Technology & Process Solutions Specialist

Cetera Financial Group•Dallas, TX

About The Position

We are seeking a dedicated and resourceful Technology & Process Solutions Specialist to maintain, upgrade, and manage SaaS software systems and implement and improve internal IT systems. The role focuses on keeping technology infrastructure running smoothly and efficiently while meeting the needs of internal and external users. The ideal candidate has strong problem-solving and communication skills and is enthusiastic about finding and implementing new IT system features. The specialist also assists the Solution Architect / Project Manager with meeting deadline and budget requirements.

Requirements

Proven experience as a System Administrator, IT Analyst, or in a similar role.
Strong knowledge of systems, software, cloud services, and SaaS applications such as Salesforce, Dropbox, and Microsoft 365.
Experience with user management and data governance in cloud-based environments.
Familiarity with operating systems and platforms such as Windows, MacOS, and Linux.
Excellent problem-solving and critical-thinking skills.
Strong communication and interpersonal skills, with the ability to work well in a team and with interdisciplinary groups.
Resourcefulness and the ability to diagnose and resolve problems quickly.
Bachelor's degree or equivalent work experience in Information Technology, Computer Science, or a related field.

Nice To Haves

Relevant certifications are preferred, such as CompTIA Cloud Essentials+ or Salesforce Certified Administrator.

Responsibilities

Examine and evaluate current systems, identifying areas for improvement and optimization.
Identify system requirements by working with users to track additional requirements and features.
Administer user access and permissions for industry-specific vendors and cloud SaaS applications such as Salesforce, Dropbox, and Notion.
Collaborate with IT teams to build and implement new systems and ensure seamless integration with existing systems.
Troubleshoot internal issues and outages and coordinate with third-party support teams to provide timely resolutions and minimize downtime.
Validate changes by testing programs and ensuring high levels of performance and data governance.
Implement and maintain data governance policies, ensuring compliance with relevant regulations.
Train users on new systems, provide support, and develop expertise to train staff on new technologies.
Upgrade systems with new releases and models as needed.
Assist the Solution Architect / Project Manager and help ensure deadline and budget requirements are met.
Stay up to date with current technologies and technical developments.