CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office

Clearly Jobs Ltd.; Greater London; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Equity

Job summary

Clearly Jobs Ltd. is recruiting a CRM Configuration Specialist to configure and optimise CRM platforms for wealth management clients, with remote-UK work and equity upside. The role offers a flexible start/finish and a strong focus on delivery.

You will translate business needs into elegant CRM solutions, work closely with client stakeholders, and leverage knowledge of CRM systems, analytics and API integrations to drive measurable impact.

Qualifications

• Hands-on experience configuring CRM systems - ideally in Wealth Management
• Strong analytical skills to translate business needs into solutions
• Confident communicator with client-facing experience

Responsibilities

• Configure and optimise CRM platforms such as Curo Xplan, Intelligent Office or Plannr
• Translate business needs into CRM solutions with a strong analytical approach
• Collaborate with clients and stakeholders to deliver measurable impact

Skills

CRM configuration

Analytical skills

Client-facing

Tools

Python

SQL

APIs

Job description

Want to become a go-to CRM configuration specialist, while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish times

Salary 60 - 75K, Bonus, Equity, 5% Pension, 25 Days, Health plan

We re seeking a Configuration Specialist to configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.

What you ll need:

• Hands-on experience configuring CRM systems - Ideally in Wealth Management

• Strong analytical skills to translate business needs into solutions

• Confident communicator with client-facing experience

Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.

What s on offer:

Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.