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
Associate role in Client Service analyzing brand performance for clients at Kantar. Responsible for project management and client communications to enhance client satisfaction and business growth.
Client Service Representative at American Animal Hospital managing client interactions at the front desk. Must have veterinary or medical experience and strong interpersonal skills.
Client Care Specialist responsible for customer service and client care at a pet aftercare provider. Interacting with clients to deliver quality service and assist with inquiries.
Index Client Services Manager managing customer retention, adoption, and satisfaction across the Americas region with a focus on client experience. Collaborating with teams to enhance onboar...
Offsite Phlebotomy Specialist for Guardant Health coordinating patient phlebotomy orders remotely. Collaborating with vendors and internal teams to maintain effective service and documentation.
Client Services Coordinator in Rural Accountancy Team managing client communication and compliance processes. Supporting detailed information flow and maintaining high service standards.
Tax Manager overseeing multiple client engagements in Private Client Services at EisnerAmper. Leading tax planning, compliance, and team development activities in a hybrid working environment.
Inside Customer Services Coordinator at Trusted Restorer enhancing member satisfaction through calls and correspondence. Collaborating with marketing and sales teams to aid member development.
Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.