ERP/CRM Configuration SME

We are looking for an experienced ERP/CRM Configuration SME to oversee the performance, security, and continuous improvement of a core financial systems environment in Connecticut. This role works closely with technology teams and business partners across operations, lending, and finance to keep critical platforms reliable and aligned with organizational goals. The ideal candidate brings strong administrative expertise, sound knowledge of banking or credit union processes, and the ability to translate business needs into effective system solutions., Oversee daily administration and ongoing support for the Symitar platform to maintain stable and efficient system operations.

Configure user accounts, access levels, and security settings while upholding internal controls and compliance expectations.

Investigate application issues, resolve functional and technical problems, and coordinate with vendor support when escalation is required.

Plan and assist with software updates, patches, validation activities, and related documentation to ensure smooth system changes.

Collaborate with stakeholders to gather business requirements and recommend configuration changes that improve processes and user experience.

Produce reporting support, fulfill data-related requests, and contribute to automation efforts that streamline routine work.

Maintain operational procedures, governance records, and compliance documentation tied to the core banking environment.

Support connectivity and data exchange between Symitar and other financial systems to ensure dependable integrations.

At least 3 years of experience supporting Symitar within a credit union, bank, or comparable financial services setting.

Working knowledge of banking or credit union operations and how core systems support day-to-day business functions.

Hands-on background in system administration, permissions management, issue resolution, and application maintenance.

Ability to document business requirements and translate them into practical configuration or process improvements.

Experience with configuration management practices and structured system support methodologies.

Familiarity with SQL and Power BI for reporting, data analysis, or operational insight generation.

Exposure to PowerOn, SymConnect, batch processing, or similar Symitar-related tools is preferred.

Strong communication and organizational skills with the ability to work effectively with both technical and non-technical teams., All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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