CRM Onboarding Specialist - Remote
This role has the potential to work anywhere in the US Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021.
We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
https:
//www.
nfp.
com/.
The RoleOur CRM Onboarding Specialist is responsible for liaising between business users and technologists to exchange information in a concise, logical, and understandable way in coordination with the Technology team.
The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning.
This technical lead role is to manage IT initiatives primarily focusing on data quality aspects, adherence and conformance that includes data analysis, profiling, root cause identification, ETL process reviews and remediation working closely with leads within CRM Services Team; Support, Delivery, along with Integrated Applications, key Business stakeholders and other members of our cross-functional technology team, to meet the data quality conformance goals and data migration projects.
Day To Day ResponsibilitiesRecruit, train, and lead Data team(s) across multiple CRM platformsDevelop and execute data augmentation and remediation effortsUnderstanding of relational databases & Salesforce/CRM SystemProgramming languages such as R, Python, SQL, C or Java and have strong database design and coding skillsExpertise in SmartSheet, Excel, PowerPointExperience with Software Development Life Cycle (SDLC) methodologies and best practicesAssess the effectiveness of data sources and data-gathering techniques and improve data collection / migration methodsMeet with business users to clearly understand data requirements and business objectivesDefine project requirements by identifying project milestones, phases, and elements, forming project teamMonitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actionsTechnical hands on in data analysis, profiling, troubleshooting & issue resolutionsExperience And Knowledge2
years of supervisory experience3
years of experience in Data Management/Data Analysis or similar roles3
years of work experience in managementInsurance Industry knowledge a plusDegree in computer science, data science, or engineering preferredWorking knowledge of CRM applications including but not limited to Salesforce, MS Dynamics & Benefits PointsWorking knowledge in SQL and ETL toolsClear and coherent communication, both verbal and written, to understand data needs and report resultsDetail oriented, analytical, and inquisitiveThe ability to deliver under pressure and to tight deadlinesTeamworking skills and a collaborative approach to sharing ideas and finding solutionsWhat We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You Better.
Together.
NFP is an inclusive Equal Employment Opportunity employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
https:
//www.
nfp.
com/.
The RoleOur CRM Onboarding Specialist is responsible for liaising between business users and technologists to exchange information in a concise, logical, and understandable way in coordination with the Technology team.
The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning.
This technical lead role is to manage IT initiatives primarily focusing on data quality aspects, adherence and conformance that includes data analysis, profiling, root cause identification, ETL process reviews and remediation working closely with leads within CRM Services Team; Support, Delivery, along with Integrated Applications, key Business stakeholders and other members of our cross-functional technology team, to meet the data quality conformance goals and data migration projects.
Day To Day ResponsibilitiesRecruit, train, and lead Data team(s) across multiple CRM platformsDevelop and execute data augmentation and remediation effortsUnderstanding of relational databases & Salesforce/CRM SystemProgramming languages such as R, Python, SQL, C or Java and have strong database design and coding skillsExpertise in SmartSheet, Excel, PowerPointExperience with Software Development Life Cycle (SDLC) methodologies and best practicesAssess the effectiveness of data sources and data-gathering techniques and improve data collection / migration methodsMeet with business users to clearly understand data requirements and business objectivesDefine project requirements by identifying project milestones, phases, and elements, forming project teamMonitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actionsTechnical hands on in data analysis, profiling, troubleshooting & issue resolutionsExperience And Knowledge2
years of supervisory experience3
years of experience in Data Management/Data Analysis or similar roles3
years of work experience in managementInsurance Industry knowledge a plusDegree in computer science, data science, or engineering preferredWorking knowledge of CRM applications including but not limited to Salesforce, MS Dynamics & Benefits PointsWorking knowledge in SQL and ETL toolsClear and coherent communication, both verbal and written, to understand data needs and report resultsDetail oriented, analytical, and inquisitiveThe ability to deliver under pressure and to tight deadlinesTeamworking skills and a collaborative approach to sharing ideas and finding solutionsWhat We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You Better.
Together.
NFP is an inclusive Equal Employment Opportunity employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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