CRM Rollout & Training Specialist – Desktop Solutions
-
IT/Tech
CRM Systems & Management, Desktop Support, IT Support
Job Description & How to Apply Below
D.A. Davidson Companies is rolling out Davidson Connect, its CRM, across Wealth Management. We seek a Desktop Solutions Group Specialist to prepare data, support branches during launch, and train Financial Advisors on new tools. You'll grow into broader Wealth Management applications as the rollout winds down.
You’ll collaborate with the Director of Desktop Solutions, maintain CRM and Envestnet data, and contribute to training calendars and knowledge resources. Occasional travel may be required.
We invite applications for the CRM Rollout & Training Specialist – Desktop Solutions position located in United States.
The following opportunity is for a CRM Rollout & Training Specialist – Desktop Solutions with D.A. Davidson Companies.
Our group is growing, and we are hiring a CRM Rollout & Training Specialist – Desktop Solutions in United States.
This Full Time opportunity is for the CRM Rollout & Training Specialist – Desktop Solutions role at D.A. Davidson Companies.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).