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Equitable

Operations Coordinator

Equitable

Operations Coordinator at Equitable supporting customer service and sales needs for the Overland Park team. Manage CRM program and identify sales opportunities while working remotely.

Posted 7/14/2026part-timeRemote • Kansas • 🇺🇸 United StatesMid-LevelSenior💰 $26,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing CRM programs to enhance lead generation and client engagement while providing exceptional customer service. Proficient in Microsoft Office applications to support administrative and operational tasks effectively.

Highest-signal resume keywords
CRM Program ManagementLead GenerationCustomer ServiceMicrosoft Office ProficiencySales Support Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
CRM ManagementLead TrackingData MiningSales Opportunity IdentificationMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft Teams
Soft Skills
Independent WorkMulti-Priority Management
Certifications & Qualifications
High School Diploma
Industry Keywords
Client InquiriesFinancial ProfessionalsSales Opportunities

About the role

Key responsibilities & impact
  • Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
  • Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
  • Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
  • Serve as the primary point of contact for incoming client inquiries related to the CRM program.

Requirements

What you’ll need
  • High school diploma or equivalent professional work experience.
  • Hands-on customer service, operations, administrative and/or sales support experience.
  • Ability to manage multiple priorities and work independently.
  • Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.

Benefits

Comp & perks
  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off