Consultant / Project Manager - Fintech Crm Saas
Consultant / Project Manager - Fintech Crm Saas

Consultant / Project Manager - Fintech Crm Saas

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage projects, support requests, and communicate with clients and stakeholders.
  • Company: Formation Technology is a leading provider of back-office solutions in the fintech sector.
  • Benefits: Enjoy a full-time role with growth opportunities and a competitive salary based on experience.
  • Why this job: Join a dynamic team and contribute to innovative financial services that impact thousands across Australia.
  • Qualifications: Proactive mindset, problem-solving skills, and experience with Microsoft Applications, SQL, Jira, and Confluence required.
  • Other info: Ideal for self-motivated individuals looking for long-term career growth.

The predicted salary is between 28800 - 48000 £ per year.

We are seeking a Consultant / Project Manager to join our successful company and help build our next-generation financial services platform.

What would make you suitable for the role?

  • A desire to provide excellent customer service
  • Proactive, organized, and goal-oriented mindset
  • Ability to multitask and manage competing priorities
  • Problem-solving skills, ability to articulate issues, and escalate when necessary
  • Experience with Microsoft Applications, SQL, Jira, and Confluence
  • Strong written communication skills and the ability to communicate clearly and politely

Duties and Responsibilities

  • Report to the program manager and assist with project-related activities
  • Manage support requests and set tasks
  • Track and troubleshoot issues as they are diagnosed and resolved
  • Handle escalations and work with the project manager to eliminate blockers
  • Understand new requirements and assess their impact on existing and new customers
  • Serve as the point of contact for the project manager, clients, and stakeholders
  • Create and maintain comprehensive project documentation, plans, and reports

The ideal candidate must be self-motivated and a team player. We seek long-term employees who want to grow with our business. This is a full-time permanent position, with a salary based on experience and skills.

Formation Technology is a software product and services company, leading provider of back-office solutions to the entitlement funds management sector. Our products and services are used to manage contributions and claims for hundreds of thousands of workers across Australia. This role offers a fantastic opportunity for a highly motivated individual seeking to advance their career.

Consultant / Project Manager - Fintech Crm Saas employer: Buscojobs

Formation Technology Group is an exceptional employer, offering a dynamic work environment in the heart of Melbourne, Victoria. With a strong focus on employee growth and development, we provide ample opportunities for career advancement within the fintech sector. Our collaborative culture fosters innovation and teamwork, while our commitment to excellent customer service ensures that every team member plays a vital role in shaping the future of financial services.
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Contact Detail:

Buscojobs Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Consultant / Project Manager - Fintech Crm Saas

✨Tip Number 1

Familiarise yourself with the latest trends in FinTech and CRM SaaS. Understanding the current landscape will not only help you during interviews but also demonstrate your genuine interest in the industry.

✨Tip Number 2

Network with professionals in the FinTech space, especially those who work with CRM systems. Attend industry events or join online forums to connect with potential colleagues and gain insights into the role.

✨Tip Number 3

Brush up on your project management skills, particularly with tools like Jira and Confluence. Being able to discuss your experience with these platforms can set you apart from other candidates.

✨Tip Number 4

Prepare to showcase your problem-solving abilities through real-life examples. Think of specific instances where you've successfully managed competing priorities or resolved issues, as this will resonate well with the hiring team.

We think you need these skills to ace Consultant / Project Manager - Fintech Crm Saas

Customer Service Orientation
Project Management
Organisational Skills
Multitasking
Problem-Solving Skills
Microsoft Applications Proficiency
SQL Knowledge
Jira Experience
Confluence Familiarity
Strong Written Communication
Stakeholder Management
Documentation Skills
Analytical Thinking
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in project management and consultancy, particularly in the fintech or SaaS sectors. Emphasise your skills with Microsoft Applications, SQL, Jira, and Confluence.

Craft a Strong Cover Letter: Write a cover letter that showcases your proactive mindset and problem-solving abilities. Mention specific examples of how you've provided excellent customer service and managed competing priorities in previous roles.

Highlight Communication Skills: Since strong written communication is essential for this role, ensure your application reflects your ability to articulate issues clearly and politely. Use concise language and structure your documents well.

Show Enthusiasm for the Role: In your application, express your desire to grow with the company and contribute to their next-generation financial services platform. This will demonstrate your long-term commitment and motivation.

How to prepare for a job interview at Buscojobs

✨Showcase Your Customer Service Skills

Since the role requires a strong desire to provide excellent customer service, be prepared to share specific examples from your past experiences where you went above and beyond for clients. This will demonstrate your commitment to customer satisfaction.

✨Demonstrate Your Organisational Skills

As a Consultant / Project Manager, you'll need to manage multiple tasks and priorities. Discuss how you stay organised, perhaps by using tools like Jira or Confluence, and share any techniques you use to keep track of your projects effectively.

✨Prepare for Problem-Solving Scenarios

Expect to face questions that assess your problem-solving abilities. Think of situations where you identified issues, articulated them clearly, and escalated them when necessary. This will show your proactive approach to challenges.

✨Communicate Clearly and Politely

Strong written communication skills are essential for this role. Practice articulating your thoughts clearly and politely, as you may be asked to explain complex concepts or project updates during the interview. Consider preparing a brief presentation on a relevant topic to showcase this skill.

Consultant / Project Manager - Fintech Crm Saas
Buscojobs
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  • Consultant / Project Manager - Fintech Crm Saas

    Full-Time
    28800 - 48000 £ / year (est.)

    Application deadline: 2027-05-04

  • B

    Buscojobs

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