Associate, Business Tools

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

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• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

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• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Associate, Business Tools is responsible for the development and support of several sales enablement products at Dimensional, including the global CRM system and email automation tool. As process and project contributors and leads, Associates interface with internal business users and Technology partners to meet firm and department priorities.

This position sits within the Global Client Group (GCG) Operations’ Business Tools team, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. The GCG Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support. 

Responsibilities: 

• Gather business requirements from various stakeholders, translate them into user stories and design requirements, and effectively communicate between the business and Technology to deliver scalable solutions that meet business needs
• Perform project coordination activities for smaller, tactical initiatives
• Provide product support for global users and synthesize user feedback across various sales tools within the CRM ecosystem
• Partner with Technology and vendors to determine root causes of problems, providing sensible and deliberate solutions to users
• Participate in critical incident management as needed
• Deeply understand CRM processes and the “why”
• Create and present effective content for communications of product activities
• Build relationships with global sales team and other departments to develop a robust understanding of business processes, client service offerings, and user workflows
• Ensure system compliance with data privacy regulations and controls as directed

Qualifications: 

• Bachelor's degree required
• 2-4 years’ experience in business analysis, operations, or technology support, including internships 
• Knowledge of product management or software development lifecycle
• Capable of prioritizing multiple initiatives and meeting deadlines
• Strong analytical mindset and creative problem-solving skills
• Effective communicator, both in writing and verbally
• Display extreme attention to detail, while being able to see the big picture
• Strong intellectual curiosity and desire to learn
• Dedicated team player with the ability to work independently 
• Focused on customer needs, with the ability to build trust and confidence
• Excellent computer skills: Microsoft Office, Excel (pivot tables, vlookups), etc. 
• Experience w