CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office

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.

Do you have the skills to fill this role Read the complete details below, and make your application today.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish times
Salary 60 - 75K, 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! xehkeey
Remote working/work at home options are available for this role.