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CRM & Automation Administrator

Greenwich, CT

About the Role

Global Advisers is seeking a CRM & Automation Administrator in Greenwich, CT to administer CRM, workflow, and automation systems that support prospecting, client service, recruiting, marketing, and operational processes. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Configure CRM fields, workflows, permissions, reports, and data-quality controls.
  • Build practical automations that reduce manual work while preserving review and accountability.
  • Support users and document business processes and system behavior.
  • Coordinate integrations among CRM, email, forms, reporting, and approved third-party systems.
  • Monitor automation failures and data-quality issues and resolve them promptly.
  • Partner with compliance and operations on controlled workflow design and recordkeeping.

Qualifications

  • Bachelor's degree or equivalent professional experience.
  • Two or more years of CRM administration, business systems, automation, or related experience.
  • Strong process-mapping and data-management skills.
  • Comfort working with APIs, workflow tools, or low-code automation platforms.
  • Strong documentation and user-support capability.

Preferred Qualifications

  • Experience with Salesforce, WordPress, Microsoft 365, or financial-services CRM systems.
  • SQL, API, or scripting experience.

Skills for This Role

CRM Administration, Automation & Workflow, API Integration, Data Analysis, Business Intelligence, Process Improvement, Quality Assurance & Testing

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.