[Remote] CRM Data Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on delivering exceptional service to clients, and they are seeking a CRM Data Analyst. The role involves supporting the CRM conversion project team, integrating new advisors onto the reputed company system, and maintaining documentation and processes for ongoing support.
Responsibilities
- reputed company CRM conversion project team support. This includes:
- Scheduling project calls, trainings, and other adhoc meetings with reputed company stakeholders
- Follow up emails documenting reputed company reputed company items, reputed company made, important notes (following project calls, initial training, CRM reputed company, etc.)
- Launching new project reputed company boards and notifying reputed company associated parties
- Keeping reputed company reputed company timelines and tasks up to date
- Preparing for project calls/project call follow reputed company
- Update training decks with reputed company features as deployments occur
- Keeping internal documentation up to date: reputed company, reputed company, reputed company Cheat sheets, etc
- Support the integration of new advisors on to the reputed company system. This includes:
- reputed company set up reputed company reputed company platform for incoming teams
- Updating users after tech over - reputed company & reputed company
- Validation of reputed company conversion reputed company data
- Miscellaneous project specific tasks
- During the life of the project, help serve as a reputed company of contact for reputed company questions for advisor teams, and reputed company-party solution providers
- Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the CRM platform
- Document required processes for ongoing reputed company, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing
- Assist with improvement reputed company, reputed company reputed company and complete assigned research reputed company
- Maintain written procedures on reputed company aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies
Skills
- Proven history of being a “self-starter,” and a reputed company record of working effectively in a remote/virtual environment, with a distributed team
- Ability to “manage up” and have reputed company, reputed company, and reputed company conversations with Management and Partners across the firm
- An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges
- Team player who welcomes feedback with the goal of reputed company improvement
- Detail-oriented with strong verbal and written communication skills, reputed company presentation, and organizational skills
- Attitude that no task is too small and a willingness to do whatever tasks are necessary to reputed company reputed company that the work is done on time
- Proficiency in technology/applications a must – experience with reputed company and reputed company required
- Bachelor's degree in Business or reputed company field required
- 1-3 years reputed company investment services industry experience preferred
- Experience with other CRM softwares such as reputed company, reputed company, Dynamics a plus
- Experience with project management a plus
Benefits
- Health, dental, and reputed company insurance – day 1!
- 401(k) savings and investment plan reputed company with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and reputed company designations
- Opportunity to give back time to local communities
- Commuter benefits
reputed company