Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in Kansas City, MO
View more jobs in Missouri
View Similar Jobs

Job Details

CRM Platform Partner

Company name
UMB Fund Service Inc.

Location
Kansas City, MO, United States

Employment Type
Full-Time

Industry
Finance

Posted on
Nov 14, 2020

Apply for this job






Profile

:,ActualValueFromSolar:null},{QuestionName:What You\u0027ll Do,AnswerValue:The CRM Platform Partner works within the Enterprise Sales and Service team in a fast-paced environment to drive sales efficiencies and growth across the enterprise; driving strategic vision in partnership with line of business leaders to boost revenue generation. This position will work closely with lines of business to understand the business needs and how Salesforce can drive efficient sales practices. Specific duties include:\u003cbr/\u003e-Coordinate with team members on administration and operational support including user and security management, hierarchies, roles, data management, and report creation.\u003cbr/\u003e-Recommend enhancements on CRM system based on the line of business partners\u0027 business requirements. \u003cbr/\u003e-Strategize with line of business executives to ensure CRM platform is aligned to strategy, performance metrics, and overall sales efficiency.\u003cbr/\u003e-Follow through consistently and execute the project related responsibilities including but not limited to: requirement gathering, partnering with developers for accurate delivery, including testing/retesting and demos to line of business testers and users. \u003cbr/\u003e-Manage the design \u0026 development of training materials and programs for CRM users.\u003cbr/\u003e-Manage system configuration to ensure compliance with information security and regulatory compliance requirements.\u003cbr/\u003e-Recommend policy and procedures for CRM data management along with user compliance.\u003cbr/\u003e-Partner with team members on CRM data analysis that results in actionable business insight and in support of key business initiatives.\u003cbr/\u003e-Align CRM partners and related third-party relationships to advance CRM initiatives.\u003cbr/\u003e-Responsible for management and timely advancement of assigned projects.\u003cbr/\u003e-Exhibit personal commitment to ongoing Salesforce education to enable the development, management, and support of additional sales enablement tools and resources moving forward. \u003cbr/\u003e-Perform other duties as assigned.,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:12072BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver \u003ci\u003ethe\u003c/i\u003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! \u003cbr\u003e\u003cbr\u003eWhat you\u0027ll get: \u003cbr\u003e\u003cb\u003eUnique Benefit Programs : \u003c/b\u003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!\u003cbr\u003e\u003cb\u003eProfessional Development: \u003c/b\u003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.\u003cbr\u003e\u003cb\u003eCommunity Involvement:\u003c/b\u003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.