CRM Solutions Administrator

3 weeks ago

Washington, United States Fiducient Advisors Full time

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The CRM Solutions Administrator is responsible for managing and maintaining Fiducient's Dynamics 365 system, ensuring the accuracy, security, and accessibility of data.

Responsibilities:

  • Working with the Systems & Analytics team, review current CRM configuration and customizations and identify, prioritize, and implement enhancements.
  • Creation, communication, and enforcement of CRM processes and best practices, executing effective change management.
  • Collaborate with all teams across the firm to understand existing business processes and help design enhancements to drive greater efficiency and utilization.
  • Serve as subject matter expert in due diligence efforts with acquisition targets to identify potential integration issues and opportunities.
  • Hands-on integration leader for CRM.
  • Provide ongoing training for existing staff and onboarding training for new hires and acquisitions as the primary point of contact for CRM-related inquiries.
  • Managing and implementing CRM integration with other technology platforms such as portfolio management, trading, financial planning, and internal reporting as well as some administrative responsibilities across those platforms.

Required Education, Professional & Technical Experience

  • Bachelor's degree in Computer Science, Information Technology, or related field.
  • Proven experience as a Dynamics 365 Solution Administrator or similar role.
  • Strong proficiency in Microsoft Power Platform.
  • Familiarity with data governance frameworks and principles.
  • Excellent problem-solving and communication skills.
  • Attention to detail and ability to work independently.

Essential Traits

  • Thoughtful ability to establish rapport and build relationships.
  • Exceptional communication in a public setting with notable writing and presentation skills.
  • Adaptability when priorities shift and able to work independently.
  • Sound judgment and problem-solving skills.
  • Innovative, curious, and enthusiastic.
  • Detail-oriented with a high level of accuracy and organization.
  • Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.

Work Environment & Travel Requirements

  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Paid Time Off

  • Generous PTO with optional rollover
  • Personal/Sick Time
  • 10 Holidays with additional half days off for specific holidays throughout the year
  • Summer Perks
  • Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal and Family leaves.
  • Professional Development Day for eligible exams

Work Life Convenience Benefits

  • Exclusive Wellness Benefit Programs from VirginPulse, , Torchlight, Real Appeal, Peloton and more
  • KindBody - Family & Fertility Assistance
  • Wellness Reimbursement Program
  • Professional Development Designation reimbursement
  • Employee Referral Program
  • Employee Resource Groups, Mentorship Program & New Hire Cohort
  • 401K Plan with company match
  • Cell Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

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