Ben Smith
Functional Consultant
Las Vegas,NV
Summary
CRM professional with strong background in customer relationship management, ready to drive impactful results. Proven track record in optimizing customer interactions and implementing efficient CRM solutions. Valued for collaborative approach and adaptability, ensuring high-quality outcomes and team cohesion. Skilled in data analysis and strategic planning.
Overview
11
11
years of professional experience
3
3
Certifications
Work History
CRM Functional Consultant
Ellucian
03.2025 - Current
- Configure and customize Microsoft Dynamics 365 CRM solutions tailored for higher education advancement and student success systems.
- Deliver client training sessions, user adoption workshops, and functional demos to stakeholders and end users.
- Collaborate with developers and analysts to enhance CRM modules, automate processes.
- Conduct system testing, prepare documentation, and assist clients in transitioning from legacy systems to modern cloud environments.
- Support change management and process improvement initiatives through ongoing consultation and performance analysis.
Business Analyst
Robert Half
08.2023 - 06.2024
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
CRM Administrator
Zonar Systems
06.2023 - 01.2024
- Provided guidance and troubleshooting assistance to customers navigating services.
- Created knowledge base resources to improve customer self-service options.
- Remote
- Ensured data accuracy within the CRM system, leading to improved decision-making and targeted marketing strategies.
- Enhanced customer satisfaction by efficiently managing CRM system and promptly addressing user issues.
- Collaborated with cross-functional teams to implement CRM customizations, resulting in enhanced user experience and productivity.
- Established strong relationships with CRM vendors, ensuring timely access to essential technical assistance and support resources.
IT Business Analyst
PFM, LLC
02.2021 - 03.2023
- Ensured proper change management procedures were followed during system upgrades, reducing risk of disruption or data loss.
- Facilitated seamless integration of new technologies into existing infrastructure, minimizing disruption to daily operations.
- Led workshops aimed at increasing employee proficiency in key software applications, resulting in higher productivity levels overall.
- Optimized workflow by identifying bottlenecks and recommending process improvements, driving greater productivity.
- Improved business processes by analyzing system requirements and implementing IT solutions.
Product Service Consultant
SS&C Technologies
12.2019 - 03.2021
- Analyzed customer feedback data to identify trends and implement targeted improvements, leading to consistently high satisfaction scores.
- Managed a portfolio of clients, ensuring timely delivery of services and prompt resolution of any issues that arose.
- Provided information about service procedures and expected timelines.
- Provided exceptional support to customers, resulting in a significant decrease in complaint rates.
- Successfully collaborated with cross-functional teams in order to develop innovative service offerings tailored to the unique needs of each client.
- Discussed options with clients and determined appropriate plans.
Regulatory Compliance Analyst
Deutsche Bank Group
09.2014 - 04.2018
- Enhanced overall compliance culture within the organization by promoting awareness campaigns and reinforcing ethical behavior expectations among employees.
- Proactively identified emerging risks through ongoing analysis of business activities, allowing for early implementation of mitigating strategies.
- Assisted in the successful completion of external audits by providing detailed documentation and demonstrating adherence to regulatory requirements.
- Ensured up-to-date knowledge of regulatory requirements through continuous research and monitoring of industry trends and changes in legislation.
Education
Associate of Science - Business Management
Penn Foster
Scranton, PA06.2026
Skills
Customer Service & Support
Certification
Microsoft Certified: Dynamics 365 Fundamentals (CRM)
Timeline
CRM Functional Consultant
Ellucian
03.2025 - Current
Business Analyst
Robert Half
08.2023 - 06.2024
CRM Administrator
Zonar Systems
06.2023 - 01.2024
IT Business Analyst
PFM, LLC
02.2021 - 03.2023
Product Service Consultant
SS&C Technologies
12.2019 - 03.2021
Regulatory Compliance Analyst
Deutsche Bank Group
09.2014 - 04.2018
Associate of Science - Business Management
Penn Foster
Similar Profiles
Corey ChavesCorey Chaves
Technical Support Representative at EllucianTechnical Support Representative at Ellucian
Tyler LawrenceTyler Lawrence
Specialty Account Executive at EllucianSpecialty Account Executive at Ellucian
Gowtham PrudhviGowtham Prudhvi
Manager, Cloud Engineering at EllucianManager, Cloud Engineering at Ellucian
Alexis KeenanAlexis Keenan
Assistant Store Manager- Client Experience at SephoraAssistant Store Manager- Client Experience at Sephora
Jamey GisendanerJamey Gisendaner
Senior Resolution Manager at BarclaysSenior Resolution Manager at Barclays