GDS Wealth Management | SEC-Registered Investment Adviser
Reports to: Director of Revenue Operations
Location: Flower Mound, Texas [in-office]
Employment type: Full-time
The Opportunity
You will keep GDS’s technology running and its data clean. Roughly 70% of your time goes to operations: access, onboarding and offboarding, MSP coordination, request triage, and CRM administration. Roughly 30% goes to protected build work: workflow automations, data quality audits, and validating Advyzon data for reporting and analytics.
You will work under the Director of Revenue Operations, who sets the architecture, standards, and direction. You carry them out, keep them enforced day to day, and make sure nothing falls through the cracks. EON, our managed service provider, handles hands-on device and infrastructure support. You are responsible for request/ticket triage, routing, and follow up until it’s resolved.
We are looking for someone who takes ownership, protects their build time, and treats documentation and access control as seriously as speed.
What You’ll Own
- Access, onboarding, and offboarding. Run the technology side of every start and departure (accounts, devices, MFA, role-based access) from a documented checklist, remove access promptly when someone leaves, and lead periodic access reviews. Report exceptions to leadership and Compliance.
- Front-line support. Be the first point of contact for technology requests. Resolve simple application and access issues, route device and infrastructure issues to our MSP, and route integration issues to the Director of Revenue Operations. Keep requests in one channel and follow up until resolved.
- Vendors. Be the day-to-day contact for our MSP: tickets, service levels, and escalation, backed by ticket data. Track vendors, systems, licenses, and renewals, and flag decisions 90 days ahead.
- Tools and continuity. Set up and administer supporting tools like Calendly, RingCentral, and Jump, with Compliance approving configuration, recording, and retention. Support continuity, disaster recovery, and cybersecurity documentation with EON and Compliance. Leadership makes the risk decisions.
- CRM administration. Handle routine HubSpot and Advyzon requests (users, permissions, fields, forms, layouts) within the Director of Revenue Operations’ standards. Document every change, and route anything affecting the data model, lifecycle stages, integrations, or metrics through the change-request process.
- Data and automation. Build and maintain operational workflows in HubSpot, Advyzon, n8n, and Zapier. Run recurring data quality audits, fix exceptions, and keep guardrails in place so bad data is caught at entry.
- Documentation. Own the firm’s technology documentation library (SOPs, checklists, inventories, knowledge base, data dictionaries) and review it on a set schedule so it stays accurate.
What We’re Looking For
Required
- 4 to 6 years in IT operations, business systems administration, operations, or a related technical role.
- Hands-on CRM administration, HubSpot (users, workflows, fields, forms, data management).
- Working SQL skills and comfort with CSV and Excel files, data validation, and reconciliation.
- Experience building workflow automations with Zapier, n8n, Make, or a similar tool.
- Experience working with an MSP or outsourced IT provider, or comparable vendor management.
- Strong documentation habits and attention to detail.
- Sound judgment and discretion with confidential client and firm information.
Preferred
- Exposure to BigQuery, dbt, or a similar warehouse and transformation setup.
- Python or another scripting language.
- Experience administering tools like Calendly, RingCentral, or AI meeting-notes platforms.
- Comfort working in a regulated environment.
