your responsibilities will include operating the switchboard, directing calls to the appropriate departments, and providing excellent customer service. We are looking for someone who thrives in a fast-paced environment and has strong organizational skills.

Holder Construction Company is seeking a Senior Operations Engineer to join its Operations team in Cincinnati, OH. This is a full-time, in-person position with a focus on supporting project delivery and operational excellence within the construction industry. Role overview The Senior Operations Engineer will work closely with project teams to help ensure construction operations run smoothly and efficiently. This position offers the chance to contribute to significant projects while growing within a company recognized on ENR’s Top 400 Contractors list. Performance and results are valued, and team members have the opportunity to take on more responsibility as they demonstrate achievement. Compensation and Benefits Annual bonus program Paid time off Health, dental, vision, and life insurance 401(k) retirement plan Night and swing shift differential pay for select roles

Quest Defense Systems Solutions Inc., based in Cincinnati, OH, develops advanced solutions for aerospace and defense. The team addresses complex, mission-critical challenges with a focus on safety and technical innovation. Mechanical Design Engineers at Quest work closely with colleagues who value practical results and technical excellence. Role overview This Mechanical Design Engineer role centers on designing and analyzing gas turbine engine components. Collaboration with customers is a key part of the job, as is understanding their technical needs and applying engineering experience to address demanding problems. The position also involves representing Quest to clients, helping maintain its reputation as a trusted supplier in the industry. Key responsibilities Design or modify aero-engine components by evaluating product specifications, performance requirements, and manufacturing capabilities. Lead or contribute to mechanical design projects for gas turbine components, including structures and rotating parts such as frames, shafts, disks, blisks, seals, as well as airfoils like blades, vanes, and nozzles. Assess new design concepts, manufacturing methods, materials, or processes, and prepare necessary documentation in accordance with engineering principles and industry standards. This includes generating reports, procedures, and change proposals. Gather design and system requirements from customers and incorporate them into component designs. Support technical substantiation efforts and participate in technical and program reviews. Develop components and modules with attention to cost, performance, longevity, and compliance requirements.

Kelly Services is actively recruiting several Switchboard Operators for a prominent Healthcare Insurance client based in Cincinnati, OH. This is an excellent opportunity to become a vital part of our client's customer service team.Working Hours: Flexible 8-hour shifts available between 7:30 AM and 7:30 PM, Monday through Friday.Pay Rate: $13.45 to $15.00 per hour.As a Customer Service Representative, you will deliver exceptional support to clients and brokers regarding Healthcare Insurance products via telephone and written communication.

Gopuff is excited to invite driven and enthusiastic individuals to join our operations team as Operations Associates (OAs) in Cincinnati. Reporting directly to a Site Leader, OAs are vital to our mission, embodying determination, positivity, and a passion for overcoming challenges. In this role, you will handle various operational tasks, including picking, packing, and receiving products at our site and kitchen (if applicable), while coordinating with partner drivers.As a leader in delivering everyday essentials around the clock, Gopuff is assembling a dynamic team of innovative thinkers and risk-takers who are eager to redefine retail at an unprecedented pace. And yes, a love for snacks is definitely a plus!

Join our dynamic team as a Receptionist Call Center Operator in Cincinnati! In this role, you will be the welcoming voice for our clients, providing exceptional service and support. Your responsibilities will include answering incoming calls, addressing inquiries, and ensuring a seamless communication experience. We are looking for a friendly and professional individual who can handle multiple tasks while maintaining a positive attitude.

Join our exceptional manufacturing team at Kao Corporation! We are seeking a dedicated Machine Maintenance and Line Operator to report directly to the Team Lead. In this role, you will ensure the reliability and efficiency of assigned packaging lines and equipment. Utilize your mechanical and electrical skills to perform repairs and preventative maintenance as needed. Adherence to company safety regulations, departmental SOPs/WIs, and Good Manufacturing Practices is essential.We have openings on the 3rd Shift!This position involves both maintenance and operational responsibilities, ensuring the overall reliability and efficiency of the packaging line.

Gopuff is on the lookout for passionate and driven Operations Associates (OAs) to become integral members of our dynamic operations team. Reporting directly to the Site Leader, OAs are vital to our mission, showcasing determination, a positive attitude, and eagerness for challenges. Your responsibilities will encompass a range of operational tasks including picking, packing, and receiving products within our facility, as well as collaborating with our partner drivers.At Gopuff, we pride ourselves on delivering essential items to our customers any time of the day, rain or shine. We are building a diverse team of innovators and risk-takers who are ready to transform the retail landscape at lightning speed. Bonus points if you love snacks!