CRM Data Analyst

Cerity Partners•Louisville, KY

7d•Remote

About The Position

As a member of the CRM conversion project team, this role provides essential support for the CRM conversion project. Key activities include scheduling project calls, trainings, and meetings, documenting action items and decisions, managing project boards in Asana, and maintaining up-to-date timelines and tasks. The role also involves preparing for and following up on project calls, updating training materials with Salesforce features, and maintaining internal documentation such as Confluence and Smartsheet. A significant part of the role is supporting the integration of new advisors onto the Salesforce system, which includes onboarding setup, updating users after tech overhauls, and validating conversion data. The analyst will also serve as a point of contact for advisor teams and third-party providers, maintain a working understanding of CRM metrics and workflows, document processes, and assist with requirements gathering and user acceptance testing. Additionally, the role supports improvement projects, ad-hoc projects, and research, while maintaining written procedures and identifying potential efficiencies.

Requirements

Proven history of being a “self-starter.”
Track record of working effectively in a remote/virtual environment with a distributed team.
Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners.
An appetite for analytical problem-solving.
Desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
Team player who welcomes feedback with the goal of continuous improvement.
Detail-oriented with strong verbal and written communication skills.
Professional presentation and organizational skills.
Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
Proficiency in technology/applications.
Experience with Salesforce required.
Experience with Excel required.
Bachelor’s degree in Business or related field required.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

1-3 years related investment services industry experience preferred.
Experience with other CRM softwares such as Hubspot, Wealthbox, Dynamics a plus.
Experience with project management a plus.

Responsibilities

Provide CRM conversion project team support, including scheduling calls, trainings, and meetings.
Follow up with emails documenting action items, decisions, and important notes.
Launch new project Asana boards and notify associated parties.
Keep Asana timelines and tasks up to date.
Prepare for project calls and follow-ups.
Update training decks with Salesforce features as deployments occur.
Keep internal documentation (Confluence, Smartsheet, Merger Cheat sheets) up to date.
Support the integration of new advisors on to the Salesforce system, including onboarding setup and user updates.
Validate all conversion related data.
Serve as a point of contact for questions from advisor teams and third-party solution providers.
Maintain a working understanding of CRM metrics, calculations, workflows, and operational processes.
Document required processes for ongoing system support.
Participate in requirements gathering for ongoing system updates.
Facilitate user integration and acceptance testing.
Assist with improvement projects, ad-hoc projects, and complete assigned research projects.
Maintain written procedures on all aspects of this position and work to continuously improve initiatives.