Sr Specialist, Digital Product Management

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

This position involves the support of internal CRM and associate internal applications. This individual is a business Subject Matter Expert and is responsible for serving as a representative for their assigned system, in various business meetings and associated projects. This individual must apply communication and problem solving skills to guide and assist user groups on issues related to the design, development, and deployment of CRM software critical to business operations. The Specialist acts as liaison with appropriate technology teams and capability owners associated with their assigned system.

This position supports our internal CRM and associate internal applications. This individual is a business Subject Matter Expert and is responsible for serving as a representative for their assigned system, in various business meetings and associated projects. This individual must apply communication and problem solving skills to guide and assist user groups on issues related to the design, development, and deployment of CRM software critical to business operations. The Retail Systems Specialist acts as liaison with appropriate technology teams associated with their assigned system.

Responsibilities:

• Support Systems Manager and assigned business channel

  leadership and delegates

• Understand business strategy, and support the execution of recommendations for enhancements
• Participate in issue resolution with Systems Manager related to systems enhancements, testing and other critical issues identified
• Provide support on escalated items and drive resolution
• Ensure ongoing functionality of assigned system by facilitating ongoing maintenance and upgrade of the technology
• Support ongoing maintenance and upgrade of the technology
• Support issues and problems related to assigned system
• Maintain ownership of intraday associate inquiries
• Participate in cross functional activity specific to assigned system
• Represent the Retail point of view on assigned projects - ensure Retail needs are accounted for
• Collaborate with Key Stakeholders to ensure most favorable outcome achieved when projects drive system changes/enhancements
• Communicate impacts of changes due to project deliverables to Key Stakeholders

What you have

Required:

• 2-3 years related experience; 3-5 years total experience
• Expert Knowledge of multiple Schwab systems including but not limited to Salesforce, Client Central, iknow and other Schwab systems; either as associate or contractor
• Understanding of Schwab policies and procedures and ability to identify compliance and regulatory concerns
• Securities industry knowledge and a strong understanding of Schwab internal policies and procedures

Preferred:

• Strong written and verbal communication skills with the ability to communicate with all levels of management in a manner that is understandable to business units
• Experience (2-3 years) with CRM system preferred
• Strong interpersonal skills, ability to work through complex technical situations with the ability to communicate with both technical and non-technical audiences
• A thorough understanding of the Internet, Web Navigation, Windows Operating System, Microsoft Excel, Visio, Word, PowerPoint, CRM systems and other applications as required
• Display professionalism and emotional intelligence across all settings
• Quick learner, adaptable to new situations and challenges
• Solve problems quickly and effectively while performing root cause analysis
• 4 year college degree
• Military experience may be substituted in lieu of education and/or experience

In addition to the salary range, this role is eligible for bonus or incentive opportunities.