Advisors Systems Specialist at Open Capital Advisors

Systems Specialist Role

As OCA continues to grow into new markets and expand our team, we are looking for a Systems Specialist to oversee our current technology platforms and assist in implementing new systems across the firm. The Systems Specialist will be a driving force to help OCA better track our contacts, engagements, and client impact.

Successful candidates will have previous knowledge and experience using Salesforce, survey platforms, & other online system resources.

She/he should be able to work independently, multi-task, suggest process improvements and ask for additional resources when needed, taking an innovative approach and bringing a welcoming, customer-service oriented attitude to our office.

Job Responsibilities

Sales-force Management

• Review & refine Salesforce CRM to ensure information captured is relevant and consistently used
• Oversee Associate’s weekly contact entry by counter checking data templates
• Run & analyze reports for consulting staff on a monthly basis
• Work with external consultants as needed to improve system functionality
• Maintain database & train new users as new staff are hired into OCA

Client Impact Tracking

• Manage OCA’s project open & close process to ensure data is captured
• Engage with clients to collect satisfaction & impact data
• Analyze & synthesize results of data into reports for management

Knowledge Management

• Enhance OCA’s current knowledge management platform
• Oversee the collection of sector trends & data insights
• Work with the consulting team to better understand the correct information to collect on a recurring basis, and how to ensure these resources are appropriate safe-guarded and accessible

Qualifications

• At least 3+ years of work experience at a fast-growing company with cross-cultural exposure
• Strong analytical skills and the ability to structure information in a coherent and useful manner
• Previous experience with Salesforce and survey tools
• Strong communication skills and the desire to instill a systematic approach to data throughout our team
• Demonstrated skills in a range of cloud-based platforms
• Willingness to put in extra effort and work flexible hours as required to meet deadlines

Compensation will depend on experience and will increase with excellent performance.