Position Summary
As Manager, Distribution Platforms you will be responsible for delivering and supporting a robust Customer Relationship Management (CRM) Platform for our nearly 3,000 financial representatives nationwide. You will lead the team which provides support and training to end users, while strategically working to enhance and improve the platform for greater efficiency and ease of use.
You Will:
Lead a team of 3-5 people who provide platform support to our field representatives
Consult with field representatives to understand their practice, set platform parameters, and educate on system usage & best practices
Work with vendor partner and internal IT resources to enhance platform functionality and integration with other systems
Prioritize field training needs, develop curriculum, and deliver in person and remote education
You Are:
A leader with a strong service orientation & sense of urgency. A creative thinker who can help set and execute direction to enhance platform usability and effectiveness
You Have:
10 Years of experience in financial services or related field
Bachelors degree or equivalent experience
Expertise with sales CRM Systems & their usage, most particularly Ebix SmartOffice required
Experience with software development from a business requirements perspective preferred
The demonstrated ability to accelerate impact and lead change.
Location & Vaccination Requirements:
The primary location for this position can be either Work from Home (Remote) or On Campus at one of our Corporate Offices.
Travel:
Up to 20% Travel required for this position
#GuardianIT
Our Promise:
At Guardian, youll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
We Offer:
Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
Competitive compensation
Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period
Life and disability insurance
A great 401(k) with match
Tuition assistance, paid parental leave and backup family care.
Dynamic, modern work environments that promote collaboration and creativity.
Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity & inclusion in all that we do.
Primary Location:
Work From Home - NJ
Other Locations:
Holmdel
Job:
Sales
Schedule:
Full time
Equal Employment Opportunity:
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
