Product Specialist at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Dynamics 365, CRM Administration, Troubleshooting, Data Quality Monitoring, User Training, Agile Methodology, Problem Solving, Collaboration, Documentation, Feature Testing, Help Desk Management, System Configuration, Investment Industry Experience, Azure DevOps, QA/Testing Knowledge, Detail Oriented, Organized

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a detail-oriented and motivated Product Specialist to support and administer our Microsoft Dynamics 365 CRM platform. This role will work closely with the Product Manager, IT, and business teams to configure the system, troubleshoot issues, support feature releases, and ensure the platform is effectively supporting internal stakeholders. The ideal candidate has hands-on Dynamics 365 experience, strong problem-solving skills, and a collaborative mindset. Responsibilities Serve as a CRM administrator for Microsoft Dynamics 365 (Sales and Customer Service) Configure, maintain, and troubleshoot CRM features, workflows, and integrations Manage and resolve Help Desk tickets related to CRM, collaborating with IT and business teams Identify root causes of recurring issues and recommend process or system enhancements Support feature testing, production releases, and post-release monitoring Manage CRM user permissions, roles, and security updates Monitor data quality through Power BI health reports and address identified issues Document system configurations, troubleshooting steps, and resolutions Provide training and support to end users, ensuring effective adoption of features Assist with CRM enhancements, upgrades, and rollout of new features Act as a liaison between end users, IT, and the Product Manager to ensure alignment Qualifications Minimum qualifications: Serve as a CRM administrator for Microsoft Dynamics 365 (Sales and Customer Service) Configure, maintain, and troubleshoot CRM features, workflows, and integrations Manage and resolve Help Desk tickets related to CRM, collaborating with IT and business teams Identify root causes of recurring issues and recommend process or system enhancements Support feature testing, production releases, and post-release monitoring Manage CRM user permissions, roles, and security updates Monitor data quality through Power BI health reports and address identified issues Document system configurations, troubleshooting steps, and resolutions Provide training and support to end users, ensuring effective adoption of features Assist with CRM enhancements, upgrades, and rollout of new features Act as a liaison between end users, IT, and the Product Manager to ensure alignment Desired Qualifications/Skills: Able to handle multiple projects/work streams and adapt to a constantly changing environment Investment industry experience is a plus Experience in Agile methodology is a plus Azure DevOps experience is a plus QA/testing knowledge Detail oriented and highly organized WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 2760 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.

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Responsibilities

The Product Specialist will serve as a CRM administrator for Microsoft Dynamics 365, configuring and troubleshooting the system while managing Help Desk tickets. They will also support feature testing and monitor data quality to ensure effective platform use by internal stakeholders.