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- Tasks: Consolidate CRM systems into Salesforce and collaborate with various teams.
- Company: IBAM Consulting, a leader in investment management solutions.
- Benefits: Competitive contract rate and opportunity to work on impactful projects.
- Other info: Initial 6-month contract with potential for extension.
- Why this job: Join a dynamic team and shape the future of client data management.
- Qualifications: Experience in investment management and CRM transformation, especially with Salesforce.
The predicted salary is between 50000 - 70000 £ per year.
IBAM Consulting are looking for a Senior Business Analyst with extensive CRM and Client Data experience to join one of their investment management clients on an initial 6 month contract. The role focuses on consolidating the clients existing CRM ecosystem into one platform (Salesforce). You will work closely with data, architecture, engineering and business change, as well as with Distribution, Client Services, Marketing and Sales teams, translate the business needs and implement the new operating model.
What we need:
- Previous investment management / asset management experience as a Business Analyst
- Experience working on client data or CRM transformation projects
- Experience working with Salesforce
CRM Business Analyst employer: IBAM Consulting A Sunday Times 100 Best Small Company
Contact Detail:
IBAM Consulting A Sunday Times 100 Best Small Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Business Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your CRM and client data knowledge, especially around Salesforce. Be ready to discuss how you've tackled similar projects in the past and how you can bring that experience to the table.
✨Tip Number 3
Showcase your skills! Create a portfolio or case studies of your previous work related to CRM transformations. This will help you stand out and give potential employers a clear picture of what you can do.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that match your skills. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace CRM Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM systems, especially Salesforce. We want to see how your background in investment management and client data aligns with the role, so don’t hold back on those relevant details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Senior Business Analyst role. We love seeing enthusiasm for the industry and how you can contribute to consolidating the CRM ecosystem.
Showcase Your Projects: If you've worked on any CRM transformation projects, make sure to mention them! We’re interested in your hands-on experience and how you’ve tackled challenges in previous roles, especially in the context of investment management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at IBAM Consulting A Sunday Times 100 Best Small Company
✨Know Your CRM Inside Out
Make sure you brush up on your knowledge of CRM systems, especially Salesforce. Be ready to discuss how you've previously consolidated CRM ecosystems and the challenges you faced. This will show that you understand the technical aspects and can hit the ground running.
✨Showcase Your Investment Management Experience
Since the role is with an investment management client, highlight your relevant experience in this sector. Prepare examples of how you've contributed to similar projects, focusing on your understanding of client data and how it impacts business decisions.
✨Collaborate Like a Pro
This role involves working closely with various teams. Be prepared to discuss how you've successfully collaborated with data, architecture, engineering, and business change teams in the past. Share specific instances where your teamwork led to successful project outcomes.
✨Prepare for Scenario-Based Questions
Expect questions that ask how you would handle specific scenarios related to CRM transformation. Think about potential challenges in consolidating client data and how you would approach them. This will demonstrate your problem-solving skills and strategic thinking.