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Description: Help us grow our business! We are seeking a qualified candidate to join our Customer Relationship Management team. This position reports to the Distribution Technology Team Leader, and contributes to success of sales associates in the Financial Institutions, Brokerage General Agency and Career Agent distribution channels.
The SFDC Analyst will participate in the ongoing design, development, implementation and administration of a CRM application focused on increasing wholesaler effectiveness, enabling sales processes and delivering improvements in sales force productivity.
Primary Responsibilities
. Provides front line administration support for end-users including configuration, customization, report and dashboard development, data management, view creation and training opportunities . Acts as subject matter expert, using strong business analysis skills to translate business ideas into well-defined and efficient SFDC processes . Partners with Sales, IT, Marketing and other support functions to implement solutions with that support key business processes; Participates in cross-functional project teams as SFDC subject matter expert . Performs data stewardship/governance functions to ensure data quality, accuracy and usability . Contributes to business prioritization/change management process, facilitates requirements gathering, manages customer expectations and establishes achievable goals . Assists in the evaluation of new SFDC features and functional design of new work streams . Reviews testing approaches for work streams and creates test cases/scripts . Utilizes effective project management skills to build project plans, estimate timelines, identify and manage risks and communicate expectations
Preferred Qualifications
Proven ability to build open and trusting relationships Ability to multi task in a fast paced environment Communicates effectively within all levels of the organization Experience in software design, development, implementation and/or production support Certified Administrator Project Management Experience Technical Design and Requirements Building Experience
Minimum Basic Qualifications
Base knowledge of and Administration principles 5+ years of related business experience, preferably in the financial services industry Strong customer focus with attention to detail Results oriented: proven ability to set and meet aggressive goals Broad knowledge of annuity, long term care, and/or life insurance products Excellent verbal and written communication skills Self motivated and can work in a changing environment Well organized and meets deadlines Proven ability to translate concepts and facts into business requirements Proficient computer skills (MS Word, MS PowerPoint, MS Excel, Internet)
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