CRM and Application Administrator

Company: Trilogy Financial
Location: Irvine
Posted on: November 7, 2024

Job Description:

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 / 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 issuesPay Rate
  • $30.00 - $35.00 HourlyPM21Requirements: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)
      
      
      
      
      PI18d8c4ee6919-37248-35201327

Keywords: Trilogy Financial, Rosemead , CRM and Application Administrator, Other , Irvine, California