[Remote] CRM Data Analyst

Note: The job is a remote job and is open to candidates in USA. Cerity Partners is a company focused 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 Salesforce system, and maintaining documentation and processes for ongoing support.

Responsibilities

• Provide CRM conversion project team support. This includes:
• Scheduling project calls, trainings, and other adhoc meetings with all stakeholders
• Follow up emails documenting all action items, decisions made, important notes (following project calls, initial training, CRM access, etc.)
• Launching new project Asana boards and notifying all associated parties
• Keeping all Asana timelines and tasks up to date
• Preparing for project calls/project call follow ups
• Update training decks with Salesforce features as deployments occur
• Keeping internal documentation up to date: Confluence, Smartsheet, Merger Cheat sheets, etc
• Support the integration of new advisors on to the Salesforce system. This includes:
• Onboarding set up within Salesforce platform for incoming teams
• Updating users after tech over - Salesforce & DocuSign
• Validation of all conversion related data
• Miscellaneous project specific tasks
• During the life of the project, help serve as a point of contact for all questions for advisor teams, and third-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 system support, participate in requirements gathering for ongoing system updates, and help 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

Skills

• Proven history of being a “self-starter,” and a 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 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 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 a must – experience with Salesforce and Excel required
• Bachelor's degree in Business or related field required
• 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

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Company Overview