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Working at FSI

About Our Team

Working at FSI means partnering with an organization that is passionate about making a difference in the financial services industry. Our team specializes in a variety of areas from financial regulation and advocacy, to accounting and marketing. We strive every day to provide exceptional service to our members, so that they can provide exceptional service to their clients.

Our Core Values

FSI’s Team is made up of an exceptional group of subject matter experts whose work, daily conduct and attitudes exemplify FSI’s Core Values.

Results

We strive for excellence in everything we do, from impactful advocacy to superior services for all our stakeholders.

Collaboration

We benefit from the collective genius of our team by engaging in collaborative decision making based on trust in each other’s motives and respect for each other’s views.

Balance

We promote the wellbeing of our employees by creating an environment in which we can achieve a healthy balance between FSI and our priorities outside of work.

Integrity

We are accountable for our words and actions and demonstrate integrity and transparency in our work. We show kindness and consideration to one another at all times.

Growth

We demonstrate our commitment to
continuous improvement by partnering with each of our employees to champion their professional development while leveraging their growing expertise to advance FSI’s strategic objectives. These partnerships foster mutual support throughout an employee’s time at FSI
and beyond.

Benefits of Working at FSI

FSI believes that providing meaningful work balanced with a healthy life outside of the office is the key to happy, productive employees. Our competitive compensation package includes an array of benefits that our employees enjoy, including:

Subsidized medical, vision, and dental plans
Generous paid time off and parental leave
Company-matched 401k
Employee Assistance Program
Flexible Spending Account
Office located in downtown Washington D.C
Commuter benefits
Gym on site

Openings at FSI

We are always looking for great people to join our team. If you are passionate about working hard and being innovative in an environment filled with fun, like-minded people, apply to one of our open positions!

Database Manager (Microsoft Dynamics CRM)

07/11/2023Operations

FSI is seeking an energetic and highly motivated professional to fill the role of Customer Relations Systems Manager. This position is primarily remote but will required occasional trips into the D.C. office so we are looking for candidates who live in the D.C. metropolitan area.

In this role, you will be a key member of FSI’s Finance, Operations & Business Strategy team as our CRM expert.

Essential duties and responsibilities of the position:

  • Act as point of contact between FSI and CRM vendor
  • Create, update, and refine and distribute CRM reports and dashboards as required, including CRM standard operating procedures
  • Implement CRM customizations requested by staff. Help staff troubleshoot CRM issues
  • Configure and update CRM advocacy initiatives (Voter Voice, member engagement points functionality)
  • Configure and run campaign automations for monthly insurance enrollment emails
  • Create monthly mailing lists for insurance enrollment periods
  • Import and create marketing lists for healthcare emails
  • Integrate and manage mass mailing tools/templates with CRM
  • Update CoveredAdvisor Benefits Program enrollments in CRM
  • Troubleshoot issues with interface between CRM/membership portal and FSI website
  • Perform database functions in support of the organization, including updating membership addresses, member types, and other demographic information
  • Answer membership inquiries that are received by telephone and email
  • Process membership payments
  • Assist the Events team with event registration, including backend setup in CRM and eShow

 

Minimum Qualifications

  • Bachelor’s Degree or equivalent experience
  • A minimum of 3 years’ experience with Microsoft Dynamics CRM or a similar CRMs, including:
    • Customizing fields, forms, and workflows; and
    • Creating reports and dashboards
  • Basic knowledge of SQL, XML, and familiarity with Advanced Find logic and functionality
  • Knowledge of Word Press or similar website software
  • Self-starter, with a “can do” attitude
  • Personable and willingness to collaborate and trust in a team environment
  • Detail-oriented with a high degree of data entry accuracy
  • Excellent verbal and written communication skills
  • Ability to travel to conferences and other industry events. Up to 10% travel
  • Interest in the Financial Services Industry
Apply Now

For other general inquiries, email us at questions@financialservices.org.