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Redtail Jobs (NOW HIRING)

Theresa Wiedmann

Administrative/ Sales Assistant

Horsham, PA

$18.25 - $23.75/hr

Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software * At least 2 years of previous experience in ...

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How much do redtail jobs pay per year?

As of Jul 6, 2026, the average yearly pay for redtail in the United States is $49,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $53,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM Specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople compare CRM Specialist roles across platforms or industries

Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.

What are Redtail jobs?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.
More about Redtail jobs
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What job categories do people searching Redtail jobs look for? The top searched job categories for Redtail jobs are:
Redtail jobs near you
Case Manager - Redtail Crossing Apartments

Case Manager - Redtail Crossing Apartments

The People Concern

Los Angeles, CA • On-site

$23.75 - $26.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

The People Concern rating

6.6

Company rating: 6.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

Role: Case Manager
Reports to: Program Manager
Program: 1603- Housing Retention
Department: Permanent Housing
Location: Redtail Crossing Apartments - 8333 Airport Blvd., LA, CA 90045
Setting: 100% Onsite
Schedule: Monday - Friday, 8:00am - 4:30pm
Status: Full-time/Non-Exempt/Non-Management
Benefits: Medical, Vision, Dental, Life Insurance, 403(b) Retirement plan, Employee Assistance Program (EAP), etc.
Openings: 1
Summary:
Through the use of evidence-based practices such as harm reduction, housing first, and trauma-informed care, the Case Manager supports Clients' housing stability, self-sufficiency, and community integration. The Case Manager partners with Clients who are currently homeless to assess and address barriers to housing placement. Once Clients locate best-fit housing, The Case Manager works to implement interventions with recently housed Clients to support housing retention and further coordinates multiple services to meet individualized needs. The Case Manager collaborates with Clients to learn independent living skills and other life-skills vital to successful transition from homelessness into permanent housing.
Essential Duties and Responsibilities:
  • Maintain a caseload of approximately 20 high acuity Clients for intensive case management services (up to 40 if low acuity).
  • Develop relationships with Clients with a focus on facilitating independence and maintenance of improved physical and mental health.
  • Collaborate with LA County Department of Mental Health (DMH) and Department of Health Services (DHS) programs to enhance coordination within Clients' treatment team.
  • Engage Clients and implement interventions with an approach emphasizing Client choice, harm-reduction, and psychosocial rehabilitation within a setting guided by trauma-informed care, housing-first principles, and professional boundaries.
  • Assist in the screening, intake, and enrollment of Clients including orientation to program policies and goals.
  • Complete comprehensive biopsychosocial assessments and functional needs assessments to guide individualized treatment planning.
  • Complete quarterly collaborative goal plans with Clients with the purpose of targeting areas that will improve quality of life and health outcomes.
  • Write and maintain accurate, complete, and up-to-date progress notes and data in electronic databases as required by the program and its funding sources.
  • Ensure all Client documents within physical charts are complete, accurate, current, and filed as guided by agency, department, and funder expectations.
  • Maintain confidentiality of Client information per HIPAA and internal agency guidelines.
  • Assist Clients in applying for and obtaining all benefits to which they are entitled.
  • Coordinate appointments, transportation, and follow-up services for Clients to improve access to primary health care, mental health care, substance use services, and other local resources in order to build sustainable community connections and reduce the need for emergency health care services.
  • Directly transport Clients in personal vehicle to various agencies and healthcare providers in the greater Los Angeles area to decrease barriers to access and increase community reintegration.
  • Support Clients by teaching and modeling life skills involved such as budgeting, housekeeping, meal preparation, appointment scheduling, health maintenance, and socialization within communities where they become housed.
  • Communicate effectively with property managers and other third party partners.
  • Work cooperatively and cohesively with multidisciplinary team including participation in weekly staff meetings, direct individual supervision, and trainings.
  • Adapt workload as directed by supervisor in response to funder expectations.
  • Other duties, as assigned.

Qualifications:
  • High School Diploma or GED or Equivalent
  • At least one (1) year of experience working with homeless individuals AND have a social work/mental health related bachelor's degree OR a minimum two (2) years' experience providing direct mental health or intensive case management services, unless otherwise approved by the funder.
  • Demonstrated knowledge of issues faced by a culturally diverse population
  • Valid CA Driver's license, reliable car, auto insurance, and an acceptable driving record.
  • Willing and able to transport Clients in your personal vehicle.
  • Proficiency In Word, Excel and Outlook

Preferred Qualifications:
  • Bachelor's Degree

Work Environment:
  • Field (may need to travel) and indoor office environment.
  • Regularly required to sit, stand, bend; occasionally lift or carry up to 35 lbs.
  • On occasion walk or drive to different local sites.
  • Will necessitate working in busy and loud environments.
  • Will be exposed to elements like cold, heat, dust, noise and odor.
  • May need to bend, stoop, twist, and sit throughout the day.
  • Able to thrive in a work environment emphasizing teamwork and collaboration

EXPECTED BEHAVIORS OF ALL STAFF
  1. Act as a role model
  2. Demonstrate a sense of responsibility
  3. Continuously learn and improve
  4. Acknowledge your own areas of improvement
  5. Hear and provide honest, specific and direct feedback
  6. Create an environment where everyone is welcomed valued and respected
  7. Collaborate

Equal Opportunity Employer
The People Concern is an equal opportunity employer dedicated to non-discrimination in employment. We select the most qualified individual for the job based on job-related qualifications regardless of race, color, age, sex, religion, national origin, disability, ancestry, marital status, credit history, sexual orientation, arrest and court record, genetic information, veteran status or any other status protected by federal, state or other applicable laws.
About the People Concern
The People Concern empowers the most vulnerable among us to rebuild their lives. One of Los Angeles County's largest social services agencies, The People Concern was formed in 2016 in a merger of two trusted social service organizations based in Los Angeles County, OPCC and Lamp Community. Informed by more than fifty-eight years of work in the community, The People Concern is a leading provider of, and advocate for, evidence-based solutions to the multi-faceted challenges inherent in homelessness and domestic violence.
With compassion and profound respect for those we serve, we provide a fully integrated system of care - including outreach, interim housing, mental and medical health care, substance abuse services, domestic violence services, life skills & wellness programs, and permanent supportive housing - tailored to the unique needs of homeless individuals, survivors of domestic violence, challenged youth, and others who have nowhere else to turn.
The People Concern's model of integrated and comprehensive care empowers our participants to navigate the multi-faceted obstacles in their lives, become their best selves, and ultimately, connect with and contribute to their communities.
Benefits & Perks
  • Medical Insurance
  • Vision Insurance
  • Dental Insurance
  • Retirement Planning (403b) & Matching
  • Paid Holidays
  • Paid Vacation Days
  • Paid Sick Days
  • Employee Assistance Plans (EAP)
  • TELUS Health
  • Flexible Spending Account (FSA)
  • Basic Life / Accidental Death & Dismemberment (AD&D)
  • Voluntary Short- and Long-Term Disability
  • Voluntary Pet Insurance
  • Corporate Discounts: Discounts on Hotels, Theme Parks, Concerts, Movies, Restaurants & More
  • The People Concern University & Certificates

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