System Integrations Specialist
Core
Build and maintain automations and workflow processes connecting systems across the technology stack to support CRM, scheduling, onboarding, and advisor workflows.
Role type
Entry-level System Integrations Specialist
Builds
Automations, workflow processes, internal reporting, and dashboard development
Domain
Wealth management / Financial services
Deliverable
production ML models | product features | dashboards & analysis | infrastructure
Required skills
Analytical thinking, attention to detail, curiosity, problem-solving, data handling, process improvement
Preferred skills
Experience with automation platforms, spreadsheets, CRMs, or APIs
Technologies
Zapier, Make.com, API, Azure, CRM, Excel, Outlook, Calendly
Responsibilities
Build and maintain automations and workflow processes using tools such as Zapier, Make.com, and API connections; Support CRM, scheduling, onboarding, and advisor-related workflows; Look for operational bottlenecks and suggest ways to improve efficiency through automation; Connect systems across the technology stack including Outlook, Azure, CRM platforms, Excel, and Calendly; Gather, organize, and validate data from multiple systems; Create and maintain internal reporting and assist with dashboard development; Document internal systems, procedures, and workflows; Support the rollout of new tools and help reinforce cybersecurity and data handling best practices