Associate, Business Tools

Notes to applicants:

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The Associate, Business Tools is responsible for the development and support of several sales enablement products at Dimensional, including the global CRM system and email automation tool. As process and project contributors and leads, Associates interface with internal business users and Technology partners to meet firm and department priorities.

This position sits within the Global Client Group (GCG) Operations’ Business Tools team, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. The GCG Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support. 

Responsibilities: 

• Gather business requirements from various stakeholders, translate them into user stories and design requirements, and effectively communicate between the business and Technology to deliver scalable solutions that meet business needs
• Perform project coordination activities for smaller, tactical initiatives
• Provide product support for global users and synthesize user feedback across various sales tools within the CRM ecosystem
• Partner with Technology and vendors to determine root causes of problems, providing sensible and deliberate solutions to users
• Participate in critical incident management as needed
• Deeply understand CRM processes and the “why”
• Create and present effective content for communications of product activities
• Build relationships with global sales team and other departments to develop a robust understanding of business processes, client service offerings, and user workflows
• Ensure system compliance with data privacy regulations and controls as directed

Qualifications: 

• Bachelor's degree required
• 2-4 years’ experience in business analysis, operations, or technology support, including internships 
• Knowledge of product management or software development lifecycle
• Capable of prioritizing multiple initiatives and meeting deadlines
• Strong analytical mindset and creative problem-solving skills
• Effective communicator, both in writing and verbally
• Display extreme attention to detail, while being able to see the big picture
• Strong intellectual curiosity and desire to learn
• Dedicated team player with the ability to work independently 
• Focused on customer needs, with the ability to build trust and confidence
• Excellent computer skills: Microsoft Office, Excel (pivot tables, vlookups), etc. 
• Experience with CRM software (ex. Microsoft Dynamics) and project management tools (ex. JIRA) a plus
• Understanding of Agile principles and experience in the Financial Services Industry a plus

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