Senior CRM Implementation Specialist

4 weeks ago


London, Greater London, United Kingdom With Intelligence Full time
About the Role

With Intelligence is currently seeking a highly skilled and motivated Senior CRM Implementation Specialist to join our team. As a Senior CRM Implementation Specialist, you will work closely with clients to understand their business requirements and provide tailored CRM solutions using our proprietary FolioMetrics CRM platform.

You will be responsible for managing the end-to-end CRM implementation process, from gathering requirements and designing customizations to overseeing system integrations and conducting user training. Your expertise in CRM strategy, system configuration, and data management will be crucial in ensuring client success and satisfaction.

Key Responsibilities

  • Collaborate with clients to gather and document detailed business requirements for CRM implementation.
  • Design and configure bespoke CRM solutions based on client needs, utilizing the FolioMetrics CRM platform.
  • Lead system integration activities, working closely with developers to ensure seamless data flow between the CRM and other systems.
  • Coordinate user acceptance testing and system deployment.
  • Provide comprehensive training to end-users on CRM functionality and best practices.
  • Stay up-to-date on industry trends and best practices in CRM and customer data management.

Qualifications

  • Strong problem-solving skills, with the ability to troubleshoot technical issues and provide effective solutions.
  • A passion for delivering exceptional customer service and building strong client relationships.

Benefits

  • We offer a competitive salary of £45,000 - £55,000 per annum, depending on experience.
  • 24 days annual leave rising to 29 days.
  • Enhanced parental leave.
  • Medicash (Health Cash Plans).
  • Wellness Days.
  • Flexible Fridays (Opportunity to finish early).
  • Birthday day off.
  • Employee assistance program.
  • Travel loan scheme.
  • Charity days.
  • Breakfast provided.
  • Social Events throughout the year.
  • Hybrid Working.

About Us

With Intelligence is a leading provider of editorial, research, data and events for senior executives within the asset management industry. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. Our company culture values collaboration, innovation and continuous learning, making it an ideal place for professionals to grow and develop their careers.



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