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!
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