This position is responsible for managing and supporting the technical aspects of the company’s CRM platform, ensuring data integrity, and facilitating system integrations. The individual will act as a liaison with the CRM provider’s MSP and may assume advanced responsibilities based on experience. Additional responsibilities include scripting and automation, Microsoft Active Directory administration, and general IT/application support.
This position offers a great opportunity to collaborate with management and key user groups to implement client-specific and internal processes and workflows that will lead to a more efficient and productive client service experience.
Provide support and system administration for CRM, including user roles, permissions, and workflows.
Collaborate with MSP for escalated issues and system enhancements.
Ensure data integrity and compliance with governance standards.
Provide support for existing API-based integrations and ETL processes between CRM and other systems.
Assist in developing new workflows for efficiency and scalability.
Write and execute scripts to automate system tasks.
Manage network folder structures and permissions.
Perform Microsoft Active Directory tasks (unlock accounts, grant permissions).
Provide Tier 1/Tier 2 technical support for applications and systems.
Troubleshoot user issues across CRM and related platforms.
Bachelor’s degree in IT, Business Administration, or another related field is preferred.
3-5 years of relevant work experience with a financial services/wealth management firm is preferred.
Strong aptitude and experience working with wealth management systems is preferred. Systems include, but are not limited to, Addepar, Redblack, Practifi.
Salesforce Certified Administrator certification required. Salesforce Certified Advanced Administrator certification a plus.
Salesforce Platform Developer I certification highly desirable.
Strong aptitude and proficiency in technology solutions, including but not limited to, Adobe Acrobat and Microsoft Office Suite (Excel, Word, and Outlook).
Proficiency in digital document filing systems is a plus.
Must foster a team player environment.
Dedicated to providing legendary client service.
Excellent English grammar, vocabulary, spelling, and punctuation – oral and written.
Must have the ability to communicate effectively with a wide range of people in a professional and courteous manner.
Must embrace process disruption and innovation.
Must have excellent organizational and prioritization skills. Self-starter with strong follow-through and exceptional attention to detail.
Must have excellent problem-solving skills.
Must have the ability to use standard office equipment and learn new office technology.
Initiative, accountability, and intrinsic motivation.
Commitment to delivering high-quality work and supporting team success.
Enthusiasm for learning and embracing change in a fast-paced environment.
We believe in fostering a collaborative, inclusive, and growth-oriented environment. Our team values integrity, innovation, and continuous learning. We offer competitive compensation and benefits to support your professional and personal well-being.
Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the additional items below.
401(k) retirement plan with company match and profit sharing
Generous paid time off and holidays
Paid parental and medical leave
Professional development and training opportunities
Supportive and collaborative team culture
Hybrid work schedule
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