Manager, CRM and M&A Integrations
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage the CRM Team that executes all the activities related to the design and development of the CRM product and integrations
- Partner with the M&A team, Acquisition, and external vendors to ensure successful CRM migrations
- Understands business needs and how CRM capabilities can help solve business problems
- Provides strategic direction across all lines of business to support the CRM environment
- Prepares, manages and maintains documentation of current business processes, SLAs, controls, and KPI’s
- Builds and continuously refines the CRM platform roadmap in close collaboration with business stakeholders
- Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs
- Identifies gaps and risk in business requirements and resolves those issues
- Organizes technical projects from beginning to end; identifies and prioritizes actionable steps
- Manages a portfolio of integrations and projects from planning to execution
- Develops repeatable processes that accelerate integrations and ensure timely communication of events
- Other duties requested and assigned by Manager
Requirements
- Bachelor’s degree required, preferably in Business Administration, Finance or Information Systems
- At least five years’ experience in Finance or the Wealth Management space required
- At least five years’ experience working, and Administering CRM required
- At least two years’ experience working with M&A is preferred
- Experience in managing simultaneous complex projects from inception to successful completion is preferred
- Experience in workflow process automation such as conga orchestrate is preferred
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM administrationproject managementworkflow process automationbusiness process documentationrequirements gatheringrisk identificationKPI managementintegration managementstrategic directionbusiness analysis
Soft skills
collaborationcommunicationproblem-solvingorganizational skillsleadershipstrategic thinkingprioritizationadaptabilityattention to detailstakeholder management
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in FinanceBachelor's degree in Information Systems