Senior Implementation Specialist - Retirement & Private Wealth
November 8
Description
• Responsible for executing a comprehensive deployment plan for Microsoft Dynamics CRM • Lead and coordinate CRM deployments across multiple sites • Ensure high quality manual and automated data migration • Manage business communications, software installation and configuration • Drive user adoptions and conduct post-deployment reviews • Manage relationships and coordinate work between teams • Identify, resolve and manage deployment risks and issues
Requirements
• Proficient in Microsoft Dynamics; certification is a plus • Strong oral and written communication skills • Ability to present ideas in business-friendly language • Ability to prioritize and execute tasks in high-pressure environments • Experience in team-oriented, collaborative environments • Self-motivated with prioritization abilities • Proven experience in fast-paced work environments with various technologies • Detail-oriented, quick learner, problem solver • Ability to travel to offices as needed • Financial services knowledge, specifically 401(k) and wealth management • Experience in software solution deployment management across multiple facilities
Benefits
• Health, dental, vision, life, and disability insurance • FSA • HSA • 401(k) accounts • Paid-time-off benefits • Eligible bonuses and commissions for some positions
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