Summary: The Data & Services team is a key differentiator for Company, providing the cutting-edge services that help our customers grow. Focused on thinking big and scaling fast around the globe, this agile team is responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, these services include payments-focused consulting, loyalty and marketing programs, business Test & Learn experimentation, and data-driven information and risk management services.
Responsibilities:
Provides first tier technical and process support directly for inquiries for Business Operation's platforms, to include support related to workflow, customer profiles, and record adjustments
Leads onboarding and training to business users to help drive increased adoption of functionality and productivity tools
Under general supervision, supports investigation and resolution of issues, concerns and requests
Conducts periodic Quality Control checks and Data Audits
Supports the Business Operations Solutions team in the daily management and maintenance of the operational systems used across Advisors
Supports platform maintenance and enhancements as defined in the operations roadmap for integration and improvements
Must Have Hard skills:
Salesforce applications experience/ Services & Support Experience/CRM systems & Analytics Experience
Firsthand/direct user or support experience in operations and CRM systems in a large MNC