\u003cbr\u003e\u003cb\u003eCulture of Diversity and Inclusion: \u003c/b\u003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. \u003cbr\u003e\u003cbr\u003ePlease visit us at \u003ca href=\http://careers.umb.com\ target=\_blank\\u003ecareers.umb.com\u003c/a\u003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.,VerityZone:formtext38,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Work Schedule,AnswerValue:Monday-Friday: 8:00am-5:00pm,VerityZone:formtext12,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Division Name,AnswerValue:Bank Chief of Staff ,VerityZone:formtext8,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Kansas City,VerityZone:formtext13,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Preferred Requirements,AnswerValue:-Salesforce administration certification \u003cbr\u003e-1 years of Sales Enablement and/or operational experience\u003cbr\u003e-2 years of banking or financial services experience\u003cbr\u003e-1 years of sales support or direct sales experience,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:CRM Platform Partner,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:1010 Grand Blvd,VerityZone:formtext31,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Shift,AnswerValue:Full Time ,VerityZone:formtext5,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:State,AnswerValue:MO,VerityZone:formtext28,QuestionType:text,ActualValueFromSolar:null},{QuestionName:In this Role, You will Need,AnswerValue:-Demonstrates understanding of the basic sales process \u003cbr\u003e-Demonstrates ability to make decisions independently and update management \u003cbr\u003e-Demonstrates knowledge of administering a Salesforce platform\u003cbr\u003e-Demonstrates a project-oriented approach \u003cbr\u003e-Demonstrates clear knowledge of sales and service processes\u003cbr\u003e-Demonstrates strong interpersonal skills with an ability to develop and cultivate internal and external relationships to inspire trust with line of business partners\u003cbr\u003e-Demonstrates strong organizational skills\u003cbr\u003e-Demonstrates ability to present and convey information clearly and efficiently (verbal and written)\u003cbr\u003e-Demonstrates strong knowledge and proficiency in Microsoft Office (Word, Excel, Outlook, Power Point)\u003cbr\u003e-Demonstrates attention to quality and details\u003cbr\u003e-Demonstrates ability to influence and lead peer groups in projects or initiatives\u003cbr\u003e-Demonstrates strong change management skills with the ability to react quickly,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:-3 years of Salesforce Administration experience\u003cbr\u003e-Bachelor\u0027s Degree or equivalent experience,VerityZone:formtext44,QuestionType:textarea,ActualValueFromSolar:null}],GQId:1761,isGQResponsive:true,isActive:true,isSocialReferralJobRestricted:false,localeId:1033,AutoOptionalReqId:12072BR,Title:CRM Platform Partner,JobSiteId:5319,Link:https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25683\u0026siteid=5319\u0026PageType=JobDetails\u0026jobid=1596868,isEverGreen:false},JobDetailFieldsToDisplay:{Position1:autoreq,JobTitle:formtext29,Position3:[],Summary:formtext40,Section2Fields:[formtext73,jobdescription,formtext39,formtext44,formtext34,formtext33,formtext31,formtext13,formtext28,formtext5,formtext12,formtext8,formtext43,formtext38,formtext48]},BrandingConfiguration:{\brandingSettings\: {\Responsive_AdvancedCSS\: \/*#N#GUIDELINES#N##N#• Enter CSS here.#N##N#• Please take care not to compromise accessibility including color contrast.#N##N#• Please test all window widths so that all responsive break-points remain in tact.#N##N#• Please refer to attributes of the body tag to limit the scope of your rules to a single workflow, or else be sure to check each individual workflow.