CRM Analyst

Fisher Funds; Devonport-Takapuna; On-site; NZD 75,000 - 105,000; Full time

Benefits offered by this job

Health & life insurance

Career development

Enhanced leave

Collaborative culture

Job summary

Fisher Funds seeks a CRM Analyst to shape and optimise digital experiences supporting clients and business. You’ll bridge business needs to Salesforce solutions, ensuring ongoing platform evolution and effective CRM configuration.

You will partner with stakeholders across the business, turning requirements into functional specifications and scalable CRM capabilities, helping maximise client value while maintaining data integrity and process excellence.

Qualifications

• Experience gathering requirements and documenting processes.
• Proven CRM enhancements and optimisation delivery.
• Experience working with business and technology teams to deliver solutions.
• Exposure to regulated environments and compliance requirements.

Responsibilities

• Understand business challenges and translate into CRM requirements.
• Document processes, user needs, and acceptance criteria.
• Design solutions aligning with Salesforce best practices.
• Configure CRM enhancements including workflows, automation, fields, layouts, validation rules, and reporting.
• Support release planning, testing, and user acceptance testing activities.
• Collaborate with technical teams to deliver successful outcomes.

Skills

Salesforce

CRM optimization

Requirements gathering

Stakeholder management

Analytical thinking

Job description

We're looking for a CRM Analyst to help shape and optimise the digital experiences that support our clients and business. Working within our Digital Technology team, you'll play a critical role in understanding business challenges, translating requirements into effective CRM solutions, and ensuring our Salesforce platform continues to evolve to meet business and customer needs.

You'll work closely with stakeholders across the business, acting as the bridge between business requirements and technical delivery. This is a hands-on role that combines business analysis, process improvement, solution design, CRM configuration support, and ongoing platform optimisation.

If you're naturally curious, enjoy solving problems, and can translate complexity into practical solutions, we'd love to hear from you.

Key responsibilities

Business analysis & solution design

• Partner with stakeholders to understand business challenges, objectives, and opportunities for improvement.
• Facilitate workshops, gather requirements, and document business processes and user needs.
• Translate business requirements into functional specifications, user stories, process maps, and acceptance criteria.
• Contribute to solution design, ensuring proposed approaches align with business objectives and platform best practice.
• Identify opportunities to improve CRM functionality, usability, and data quality across the customer lifecycle.
• Analyse existing processes and recommend enhancements that drive operational efficiency and improve client experiences.
• Support the development of scalable solutions that maximise platform capability while minimising unnecessary complexity.
• Champion continuous improvement and contribute to the ongoing evolution of Salesforce and related platforms.
• Support the configuration and implementation of CRM enhancements, including workflows, automation, fields, page layouts, validation rules, and reporting.
• Assist with release planning, testing, defect management, and user acceptance testing activities.
• Ensure requirements, decisions, risks, and dependencies are clearly documented and communicated throughout delivery.
• Work collaboratively with technical teams to support successful implementation outcomes.
• Build strong relationships across business and technology teams to ensure solutions meet user needs.
• Provide functional expertise and support for CRM-related initiatives and projects.
• Develop and maintain user documentation, process guides, and training materials.
• Support adoption of new functionality through effective communication and knowledge sharing.

Skills & Experience

Technical Knowledge

• Experience with Salesforce or a similar CRM platform.
• Knowledge of CRM optimisation, process improvement, reporting, testing, and integrations.
• Strong understanding of business processes and solution design.

Experience

• Experience gathering requirements, documenting processes, and managing backlogs.
• Proven success delivering CRM enhancements and optimisation initiatives.
• Experience working across business and technology teams to deliver solutions.
• Exposure to regulated environments and compliance requirements.

Skills & Attributes

• Strong analytical, problem-solving, and troubleshooting skills.
• Excellent communication and stakeholder management skills.
• Highly organised with strong documentation and attention to detail.
• Proactive, adaptable, and committed to continuous improvement.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

• Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.
• Grow Your Career: Access professional development opportunities to reach your full potential.
• Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.
• Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in‑house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.