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Zoho Jobs in Reston, VA (NOW HIRING)

Potomac

Operations Associate

Bethesda, MD · On-site

$60K - $80K/yr

Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail. * Manage all custodial documentation, ensuring ...

TSP Contracting

Office Manager

Fairfax, VA · On-site

Experience with Zoho applications, QuickBooks, Buildertrend, JobNimbus, Procore, Xactimate or similar platforms. Benefits Compensation: Based on experience and qualifications.

Luxer One Zoho

Package Liaison Handler

Alexandria, VA · On-site

$17.75 - $20.75/hr

Liaison Package Handler- Alexandria, VA (Washington, DC Metro Area) MONDAY - FRIDAY, PART TIME Luxer One Liaison is looking for a friendly professional, organized and customer-obsessed individual to ...

Latin é LLC

Director of Operations

Washington, DC · On-site

Zoho, SalesForce, etc) * Work with Senior Leaders and Project Managers to develop strategies * Ensure project goals align with Company's Strategic Campaign Plan * Attend weekly conference calls ...

Latin é LLC

Director of Operations

Washington, DC

Zoho, SalesForce, etc) * Work with Senior Leaders and Project Managers to develop strategies * Ensure project goals align with Company's Strategic Campaign Plan * Attend weekly conference calls ...

Mvix

Business Development Representative

Sterling, VA · On-site +1

Maintain required activity reporting in Zoho, Mvix CRM system * Communicate and collaborate with Mvix inside sales team to avoid client/prospect conflicts or confusion * Curate and manage appointment ...

Mvix

Business Development Representative

Sterling, VA · Remote

Maintain required activity reporting in Zoho, Mvix CRM system * Communicate and collaborate with Mvix inside sales team to avoid client/prospect conflicts or confusion * Curate and manage appointment ...

Core-CSI LLC.

Growth Enablement Lead

Sterling, VA · Remote

Experience with Zoho or similar platforms * Exposure to SaaS, AI, or strategy management consulting * Experience leading outreach, sales, or marketing efforts * Experience documenting workflows or ...

Mvix

Business Development Representative

Sterling, VA · On-site

Maintain required activity reporting in Zoho, Mvix CRM system * Communicate and collaborate with Mvix inside sales team to avoid client/prospect conflicts or confusion * Curate and manage appointment ...

Core-CSI LLC.

Growth Enablement Lead

Sterling, VA

Experience with Zoho or similar platforms * Exposure to SaaS, AI, or strategy management consulting * Experience leading outreach, sales, or marketing efforts * Experience documenting workflows or ...

Luxer One Zoho

Package Liaison Handler

Alexandria, VA · On-site

$17.50 - $20.75/hr

Liaison Package Handler- Alexandria, VA (Washington, DC Metro Area) MONDAY - FRIDAY, PART TIME Luxer One Liaison is looking for a friendly professional, organized and customer-obsessed individual to ...

New

Core-CSI LLC.

Growth Enablement Lead

Sterling, VA · On-site

Experience with Zoho or similar platforms * Exposure to SaaS, AI, or strategy management consulting * Experience leading outreach, sales, or marketing efforts * Experience documenting workflows or ...

Vertical Avi

Data, BI & AI Analyst

Alexandria, VA · On-site

Support Zoho Analytics rollout and ongoing adoption. * Create, maintain, and improve dashboards and reports across departments. * Collect, validate, analyze, and document data for organizational ...

Vertical Avi

Data, BI & AI Analyst

Alexandria, VA · Hybrid

Support Zoho Analytics rollout and ongoing adoption. * Create, maintain, and improve dashboards and reports across departments. * Collect, validate, analyze, and document data for organizational ...

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Infographic showing various Zoho job openings in Reston, VA as of July 2026, with employment types broken down into 70% Full Time, 14% Part Time, and 16% Contract. Highlights an 75% In-person, and 25% Remote job distribution.

Operations Associate

Potomac

Bethesda, MD • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

The Opportunity
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
We're looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.
Key Responsibilities
Operational
  • Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction-executing with accuracy, urgency, and transparency.
  • Maintain GIPS-compliant reporting processes with meticulous documentation and audit-ready accuracy.
  • Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
  • Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.

Client, Advisor & Custodian Support.
  • Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
  • Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
  • Build transparent, high-functioning relationships with custodians and operational vendors.

Process, People & Projects
  • Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
  • Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
  • Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.
Required Qualifications
  • 3+ years of RIA or RIA-custodian operations experience, including leadership or elevated responsibility.
  • Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
  • Strong analytical and problem-solving skills with a bias toward taking action and getting things done.
  • Exceptional follow-through, communication, and accountability skills.
  • Ability to work full-time on-site at Potomac's Bethesda, MD Headquarters.
Preferred Qualifications
  • Experience with Zoho CRM or similar CRM systems.
  • Cross-department collaboration experience (Ops + Marketing + Sales).

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Health savings account option
  • 401(k) & other retirement benefits
  • Paid maternity leave
  • Paid paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off

The pay range for this role is:
60,000 - 80,000 USD per year (US)

Apply