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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

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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. 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Company info

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

I was very pleased with the FinancialServicesCrossing. I found a great position within a short amount of time … I definitely recommend this to anyone looking for a better opportunity.
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