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:
- 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.
Hours
37.5
Contract type
Full time
Location
Remote, UK
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CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office in London employer: Hireful Ltd
At hireful, we pride ourselves on being an exceptional employer that fosters a dynamic and supportive work culture. Our Inside Sales Executive role offers not only uncapped commission but also the opportunity to thrive in a hybrid working environment in Crewe, where collaboration with the Field Sales team and third-party suppliers is key. We are committed to employee growth, providing ongoing training and development opportunities to help you excel in your sales career while nurturing long-lasting client relationships.