Enhance Business Efficiency Specialist
1 day ago
This role bridges the gap between CRM systems, tech onboarding, reporting, and internal automation to enhance business efficiency.
Key Responsibilities:
- Maintain and improve Salesforce automations, workflows, and integrations. Troubleshoot and resolve CRM issues promptly. Run monthly audits on CRM data to ensure compliance with our standards.
- Set up new team members with email, Salesforce access, and relevant tools. Conduct onboarding sessions for advisors on dashboards, CRM, and internal systems. Provide ongoing support for advisors and client services with CRM usage queries.
- Send weekly EDMs, monitor engagement performance, and flag underperforming lists via Salesforce/Pardot.
- Deliver weekly reports on CRM usage and advisor performance metrics. Track key KPIs across the sales floor. Prepare executive summaries on engagement, campaigns, and opportunities.
- Ensure smooth operation of Salesforce and connected tools (DocuSign, Scheduler, Zoom). Collaborate with internal teams and external developers to improve processes. Launch and monitor AI integrations, bots, or scheduling tech enhancements.
- Suggest at least two system improvements per quarter. Lead idea sessions and test automations that can enhance workflow.
- Participate in bi-weekly team meetings focused on CRM/tech updates. Maintain alignment with advisors, marketing, and leadership on CRM strategy.
Work Environment & Expectations:
This is a full-time, work-from-home position with fixed shift times. You will be expected to maintain professionalism, accountability, and actively participate in team and client calls with camera ON.
The requirements include discipline and commitment to set working hours, use of time tracking software during work hours, consistent availability, and responsiveness during your shift, and treating this as a long-term, full-time role.
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