CRM Consultant

With Intelligence is currently seeking a motivated and skilled FolioMetrics CRM Consultant to join our team. As a FolioMetrics CRM Consultant, 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. 

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 

• Strong problem-solving skills, with the ability to troubleshoot technical issues and provide effective solutions

• Excellent communication skills, both written and verbal, with the ability to interact with clients in a professional and customer-focused manner

• Attention to detail and the ability to manage multiple client requests simultaneously

• A proactive and self-motivated attitude, with the ability to work independently and as part of a team

• A passion for delivering exceptional customer service and building strong client relationships

• Discretionary bonus structure
• 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

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.