Senior CRM Expert

5 days ago


London, Greater London, United Kingdom ENGINEERINGUK Full time

**About Schroders**

We're a global investment manager helping institutions, intermediaries, and individuals invest money to meet their goals, fulfill their ambitions, and prepare for the future.

The Client Group encompasses Sales, Marketing, Client Service, and Product Management on a global scale. We continue to grow and evolve, embedding data at the heart of decision-making processes across these functions is crucial.

**Job Description**

We're seeking a Senior Business Analyst to support the Client Insights Unit (CIU) with a primary focus on CRM-related projects. The ideal candidate will work cross-functionally, integrating CRM solutions with data-driven insights to facilitate informed decision-making across the Client Insights Unit.

Main Responsibilities:

  • Translate business requirements into actionable user stories, ensuring that solutions are aligned with the CIU ecosystem's broader objectives;
  • Conduct impact assessments for proposed changes, ensuring alignment with CIU's data and AI strategies;
  • Work closely with CRM technology teams to produce specifications and functional requirements;
  • Build and maintain effective working relationships across CIU teams, including Data Science, Business Intelligence, and Production Support.

Required Skills and Qualifications:

  • Proven experience in business analysis within multi-stakeholder environments, with excellent communication skills adaptable across organizational levels;
  • Demonstrated experience with CRM systems, ideally Salesforce Sales Cloud, including relevant certifications or training;
  • Strong analytical skills with experience in agile project management frameworks;
  • Ability to balance multiple initiatives in a dynamic environment, with an understanding of data reporting and analytics impact.

Estimated Salary: £62,000 - £82,000 per annum


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