Operational Systems Manager

4 weeks ago


Hoffman Estates, Illinois, United States Engtal Full time
Job Title: Operational Specialist

Engtal is seeking a highly skilled Operational Specialist to join our team. As a key member of our operations team, you will play a critical role in managing and maintaining our CRM operating system, as well as providing operational support to our financial advisors and clients.

Key Responsibilities:
  • CRM Management: Manage and maintain our CRM operating system, ensuring seamless integration with our financial systems.
  • Operational Support: Provide operational support to our financial advisors and clients, including account opening, maintenance, and transaction requests.
  • System Optimization: Optimize the utilization of our CRM system, developing and modifying best practices and workflows as needed.
  • Reporting and Analytics: Create custom reports for executive or administrative needs, and manage CRM integrations to 3rd party platforms.
Requirements:
  • Technical Skills: Advanced knowledge of software and databases, with the ability to learn and adapt to new systems.
  • Problem-Solving: Strong problem-solving and decision-making ability, with the ability to manage multiple tasks and priorities simultaneously.
  • Communication: Excellent communication skills, both written and oral, with the ability to collaborate with a team and work independently.
What We Offer:
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for growth and professional development within the company.
  • Collaborative Environment: A collaborative and dynamic work environment.

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