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- Tasks: Join us to enhance customer experiences through innovative CRM solutions in wealth management.
- Company: Be part of a growing firm in the wealth management sector based in London.
- Benefits: Enjoy a competitive daily rate and flexible work arrangements with 3 days in the office.
- Why this job: This role offers a chance to innovate UI/UX designs and improve client engagement.
- Qualifications: Experience with CRM systems like Salesforce or Microsoft Dynamics is essential.
- Other info: Contract length is initially 6 months, with potential for extension.
The predicted salary is between 66000 - 78000 £ per year.
CRM Business Analyst/Project Manager – Contract Role in Wealth Management
An exciting opportunity has arisen for a seasoned CRM Business Analyst and Project Manager to join a growing firm in the wealth management sector based out of London. This role is designed for individuals passionate about enhancing customer experiences through innovative CRM solutions, with specific expertise in CRM systems such as Salesforce or Microsoft Dynamics.
Key Responsibilities:
- Leveraging experience within wealth management to design effective front office workflows and processes tailored around client engagement/relationship management.
- Innovating UI/UX designs that refine complex data into user-friendly formats encouraging efficient consumer interactions.
- Gathering business requirements from front office stakeholders, driving project delivery as well as testing of solutions before rollout/implementation.
Details:
- Daily Rate: £550-£600 (Outside IR35)
- Contract length: 6 months initially, scope for c. 12 months
- Location: Central London, 3 days per week in office
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CRM Business Analyst/Project Manager employer: Computer Futures / SThree Group
Contact Detail:
Computer Futures / SThree Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Business Analyst/Project Manager
✨Tip Number 1
Make sure to showcase your experience with CRM systems like Salesforce or Microsoft Dynamics during the interview. Be ready to discuss specific projects where you improved customer engagement through these platforms.
✨Tip Number 2
Familiarize yourself with the latest trends in wealth management and how they impact CRM strategies. This knowledge will help you demonstrate your passion for enhancing customer experiences.
✨Tip Number 3
Prepare examples of how you've successfully gathered business requirements from stakeholders in previous roles. Highlight your ability to translate these into actionable project plans.
✨Tip Number 4
Since this role involves UI/UX design, consider brushing up on your design skills or tools. Being able to discuss how you can innovate user interfaces will set you apart from other candidates.
We think you need these skills to ace CRM Business Analyst/Project Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required skills, especially focusing on CRM systems like Salesforce or Microsoft Dynamics.
Tailor Your CV: Customize your CV to highlight relevant experience in wealth management and CRM project management. Emphasize any specific projects where you improved customer experiences or implemented CRM solutions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for enhancing customer experiences through innovative CRM solutions. Mention specific examples of how you've successfully gathered business requirements and driven project delivery in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Computer Futures / SThree Group
✨Showcase Your CRM Expertise
Be prepared to discuss your experience with CRM systems like Salesforce or Microsoft Dynamics. Highlight specific projects where you enhanced customer experiences and how your contributions led to successful outcomes.
✨Demonstrate Your Project Management Skills
Share examples of how you've managed projects in the wealth management sector. Focus on your ability to gather business requirements, drive project delivery, and ensure thorough testing before implementation.
✨Emphasize UI/UX Innovations
Discuss any innovative UI/UX designs you've worked on that improved user interactions. Be ready to explain how you transformed complex data into user-friendly formats and the impact it had on client engagement.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's approach to CRM solutions and their vision for enhancing customer experiences. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