#N#*/#N##N#input[type=text],input[type=password] { #N#background-color: #ffffff; #N#background-image: none; #N#border: 1px solid #cccccc; #N#border-radius: 4px; #N#-webkit-box-shadow: inset 0 1px 1px rgba(0,0,0,.075);#N#box-shadow: inset 0 1px 1px rgba(0,0,0,.075);#N#-webkit-transition: border-color ease-in-out .15s, -webkit-box-shadow ease-in-out .15s;#N#-o-transition: border-color ease-in-out .15s, box-shadow ease-in-out .15s;#N#transition: border-color ease-in-out .15s, box-shadow ease-in-out .15s #N#color: #555555; #N#display: block; #N#font-size: 14px; #N#height: 30px; #N#line-height: 1.42857; #N#padding: 6px 12px; #N#width: 100%; #N##N#}#N##N#input[type=text]:focus,input[type=password]:focus {#N#border-color: #66afe9;#N#outline: 0;#N#-webkit-box-shadow: inset 0 1px 1px rgba(0,0,0,.075), 0 0 8px rgba(102,175,233,.6);#N#box-shadow: inset 0 1px 1px rgba(0,0,0,.075), 0 0 8px rgba(102,175,233,.6)#N#}#N##N#label {color:#4b4b4b; font-weight:normal!important; font-size:16px;}#N##N#/*#N#Checkbox#N#**************************/#N##N#.checkbox {#N##T#padding-left: 20px;#N#}#N#.checkbox label {#N##T#display: inline-block;#N##T#vertical-align: middle;#N##T#position: relative;#N##T#padding-left: 5px;#N#}#N#.checkbox label::before {#N##T#content: #Q##Q#;#N##T#display: inline-block;#N##T#position: absolute;#N##T#width: 17px;#N##T#height: 17px;#N##T#left: 0;#N##T#margin-left: -20px;#N##T#border: 1px solid #cccccc;#N##T#border-radius: 3px;#N##T#background-color: #fff;#N##T#-webkit-transition: border 0.15s ease-in-out, color 0.15s ease-in-out;#N##T#-o-transition: border 0.15s ease-in-out, color 0.15s ease-in-out;#N##T#transition: border 0.15s ease-in-out, color 0.15s ease-in-out;#N#}#N#.checkbox label::after {#N##T#display: inline-block;#N##T#position: absolute;#N##T#width: 16px;#N##T#height: 16px;#N##T#left: 0;#N##T#top: 0;#N##T#margin-left: -20px;#N##T#padding-left: 3px;#N##T#padding-top: 1px;#N##T#font-size: 11px;#N##T#color: #555555;#N#}#N#.checkbox input[type=#Q#checkbox#Q#], .checkbox input[type=#Q#radio#Q#] {#N##T#opacity: 0;#N##T#z-index: 1;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:focus label::before, .checkbox input[type=#Q#radio#Q#]:focus label::before {#N##T#outline: thin dotted;#N##T#outline: 5px auto -webkit-focus-ring-color;#N##T#outline-offset: -2px;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:checked label::after, .checkbox input[type=#Q#radio#Q#]:checked label::after {#N##T#margin-top:-4px;#N##T#font-family: #Q#FontAwesome#Q#;#N##T#content: #Q##BS#f00c#Q#;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:disabled label, .checkbox input[type=#Q#radio#Q#]:disabled label {#N##T#opacity: 0.65;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:disabled label::before, .checkbox input[type=#Q#radio#Q#]:disabled label::before {#N##T#background-color: #eeeeee;#N##T#cursor: not-allowed;#N#}#N#.checkbox.checkbox-circle label::before {#N##T#border-radius: 50%;#N#}#N#.checkbox.checkbox-inline {#N##T#margin-top: 0;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:checked label::before, .checkbox input[type=#Q#radio#Q#]:checked label::before {#N##T#background-color: #0088cc;#N##T#border-color: #0088cc;#N#}#N#.checkbox input[type=#Q#checkbox#Q#]:checked label::after, .checkbox input[type=#Q#radio#Q#]:checked label::after {#N##T#color: #fff;#N#}#N##N#.themed .primaryButton {#N#margin: 5px 5px 5px 0;#N##T#font:13px Arial, Helvetica, sans-serif; #T##N##T#display: inline-block;#N##T#text-align: center;#T##T##N##T#padding: 4px 22px;#N##T#-moz-border-radius: 5px;#N##T#border-radius: 5px;#N##T#border:1px solid #0088cc;#N##T#background: #0099E6;#N##T#color:#fff;#N##T#background: -webkit-gradient(linear, left top, left bottom, from(#01a3f6), to(#008bcc) );#N##T#background: -moz-linear-gradient(-90deg, #01a3f6, #008bcc);#N##T#filter:progid:DXImageTransform.Microsoft.Gradient(GradientType=0, StartColorStr=#SQ##01a3f6#SQ#, EndColorStr=#SQ##008bcc#SQ#);#N#}#N##N##N#.themed .primaryButton:hover {#N#background: #018dcb;#N##T#color:#fff;#N##T#cursor:pointer;#T##N##T#text-decoration: none;#N##T#background: -webkit-gradient(linear, left top, left bottom, from(#018dcb), to(#026da3) );#N##T#background: -moz-linear-gradient(-90deg, #018dcb, #026da3);#N##T#filter:progid:DXImageTransform.Microsoft.Gradient(GradientType=0, StartColorStr=#SQ##018dcb#SQ#, EndColorStr=#SQ##026da3#SQ#);#N#}#N##N#.lightAccentBkg {#N# background-color: transparent;#N#}#N##N#a, a:visited, .link, .gateway.themed .linkColor, .jobtitle, .gateway .baseColorPalette a, .gateway .baseColorPalette a:visited, .facetFilterAccordion h3:after {#N# color: #0088CC;#N#}#N##N#.backLink {#N# color: #0088CC;#N#}\,\Responsive_BackgroundColor\: \White\,\Responsive_BackgroundImage\: \https://content.umb.com/wps/wcm/connect/umbcontent/07fb6031-180e-487f-94c6-ed3208fecebf/UMB161121_1218_med.JPG?MOD=AJPERES\u0026ContentCache=NONE\u0026CACHE=NONE\u0026CACHEID=ROOTWORKSPACE.Z18_9QH8H9K0L8RFB0AL2IQBQV0OV507fb6031-180e-487f-94c6-ed3208fecebf\,\Responsive_BaseFontColor\: \#4b4b4b\,\Responsive_BaseFontFamily\: \\u0027Helvetica Neue\u0027, Helvetica, Arial, sans-serif\,\Responsive_BaseFontSize\: \16px\,\Responsive_ButtonBackgroundColor\: \#4164b4\,\Responsive_CompiledCSS\: \.baseFontColor { color: #4b4b4b;}.baseColorPalette { background-color: White; color: #4b4b4b;}.accentBkg { background-color: #ededed; color: #4b4b4b;}.lightAccentBkg { background-color: #f4f4f4;}.veryLightAccentBkg { background-color: #fafafa;}.darkAccentBkg { background-color: #d2d2d2; color: #4b4b4b;}.gateway.themed .accentBkg .borderInAccentBkg { border-color: #d2d2d2;}.linkColorOnBkg { background-color: White; color: #00329b; border-color: #00329b; outline-color: #00329b;}body,.ui-widget-content a,input { font-family: #SQ#Helvetica Neue#SQ#, Helvetica, Arial, sans-serif; font-size: 16px;}body,.pageHeader,button,.menu,.dialog .region,.dialog .body,.gateway .baseColorPalette,.ui-widget-content,.facet ul.liner { background-color: White; color: #4b4b4b;}.themed .pageHeader { background-color: #003c6e;}.themed .headerLink { color: #00329b;}.themed.pageFooter { background-color: #5a5a5a;}.themed.pageFooter .footerLink,.themed.pageFooter .tgLocale { border-color: #E0E0E0; color: #ffffff;}.themed.pageFooter a { color: #ffffff; border-color: #ffffff;}.themed.pageFooter i { display: inline-block; color: #ffffff; border-color: #ffffff;}svg.styleableColor path,svg.styleableColor rect { fill: #4b4b4b; stroke: #4b4b4b;}a,a:visited,.link,.gateway.themed .linkColor,.jobtitle,.gateway .baseColorPalette a,.gateway .baseColorPalette a:visited,.facetFilterAccordion h3:after { color: #00329b;}a.sidebarNav,.gateway .sidebarOverlay .sidebar { background-color: White;}.backLink { color: #00329b;}.cue,.prompt,[disabled],::-webkit-input-placeholder,:-moz-placeholder,::-moz-placeholder,:-ms-input-placeholder { color: #9c9c9c;}.foreground { color: #ffffff; background-color: #003c6e;}.foreground span,.foreground a,.foreground a:visited { color: #ffffff;}.gateway.themed .controlWrapper span,.gateway.themed .controlWrapper a,.gateway.themed .controlWrapper a:visited { color: #4b4b4b;}.themed .hover,.menu a:hover { background-color: #fafafa;}.ui-state-hover { outline-color: #4b4b4b;}.striped :nth-child(even),.even,.ui-menu-item.ui-state-focus,.ui-datepicker .ui-state-default,.ui-widget-header { background-color: #f4f4f4;}.backgroundColor,.themed .down,.menu a:active,.menu a.active,.applyFlow .layoutsection .heading:before,.themed .ngdialog.ngdialog-theme-default .ngdialog-content { background-color: White;}.highlighted \u003e