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Ria Health

Salesforce Consultant- Remote

Hamden, CT · Remote

ABOUT RIA HEALTH Ria Health, recognized as the leading national telehealth provider specializing in alcohol use disorder (AUD) treatment, recently raised $12.5 million through a Series B financing ...

Ria Health

Admissions Specialist- Remote

$21.63/hr

Ria Health, recognized as the leading national telehealth provider specializing in alcohol use ... Remote and hybrid work options based on role and business needs EQUAL EMPLOYMENT OPPORTUNITY Ria ...

Ria Health

Salesforce Consultant- Remote

Description ABOUT RIA HEALTH Ria Health, recognized as the leading national telehealth provider specializing in alcohol use disorder (AUD) treatment, recently raised $12.5 million through a Series B ...

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How much do remote ria jobs pay per year?

As of Jun 10, 2026, the average yearly pay for remote ria in the United States is $127,031.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,000.00 and $143,500.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ria vs Remote Financial Advisor?

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote Ria vs Remote Financial Advisor

Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.

What are Remote RIAs?

Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.

What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?

To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.

What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?

Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.
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Remote Ria jobs near you
Salesforce Consultant- Remote

Salesforce Consultant- Remote

Ria Health

Hamden, CT • Remote

Contractor

Posted 5 days ago

Job description

ABOUT RIA HEALTH
Ria Health, recognized as the leading national telehealth provider specializing in alcohol use
disorder (AUD) treatment, recently raised $12.5 million through a Series B financing led by
Peloton Equity. Our existing investors SV Health, BPEA and SOSV also participated in the Series
B. Ria Health will enable patients to achieve long term success in reducing or eliminating their
alcohol consumption, and live healthier and happier lives. We are seeking a Staff Accountant to
join our rapidly growing team. Ria Health, recognized as the leading national telehealth provider
specializing in alcohol use disorder (AUD) treatment, recently raised $18 million in Series A led by
SV Health Investors, LLC. The investment will further the momentum of commercial partnerships
that include regional and national health plans, including Anthem Blue Cross Blue Shield,
UnitedHealth Group Optum, Beacon Health Options, Highmark Health, and Magellan Health.

JOIN THE RIA HEALTH TEAM!
Join the team that integrates medical care, behavioral support, and technology tools to help
members achieve their personal goals in treating alcohol misuse. Ria Health is a Center of
Excellence that delivers a Joint Commission accredited program that leverages evidence-based
pharmacotherapy, psychosocial support, and an engaging care delivery platform to help
members achieve lasting improvements in their quality of life. Ria’s published outcomes data set
the standard for effectiveness in alcohol treatment. The Ria program is delivered through
telehealth and by a care team of Physicians, Nurse Practitioners, and Coaches with clinical
expertise to manage care and outcomes for Ria Health members.

About the Role

We're looking for an experienced Part-Time Salesforce Consultant to support the optimization, administration, and ongoing development of our Salesforce environment.

You'll work closely with our team to ensure our CRM is configured to support business goals, improve workflows, and drive efficiency across departments.

Responsibilities

  • Administer and configure Salesforce (users, roles, profiles, workflows, validation rules, reports, and dashboards)
  • Identify opportunities to improve existing processes and implement solutions within Salesforce
  • Support integrations between Salesforce and third-party tools
  • Provide end-user training and documentation
  • Troubleshoot issues and respond to support requests from internal stakeholders
  • Assist with data management including imports, deduplication, and data quality initiatives
  • Collaborate with leadership to translate business needs into technical requirements

Requirements

  • Experience with Lightning components
  • 3+ years of hands-on Salesforce experience (Sales Cloud and/or Service Cloud)
  • Strong understanding of Salesforce best practices and data architecture
  • Experience with Flow, Process Builder, or Apex (a plus)
  • Ability to work independently and manage your own time effectively
  • Strong communication skills — able to explain technical concepts to non-technical stakeholders

Details

  • Commitment: ~ 5-10 hours per week
  • Engagement: Contract / Freelance
  • Rate: commensurate with experience
  • Start Date: ASAP