CRM Consultant

TN United Kingdom; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An innovative company is looking for a motivated FolioMetrics CRM Consultant to join their dynamic team. In this exciting role, you will work closely with clients to understand their unique business needs and provide tailored CRM solutions. You will lead system integration activities, ensuring seamless data flow and coordinate user acceptance testing. The position offers a vibrant work environment with excellent benefits, including flexible working arrangements and a focus on employee well-being. If you are passionate about delivering exceptional customer service and building strong client relationships, this opportunity is perfect for you.

Benefits

Discretionary bonus structure

24 days annual leave

Enhanced parental leave

Wellness days

Social events

Flexible Fridays

Birthday day off

Employee assistance program

Charity days

Free breakfast

Qualifications

• Experience in CRM implementation and configuration.
• Strong communication skills for client interactions.

Responsibilities

• Collaborate with clients to document business requirements for CRM.
• Design and configure CRM solutions using FolioMetrics platform.

Skills

Problem-solving

Communication skills

Attention to detail

Customer service

Tools

FolioMetrics CRM

Job description

Job Title: FolioMetrics CRM Consultant

With Intelligence is seeking a motivated and skilled FolioMetrics CRM Consultant to join our team. In this role, you will work closely with clients to understand their business requirements and provide tailored CRM solutions using our proprietary FolioMetrics CRM platform.

Responsibilities:

• Collaborate with clients to gather and document detailed business requirements for CRM implementation.
• Design and configure bespoke CRM solutions based on client needs, utilizing the FolioMetrics CRM platform.
• Lead system integration activities, working closely with developers to ensure seamless data flow between the CRM and other systems.
• Coordinate user acceptance testing and system deployment.
• Provide comprehensive training to end-users on CRM functionality and best practices.
• Stay up-to-date on industry trends and best practices in CRM and customer data management.

Requirements:

• Strong problem-solving skills to troubleshoot technical issues and provide effective solutions.
• Excellent written and verbal communication skills for interacting with clients professionally.
• Attention to detail and ability to manage multiple client requests simultaneously.
• Proactive, self-motivated attitude with the ability to work independently and in a team.
• Passion for delivering exceptional customer service and building strong client relationships.

Benefits:

• Discretionary bonus structure.
• 24 days annual leave, increasing to 29 days.
• Enhanced parental leave, wellness days, and social events.
• Flexible Fridays, birthday day off, and hybrid working arrangements.
• Employee assistance program, charity days, breakfast provided, and more.

About Our Company:

With Intelligence, based at One London Wall, London EC2Y 5EA, offers excellent benefits including free daily breakfast and drinks. We promote a vibrant social environment with activities ranging from sports to rock climbing. Our team provides market-leading editorial, research, data, and events for senior asset management industry executives. We are committed to diversity and equal opportunity in the workplace.