CRM Service Lead (6 Month Contract)

Company: Vigilant Wealth Management
Location: Chicago
Posted on: October 30, 2024

Job Description:

200 W Madison St, Chicago, IL 60606, USA Job Description Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The CRM Service team at Hightower supports the Hightower technology platform for business applications and integrations that help our corporate functions and advisor practices. We are a team that focuses on enhancing the client and advisor experience by managing and optimizing the CRM system, ensuring high service quality, and fostering collaboration across teams. We drive innovation and continuous improvement in CRM processes to support our strategic goals and deliver exceptional client service. What You'll Do

• Resolve CRM Issues : Take full ownership of CRM issues, ensuring timely and effective resolution to maintain high client satisfaction.
• Develop and Lead CRM Team : Build and lead a high-performing CRM service team, creating a comprehensive knowledge base to support continuous improvement.
• Establish Service Standards : Develop and implement CRM service procedures and standards to ensure consistent, high-quality service delivery.
• Automate and Optimize Processes : Collaborate with the development team to automate repetitive tasks, enhancing scalability and operational efficiency.
• Cross-Functional Collaboration : Work closely with the Salesforce Advisor Product team, Corporate Service team, and Onboarding team to provide valuable product feedback and ensure a seamless client experience.
• Build and Maintain Relationships : Foster strong relationships with Advisor Teams, ensuring they have the necessary tools and knowledge to effectively utilize Salesforce, and track satisfaction and adoption metrics.
• Training and Continuous Improvement : Provide comprehensive user training, create detailed documentation, and offer ongoing support to ensure effective adoption of Salesforce Service Cloud. Stay updated on the latest Salesforce releases, features, and industry trends to recommend enhancements and drive continuous improvement. What You'll Bring
  • Educational Background : Bachelor's degree in computer science, Information Systems, or a related field.
  • Service Management : Proven experience in leading and managing high-performing teams, with a focus on CRM systems.
  • Salesforce Expertise : Over 5 years of hands-on experience with Salesforce CRM, particularly in Service Cloud implementations, and Salesforce Certified Administrator preferred.
  • Technical Proficiency : Strong skills in Salesforce configuration, customization, and administration, including security configurations (SSO, permission groups, integration users, named credentials, role hierarchy, and sharing rules).
  • Client-Facing Skills : Exceptional client-facing skills, with the ability to build and maintain strong client relationships and ensure high client satisfaction.
  • Problem-Solving and Decision-Making : Demonstrated ability to apply logic, creativity, and effective decision-making to resolve complex issues.
  • Communication and Collaboration : Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels and experience with agile project management processes and tools (e.g., Atlassian). What We Offer
    • 6 Month Contract AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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Keywords: Vigilant Wealth Management, Gary , CRM Service Lead (6 Month Contract), Other , Chicago, Indiana