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Head of Customer Relationship Management

2 months ago

London, United Kingdom Insight Investment Full time

Insight Investment is looking for a Head of CRM to join the Commercial team in London. As the business owner for the CRM application (Salesforce), the role holder will produce all internal reporting and research on behalf of Distribution including strategy, planning, governance, competitor and market intelligence.



To be considered for an interview, please make sure your application is full in line with the job specs as found below.

Role Responsibilities

  • Refine, promote and deliver our vision for Salesforce
  • Ensure key user groups have a voice in development, strategy and prioritisation
  • Develop and maintain a positive interface between business users and IT
  • Ensure IT teams are able to deliver the CRM requirements of the business
  • Drive forward the development of Salesforce and therefore, business benefit
  • Ensure it remains fit for purpose, at the forefront of what is possible and that enhancements are appropriately prioritised
  • Work with users to promote best practice in terms of Salesforce use
  • Act as a subject matter expert for user queries and deliver user training
  • Ensure Salesforce is focused on delivering business insights and a positive ROI
  • Analyse data and present business insights to senior leadership teams within Distribution
  • For ensuring Salesforce can meet the internal reporting the business needs


Experience Required

  • Understands our wider business strategy and how Salesforce can support it
  • Is a self-starter who takes ownership
  • Sets ambitious goals that focus on critical business outcomes
  • Challenges obstacles that impede delivery and searches for all solutions to a challenge
  • A creative problem solver
  • Highly numerate, articulate with a good feel for data structure and analysis
  • Highly collaborative with excellent relationship building skills
  • Organised and planning discipline
  • Develops a sense of urgency and excitement
  • Able to explain complex concepts and present clearly


Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com


About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.


Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com