Description We are in search of a Technical Operations Engineer to join our team in Pittsburgh, Pennsylvania. This role is central to our mission, focusing on the optimization and improvement of our business systems and operations to enhance client experience. As the Technical Operations Engineer you will be instrumental in creating actionable business intelligence reports and establishing efficient processes to drive successful outcomes.

Responsibilities: • Lead efforts to improve system quality by reevaluating existing systems and guiding the team on technology optimization • Innovate and streamline our processes to ensure smooth client onboarding and servicing • Organize and optimize client-operational touchpoints throughout the firm's operations to enhance client experience • Act as an informational liaison between our firm and partners, ensuring all parties have the necessary information for decision-making • Utilize your extensive knowledge of CRM systems (such as Salesforce, etc.) to optimize firm capabilities • Construct business intelligence reports to support the principal of the firm in making both tactical and strategic decisions • Breakdown complex goals into actionable steps, managing resources effectively towards goal completion • Use fluency in Microsoft Office Suite to customize office solutions to achieve firm outcomes and deliver unique services • Apply your operational knowledge and talents gained from working in financial planning/wealth management to actualize ideas and implement solutions • Utilize skills in 'Business systems', 'CRM', 'Database', 'Business Process Functions', 'Business Requirement Document', 'Microsoft Office 365' to effectively perform your role. Requirements • Proficiency in Business Systems

• Experience with Customer Relationship Management (CRM)

• Knowledge of Database management

• Familiarity with Business Process Functions

• Ability to create and manage Business Requirement Documents

• Proficient use of Microsoft Office 365

• Minimum of 3 years of experience in a similar role

• Strong analytical and problem-solving skills

• Excellent written and verbal communication skills

• Ability to work independently and as part of a team

• Strong attention to detail and organizational skills

• Bachelor's degree in Business, Information Systems, or a related field is preferred. Technology Doesn't Change the World, People Do.®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .