CRM Data Analyst

Primary Responsibilities

As a member of the CRM conversion project team your responsibilities would include the following activities:

• 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.

Required Qualifications:

• 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.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.