CRM and Application Administrator Job at Trilogy Financial, Irvine, CA

ZDJXVGVjdmRkVzFGWWtBOWM4Y0RkUERlR1E9PQ==
  • Trilogy Financial
  • Irvine, CA

Job Description


Description:

Job Summary

The 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 / Responsibilities

  • Ability to work with application end users to gain an in-depth understanding of business requirements; analyze, translate, enhance business requirements, and convert into technical requirements
  • Identify key issues and recommend technical enhancements to automate business and operational processes
  • Develop application, data mapping, diagrams, and flowcharts for developers and testers to follow
  • Meet and coordinate with internal and external stakeholders to establish project scope, priority, system goals, and requirements
  • Work with project team members to identify and monitor key tasks, dependencies or risks, responsible parties, and target dates for projects
  • Organize and present project status update reporting to Trilogy Leadership
  • Assist in development of technology communication, project implementation and training plans
  • Liaise with vendor counterparts to resolve production related issues

Pay Rate

  • $30.00 - $35.00 Hourly

PM21

Requirements:

Minimum Qualifications

  • Bachelor'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 enhancements
  • Minimum of 2-3 years supporting Salesforce/Practifi CRM
  • Salesforce certification(s) are a plus
  • Experience in back-end settings/fields for financial technology applications
  • Form Titan experience is a plus
  • Experience in DocuSign is a plus
  • Experience in DocuPace is a plus
  • Experience or knowledge of agile project methodology
  • Proficiency in creating project status updates and leadership reporting
  • Excellent communication skills, both written and oral, are required to facilitate integration with key Trilogy stakeholders and management
  • Strong understanding of the Wealth Management industry
  • Exceptional organization and time management skills
  • Attention to detail and first-time accuracy
  • Ability to work under tight deadlines with high standards
  • Proficiency in Microsoft office (Word, Excel, PowerPoint)

PIa75223b0f623-30492-36024081

Job Tags

Hourly pay,

Similar Jobs

Pyramid Consulting, Inc

Case Manager II Job at Pyramid Consulting, Inc

 ...Immediate need for a talented Case Manager II . This is a 06+ Months Contract opportunity with long-term potential and is located in...  ...hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (... 

Altea Healthcare

Physician Assistant Certified Job at Altea Healthcare

 ...Physician Assistant (PA-C) Post-Acute Care | Salary up to $140K Location: Kingston, Pennsylvania Compensation: $115,000 - $140,000 per year + Uncapped Bonus Potential Job Type: Full-time Launch or Grow Your Career in Post-Acute Care! Are you a Physician... 

CyberCoders

Commercial Roofing Estimator Job at CyberCoders

We are seeking a highly skilled Commercial Roofing Estimator to join our dynamic team and contribute to our continued success. Our company is a leader in commercial roofing solutions, is known for our commitment to quality and customer satisfaction. Our projects range... 

Northeast Grocery

Starbucks Barista Part Time Job at Northeast Grocery

 ...ESSENTIAL DUTIES AND RESPONSIBILITIES Consistently works within to provide fast, friendly, helpful and efficient customer service at all times. Responsible for determining customer needs and making suggestions in serving those needs with appropriate product. Responsible for... 

Retrospec

Customer Service & Bike Tech Job at Retrospec

 ...Customer Service & Bike Tech First 90 days: fully in office After 90 days: 3 days in office, 2 days hybrid About Retrospec...  ...voice, customer service protocols, and software platforms to provide high-quality support. Assist with additional customer service and...