CRM and Application Administrator

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

PM21

Requirements

Minimum Qualifications

Salary : $30 - $35