Crm Trabajos a distancia y desde casa en cincinnati ∙ Página 1

Description

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.

Key Responsibilities:

CRM Administration and Support

• 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.

Integration and Process Improvement

• 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.

Technical Support

• 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.

Requirements

Education & Experience

• 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.

Technical Skills

• 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.

Core Competencies

• 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.

What We Value

• 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.

Benefits

Company Culture & Benefits

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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