Referment seeks a technically hands-on Business Analyst to bridge technology and operations in a growing wealth management business. You will own Zoho CRM, map end-to-end financial advice processes, and prototype solutions rather than just writing requirements.
You’ll collaborate across tech, compliance, and advisers to improve data flows and automate manual tasks. You’ll lead configuration, develop dashboards, and create guides while training users.
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Tech Business Analyst: Zoho CRM & Automation (Wealth) employer: Referment
Referment is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Finance Director, you will not only lead the finance function but also play a pivotal role in shaping the company's growth trajectory, with ample opportunities for professional development and advancement. Located in a vibrant B2B technology hub, the company provides a supportive environment where your contributions are valued and rewarded.
