hireful Edinburgh, United Kingdom

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 / Finish times

Salary 50 - 60K, 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.

Interested? Please send your CV for a swift response!

Edinburgh, United Kingdom

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Consulting, Information Technology, and Sales

Industries

• Data Infrastructure and Analytics

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