Job Description:
• Manage the CRM Team that executes all the activities related to the design and development of the CRM product and integrations
• Partner with the M&A team, Acquisition, and external vendors to ensure successful CRM migrations
• Understands business needs and how CRM capabilities can help solve business problems
• Provides strategic direction across all lines of business to support the CRM environment
• Prepares, manages and maintains documentation of current business processes, SLAs, controls, and KPI’s
• Builds and continuously refines the CRM platform roadmap in close collaboration with business stakeholders
• Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs
• Identifies gaps and risk in business requirements and resolves those issues
• Organizes technical projects from beginning to end; identifies and prioritizes actionable steps
• Manages a portfolio of integrations and projects from planning to execution
• Develops repeatable processes that accelerate integrations and ensure timely communication of events
• Other duties requested and assigned by Manager
Requirements:
• Bachelor’s degree required, preferably in Business Administration, Finance or Information Systems
• At least five years’ experience in Finance or the Wealth Management space required
• At least five years’ experience working, and Administering CRM required
• At least two years’ experience working with M&A is preferred
• Experience in managing simultaneous complex projects from inception to successful completion is preferred
• Experience in workflow process automation such as conga orchestrate is preferred
Benefits:
• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance
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