Basecamp - CRM Specialist
Job description
Description
We are seeking a CRM Specialist to join our Base Camp Support team. This role combines technical expertise, strategic insight, and a customer success mindset to ensure our advisors and their teams get the most value out of our CRM platform (Practifi). Acting as a subject matter expert, you’ll support advisor onboarding, manage day-to-day service requests, deliver effective training, and contribute to the continuous improvement of our CRM experience across the firm.
The ideal candidate is passionate about enabling user success, thrives in a collaborative environment, and is skilled at translating technical functionality into practical, user-friendly solutions. This is an excellent opportunity for someone who enjoys blending technology with relationship management to make a meaningful impact.
Responsibilities
• CRM Subject Matter Expertise
Act as the internal expert on Practifi (built on Salesforce), providing functional guidance, configuration insights, and troubleshooting support to advisors and internal teams.
• Advisor Support & Ticket Management
Own and resolve CRM-related service tickets and general Base Camp requests in accordance with defined service-level agreements (SLAs), ensuring a timely and advisor-friendly experience.
• Onboarding & Implementation
Partner with the onboarding team to ensure new advisors are set up for success with the CRM and related tech tools, guiding them through initial use and best practices.
• Training & Adoption Enablement
Lead training sessions (1:1 and group) tailored to different skill levels. Develop and maintain clear documentation and resources to improve adoption, usage, and self-sufficiency.
• Client Experience & Process Optimization
Work closely with internal stakeholders and field teams to gather feedback, identify pain points, and propose scalable improvements to advisor workflows and CRM features.
• Communication & Collaboration
Proactively share system updates, enhancements, and process changes across teams. Support cross-functional projects that improve the advisor experience.
Qualifications
• Bachelor’s degree in Business, Finance, Information Systems, or a related field.
• 3+ years of experience training or supporting end users on CRM platforms (Practifi or Salesforce experience strongly preferred).
• Background in customer success, advisor operations, or technology enablement is a plus.
• Skilled communicator, comfortable working with users of varying technical ability.
• Analytical and detail-oriented with a proactive, service-driven approach.
• Familiarity with custodian platforms is beneficial but not required.
• Able to thrive in a fast-paced, collaborative, and agile work environment.
Location / Schedule
• Tampa, FL home office preferred; Remote work will be considered
• Working hours are 9am-5pm Monday-Friday
• Occasional evening/weekend hours may be requested.
• Travel is less than 10%
Job Type
• Full-time, Exempt
• $80,000-$100,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
Benefits
• 401(k) matching
• Equity
• Dental Insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
About Concurrent Investment Advisors
Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 130 advisors in 62 offices with $11.5 billion in assets under management (AUM) and more than $14 billion under advisement.
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Company Values
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product
