Job Summary
An information technology company needs applicants for an opening for a Remote Customer Relationship Management Technical Project Consultant.
Must be able to:
- Manage Microsoft Dynamics CRM and/or Salesforce implementations
- Lead and act as both PM and BA
- Facilitate sessions to capture and then translate client business needs
Qualifications for this position include:
- Extensive knowledge of financial services/asset management and RIA markets
- Industry Experience (Wealth Management)
- Project Management or Business Analyst Experience
- Microsoft Dynamics or Salesforce CRM project experience
- Ability to assume both analysis and project management responsibilities
- Ability to handle multiple projects/tasks simultaneously
