Remote CRM Config Specialist — Wealth Mgmt, Equity

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

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.