CRM Analyst

SEI is a leading global provider of outsourced asset management, investing processing and investment operations solutions. SEI Investment Manager Services, a division of SEI (www.seic.com), provides total operations outsourcing solutions to global investment managers and is a leading provider of accounting and administrative services to the investment management industry.
The CRM Specialist in the IMS Solutions department will assist with interpreting & fully understanding business requirements, translating those requirements into documented technical specifications and working to help manage the process and success of CRM within the IMS business unit.
Successful candidate will be responsible for the front-end CRM support for the Investment Manager Services division of SEI. This individual should have a strong interest in building out their CRM knowledge base within the Microsoft Dynamics CRM platform. IMS is currently using Microsoft Dynamics CRM 2011 (on-premises) with the intention of migrating to Dynamics 365 (online).
Responsibilities include but are not limited to the following:
Supporting end user installation, configurations, support and training
Troubleshooting issues
Managing the importing / exporting of data
Managing security administration
Generating dashboard / report
Creating system enhancements / testing
Gathering business requirements
Establishing and communicating best practices to
Maintaining database integrity analysis and duplicate cleansing
Improving existing processes / workflow creation
Creating and maintaining processes and
workflows (Business Process Automation)
Providing technical support as needed
Engaging in departmental projects on an as
needed basis
Staying abreast of current industry developments
and system enhancements
Position Requirements
Position Requirements:
B.S./B.A. in Finance, Business or MIS
Experience in BA/PM role or industry exp
Proficient in MS Office (Powerpoint and Excel)
Microsoft Dynamics CRM exp strongly preferred
Microsoft Stack knowledge helpful
Strong project management experience
Team player
Ability to manage multiple projects and meet
various product deliverables
Solutions oriented thinker
Ability to work under pressure
Individual who takes initiative / accountable
Excellent interpersonal skills/client focused
Strong organizational skills
A commitment to quality; strong work ethic
Ability to strive in a fast-paced environment
Ability to manage multiple projects
Strong communication skills
Detail-oriented with strong analytical and
problem-solving skills
Ability to support executive management,
sales, and service teams
Strong written communications related to
articulating technical specifications
Regular and reliable attendance in
accordance with position, business
and/or client needs
Physical Demands and Work Environment
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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