Senior Implementation Specialist, Retirement & Private Wealth

About the position

The Senior Implementation Specialist for Retirement & Private Wealth at HUB is responsible for executing a comprehensive deployment plan for a Microsoft Dynamics CRM instance. This role involves readiness and cutover activities, interaction with key business stakeholders, and managing a phased deployment across all office locations. The specialist will provide support throughout the deployment process and ensure that production systems are functional post-cutover.

Responsibilities

• Lead and coordinate CRM deployments across multiple sites, executing the rollout plan and readiness checklists in a staged rollout
• Ensure the deployment plan and activities are communicated and adequately resourced to support users during the transition
• Ensure high quality manual and automated data migration are completed within a timely manner
• Manage business communications, software installation and configuration, user setup and access in consultation with business users
• Support the training team in their efforts for business users
• Drive user adoptions and generate excitement for the implementation of the CRM platform
• Conduct post-deployment reviews to evaluate, document, and capture recommendations for improvement
• Manage relationships and coordinate work between different teams at different locations
• Identify, resolve and manage deployment risks and issues
• Track and report on solution deployment issues and defects
• Manage business expectations for the CRM rollout plan

Requirements

• Proficient in Microsoft Dynamics; Microsoft Dynamics certification is a plus
• Strong oral and written communication skills
• Ability to present ideas in business-friendly and user-friendly language
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Experience working in a team-oriented, collaborative environment
• Highly self-motivated with the ability to prioritize tasks in a largely unsupervised setting
• Proven experience working in a fast-paced, quickly evolving work environment, specifically with various technologies
• Detail oriented, quick learner, problem solver
• Ability to travel to the corporate office and/or HUB locations, as needed
• Financial services knowledge, specifically 401(k) and wealth management
• Experience in software solution deployment management across multiple facilities

Nice-to-haves

• Microsoft Dynamics certification

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid time off benefits
• Eligible bonuses
• Commissions for some positions