CRM Data Analyst

Cerity Partners•Louisville, KY

6d•Remote

About The Position

As a member of the CRM conversion project team, your responsibilities would include providing support for the CRM conversion project. This involves scheduling project calls, trainings, and ad-hoc meetings, sending follow-up emails documenting action items and decisions, launching new project Asana boards, and keeping Asana timelines and tasks up-to-date. You will also prepare for project calls, update training decks with Salesforce features, and maintain internal documentation such as Confluence and Smartsheet. Additionally, you will support the integration of new advisors onto the Salesforce system, including onboarding setup, updating users after tech over, and validating conversion-related data. You will serve as a point of contact for questions from advisor teams and third-party providers, maintain a working understanding of CRM metrics and workflows, document processes for system support, and participate in requirements gathering. You will also assist with improvement projects, ad-hoc projects, and research. Maintaining written procedures and identifying potential solutions and efficiencies are also key aspects of this role.

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.
Send follow-up 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, updating users, and data validation.
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 to identify potential solutions and efficiencies.