CRM Integration Specialist jobs in Asheville, NC

CRM Integration Specialist is responsible for Customer Relationship Management (CRM) system integration. Ensures all functions of CRM system effectively work with all other applications and operating systems. Being a CRM Integration Specialist requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. The CRM Integration Specialist supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a CRM Integration Specialist typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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CRM Product Manager
  • Modera Wealth Management
  • Asheville, NC FULL_TIME
  • Wealth Management Firm Seeks CRM Product Manager
    Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

    We are seeking individuals who embody Modera’s core values:

    • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
    • Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
    • Trusted Relationships – Supportive and authentic with mutual respect for colleagues

    In addition, the ideal candidate:

    • Shares our commitment to diversity and an inclusive working environment
    • Is extremely organized with excellent attention to detail
    • Is capable of prioritizing and managing multiple tasks concurrently
    • Thrives in an environment focused on creative problem solving
    • Is an engaging and charismatic communicator
    • Has a passion for excellent service
    • Is a self-starter

    Job responsibilities include but are not limited to:

    • Create strategic and operational plans for the Salesforce platform to provide solutions that align to the strategies and needs of each department, leveraging common, scalable solutions where possible.
    • Keep up with Salesforce platform capabilities, as well as extended capabilities in its AppExchange, to identify opportunities where to apply to business needs.
    • Collaborate with business and technical teams to identify product, business, and functional requirements based on specific use cases and user journeys.
    • Lead the prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.
    • Define and execute adoption strategies to maximize the return on investment of the Salesforce platform, working with the COO and other relevant business partners to support operational readiness and change management activities to launch new or improved features.
    • Lead or support development of product design to build intuitive and valuable experiences to address user needs.
    • Maintain running product backlog and track bug fixes.
    • Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users.
    • Lead training across firm but may rely on department leads and managers for more detailed, specific, or ongoing training. Responsible for ensuring all users are given adequate training.

    Qualifications for this position:
    • Minimum bachelor’s degree required.
    • Minimum Salesforce Administrator Certification required.
    • 5 years in RIA/wealth management industry, focusing on processes, workflows, and a broader understanding of interdependency of teams.
    • Ability to develop a clear strategy and roadmap aligned with multiple stakeholders and their business areas.
    • Ability to communicate at all levels of the organization effectively and persuasively.
    • Strong desire to lead and champion change across organizations both internally and with vendors.
    • Solid strategic thinker, problem solver and decision maker.
    • Demonstrated ability to drive execution and results.
    • Team player, able to work well with all levels of the firm.
    • Adaptability and flexibility are required.

    What we offer:
    • Competitive salary commensurate with experience
    • Performance-based bonus
    • Safe Harbor 401(k) plan
    • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
    • Paid vacation
    • Opportunities for professional growth and continuing education
    • Partial remote work

    No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

    Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North
    Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

    For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
  • 1 Month Ago

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Experienced Security/Fire/CCTV Low Voltage Tech
  • Smoky Mountain Systems, Inc. dba SMS Integration
  • Franklin, NC FULL_TIME
  • Job Description SMS Integration is seeking high quality business and residential CCTV, fire & alarm installers and service technicians. SUMMARY SMS Integration is rapidly expanding and actively pursui...
  • 19 Days Ago

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Social Worker - Primary Care Mental Health Integration (PCMHI
  • Veterans Health Administration
  • Franklin, NC FULL_TIME
  • The Social Worker provides Veterans in the Charles George VA Medical Center, Western North Carolina Health Care System's Community Based Outpatient Clinic in Franklin, North Carolina.
  • 15 Days Ago

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Specialist
  • Fresenius Medical Care Holdings, Inc.
  • Franklin, NC FULL_TIME
  • PURPOSE AND SCOPE : Assists pharmacists by working directly with physicians, physician offices, dialysis facilities, and other pharmacies to ensure that patients' medication profiles are accurately co...
  • Just Posted

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Specialist
  • Boots
  • Asheville, NC FULL_TIME
  • About the role An exciting opportunity to join the Public Affairs team at Boots, helping to shape the development of public policy to support UK business objectives and manage Boots’ engagement with p...
  • 1 Day Ago

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Office specialist
  • Blossman Gas Inc.
  • Asheville, NC FULL_TIME
  • Are you seeking a career path that includes a blend of office-related work, regular physical work, and customer-care? Do you seek an established company to build a career that is growing, has good val...
  • 18 Days Ago

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0 CRM Integration Specialist jobs found in Asheville, NC area

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Cardiology Stepdown RN
  • Mission Hospital
  • Asheville, NC
  • Description Introduction Are you looking for a place to deliver excellent care patients deserve? At Mission Hospital we ...
  • 4/26/2024 12:00:00 AM

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SAP PS Consultant
  • Galaxy Premier Solutions L.C.
  • Erwin, TN
  • *** SAP PS Consultants with Active DoD Secret Clearance *** *** Eligibility: Only US Citizens only with Active DoD Clear...
  • 4/26/2024 12:00:00 AM

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BCBA (Board Certified Behavior Analyst)
  • Hopebridge
  • Asheville, NC
  • Summary You are searching for a clinician-founded, clinician-run, mission-driven, high-energy organization that is relen...
  • 4/26/2024 12:00:00 AM

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Registered Nurse - Psych Peds
  • Mission Hospital
  • Asheville, NC
  • Description Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring ...
  • 4/26/2024 12:00:00 AM

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Pediatric Echo Technologist
  • Mission Hospital
  • Asheville, NC
  • Description Introduction *This position is sign-on eligible* Are you passionate about the patient experience? At HCA Hea...
  • 4/25/2024 12:00:00 AM

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Wound Registered Nurse - PRN
  • Hiring Now!
  • Asheville, NC
  • Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communi...
  • 4/25/2024 12:00:00 AM

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Nurse Manager Progressive Care
  • Mission Hospital
  • Asheville, NC
  • Description Introduction Managers thrive with us! HCA Healthcare is one of the nations leading providers of healthcare s...
  • 4/25/2024 12:00:00 AM

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Radiologist Technologist - WEEKDAYS
  • Mission Urology
  • Asheville, NC
  • Description Introduction Are you looking for a work environment where diversity and inclusion thrive? Submit your applic...
  • 4/24/2024 12:00:00 AM

Asheville is a city and the county seat of Buncombe County, North Carolina, United States. It is the largest city in Western North Carolina, and the 12th-most populous city in the U.S. state of North Carolina. The city's population was 89,121 according to 2016 estimates. It is the principal city in the four-county Asheville metropolitan area, with a population of 424,858 in 2010. Asheville is located in the Blue Ridge Mountains at the confluence of the Swannanoa River and the French Broad River. According to the United States Census Bureau, the city has a total area of 45.3 square miles (117....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for CRM Integration Specialist jobs
$125,742 to $169,613
Asheville, North Carolina area prices
were up 1.5% from a year ago

CRM Integration Specialist in Portland, OR
Professional experience with configuration, integration, and evolution of marketing technologies within B2B professional services environment/ad agency or manufacturer is essential.
December 22, 2019
CRM Integration Specialist in New Suffolk, NY
Top 12 Stress Based Interview Questions As CRM Integration Specialist.
December 09, 2019
CRM Integration Specialist in Newark, NJ
This person will also be tasked with monitoring the integration between marketing automation CRM technology across the organization for day-to-day operations, issue resolution, and overall systems management.Responsibilities Champion integrations, and coordination of marketing automation and CRM platforms.
December 07, 2019