Customer Relationship Management Business Analyst
This range is provided by Qh4 Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
CRM Business Analyst / Solution Lead (Salesforce & Seismic Focus) – Investment Management
Our client, a leading investment manager, is looking to make a key hire into their London-based technology team with the addition of a CRM Lead / SME. This role will be instrumental in helping the firm optimise its CRM technology investment, driving both growth and client retention.
Key Responsibilities:
* Optimise CRM Technology: Ensure the business maximises its investment in CRM platforms by driving efficiency, improving workflows, and introducing AI to enhance performance.
* Data Insights & Analytics: Establish robust analytics to generate actionable insights, standardise processes, and provide real-time visibility of data pipelines to improve client outcomes.
* Seismic Utilisation: Leverage Seismic to enhance sales presentations and client engagement.
* Upskilling & Collaboration: Run workshops to upskill business users, ensuring the sales teams can effectively utilise CRM tools.
* Sales Team Partnership: Work closely with the sales team to standardise processes, drive better client outcomes, and ensure seamless adoption of CRM technologies.
Ideal Candidate Profile:
* Proven experience in CRM technology, particularly Salesforce and Seismic.
* Ability to work closely with sales teams and other stakeholders to align CRM strategies with business goals.
* Strong analytical mindset with a focus on data-driven decision-making.
* Experience from either the buyside or relevant external industries is welcomed.
This is a fantastic opportunity for someone with expert-level Salesforce and Seismic experience to help a leading investment manager get the most out of their CRM technology. You will work closely with users across the business to unlock valuable insights, enhance technology use, and drive key business outcomes in growth and client retention.
If this sounds like you, we'd love to hear from you!
Seniority level
Not Applicable
Employment type
Full-time
Job function
Information Technology
Industries
Investment Management
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