Technology Business Systems Consultant - CRM tool

About this role:
Wells Fargo is seeking a Technology Business Systems Consultant. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.
In this role, you will:

• Evaluate moderately complex business problems and provide technical assistance in identifying automated systems and related procedures that are cost effective and meet business requirements
• Review and evaluate moderately complex technical business problems that can be resolved through internet or intranet based solutions
• Present recommendations for resolving business problems
• Exercise some independent judgment when developing project budgets, project plans, and schedules
• Provide information about communication between business and technology teams
• Work with business user groups to provide training, handle questions, observe user needs, and document results

Required Qualifications:

• 2+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of client service experience working with high value customers and/or large organization
• 2+ year of working experience with provisioning certificates and any CRM tool - Salesforce, Microsoft Dynamic 365, Zoho CRM etc.
• Also, provisioning customer's access in different tools (like - APIGEE, active directory etc.) & environments.
• Basic knowledge on APIs
• Technical background or experience with complex applications
• Experience in one or a combination of the following: internet based systems, intranet based business systems, or e-business consulting
• Excellent verbal, written, and interpersonal communication skills
• Experience interfacing directly with external customers
• Excellent organizational skills, detail-oriented, self-starter, and ability to multitask to meet defined deadlines in a dynamic, fast-paced environment
• Ability to effectively interact and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
• Demonstrated analytic skills and experience solving business problems

Job Expectations:

• Managing a portfolio of APIs and tracking the progress of all associated customer onboardings.
• Providing a comprehensive service experience which entails attending customer meetings, completing customer setups, and communicating progress.
• Consulting with clients and serving as a singular point of contact throughout the customer onboarding process.
• Proactively guiding internal partners through the process including assisting in the navigation of the access request system.

This role will provide comprehensive support to Gateway customers and the lines of business whose customers are being onboarded. Successful candidates will have a proven track record of exceptional customer service, a desire to pro-actively lead individuals (both internal and external) through the onboarding process, and the ability to effectively partner and collaborate with multiple cross-functional teams.
Posting End Date:
21 Aug 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.