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Redtail Jobs (NOW HIRING)

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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Marketing Manager

Minneapolis, MN · On-site

$60K - $75K/yr

Maintain lead tracking and campaign data within Asana, Redtail CRM, and other marketing systems. * Monitor lead follow-up and advisor handoffs to ensure opportunities never fall through the cracks.

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Marketing Manager

Minneapolis, MN · On-site

$60K - $75K/yr

Maintain lead tracking and campaign data within Asana, Redtail CRM, and other marketing systems. * Monitor lead follow-up and advisor handoffs to ensure opportunities never fall through the cracks.

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Marketing Manager

Dubuque, IA · On-site

$60K - $75K/yr

Maintain lead tracking and campaign data within Asana, Redtail CRM, and other marketing systems. * Monitor lead follow-up and advisor handoffs to ensure opportunities never fall through the cracks.

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Redtail information

See salary details

$14.5K

$49.4K

$66.5K

How much do redtail jobs pay per year?

As of Jul 27, 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
What cities are hiring for Redtail jobs? Cities with the most Redtail job openings:
What states have the most Redtail jobs? States with the most job openings for Redtail jobs include:
Infographic showing various Redtail job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 83% Physical, 15% Hybrid, and 2% Remote job distribution, with an average salary of $49,447 per year, or $23.8 per hour.

Case Manager - Redtail Crossing Apartments

pplco

Los Angeles, CA • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago


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