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Associate Director, CRM Operations - Platform Integration, Data Stewardship, and Contract Lifecycle Management
Fitch Solutions is seeking a Senior Associate focused on integrating vendor platforms, managing contact data, and overseeing contract lifecycle management within our CRM system, Salesforce. This role is ideal for a Junior Business Analyst eager to advance by leading integration projects and enhancing data stewardship and contract processes.
What We Offer:
1. A chance to be part of a rapidly growing company with a team-focused, performance-driven culture.
2. Experience working closely with senior leaders in a key role that influences revenue strategies.
We'll Count on You to Accomplish (Key Results Area):
1. Manage integrations of vendor and add-on platforms with Salesforce to enhance our sales enablement tech stack.
2. Oversee the quality and accuracy of contact data within Salesforce, ensuring adherence to data governance policies.
3. Implement and manage contract lifecycle management processes, ensuring efficient tracking and renewal of contracts.
4. Gather requirements, write user stories, and conduct testing for new and existing platform integrations.
5. Collaborate with stakeholders to ensure seamless integration and functionality of CRM systems.
6. Assist the sales enablement team in the rollout, training, and adoption of new integrations.
7. Maintain and update integration documentation for clarity and accuracy.
8. Drive continuous improvement by identifying opportunities to streamline and enhance integration and data management processes.
9. Monitor integration performance and troubleshoot issues to ensure optimal functionality.
10. Coordinate with IT and third-party vendors to manage implementation timelines and deliverables.
What You Need to Have:
1. Basic experience in CRM Operations and platform integrations, particularly with Salesforce.
2. Experience with data stewardship and contract management processes.
3. Familiarity with API management and data mapping techniques.
4. Strong problem-solving skills with the ability to troubleshoot technical issues.
5. Understanding of agile methodologies and product backlog management.
6. Strong communication skills and the ability to work with cross-functional teams.
7. Eagerness to learn and develop expertise in CRM systems, integration processes, and data management.
What Would Make You Stand Out:
1. Familiarity with integration tools and platforms.
2. Experience in data management, including CRM analytics and data governance.
3. Knowledge of contract lifecycle management tools and practices.
4. Experience in supporting user adoption and training initiatives.
5. Knowledge of Salesforce AppExchange and related ecosystem.
6. Experience in managing stakeholder expectations and delivering user-friendly solutions.
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