Technology & Process Solutions Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Cetera Financial Group in Dallas, TX seeks a Technology & Process Solutions Specialist to maintain, upgrade, and manage our SaaS systems and internal IT infrastructure. You will implement and improve systems, collaborating with IT teams to ensure smooth operations for internal and external users.

The ideal candidate will have strong problem-solving, communication, and cross-functional collaboration skills, with experience in cloud services and vendor management.

Qualifications

• Experience as System Administrator / IT Analyst or similar role.
• Strong knowledge of SaaS applications (Salesforce, Dropbox, Microsoft 365, Notion).
• Experience with user management and data governance in cloud environments.
• Relevant certifications preferred (e.g., CompTIA Cloud Essentials+, Salesforce Certified Administrator).
• Familiarity with Windows, macOS, and Linux.

Responsibilities

• Examine and evaluate current systems, identifying areas for improvement and optimization.
• Identify system requirements by working with users to track additional requirements and features.
• Administer user access and permissions for Industry Specific Vendors and Cloud SaaS applications such as Salesforce, Dropbox, Notion, and others.
• Collaborate with the IT teams to build and implement new systems and ensure seamless integration with existing systems.
• Troubleshoot issues and outages internally as well as with 3rd party support teams, providing timely resolutions to minimize downtime.
• Validate changes by testing programs and ensuring high levels of performance and data governance.
• Implement and maintain data governance policies, ensuring compliance with relevant regulations.
• Train users on new systems, provide support, and develop expertise to train staff on new technologies.
• Upgrade systems with new releases and models as needed. Assist Solution Architect / Project Manager Ensure deadline and budget requirements are met.
• Stay up to date with current technologies and technical developments.

Skills

System Administrator / IT Analyst

SaaS applications

User management

Data governance

Problem solving

Communication skills

Interpersonal skills

Resourcefulness

Education

Bachelor's degree or equivalent in IT/CS

Tools

Salesforce

Dropbox

Microsoft 365

Notion

Windows

macOS

Linux

Job description

Job DescriptionWe are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining,

Job DescriptionWe are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining, upgrading, and managing our Saas software systems, as well as implementing and improving our internal IT systems. The ideal candidate should be strong problem-solving skills, excellent communication abilities, and a passion for discovering and implementing new features in IT systems. Your primary goal will be to ensure that our technology infrastructure runs smoothly and efficiently while meeting the needs of our internal and external users.

Responsibilities

• Examine and evaluate current systems, identifying areas for improvement and optimization.
• Identify system requirements by working with users to track additional requirements and features.
• Administer user access and permissions for Industry Specific Vendors and Cloud SaaS applications such as Salesforce, Dropbox, Notion, and others.
• Collaborate with the IT teams to build and implement new systems and ensure seamless integration with existing systems.
• Troubleshoot issues and outages internally as well as with 3rd party support teams, providing timely resolutions to minimize downtime.
• Validate changes by testing programs and ensuring high levels of performance and data governance.
• Implement and maintain data governance policies, ensuring compliance with relevant regulations.
• Train users on new systems, provide support, and develop expertise to train staff on new technologies.
• Upgrade systems with new releases and models as needed. Assist Solution Architect / Project Manager Ensure deadline and budget requirements are met.
• Stay up to date with current technologies and technical developments.

Requirements And Skills

• Proven experience as a System Administrator, IT Analyst, or similar role.
• Strong knowledge of systems, software, cloud services, and SaaS applications (e.g., Salesforce, Dropbox, Microsoft 365, etc.).
• Experience with user management and data governance in cloud-based environments.
• Relevant certifications (e.g., CompTIA Cloud Essentials+, Salesforce Certified Administrators, etc.) are preferred.
• Familiarity with various operating systems and platforms (e.g., Windows, MacOS, Linux).
• Excellent problem-solving and critical-thinking skills.
• Strong communication and interpersonal skills, with the ability to work well in a team and with interdisciplinary groups.
• Resourcefulness and the ability to diagnose and resolve problems quickly.
• Bachelor's degree or equivalent work experience in Information Technology, Computer Science, or a related field.

If you are passionate about IT systems and enjoy working in a dynamic and collaborative environment, we would love to hear from you.