CRM Report Consultant

With Intelligence; City of Westminster; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading data analytics company in the UK is seeking a FolioMetrics CRM Report Consultant for a 12-month fixed-term position. The ideal candidate will have a strong foundation in report building, particularly using SQL Server Reporting Services. Responsibilities include collaborating with consultants, designing reports, and ensuring data integrity. Exceptional analytical skills are required. The position offers various benefits such as flexible working hours, wellness initiatives, and a vibrant office environment.

Benefits

24 days annual leave

Enhanced parental leave

Healthcare Cash Plan

Wellness Days

Flexible Fridays

Birthday day off

Employee assistance program

Travel loan scheme

Charity days

Breakfast provided

Fully stocked drinks fridge

Social Events throughout the year

Qualifications

• Proven experience in building reports and dashboards.
• Familiarity with CRM systems can be trained.
• Excellent analytical skills and problem solving.

Responsibilities

• Collaborate to gather reporting requirements.
• Design and maintain reports within the FolioMetrics CRM.
• Visualize data using SQL Server Reporting Services.

Skills

Report building

Analytical abilities

Problem-solving

Communication

Organizational skills

Tools

SQL Server Reporting Services (SSRS)

Job description

Overview

We are seeking a detail-oriented and technically proficient FolioMetrics CRM Report Consultant to join our team at With Intelligence on a fixed-term basis for 12 months. This role is ideal for someone with a solid foundation in report building, particularly using SQL Server Reporting Services (SSRS), and a passion for transforming CRM data into actionable insights.

Responsibilities

• Collaborate with implementation consultants to gather reporting requirements and translate them into technical specifications.
• Design, build, and maintain reports and dashboards within the FolioMetrics CRM environment.
• Leverage SQL Server Reporting Services (SSRS) and other tools to extract, transform, and visualize data.
• Ensure data accuracy, consistency, and integrity across all reporting outputs.
• Provide training and documentation to end-users on accessing and interpreting reports.
• Troubleshoot and resolve reporting issues in a timely manner.

Qualifications

• Proven experience in building reports and dashboards.
• Familiarity with CRM systems (training can be provided).
• Excellent analytical and problem-solving abilities.
• Ability to communicate technical concepts to non-technical stakeholders.
• Self-starter with strong organizational and time management skills.

Nice to Have

• Strong SQL skills and understanding of relational databases.
• Hands‑on experience with SQL Server Reporting Services (SSRS) or similar reporting tools.

Benefits

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer a range of benefits including free breakfast daily and drinks provided all day, every day. We encourage social activities such as sports, book reading and rock climbing. Our office is an open plan environment that fosters a social and energetic team culture.

• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Healthcare Cash Plan)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided
• Fully stocked drinks fridge
• Social Events throughout the year
• Hybrid Working