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 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:
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Hands-on experience configuring CRM systems - Ideally in Wealth Management
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Strong analytical skills to translate business needs into solutions
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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!
CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office in London employer: Hireful Agency
Join a forward-thinking Certified B Corp lending organisation that prioritises purpose and integrity in the financial sector. Located in the vibrant Manchester City Centre, we offer a dynamic work environment where you can make a real difference in the lives of UK homeowners. With competitive salaries, commission opportunities, and a commitment to employee growth through training and development, we foster a culture of collaboration and innovation that empowers our team to thrive.
