CRM Architect

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job SummaryResponsible for CRM solution architecture, development, maintenance and optimization. Works as an essential part of the CRM project team to deliver easy to use solutions that improve efficiency and enhance the ability of MACU employees to serve members. This position will work with the VP of Experience, CRM Product Manager, CRM Systems Admin, designers, developers, analysts and business teams across the organization to develop the CRM roadmap, design solutions that will meet business needs and organizational strategy, help define projects and provide development timelines.

Job Description

LOCATION

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time

DUTIES AND RESPONSIBILITIES

• Designs and implements solutions that involve complex, multi-system integration for data and system processes.
• Validates data conversion, imports, and automated integration.
• Responsible for incentive technology – working with business leaders, IS/IT, and external vendors on incentive technology development, incentive system processes and is responsible for ongoing maintenance.
• Provides technical quality oversight throughout development.
• Responsible for CRM system uptime and reliability.
• Documents, reviews and ensures written policy documents relative to CRM processes, data security, CRM change control process, and system access are in place and standards are met.
• Responsible for CRM user interface, QA and systems reliability testing.
• Handles member-facing employee questions and concerns related to CRM and incentive research.
• Has ownership of the generation and maintenance of user and technical documentation.
• Collaborates with the Data & Analytics Team to ensure efficient reporting within the CRM system that compliments the organizational business intelligence strategy.
• Stays informed of new and improving CRM technology and use knowledge to influence strategy.
• Performs other duties as assigned.  

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Education/Experience

• Bachelor’s Degree in business, finance, technology or related field with 8 years of experience working with CRM technology and sales incentive systems, including multiple systems integration.
• Five years successfully managing technology projects.
• Experience with an agile approach to software development.
• Banking/Finance experience preferred.

Licenses, Certificates, Registrations

PMP certification preferred

Computer/Office Equipment Skills

• Strong knowledge and experience with CRM systems admin and development such as SugarCRM, Dynamics, Oracle, etc. and system management for large organizations.
• Intermediate knowledge and experience using t-SQL and MS-SQL.
• Advanced level skill for Excel.
• Experience with HTML5 and XML
• Knowledge of Web Services
• Experience with core banking systems (Symitar) preferred.
• Data reporting and visualization competencies.

Other Skills and Abilities

• Experience with enterprise integration and best practices. Hands on experience working with integration tools and in data loading and transformation.
• Experience in a role requiring effective verbal, written and interpersonal communication skills at all levels of the organization executive to frontline.
• Self-starter with a high level of energy, motivation and ability to work independently and manage multiple projects with demanding timelines.
• Ability to work effectively with a cross-functional team.

Managerial Responsibility

None

PHYSICAL ABILITIES / WORKING CONDITIONS
Language Skills

Ability to read, understand and carry out instructions in written and oral form.

Physical Demands
Has the ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.