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Redtail Jobs (NOW HIRING)

Scheeler Financial LLC

Be Seen First

Licensed Administrative Assistant

West Chester, OH · On-site

$17 - $23/hr

Enter dictations, meeting notes, and summaries into the CRM ( Redtail ) * Manage post-meeting follow-ups and action items in the CRM and firm spreadsheets * Perform ongoing CRM data hygiene to ensure ...

Scheeler Financial LLC

Be Seen First

Licensed Administrative Assistant

West Chester, OH · On-site

$17 - $23/hr

Enter dictations, meeting notes, and summaries into the CRM ( Redtail ) * Manage post-meeting follow-ups and action items in the CRM and firm spreadsheets * Perform ongoing CRM data hygiene to ensure ...

Central Bancompany

Financial Advisor

Tulsa, OK · On-site

Document client communications and assign tasks via Redtail. Attend sales meetings and collaborate with bank branches. Perform other duties as assigned. Be technically proficient with required ...

Virtual Managers

Admin Assistant

New York, NY · On-site

$19.75 - $26.50/hr

Previous experience with a CRM - Redtail experience a plus. * Strong communication skills, both oral written. * Flexibility in workflow priorities as business needs change. NOTE: 3-4 days of training ...

E-Solutions

.Net Backend Lead

Fort Mill, SC · On-site

Net Core, PostgreSQL Services. • Hands-on experience with OpenSearch. • Experience in API integration with Wealth Works, RedTail CRM and Meeting Manager or any other CRM platform. • Extreme ...

Orion

Customer Success Associate

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products-such as Orion, Redtail, and OCIO-but not limited to these ...

Empeople Credit Union

AVP, I&RS Operations

Moline, IL

$88K - $133K/yr

Maintain strong internal controls and operational risk management frameworks. * Assist with onboarding new advisors - ClientWorks registration, access to DRAB code, Redtail, Xperience, and other ...

E-Solutions

JPC - .Net Backend Lead

Fort Mill, SC · On-site

$105K - $137K/yr

Experience in API integration with Wealth Works, RedTail CRM and Meeting Manager or any other CRM platform. * Extreme ability to build AWS based scalable applications, using terraform scripts to ...

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All JobsRedtail Jobs

Redtail information

See salary details

$14.5K

$49.4K

$66.5K

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
What cities are hiring for Redtail jobs? Cities with the most Redtail job openings:
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Redtail jobs near you
Reading Tutor - Redtail Ridge Elementary

Reading Tutor - Redtail Ridge Elementary

Ampact

Savage, MN • On-site

Other

Posted 14 days ago

Job description

Position Summary

Students who read have the power to succeed, and we're on a mission to make sure every student is a strong reader!  

Join Reading Corps as a Reading Tutor and you'll spend your days at a local school helping students improve their skills. We'll train you to deliver proven activities and coach you every step of the way! 

How does it work? Every school day you'll see pairs of students for 20 minutes of reading practice. When your time together is up, you'll help your students return to their classroom(s) and pick up your next pair for tutoring. You'll repeat until all your students are served. 

With the extra attention and support, incredible growth happens. As your students build their skills and confidence, you'll be there to encourage, celebrate, and cheer them on! 

Want to learn more? Watch this 2-minute video and see what it's like to be a tutor.  Or click here to view the position description. 

Have questions? We'd love to hear from you! Contact us at 866-859-2825 or join@ampact.us. 

Core Responsibilities:

  • Be a caring adult who's focused on helping children thrive
  • Lead tutoring sessions and follow a schedule to ensure students receive support
  • Track student progress and meet regularly with the school's on-site coach
  • Conduct skill assessments and enter student scores in data software
  • Commit to your own growth through coaching and training
  • Share your experience with the community

Essential Qualifications

By the time you begin your service with Reading Corps, you should be: 

  • Dependable and have a history of good attendance
  • Able to follow instructions and make improvements based on feedback
  • Proficient in basic computer skills (like email and navigating online)
  • Fluent in English for speaking, reading, and writing
  • 18 years of age or older with a high school diploma or equivalent
  • A citizen, national, or lawful permanent resident of the United States
  • Ability to succesfully complete a background check

Schedule

We are currently hiring for the 2026-27 school year. Positions run August 2026-June 2027

  • 35 Hours per week (less in weeks with holidays or school release days)
  • Daytime hours (correspond with school start and end times)
  • Monday-Friday (no weekends)
  • Time off on holidays and school release days

Part-time positions are also available at 25 hours per week

Compensation & Perks PackageFull-time AmeriCorps members receive a paycheck (stipend) every two weeks. Please visit our careers page to learn more about our stipend amounts and education awards: https://join.readingandmath.org/ or click here to Learn more.  About our Organization

Reading Corps is powered by incredible AmeriCorps members who serve as tutors. As one of the largest high-impact tutoring programs in the country, Reading Corps has already helped more than 400,000 students! Reading Corps is administered by Ampact, a nonprofit organization, and fueled by research from SeveMinnesota's National Science + Service Collaborative.  

Ampact prohibits all forms of discrimination and harassment based on race, color, national origin, sex, age (40 and over), religion, sexual orientation, disability (mental or physical), political affiliation, marital or parental status, pregnancy, reprisal, genetic information (including family medical history), military service, or any other category protected by law. Reasonable accommodation available upon request. This document is available in alternative formats.

Employment Type: OTHER

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