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 Consultant
Location Remote UK, Flex Start / Finishtimes
Salary 60– 75K, Bonus, Equity, 5% Pension, 25 Days, Health plan
We’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 Management
- Strong analytical skills to translate business needs into solutions
- Confident communicator with client-facing experience
- Any 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.
Hours
37.5
Contract type
Full time
Location
Remote, UK
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