Supports the Enterprise CRM user base focusing on onboarding, training, and user support. Collaborates with teams to enhance user experience with the CRM system.
Responsibilities
User onboarding & support, issue management and resolution tracking
Conduct routine ECRM user “Office Hours” meetings, giving users an opportunity to ask questions about system functionality, issues, and best practices
Work with subject matter experts and engineering teams to collect information that will be developed into learning modules
Schedule and conduct training programs in support of ECRM platform enablement
Maintain repository of ECRM documents library on SharePoint site
Assist with the remediation of user support requests as escalated by the production support help desk
Requirements
Bachelor's degree in business or a related discipline, or equivalent work experience required
2-5 years of experience developing training materials and supporting users working on Customer Relationship Management (CRM) systems or similar technology
Strong communication and presentation skills (both verbal and written); able to articulate complex information in a clear, concise manner
Proficient in MS Word, MS Excel & MS PowerPoint. Experience with SharePoint, Microsoft Dynamics is a plus
Ability to work effectively under pressure with changing priorities and deadlines
Ability to work collaboratively and develop solid working relationships
Intellectual curiosity; desire to constantly learn and continuously improve
Demonstrate excellent judgement and decision making
Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy.
Access to flexible global resources and tools for your life’s journey.
Focus on your health, foster personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Job title
Senior Associate, Client Service Data Insights – Analytics
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