E-Z Data has been providing innovative software solutions to personal financial advisors since 1986. SmartOffice^®, the company’s web-based CRM solution, is trusted by more than 125,000 financial services professionals worldwide to help streamline operations, improve customer relationships, and increase top-line revenue.

E-Z Data is seeking a seasoned IT professional for their Implementation Services group.

Qualified candidates must have 5+ years of IT management experience in a consulting and enterprise solution provider environment. Candidate must have experience with the implementation of small and large scale software implementations. You will be responsible for the leadership and hands on management of implementations of our CRM solutions. 

Responsibilities Include:

• Manage the day-to-day management of one or multiple projects (depending on size of project)
• Creation and Maintenance of Project Management Plans
• Plan Project Time Lines (MS Project) 
• Project Tracking and control
• Being able to recognize risks and take appropriate action
• Communication with Business Analysts, Developers and QA testers
• Manage relationship with customer 
• Communication with both Customer and EZD management 
• Assist with the creation of Business Design Docs
• Experience with project implementation strategy, methodology and tools
• Manage relationship with Account Manager to effectively engage prospects in the sales cycle and building partnerships with existing and new customers
  

Technical Experience

• Java-based applications
• Application Development & Integration
• IT Project Management
• Data conversion (preferred)
• Specific experience in CRM, middleware and other enterprise applications

Business Experience

• Ability to assess the size and scope of projects
• Proven track record implementing enterprise solution software packages in corporate environments

Industry Experience

• CRM
• Enterprise Applications
• Financial Services with specific domain knowledge and experience in Insurance and Investment Management

Other

• Proven ability to develop and deliver high quality products on time and within budget
• Experience implementing enterprise wide technology solutions with average solutions sales of $1MM—$3MM and 25-25,000 user rollouts
• Excellent communication skills—must be able to clearly write documents targeted at various audiences (engineering, customers, analysts, management)
• Must be a good motivator, dynamic in personality 
• Must be energetic, enthusiastic and creative
• Must be willing to travel as needed 

To apply for this position, please e-mail your resume and salary requirements to jobs@ez-data.com. Also, please include the job position and your name in the subject line of your e-mail.

E-Z Data, Inc. thanks all applicants for their interest but advises that only those selected for an interview will be contacted. E-Z Data, Inc. is an equal opportunity employer.

Principals Only. E-Z Data, Inc. does not accept unsolicited resumes from third-party agencies or individual recruiters.