Job Information
Kansas Employer Enterprise CRM Administrator in Wichita, Kansas
This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/12910387
This position is responsible for the support, management, and continuous enhancement of the banks enterprise CRM (Customer Relationship Management) system and functionality. This role is vital in maintaining the systems integrity, enhancing user experience, and ensuring the delivery of key insights to drive business operations and decisions. This individual will work closely with various business units and team members to understand business needs and implement solutions. This position will assist the retail and digital teams in support of customer and business relationship insights for the continued growth and success of the organization. This role is for an individual who is passionate about improving operations through technology.
Responsibilities and Expectations
Understand the operation, challenges, and objectives of each business unit; support and enhance their operation through CRM support and consultation.
Provide system administration support for the CRM, focusing on user experience, capabilities, custom objects, workflows, and profiles.
Create, manage, and optimize complex workflow rules, data validation, and approval processes.
Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
Analyze data to provide insights into business operation, effectiveness, and productivity.
Work closely with other team members to capture business requirements and implement CRM solutions.
Coordinate and support integrations with third-party apps, plugins, and tools.
Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
Identify and resolve data anomalies, maintaining high data integrity.
Streamline and automate processes to ensure data lineage, consistency, integrity, and transparency.
Measure and monitor solutions and apply appropriate adjustments for optimal efficiency.
Perform operational support and mentor potential end users.
Deliver and support multiple simultaneous data and CRM projects.
Stay current with the latest trends and technologies in the CRM support field.
Perform other duties as assigned or required.
Qualifications
Naturally curious about data and the story it has to tell
Experienced in CRM support, data flows, dashboards and reporting
Knowledgeable about banking concepts and office practices
Skilled in communication, time management, and organization
Flexible to work on special projects during nights and weekends
Independent and team-oriented
Required Skills & Education
High school diploma or equivalent required; Bachelors degree preferred
Excellent communication, problem-solving, and analytical skills
Effective time management, facilitation, and presentation skills
Detail-oriented and thorough
2+ years of CRM support experience (e.g., Salesforce, Microsoft Dynamics, 360 Connect)
Experience working directly with sales teams and implementing their requirements in the CRM system
Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.)
Experience with automating business processes, creating reports/das hboards, data analysis/modeling, and data governance principles and practices
Experience with organizing and utilizing complex data sets
Experience in Microsoft Office Suite
Experience with Fiserv banking applications preferred
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.