CRM Executive

3 weeks ago

London, United Kingdom Hantec Markets Full time

**Hantec Markets is looking for a CRM Executive who will be responsible for the day-to-day support to the CRM and Client Portal internal and external users.**

**About us**

A regulated financial broker based in London with a large global presence, with offices in 12 countries and continued expansion plans. Founded in 1990, our goal is to provide an unrivalled trading experience that demonstrates fairness and transparency in every aspect of its delivery to maintain a stable and secure environment for its customers to learn, develop and trade.

Our primary focus is to offer CFD's in a wide range of products including currencies, commodities and bullion with fast execution, delivered through a tailored service that is supported by an industry-leading excellent customer experience.

**About the role**
The CRM and Client Portal are two of the most important systems used by the business: they are crucial components that facilitate Hantec’s ability to create value for clients. The CRM executive will have an important role in shaping how these systems enable Hantec to do this.
You must be a good communicator and must have a client-facing/sales background with experience using CRM tools. You must be detail orientated and structured with the ability to prioritise work based on the objectives of the business. You must be proactive and forward-thinking, results-driven, and adaptable in a fast-paced environment, and able to work across multiple teams.

**Responsibilities**
- Manage the day-to-day maintenance of the CRM and Client Portal. This includes, but is not limited to, creating new users, data importing, answering queries from staff and amending existing features and functionality.
- Ensure that the procedures related to the CRM are adhered to by both individuals and systems that use it. You will provide training to both new and existing users on these procedures.
- Communicate with internal users to determine improvements that can be made to the CRM and/or the Client Portal.
- Liaise with internal staff and 3rd party developers to resolve any errors or issues that arise with the CRM and/or Client Portal. You will be responsible for troubleshooting, diagnosing and resolving these issues with help from our teams.
- Manage the day-to-day administration tasks.

**Skills and Experience Requirements**
- Have a client-facing/sales background with experience using CRM tools, preferably at an FX Broker.
- Detail orientated and structured with the ability to prioritise work based on the objectives of the business.
- Proactive and forward thinking - there will always be a way to improve upon the use of existing systems and enhance the company’s efficiency. You must take the initiative in determining where these improvements can be made and plan how to deploy them across the business.
- Be results driven and adaptable in a fast-paced environment.
- Excellent communicator - you will be in constant contact with CRM users, departments and 3rd party developers while performing this role. You will need to be able to explain and discuss ongoing issues, new developments, and future plans in a clear and concise way.
- Basic Excel skills are a must for this role.

**Desirable**
- Basic knowledge of FX and CFDs. (Preferable)
- Knowledge of MT4, MT5 and/or other trading platforms. (Preferable)
- Knowledge of marketing automation systems such as Pardot is beneficial.
- Understanding of the SDLC and how this applies to the successful planning and delivery of new functionality is beneficial.
- Familiarity with a range of data manipulation, analysis, and visualization tools, such as SQL, Power BI and Google Analytics is beneficial.

**What we offer in return**:

- GBP £30,000 -£35,000 per annum
- Inclusion in the annual discretionary bonus pool
- Company Pension
- Annual Leave: 22 working days, 1 additional day of annual leave for each year of service with the company (capped at 25 days); excluding bank holidays.
- An opportunity to grow and establish a long-term career

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