CRM Implementation Consultant Envestnet Asset Management
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.
Position: CRM Implementation Consultant
Location: Seattle, WA.
EnvestnetTamarac is looking for a motivated CRM Implementation Consultant to coordinate the successful conversion of clients from their existing CRM tools to Advisor CRM from welcome through support transitions based on contractual agreements between the client and Tamarac.
?Conduct implementations of Tamarac's Advisor CRM including software installation, setup, testing and hands-on training.
?Analyze customer's business and technical requirements. Design and implement appropriate solutions.
?Train clients on use of Advisor CRM.
?Assist in data migration mapping and provide best practices to clients for moving data to Advisor CRM.
?Serve as consultant on implementations, as well as communicating result to client and project managers.
?Be able to analyze and discuss solutions for client's requirements, including use of 3rd party applications.
?Periodic domestic travel to clients. Travel is estimated at up to 60% of time.
?Effectively present value to client for cost of service delivered.
?Team Work & Collaboration
?Adaptability & Continuous Improvement
?Positive & Empowering Attitude
?Focus on Profitability
?College Degree or equivalent.
?3 or more years? experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry.
?2 or more years? experience implementing Microsoft Dynamics CRM is preferred.
?Prior software implementation experience is preferred.
?Intermediate knowledge in Windows, Excel is preferred. Demonstrated technical aptitude is required.
?Strong communication skills are required.
?Ability to gain credibility quickly while on-site is essential.
?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.
We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet, Inc. 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 |