Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Optimise CRM capabilities and develop scalable data models in Salesforce.
- Company: Global asset management firm with a focus on innovation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Join a transformative CRM programme and make a significant impact in financial services.
- Qualifications: Extensive CRM experience in financial services and strong communication skills.
- Other info: Collaborative environment with a focus on enhancing CRM functionality.
The predicted salary is between 43200 - 72000 £ per year.
A global asset management firm is looking for a Senior Business Analyst to join a multi-year CRM transformation programme. This position involves optimising CRM capabilities across various business units, developing scalable data models in Salesforce, and producing essential business documentation.
Candidates should have extensive CRM experience from a financial services background, exceptional communication skills, and the ability to collaborate effectively in a hybrid working environment. This role is a great opportunity for those passionate about enhancing CRM functionality.
Senior CRM BA (Salesforce) – Financial Services employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior CRM BA (Salesforce) – Financial Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Senior CRM BA role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your Salesforce knowledge and CRM best practices. We recommend creating a list of potential questions and practising your answers, especially around optimising CRM capabilities and data models.
✨Tip Number 3
Showcase your communication skills! During interviews, be ready to discuss how you've collaborated with different teams in a hybrid environment. Use examples that highlight your ability to produce essential business documentation and drive projects forward.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find roles that match your skills and passion for enhancing CRM functionality. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior CRM BA (Salesforce) – Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive CRM experience, especially in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant projects and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about enhancing CRM functionality and how your background makes you the perfect fit for our multi-year transformation programme.
Showcase Communication Skills: Since exceptional communication is key for this role, make sure your application reflects that. Use clear, concise language and structure your documents well to demonstrate your ability to convey information effectively.
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’re considered for this exciting opportunity in our hybrid working environment!
How to prepare for a job interview at Robert Walters UK
✨Know Your CRM Inside Out
Make sure you brush up on your CRM knowledge, especially Salesforce. Be ready to discuss how you've optimised CRM capabilities in previous roles, particularly in financial services. Highlight specific examples where your contributions made a measurable impact.
✨Showcase Your Communication Skills
Since this role requires exceptional communication, prepare to demonstrate how you've effectively collaborated with different teams. Think of instances where your communication skills helped bridge gaps or resolve conflicts, especially in a hybrid working environment.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Practice articulating your thought process when faced with challenges in CRM projects. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Bring Your Passion for CRM Functionality
Let your enthusiasm for enhancing CRM functionality shine through. Share your insights on current trends in CRM and how they can be applied to improve business processes. This will show your genuine interest in the role and the company's goals.
