Dynamics CRM Specialist
3 weeks ago
Rathbones, a leading wealth management firm, is seeking an experienced Contract Dynamics CRM Analyst to join their team.
About the Role
The successful candidate will be responsible for capturing and analysing client feedback to provide actionable insights that improve client experience and drive strategic decisions.
Key Responsibilities
- Collect and analyse client feedback from various channels, including surveys, direct interactions, and data sources.
- Design and implement Voice of Client (VoC) programs to gather relevant client insights.
- Present insights and recommendations to leadership, driving business decisions and strategies based on client sentiment and satisfaction data.
Requirements
- Proven experience in client experience analysis, market research, or related roles.
- Experience using CRM systems, VoC platforms, and client survey tools.
- Familiarity with client satisfaction metrics such as Net Promoter Score (NPS) and client Satisfaction Score (CSAT).
- Strong analytical skills and proficiency in data visualization tools and analytics software.
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