CRM Implementation Consultant Envestnet Asset Management
THIS JOB HAS EXPIRED DescriptionEnvestnet, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: AVP, CRM Conversion Consultant
LOCATION: Seattle, WA
The CRM Conversion Consultant is responsible for the successful data migration of a client?s CRM data from their existing tool to Advisor CRM. The Conversion Consultant provides project documentation consisting of pre-conversion clean up documents, data mapping, User Acceptance Testing documents, and post-conversion clean-up documents. As part of the migration process, this role is responsible for mapping, importing, and validating results required to convert data. Additionally, CRM Conversion Consultants may be involved in providing input into the design and development of process improvement tools.
Advisor CRM is a web-based CRM solution designed specifically for independent Registered Investment Advisors (RIA) and modeled around the RIA client lifecycle. Advisor CRM integrates data and functionality from other Envestnet products and a growing list of third party applications in areas such as financial planning, document management, and account aggregation.
?Conduct conversions to EnvestnetTamarac's Advisor CRM
?Determine clients use of current systems
?Analyze the structure and content of the data in current systems and map to Advisor CRM
?Communicate mapping best practices to clients and provide visual examples of migrated data to Advisor CRM
?Gain customer approval for the data migration plan
?Deliver mappings to conversion team and provide clear instructions for conversion
?Write SQL, Visual Basic and C# scripts for data conversion to assist the conversion team
?Conduct Quality Audits of data migration projects prior to delivering sites to clients
?Develop a repeatable process for migrating the current data to our system, as customized (may have to be done several times to test results before a final go live migration)
?Work to resolve escalated technical issues from migration
?Log time and notes on migration and escalation (for customer billing)
?Place copy of planning documents under source code control
?Manage expectations for time, effort, and content of assigned conversion projects and track effort and notes
?Document client-specific mappings for use in user acceptance testing and hand-off for training and support
?Continue to grow conversion and communication skills
?Provide ?Best in Class? service to clients.
?College Degree in Computer Science or equivalent.
?2 or more years? experience with SQL and writing complex SQL queries is required.
?Ability to write Visual Basic and C# scripts is preferred.
?2 or more years' experience with Microsoft Dynamics CRM is preferred.
?2 or more years' experience working with Financial Advisors is preferred.
?Prior experience with an ETL tool is preferred.
?Intermediate knowledge in Windows, Excel is preferred. Demonstrated technical aptitude is required.
?Strong communication skills are required.
?Intermediate knowledge in requirements gathering and gap analysis is required.
?Ability to be self-directed and work independently is required.
?Attention to detail is required.
?Ability to bring a project to completion is required.
?Must be mindful of time and budget constraints.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
||Seattle, WA |
THIS JOB HAS EXPIRED