What are the responsibilities and job description for the Customer Relationship Management Specialist position at Engtal?
Our client, a dynamic and growing RIA firm, seeks a versatile IT/CRM/Project Manager to drive technology initiatives and streamline operations. This role is crucial in managing CRM systems, overseeing IT projects, and ensuring efficient project delivery within a fast-paced environment.
Responsibilities:
- CRM Management: Administer and optimize the company's CRM system (e.g., Tamarac, Dynamics365, Redtail), ensuring data integrity and user adoption.
- Develop and implement CRM workflows, reports, and dashboards to support sales, marketing, and client service teams.
- Provide user training and support for the CRM system.
- Identify and mitigate project risks and issues, ensuring timely and successful project delivery.
- General IT Support: Provide first-line and second-line IT support to end-users, troubleshooting hardware and software issues.
- Manage IT inventory and ensure proper maintenance of IT equipment.
- Assist in developing and implementing IT policies and procedures.
- Stakeholder Communication: Act as a liaison between IT and business stakeholders, ensuring clear communication and alignment.
- Provide regular project updates and reports to management.
- Work with compliance teams to ensure all IT practices are within regulatory guidelines.
