CRM Business Analyst

Huxley; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A growing firm in wealth management is seeking a seasoned CRM Business Analyst to enhance customer experiences through innovative CRM solutions in London. You will design effective workflows, innovate UI/UX designs, and gather business requirements from stakeholders. This role offers a daily rate of £550-£600 with a 6-month contract, requiring 3 days per week in-office work.

Qualifications

• Proven experience as a CRM Business Analyst in wealth management.
• Strong ability to design workflows tailored to client engagement.
• Experience innovating UI/UX designs to enhance user interaction.

Responsibilities

• Design effective front office workflows for client management.
• Innovate user-friendly designs from complex data.
• Gather requirements from stakeholders and ensure solution testing.

Skills

CRM systems expertise

UI/UX design

Business requirement gathering

Tools

Salesforce

Microsoft Dynamics

Job description

Overview

An exciting opportunity has arisen for a seasoned CRM Business Analyst to join a growing firm in the wealth management sector based out of London.

This role is designed for individuals passionate about enhancing customer experiences through innovative CRM solutions, with specific expertise in CRM systems such as Salesforce or Microsoft Dynamics.

Responsibilities

• Leveraging experience within wealth management to design effective front office workflows and processes tailored around client engagement/relationship management.
• Innovating UI/UX designs that refine complex data into user-friendly formats encouraging efficient consumer interactions.
• Gathering business requirements from front office stakeholders, driving project delivery as well as testing of solutions before rollout/implementation.

Contract and compensation

Daily Rate: £550-£600 (Outside IR35)

Contract length: 6 months initially

Location: Central London

3 days per week in office

Additional information

Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.

Huxley, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC387148 England and Wales