Trilogy Financial
CRM and Application Administrator
Trilogy Financial, Tustin, California, United States, 92780
Description:
Job SummaryThe CRM and Application Administrator will report to the Technology Lead and be responsible for supporting advisor application enhancement initiatives across the firm as well as manage project management functions of the technology team. This candidate will be highly driven, solution-focused individual that works well with internal and external partners at the highest levels of the organization. The role will liaise with various cross-functional partners across Trilogy to effectivity organize technical requirements, ask appropriate questions to understand enhancement requests, deliver impactful solutions to application end users, and present meaningful project status updates to Trilogy Leadership.
Essential Duties / ResponsibilitiesAbility to work with application end users to gain an in-depth understanding of business requirements; analyze, translate, enhance business requirements, and convert into technical requirementsIdentify key issues and recommend technical enhancements to automate business and operational processesDevelop application, data mapping, diagrams, and flowcharts for developers and testers to followMeet and coordinate with internal and external stakeholders to establish project scope, priority, system goals, and requirementsWork with project team members to identify and monitor key tasks, dependencies or risks, responsible parties, and target dates for projectsOrganize and present project status update reporting to Trilogy LeadershipAssist in development of technology communication, project implementation and training plansLiaise with vendor counterparts to resolve production related issuesPay Rate$30.00 - $35.00 HourlyPM21Requirements:
Minimum QualificationsBachelor's degree in Technology or other business-related field or 4 years of experience in technology related field.Minimum of 2-3 years of business analyst experience supporting application enhancementsMinimum of 2-3 years supporting Salesforce/Practifi CRMSalesforce certification(s) are a plusExperience in back-end settings/fields for financial technology applicationsForm Titan experience is a plusExperience in DocuSign is a plusExperience in DocuPace is a plusExperience or knowledge of agile project methodologyProficiency in creating project status updates and leadership reportingExcellent communication skills, both written and oral, are required to facilitate integration with key Trilogy stakeholders and managementStrong understanding of the Wealth Management industryExceptional organization and time management skillsAttention to detail and first-time accuracyAbility to work under tight deadlines with high standardsProficiency in Microsoft office (Word, Excel, PowerPoint)
PIbefd860019a1-26289-36024081
Job SummaryThe CRM and Application Administrator will report to the Technology Lead and be responsible for supporting advisor application enhancement initiatives across the firm as well as manage project management functions of the technology team. This candidate will be highly driven, solution-focused individual that works well with internal and external partners at the highest levels of the organization. The role will liaise with various cross-functional partners across Trilogy to effectivity organize technical requirements, ask appropriate questions to understand enhancement requests, deliver impactful solutions to application end users, and present meaningful project status updates to Trilogy Leadership.
Essential Duties / ResponsibilitiesAbility to work with application end users to gain an in-depth understanding of business requirements; analyze, translate, enhance business requirements, and convert into technical requirementsIdentify key issues and recommend technical enhancements to automate business and operational processesDevelop application, data mapping, diagrams, and flowcharts for developers and testers to followMeet and coordinate with internal and external stakeholders to establish project scope, priority, system goals, and requirementsWork with project team members to identify and monitor key tasks, dependencies or risks, responsible parties, and target dates for projectsOrganize and present project status update reporting to Trilogy LeadershipAssist in development of technology communication, project implementation and training plansLiaise with vendor counterparts to resolve production related issuesPay Rate$30.00 - $35.00 HourlyPM21Requirements:
Minimum QualificationsBachelor's degree in Technology or other business-related field or 4 years of experience in technology related field.Minimum of 2-3 years of business analyst experience supporting application enhancementsMinimum of 2-3 years supporting Salesforce/Practifi CRMSalesforce certification(s) are a plusExperience in back-end settings/fields for financial technology applicationsForm Titan experience is a plusExperience in DocuSign is a plusExperience in DocuPace is a plusExperience or knowledge of agile project methodologyProficiency in creating project status updates and leadership reportingExcellent communication skills, both written and oral, are required to facilitate integration with key Trilogy stakeholders and managementStrong understanding of the Wealth Management industryExceptional organization and time management skillsAttention to detail and first-time accuracyAbility to work under tight deadlines with high standardsProficiency in Microsoft office (Word, Excel, PowerPoint)
PIbefd860019a1-26289-36024081