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CRM Analyst Interm
MCF Advisors
Lexington, USA
Part-time
Entry · 1+ years experience
Onsite
Discovered 2 weeks ago
Salesforce
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Role Overview
As a member of the Operations Department, the CRM Analyst supports the Firm’s mission to deliver exceptional and consistent client experience by ensuring Team members have reliable technology, responsive support, and well-maintained business systems. This position serves as the primary resource for day-to-day technology support while also providing execution support for the Firm’s Salesforce CRM platform, system integrations, reporting initiatives, and technology projects.
Working closely with internal Stakeholders and the Firm’s third-party technology vendors, this role helps ensure technology issues are resolved efficiently, systems are properly maintained, and strategic initiatives are successfully implemented.
As MCF continues to grow organically and through acquisitions, this role is essential to supporting employee onboarding, technology readiness, cybersecurity administration, CRM adoption, business process automation, and integration activities across the Firm.
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Salesforce
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Job Summary
As a member of the Operations Department, the CRM Analyst supports the Firm’s mission to deliver exceptional and consistent client experience by ensuring Team members have reliable technology, responsive support, and well-maintained business systems. This position serves as the primary resource for day-to-day technology support while also providing execution support for the Firm’s Salesforce CRM platform, system integrations, reporting initiatives, and technology projects.
Working closely with internal Stakeholders and the Firm’s third-party technology vendors, this role helps ensure technology issues are resolved efficiently, systems are properly maintained, and strategic initiatives are successfully implemented.
As MCF continues to grow organically and through acquisitions, this role is essential to supporting employee onboarding, technology readiness, cybersecurity administration, CRM adoption, business process automation, and integration activities across the Firm.
Salesforce & Business Systems Support
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