a,.gateway.themed .selectedTile { background-color: #ededed; color: #4b4b4b;}.themed .primaryButton { background-color: #4164b4; color: White;}.themed .primaryButton:hover { background-color: #345090; color: White;}.themed .primaryButton:active { background-color: #4164b4; color: White;}.themed .primaryButton .ladda-label,.themed .primaryButton .button-label { outline-color: #ffffff;}.themed button,a.button { background-color: #4e4e4e; color: White;}.themed button:hover,a.button:hover { background-color: #585858; color: White;}.themed button:active,a.button:active { background-color: #656565; color: White;}.themed button .ladda-label,a.button .ladda-label,.themed button .button-label,a.button .button-label { outline-color: #ffffff;}.themed .closeButton,.themed .close { color: #4b4b4b;}.themed .closeButton:hover,.themed .close:hover { background: #dbdbdb;}.themed .closeButton:active,.themed .close:active { background: #ededed;}.themed .clearButton { color: #4b4b4b;}.themed .progressBarContainer .progressBar .meter { background-color: #003c6e;}.pseudoradio.checked:after { background-color: #4b4b4b;}\,\Responsive_FooterBackgroundColor\: \#5A5A5A\,\Responsive_FooterLinkColor\: \#ffffff\,\Responsive_ForegroundColor\: \#003c6e\,\Responsive_HeaderBackgroundColor\: \#003c6e\,\Responsive_HeaderLinkColor\: \#00329b\,\Responsive_LinkColor\: \#00329b\,\Responsive_PrimaryHeaderLogo\: \https://www.umb.com/wps/contenthandler/umb/!ut/p/dav/fs-type1/themes/angularBootstrap/modules/umbTheme/img/UMB-Logo-Reverse-RGB.svg?locale=en\u0026locale=ltr\,\Responsive_SecondaryHeaderLogo\:
one\}},FooterInfo:[{Name:Privacy Notice,Value:https://www.umb.com/wps/wcm/connect/umb/01d15748-237f-4d02-82bd-abef04269bf1/UMB Privacy Notice 2015_General.pdf?MOD=AJPERES,Icon:,onlyIcon:},{Name:Blog,Value:http://blog.umb.com/,Icon:,onlyIcon:}],EncryptedBruid:null,HashCode:0,LoggedIn:false,EncryptedSession:null,CompiledCss:true,IdForSocialLogin:d2709455-15f0-4463-941c-0f529bd3c88f,TotalCount:78,AllowAccessResponse:{Name:AllowAccess,Value:true},TalentSuiteClientName:null,ApplyStatus:null,ApplyDiff:10,NextApplyDate:null,LimitExceededMessage:null,JobId:1596868,JobCartResponse:null,TGLocales:[],IsGTG:false,LocaleDesc:,ResponsiveCandidateZone:true,BasicProfileDetails:null,DashboardData:null,PendingAssessments:null,googlejobsMappingfielddataJson:,CustomWebTrackerResponse:[{Header:,Body:var pix = document.createElement(\img\); pix.src=\https://analytics.talentbrew.io/i?e=pv\u0026aid=umbfinancialcorporation-27219\u0026p=web\u0026tv=no-js-0.1.0\u0026tna=umbfinancialcorporation-27219-tracker\;document.body.append(pix);,CategoryIds:All},{Header:,Body:!function(e,i){if(!e.pixie){var n=e.pixie=function(e,i,a){n.actionQueue.push({action:e,actionValue:i,params:a})};n.actionQueue=[];var a=i.createElement(\script\);a.async=!0,a.src=\https://acdn.adnxs.com/dmp/up/pixie.js\;var t=i.getElementsByTagName(\head\)[0];t.insertBefore(a,t.firstChild)}}(window,document);pixie(\u0027init\u0027, \u00278bf77944-42ed-4dce-a2a3-b24316534bab\u0027);pixie(\u0027event\u0027, \u0027PageView\u0027),CategoryIds:search}],Abc:0,SolarErrorOccurred:false} capture-escaped-parsed-value=preloadResponse />

Company info

UMB Fund Service Inc.
Website : http://www.umbisg.com

EmploymentCrossing provides an excellent service. I have recommended the website to many people..
Laurie H - Dallas, TX
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
FinancialServicesCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
FinancialServicesCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2024 FinancialServicesCrossing - All rights reserved. 169 192