Hireful Ltd in the United Kingdom is seeking a CRM Configuration Specialist to configure and optimise CRM platforms for wealth management clients. This remote role offers equity upside and a competitive package.
You will work with platforms such as Curo Xplan, Intelligent Office, or Plannr, translating client needs into practical CRM solutions while collaborating with financial services teams. The role requires hands-on CRM configuration experience, strong analytical and client-facing
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Remote CRM Configuration Lead – Wealth Management 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.
