CRM Jobs in Sutton Coldfield

2 of 2 CRM Jobs in Sutton Coldfield

Financial Technical Analyst / Trainee Paraplanner

Sutton Coldfield, West Midlands, United Kingdom
Gemini Wealth Management Limited
providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational More ❯
Employment Type: Permanent
Salary: £35,000
Posted:

Enterprise Solutions Architect

Minworth, Sutton Coldfield, West Midlands, England, United Kingdom
Proactive Appointments
the group. Key Responsibilities Define and maintain the enterprise architecture vision and roadmap aligned with business strategy. Design and guide the implementation of scalable, integrated technology solutions across ERP, CRM, and financial systems. Lead integration initiatives, ensuring coherence and data integrity across platforms. Evaluate emerging technologies and recommend pragmatic adoption approaches. Support M&A activities, including technology due diligence and … Operations, and Finance to ensure alignment between business and technology objectives. Essential Skills & Knowledge Strong stakeholder management and influencing skills across business and technical domains. Proven experience with ERP, CRM, and financial systems (e.g., NetSuite, SAP, Microsoft Dynamics). Solid understanding of systems architecture, API design, and modern integration patterns. Knowledge of data architecture principles, governance frameworks, and integration methodologies. More ❯
Employment Type: Full-Time
Salary: £65,000 - £80,000 per annum
Posted:
CRM
Sutton Coldfield
Median
£30,580