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Reporting to the CRM Program Lead within HUB Retirement & Private Wealth as an individual contributor, the Senior Implementation Specialist will be responsible for executing a comprehensive deployment plan for a Microsoft Dynamics CRM instance. Duties include readiness and cutover activities, interacting with key business stakeholders to prepare for cutover, as well as conducting and managing a phased deployment across all RPW office locations. This individual will also provide support before, during, and after release, and ensure that production systems are functional following a successful cutover.

About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

RESPONSIBILITIES

• Lead and coordinate CRM deployments across multiple sites, executing the rollout plan and readiness checklists in a staged rollout

• Ensure the deployment plan and activities are communicated and adequately resourced to support users during the transition

• Ensure high quality manual and automated data migration are completed within a timely manner

• Ensure business communications, software installation and configuration, user setup and access, are managed in a timely manner in consultation with the business users

• Work alongside, and provide support to, the training team with their efforts for the business users

• Drive user adoptions and generate excitement for the implementation of the CRM platform

• Conduct post deployment reviews to evaluate, document, and capture recommendations for improvement and provide feedback to the project team

• Manage relationships and coordinate work between different teams at different locations

• Identify, resolve and manage deployment risks and issues

• Track and report on solution deployment issues and defects

• Manage business expectation for the CRM rollout plan

QUALIFICATIONS (REQUIRED AND PREFERRED)

• Proficient in Microsoft Dynamics; Microsoft Dynamics certification is a plus

• Strong oral and written communication skills

• Ability to present ideas in business-friendly and user-friendly language

• Ability to effectively prioritize and execute tasks in a high-pressure environment

• Experience working in a team-oriented, collaborative environment

• Highly self-motivated with the ability to prioritize tasks in a largely unsupervised setting

• Proven experience working in a fast-paced, quickly evolving work environment, specifically as it relates to working with various technologies

• Detail oriented, quick learner, problem solver

• Ability to travel to the corporate office and/or HUB locations, as needed

• Financial services knowledge, specifically 401(k) and wealth management

• Experience in software solution deployment management across multiple facilities

The expected pay range for this position is $80,000 to $90,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Department Business Operations

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 50%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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