CRM Analyst, Business Operations Facilitator

Performance Trust Capital Partners is seeking a Business Operations Facilitator for our Business Operations + Strategic Solutions team, supporting and serving as back-up for our CRM, Vendor Management, and Services managers. We are pursuing candidates who are detail-oriented with strong communication skills and an ability to adapt as the job evolves. This role requires strong task and time management skills, and someone who is self-motivated with the ability to work independently. Working with various teams, this role requires strong people-skills as this individual navigates how to best work with each team. While the company’s core clients are financial institutions, experience in the finance/banking industry is not a requirement for this role, but candidates need the adaptability to learn and understand the firm’s various functions. 

Responsibilities: 

• Support and assist in CRM program management, serving as a Microsoft Dynamics internal expert, processing user requests, troubleshooting, providing training as needed, maintaining training materials, and managing recurring data updates.  
• Process data cleanup tasks for CRM – exporting data, manipulating in SQL or Excel, and communicating instructions to our data team for bulk updates.  
• Provide back up, support, and assist Vendor Management with the VM inbox, coordinating agreements (both new and renewals), and processing license requests.  
• Assist in maintaining the VM platform with vendor agreements, contacts, licensing, etc., coordinating outreach to vendors and internal owners as needed.  
• Provide back up, support, and assist PT Services, co-managing two inboxes, processing and coordinating requests, troubleshooting, and answering questions. 
• Assist with new subscription requests, updating in CRM, and coordinating next steps.  
• Assist on various project tasks and coordinating with internal teams as needed. 
• Misc. reporting as needed. 

•  Detail-oriented and self-managed with an ability to multitask, prioritize, and adjust priorities as new items emerge – a doer who can take initiative and run with things.    
• Friendly and approachable with the ability to work as a member of a team, building and maintaining trusting relationships with internal “clients”.  
• Exhibits strong written and oral communication skills, maintaining professional and effective communication in a fast-paced and ever-changing environment.  
• Enthusiastic and curious to learn about the various functions of the firm and how they connect, with the ability and willingness to identify areas for improvement as familiarity with internal processes grows. 
• Exhibits general understanding of internal operations and process management. 
• Model the firm’s core values of integrity, accountability, excellence, grit, and love. 

Qualifications: 

• Bachelor’s Degree 
• 2+ years in general operations, CRM, vendor management, or other related roles 
• Proficiency with Microsoft Excel and Word 
• Experience/understanding of SQL beneficial   
• Experience with CRM systems (Microsoft Dynamics), project management, vendor management, and/or product management preferred 
• Experience with SharePoint preferred 
• Experience with contract/document management preferred