Title:CRM Analyst | DealCloud

Client: Financial Services Company

Type: Contract-2-Hire

Location: Houston, Texas

Pay: $45-50/hour DOE

Summary:

• Serve as the primary technical administrator and Subject Matter Expert of the DealCloud Customer Relationship Management (CRM) tool.
• The CRM Systems Analyst will leverage technical skills to analyze and resolve customer challenges and help improve overall business practices.
• Develop best practice methods, enhancing business processes and procedures, and ensure customer success.
• Facilitate key CRM training initiatives in a stakeholder-facing role which requires excellent communication and people skills.
• Manage back-end administration of the system to include advanced troubleshooting as issues arise.
• Perform efficient and effective technical testing of features on the CRM platform during implementation and upgrades to ensure system functionality.

Duties:

• Collaborate with Client Development Systems Engineer, define, write, and test integrations between various data sources and the DealCloud system.
• Serve as a core team member for the DealCloud implementation, and deployment.
• Stay abreast of the software development lifecycle working with Client Development and Knowledge Services team to highlight new features through implementation and releases.
• Maintain familiarity with the capabilities, limitations, and best practices related to the CRM/ERM systems.
• Prepare and maintain technical documentation for CRM/ERM systems, processes, and procedures in a timely, clear, and concise manner.
• Create and maintain custom advanced reports and dashboards based on various criteria to facilitate personalized customer engagement.
• Collaborate with the KS team to integrate CRM with other relevant systems, add-ons, ERM and email marketing tools.
• Maintain database design with focus on deep understanding of data integrity and the normalization of data within the CRM system.
• In collaboration with systems engineer, ensure CRM system availability and performance.
• Maintain and build custom objects, fields, layouts, validation rules, triggers, and flows for the CRM system.
• Perform mass data imports using the API or import tools as requested by business users.
• Provide 2nd tier support for escalated support tickets for related systems.

Requirements:

• 5 years of relevant experience in the financial, accounting, legal or professional services environment working with robust CRM tools Dealcloud or Salesforce.
• Proficiency in overall CRM Systems such as DealCloud, Salesforce, Dynamics, and ERM Systems such Intapp Relationships/Gwabbit.
• Experience supporting a financial institution, legal, accounting, or professional services firm’s CRM System.
• Knowledge of SSRS reporting is a must!

Education:

• Bachelor’s degree in Business, Technology, or related field strongly preferred.