CRM & Sales Tools Associate

Dimensional Fund Advisors; Charlotte, Northern (NC, KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte is seeking an Associate, Business Tools to help develop sales enablement products, including the global CRM system and key integrations like email automation and data tools.

The Associate partners with business stakeholders across departments to understand business needs, translate requirements into scalable solutions, and drive enhancements across the sales technology ecosystem.

Qualifications

• Bachelor's degree or equivalent in a related field.
• Experience gathering requirements and translating them into tech solutions.
• Strong analytical and problem-solving abilities with attention to detail.
• Proven ability to coordinate projects across multiple stakeholders.

Responsibilities

• Gather business requirements and translate into user stories for CRM platforms.
• Manage small-to-medium projects from discovery through rollout.
• Collaborate with sales channels to improve user experience and platform capabilities.
• Maintain client data quality and governance across sales systems.
• Create runbooks and process documentation for product activities.

Skills

Analytical skills

Excel

Data analysis

Communication

Project coordination

Education

Bachelor's degree

Tools

Snowflake

JIRA

Microsoft Dynamics

Job description

Dimensional Fund Advisors in Charlotte is seeking an Associate, Business Tools to help develop sales enablement products, including the global CRM system and key integrations like email automation and data tools.

The Associate partners with business stakeholders across departments to understand business needs, translate requirements into scalable solutions, and drive enhancements across the sales technology ecosystem.