Advisors Systems Specialist Head of Finance Project Leader Communications Senior Associate

Systems Specialist Role
As OCA continues to grow into new markets and expand our team, we are looking for a Systems Specialist to oversee our current technology platforms and assist in implementing new systems across the firm. The Systems Specialist will be a driving force to help OCA better track our contacts, engagements, and client impact.
Successful candidates will have previous knowledge and experience using Salesforce, survey platforms, & other online system resources.
She/he should be able to work independently, multi-task, suggest process improvements and ask for additional resources when needed, taking an innovative approach and bringing a welcoming, customer-service oriented attitude to our office.
Job Responsibilities
Sales-force Management

Review & refine Salesforce CRM to ensure information captured is relevant and consistently used
Oversee Associate’s weekly contact entry by counter checking data templates
Run & analyze reports for consulting staff on a monthly basis
Work with external consultants as needed to improve system functionality
Maintain database & train new users as new staff are hired into OCA

Client Impact Tracking

Manage OCA’s project open & close process to ensure data is captured
Engage with clients to collect satisfaction & impact data
Analyze & synthesize results of data into reports for management

Knowledge Management

Enhance OCA’s current knowledge management platform
Oversee the collection of sector trends & data insights
Work with the consulting team to better understand the correct information to collect on a recurring basis, and how to ensure these resources are appropriate safe-guarded and accessible

Qualifications

At least 3+ years of work experience at a fast-growing company with cross-cultural exposure
Strong analytical skills and the ability to structure information in a coherent and useful manner
Previous experience with Salesforce and survey tools
Strong communication skills and the desire to instill a systematic approach to data throughout our team
Demonstrated skills in a range of cloud-based platforms
Willingness to put in extra effort and work flexible hours as required to meet deadlines

Compensation will depend on experience and will increase with excellent performance.

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