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Permanent

CRM Consultant - Configuration Wealth Management - Remote UK

Edinburgh
money-bag 10000-500000 Annual
Posted 2 days ago

Want to become a go-to CRM configuration specialist, while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism.Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation ConsultantLocation Remote UK, Flex Start / Finish timesSalary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health planWe re seeking a Configuration Specialist to configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.What you ll need:Hands-on experience configuring CRM systems - Ideally in Wealth ManagementStrong analytical skills to translate business needs into solutionsConfident communicator with client-facing experienceAny experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.What s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.Interested? Please send your cv for a swift ..... full job details .....

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