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CRM Platform Partner

Posted on Jan 14, 2021 by UMB Bank

Kansas City, KS
Immediate Start
Annual Salary

Be part of something more. A majority of our time is spent at work. We believe that time most meaningful when it s spent around people who care about you and who challen you. We hire people who know how to make good decisions, because we won t b constantly looking over your shoulder you ll be empowered to do what right for our customers. Most importantly, we re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won t find elsewhere. Are you ready to be part of something more? You re more than a means to an end a way to help us meet the bottom li UMB isn t comprised of workers, but of people who care about their work, on another and their community. Expect more than the status quo. At UMB, you can expect more heart. You ll be valued for exactly who you are and encouraged support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard. UMB s bottom line is directly impacted by the growth of our sales divisions The CRM Platform Team works within the Enterprise Sales and Service team in a fast-paced environment to drive sales efficiencies and growth across UMB; driving strategic vision in partnership with lines of business leaders to boost revenue generation. The CRM Platform Partner works closely with the lines of business to understand the business needs and how Salesforce can drive efficient sales practices to boost company revenues. By strategizing with Executive management, the Platform Partner helps identify strategic ways the CRM can enhance opportunities and drive individual and team behaviors. Gathering business requirements and recommending enhancements to the CRM system, making sure to align the platform to strategy, performance metrics and overall sales efficiencies to help drive measurable results. After requirements have been fully documented, the Platform Partner will work closely with developers to ensure configuration, plan future testing, and required training, all of the way through implementation. Working for UMB is about collaborative spirit with internal stakeholders, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and working directly with the decision makers. How_You ll_Spend_Your_Time * You will coordinate with team members on administration and operations support including user and security management, hierarchies, roles, data management, and report creation to align with security requirements. * You will recommend enhancements on the CRM system based on the line of business partners requirements. * You will manage system configuration to ensure compliance with information security and regulatory compliance requirements. * You will manage the design & development of training materials and programs for CRM users to ensure a smooth rollout. * You will partner with team members on CRM data analysis that results in actionable business insight and in key support of business objective. We re_excited_to_talk_with_you_if_ * You have 3 years of CRM/Salesforce experience. * You have a bachelor s degree or equivalent work experience. * Bonus points, if you have your Salesforce Administration certification. * Bonus points, if you have 2 or more years of banking experience. * You have demonstrated knowledge of sales processes. UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to or call 816-860- 7972 to let us know the nature of your request. Show moreShow less

Reference: 31836383

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