Allied Benefit Systems · 3 days ago
CRM Data Systems Administrator
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Partner with external vendors to oversee CRM system expansions, align with organizational goals, manage timelines, and review technical specifications. Act as the internal point of contact, coordinating cross-department efforts to ensure seamless system upgrades.
Collaborate with leadership to evaluate business needs, prioritize new CRM features, conduct impact assessments, and manage the development pipeline to optimize CRM value.
Conduct in-depth data analysis to uncover insights that inform CRM enhancements. Identify trends and user behaviors to improve engagement and system workflows.
Serve as the expert for troubleshooting CRM-related issues. Proactively monitor system performance, resolve user concerns, and implement fixes to maintain system reliability.
Lead the integration of data between the CRM and other systems. Ensure the accuracy and security of data flows, manage API connections, and maintain scalable data pipelines.
Develop and deliver comprehensive training programs for new CRM users. Ensure full system utilization, create resources for continuous learning, and provide ongoing support for best practices.
Continuously assess the CRM’s infrastructure and workflows. Lead initiatives to optimize system performance, enhance user experience, and drive operational efficiencies.
Provide expertise for CRM and data system-related projects, ensuring successful execution aligned with technical and business objectives.
Qualification
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Required
Bachelor’s degree in business data analytics, engineering, economics, or mathematics or equivalent work experience required.
Minimum of five years' experience in data analysis, cleansing, and mining required.
Proficiency with CRM Software, Microsoft Dynamics CRM Preferred
Proficiency in Excel, Data Visualization (Power BI, Tableau, etc.), and statistical analysis.
Advanced user of MS Office Suite.
Exceptional attention to detail and analytical skills.
Strong business acumen with problem-solving capabilities.
Willingness to learn Allied's various business systems.
Excellent communication skills, both verbal and written.
Self-motivated, able to work cross functionally.
Ability to convey complex data concepts to non-technical stakeholders.
Preferred
Experience in TPAs, MGUs, or Insurance is advantageous.
SQL experience preferred.
Company
Allied Benefit Systems
Allied offers insurance products, self-insurance solutions, custom insurance and healthcare solutions to the individuals and organizations.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Stone Point Capital
2021-02-18Private Equity· Undisclosed
Leadership Team
D
Dina H. Tank
SVP of Sales, Western Region
Recent News
2023-12-21
2023-07-18
Company data provided by crunchbase
