North West London, London, United Kingdom Hybrid / WFH Options
Hireful
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 … 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 ❯
Employment Type: Permanent, Work From Home
Salary: 50 - 60K + Bonus + Equity + 25 Days + 5% Pension + Health
London, South East, England, United Kingdom Hybrid / WFH Options
Awin
Purpose of Position As a CRMSpecialist you will be part of the project team involved in the implementation of Salesforce new features (primarily Service Cloud and potentially Sales Cloud) at Awin. You will also be joining a team of CRM engineers and specialists reporting to the CRM Engineering Manager within CRM department. In … this position, you will also be responsible for the day-to-day user management, maintenance and continuous roll out of Salesforce features. Key Responsibilities Participate to the CRM team sprints to implement features supporting the defined roadmap Work closely with CRM Business Analyst and/or CRM Architects to understand requirements and deliver best of class solutions More ❯
A leading international law firm is seeking a detail-oriented and proactive CRM Executive to join its dynamic Products team on a 12 month fixed-term contract. This role is pivotal in driving data integrity, supporting business development initiatives, and enhancing product management outcomes across the firm. Working closely with Technology and BD teams, the CRM Executive will … manage and optimise CRM data processes, ensuring accuracy, compliance, and strategic segmentation. The successful candidate will play a key role in performance tracking, user support, and system configuration, contributing to the firm's broader client engagement and growth strategies. Key Responsibilities Data Management & Segmentation Maintain and update client and company records, ensuring completeness and accuracy Run data searches, manage … folders, and archive outdated contacts Monitor data quality and support governance initiatives Segment contacts and maintain targeted mailing lists Troubleshoot CRM issues and guide users on data standards Reporting & Analytics Generate reports using Power BI and other tools Analyse engagement metrics and contact feedback Support KPI development and strategic insights Project & Inbox Oversight Manage CRM-related inboxes and More ❯
A leading international law firm is seeking a detail-oriented and proactive CRM Executive to join its dynamic Products team on a 12 month fixed-term contract. This role is pivotal in driving data integrity, supporting business development initiatives, and enhancing product management outcomes across the firm. Working closely with Technology and BD teams, the CRM Executive will … manage and optimise CRM data processes, ensuring accuracy, compliance, and strategic segmentation. The successful candidate will play a key role in performance tracking, user support, and system configuration, contributing to the firm's broader client engagement and growth strategies. Key Responsibilities Data Management & Segmentation Maintain and update client and company records, ensuring completeness and accuracy Run data searches, manage … folders, and archive outdated contacts Monitor data quality and support governance initiatives Segment contacts and maintain targeted mailing lists Troubleshoot CRM issues and guide users on data standards Reporting & Analytics Generate reports using Power BI and other tools Analyse engagement metrics and contact feedback Support KPI development and strategic insights Project & Inbox Oversight Manage CRM-related inboxes and More ❯