Crm & Business Systems Administrator

Provenance Wealth Advisors is seeking a CRM & Business Systems Administrator to serve as the firm's subject matter expert for Practifi, Salesforce, and other core business applications. This role is responsible for administering, optimizing, troubleshooting, and continuously improving the technology platforms that support our advisors, operations, and business functions.

The ideal candidate combines strong CRM and business systems experience with excellent problem-solving skills and a passion for improving processes, user adoption, data integrity, reporting capabilities, and operational efficiency. Working closely with stakeholders across the firm, this individual will identify opportunities for enhancement, manage system configurations, support integrations, resolve platform-related issues, and help ensure our technology ecosystem effectively supports business growth and exceptional client service.

• Serve as the primary administrator and subject matter expert for Practifi, Salesforce, and other core business applications utilized by the firm.
• Configure and maintain system settings, workflows, dashboards, reports, user permissions, page layouts, fields, and related platform functionality.
• Monitor and improve data quality, data governance standards, and overall system integrity.
• Troubleshoot system issues, identify root causes, coordinate vendor support when necessary, and implement practical solutions.
• Partner with business users to identify opportunities for workflow enhancements, automation, process improvements, and increased platform utilization.
• Support user setup, access management, security permissions, and role-based access requirements.
• Assist with data imports, exports, validation efforts, data cleanup initiatives, and reporting requests.
• Support integrations between business systems and help resolve synchronization, reporting, and workflow-related issues.
• Evaluate and recommend platform enhancements, new functionality, and best practices to improve operational efficiency and user experience.
• Develop and maintain system documentation, procedures, standards, and knowledge resources.

• Support the administration, maintenance, optimization, and adoption of key business applications and technology platforms across the firm.
• Assist with technology initiatives involving Microsoft 365, Teams, SharePoint, Power BI, Docu Sign, custodial platforms, financial planning applications, and future systems adopted by the firm.
• Develop, maintain, and enhance standard and ad hoc reports, dashboards, data extracts, and operational reporting solutions.
• Assist with system configuration updates, workflow maintenance, business process improvements, and platform enhancements.
• Coordinate testing, validation, user feedback, documentation, and post-implementation support for system upgrades, releases, and new solutions.
• Research system capabilities, product updates, and best practices to identify opportunities for improvement.
• Track technology issues, enhancement requests, vendor follow-up items, and project-related activities to support timely resolution and communication.
• Collaborate with Operations, Compliance, Advisory, Investment, and other business teams to improve workflows and reduce manual processes.
• Assist with vendor management activities, support cases, implementation efforts, and technology-related initiatives.

• Develop and maintain reports, dashboards, and data-driven insights to support business decision-making.
• Identify opportunities to improve reporting capabilities, data visibility, and operational effectiveness.
• Support data governance…