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Business Technology Solutions Specialist
2 months ago
Are you driven by the desire to enhance business outcomes and provide exceptional support in the financial services sector? At Nationwide Private Client, we prioritize our clients' needs and strive to deliver unparalleled service. As a member of our CRM Engagement Solutions Team, you will play a pivotal role in optimizing our Salesforce platform, which is integral to our Customer Relationship Management (CRM) strategy.
Role Overview: This position focuses on Salesforce configuration and administration, requiring a keen understanding of user needs and business requirements. You will collaborate with a talented group of Salesforce professionals dedicated to supporting our Sales and Service teams.
Key Responsibilities:
- Conduct thorough analysis of user requirements, document business needs, and validate assumptions to ensure effective solutions.
- Provide expertise in business processes, leveraging insights from subject matter experts to conduct current and future state analyses.
- Monitor key performance indicators (KPIs) to assess product effectiveness and provide actionable insights to the Business Capability Manager.
- Utilize curiosity and analytical skills to understand existing processes and explore innovative solutions.
- Stay informed on industry trends and customer behaviors to enhance service delivery.
- Share technical knowledge and mentor less experienced team members to foster growth.
- Participate in agile ceremonies, including daily stand-ups and retrospectives, to ensure alignment and progress.
- Support the design and development of business-configurable tools to assist operational partners.
Reporting Structure: This role reports to the Director/AVP.
Qualifications:
Education: A bachelor's degree in business, IT, or a related field is required; an advanced degree is preferred.
Experience: A minimum of 5 years of experience in delivering initiatives and conducting customer research to develop value-driven solutions is essential. Familiarity with agile methodologies and product-centric principles is advantageous.
Skills and Competencies: A strong understanding of the insurance industry, agile planning practices, and customer design principles is necessary. The ability to analyze both quantitative and qualitative data and communicate findings effectively is crucial. Strong business process design skills and the capacity to manage complex tasks across various subject areas are also required.
Values: Candidates should consistently demonstrate Nationwide Values in their work.
Work Environment: This position is based in a standard office setting.
Benefits: Nationwide Private Client offers a comprehensive benefits package, including medical, dental, and vision coverage, life insurance, short and long-term disability, generous paid time off, a 401(k) plan with company match, and more.