Location: London – Hybrid working an option.
Purpose of role:
Established insurance brokerage primarily looking for someone with the ability to plan and deliver operational projects within the company, in addition to overseeing and maintaining current systems and processes. The role of the Operations Director is to create and implement improvements to all processes across the business, to integrate their CRM system (Salesforce) with other software solutions and to improve automations and compliance processes throughout the business. The candidate needs to be passionate about technology and obsessed with organisation.
Key responsibilities:
* Manage current software platform with external software house.
* Become proficient in Salesforce environment to be able to resolve internal issues and deliver new projects.
* Carry out constant upgrades and improvements of Salesforce platform.
* Ability to plan and deliver projects. E.g. spec, research, and implement integrated CTI phone system. Upgrade to cloud based and Salesforce integrated document management system.
* Lead contact with 3rd party compliance company. Oversee compliance processes and ongoing activities.
* Oversee and improve internal workflow processes.
* Identify and implement new processes across the business.
Skills:
* Excellent work ethic with an ability to plan and deliver projects collaboratively with senior management during implementation stages.
* Self-motivated and capable of delivering work independently.
* Ability to identify necessary processes and the capability to plan and deliver them.
* Very strong IT proficiency and technical ability.
* Able to learn new software platforms; will be the ‘go to’ Salesforce/software platform advisor in-house.
* Strong understanding of the fundamental role that processes have within a business is critical.
Preferred:
* Salesforce experience would be ideal but not essential.
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