Summary:
The D&S Business Operations team is a global team focused on ensuring that all of Data & Services can make data-driven decisions and operate effectively and efficiently. The team is charged with managing and adapting the policies, processes, and platforms used across Data & Services. The Data & Services team is a key differentiator for company, providing 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:
- Provide first-tier technical and process support for inquiries related to Business Operation&rsquos platforms, including support for workflow, customer profiles, and record adjustments.
- Lead onboarding and training for business users to drive increased adoption of functionality and productivity tools.
- Support the investigation and resolution of issues, concerns, and requests under general supervision.
- Conduct periodic Quality Control checks and Data Audits.
- Support the Business Operations Solutions team in the daily management and maintenance of the operational systems used across Advisors.
- Support platform maintenance and enhancements as defined in the operations roadmap for integration and improvements.
- Gain experience in operational systems used across Data & Services. Support includes the delivery of training, execution of adoption campaigns, implementation of data improvement efforts, reporting, and assisting with testing updates. Systems include Order Management, Sales (Salesforce.com), FinancialForce PSA, and other new platforms related to operations globally.
Requirements:
- Experience with Salesforce applications, services, support, CRM systems, and analytics.
- First-hand or direct user or support experience in operations and CRM systems in a large multinational corporation.
Required Skills:
- Salesforce applications experience/Services & Support Experience/CRM systems & Analytics Experience
- First-hand/direct user or support experience in operations and CRM systems in a large MNC
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