Customer Relationship Management

5 months ago

Burlington, Canada City of Burlington, Ontario Full time

**Description**:
**Working for the City of Burlington**

A great career is closer than you think. Come work for the City of Burlington, where you’ll be joining an innovative and progressive workplace focused on building a 21st century city that respects the diversity of our residents, visitors and employees; and prioritizes continuous opportunities for you to learn and grow.

We don't just spend time attracting the best talent. We spend time and resources to keep the best talent. This may include: flexible working hours, mobile and hybrid working arrangements, a great pension and benefits package, as well as programs to foster innovation and leadership.

**Location**

**Position Overview**

This position will be responsible for configuration, training and operational support for the city’s Customer Relationship Management system (CRM). As a key member of the Customer Experience (CX) team, the CRM Administrator will develop business process flows, test, train, manage user access and foster continuous improvement for use of the CRM system.

This role is a key partner with Burlington Digital Services (BDS), Customer Experience (CX) and department staff, maintaining and improving best practices, acting as an internal champion for CRM and Customer Experience, identifying, recommending, and implementing changes to optimize customer service and CRM system usage.

**Responsibilities**

This position will be responsible to:

- Work closely with the Business Analyst and vendor to develop and execute comprehensive system and user testing plans.
- Provide leadership and direction to department staff who will be participating in system development, testing and training. Collaborate and monitor the work of other staff related to system changes. Makes decisions that affect the work of others.
- Collaborate effectively with vendor, BDS, Service Burlington, system users and other stakeholders to lead new release management, issue management, and enhancement requests.
- Manage the development of Knowledge Base Articles (KBAs) in accordance with standards, and in collaboration with Service Burlington.
- Provide system expertise as required to support CRM data management and reporting. Support quality assurance of system data.
- Create and maintain all CRM configuration and operations support documentation, and release notes.
- Design and deliver end user training for all corporate CRM users, including development and maintenance of training guides and materials

**Requirements**:
You have a three (3) year College Diploma, university degree or equivalent in a field related to customer service or customer experience, computer systems technology, business systems or business administration. This is combined with 3 to 5 years experience in configuration, usage and training preferably with a Microsoft Dynamics CRM system.

Communication and collaboration are critical to providing quality service to staff and customers. You like to work independently and as part of a team to deliver training and creative solutions. Your initiative and ability to anticipate and solve problems is combined with proven analytical skills. Highly organized with demonstrated attention to detail. Must be able to handle multiple changing priorities and work on multiple concurrent assignments.

This position may require occasional travel between sites and/or City facilities. Must provide your own transportation. This position requires you to provide occasional support for planned and unplanned events, during and outside regular business hours.

**Accommodations

  • Commercial Relationship Manager

    4 weeks ago

    Burlington, Canada Canadian Imperial Bank of Commerce Full time

    h3>Relationship Manager, Commercial Banking Apply Locations: Burlington, ON Time Type: Full time Posted on: Posted 2 Days Ago Time Left to Apply: End Date: October 25, 2024 (12 days left to apply) Job Requisition ID: 2422197 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Commercial Banking...

  • Senior Client Relationship Manager

    3 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading investment and wealth management firm that prioritizes client relationships and growth. We are seeking a highly skilled and motivated individual to join our team as a Senior Client Relationship Manager.The successful candidate will be responsible for deepening client...

  • Relationship Manager, Business Markets

    4 weeks ago

    Burlington, Ontario, Canada RBC - Royal Bank Full time

    As a Business Relationship Manager, you will provide expert financial advice and guidance to high-value small business clients, helping them navigate growth and success. You will be the ambassador for RBC in the local business market, developing new business opportunities and deepening client relationships through tailored financial advice and exceptional...

  • Relationship Manager, Business Markets

    1 month ago

    Burlington, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? **What will you do?** - Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs - Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of RBC -...

  • Commercial Relationship Manager

    4 weeks ago

    Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Relationship Manager, Commercial BankingApplyLocations: Burlington, ONTime Type: Full timePosted on: Posted 2 Days AgoTime left to apply: End Date: October 25, 2024 (12 days left to apply)Job Requisition ID: 2422200We’re building a relationship-oriented bank for the modern world. comWhat you'll be doingAs a member of the Commercial Banking team, you’ll...

  • Relationship Manager, Business Markets

    1 month ago

    Burlington, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity? You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new...

  • Relationship Manager, Business Markets

    3 weeks ago

    Burlington, Ontario, Canada RBC - Royal Bank Full time

    RBC seeks a Business and Financial Advisor to provide strategic guidance and manage high-value small business clients, developing new business and deepening client relationships, while championing digital enablement and being an advocate for RBC mobile and online applications. Key responsibilities include acquiring, growing, and deepening client...

  • Relationship Manager, Business Markets

    4 weeks ago

    Burlington, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity? You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC's ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new...

  • Customer Service Manager

    3 weeks ago

    Burlington, Ontario, Canada beBee Professionals Full time

    Job DescriptionWe are seeking a Customer Service Manager to join our team at beBee Professionals in Burlington. The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.The successful candidate will be responsible for providing exceptional customer service to our...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerAt Canadian Imperial Bank of Commerce, we're building a relationship-oriented bank for the modern world. As a Commercial Banking Relationship Manager, you'll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerAt Canadian Imperial Bank of Commerce, we're building a relationship-oriented bank for the modern world. As a Commercial Banking Relationship Manager, you'll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerJoin the Canadian Imperial Bank of Commerce as a Commercial Banking Relationship Manager and play a key role in building a relationship-oriented bank for the modern world.About the Role:As a member of the Commercial Banking team, you will work with clients to create end-to-end financial solutions to help...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerJoin the Canadian Imperial Bank of Commerce as a Commercial Banking Relationship Manager and play a key role in building a relationship-oriented bank for the modern world.About the Role:As a member of the Commercial Banking team, you will work with clients to create end-to-end financial solutions to help...

  • Water Garden Care

    1 month ago

    Burlington, Canada Jackson Pond Management Full time

    **What makes us unique?** - We provide excellent opportunities for career advancement within the company. - We offer competitive wages and provide payroll every two weeks. - Enjoy weekends off to maintain a healthy work-life balance. - Join a close-knit team where everyone is motivated to succeed and exceed client expectations. - Engage in company events...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Commercial Banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored financial...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Commercial Banking Relationship ManagerWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Commercial Banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored financial...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Job Title: Commercial Relationship ManagerWe're building a relationship-oriented bank for the modern world.About the RoleAs a member of the Commercial Banking team, you'll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency, and mitigate risk.Key...

  • Commercial Banking Relationship Manager

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Job Title: Commercial Relationship ManagerWe're building a relationship-oriented bank for the modern world.About the RoleAs a member of the Commercial Banking team, you'll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency, and mitigate risk.Key...

  • Relationship Manager, Commercial Banking

    1 month ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Relationship Manager, Commercial Banking

    5 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...