1 of 1 CRM Consultant Jobs in Lancashire

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 … 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 … 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 More ❯