At a Glance
- Tasks: Implement AI solutions and enhance CRM capabilities in a dynamic fintech environment.
- Company: Innovative residential FinTech lender with a focus on technology.
- Benefits: Up to £50,000 salary, bonus, pension, and 25 days annual leave.
- Other info: Join a growing team with potential for contract extension and career development.
- Why this job: Make a real impact by embedding AI into business processes and improving customer journeys.
- Qualifications: Experience in AI implementation and knowledge of CRM platforms required.
The predicted salary is between 56250 - 68750 £ per year.
Type of role: 3-month FTC - potential to extend
Location: London Hybrid
Salary: Up to £50,000
Benefits:
- Discretionary annual bonus
- Pension
- 25 days annual leave plus bank holidays
- Growing fintech environment
About the position:
We are working with an innovative residential FinTech lender that is looking for an experienced AI & CRM Implementation Specialist to join the business on an initial 3-month fixed-term contract. This is a hands-on role for someone who can help the organisation implement and embed AI capabilities across the business, while also improving and developing its CRM capability. You will work closely with senior stakeholders and teams across the organisation to identify opportunities where AI can drive efficiency, improve customer journeys and enhance decision-making, whilst ensuring the CRM platform is being fully utilised.
Responsibilities:
- Identify and implement practical AI use cases across the business.
- Help embed AI into day-to-day processes, workflows and customer journeys.
- Work with stakeholders to understand business requirements and translate these into effective technology solutions.
- Review existing processes and identify opportunities for automation and AI-driven efficiencies.
- Support the development and enhancement of the organisation's CRM capability.
- Improve CRM processes, data quality, reporting and user adoption.
- Work with business and technology teams to ensure CRM and AI initiatives deliver measurable value.
- Support change management and adoption, helping teams understand how to make best use of new AI-enabled capabilities.
- Develop practical recommendations and roadmaps for the longer-term use of AI and CRM within the business.
Experience and skills required:
- Experience implementing or embedding AI solutions within a financial services, FinTech or regulated environment.
- Knowledge of CRM platforms and CRM optimisation.
- Track record of identifying opportunities to use AI and automation to improve business processes.
- Excellent stakeholder management and communication skills.
- The ability to work with both senior leadership and operational teams.
- A pragmatic, delivery-focused approach - this is about getting AI embedded into the business, rather than simply producing strategy documents.
For more information regarding the role, please contact us.
AI & CRM Implementation Specialist employer: Stellar Select Limited
As an Underwriter in Rotherham, you will join a company that prioritises employee wellbeing and development, offering competitive benefits such as generous holiday allowances, health and financial support, and flexible working options. The work culture fosters collaboration and integrity, ensuring that you have the opportunity to grow your career while delivering exceptional service to customers and brokers alike.
StudySmarter Expert Advice🤫
We think this is how you could land AI & CRM Implementation Specialist
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Stellar Select Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Stellar Select Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Stellar Select Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace AI & CRM Implementation Specialist
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Stellar Select Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Stellar Select Limited how you can be a team player!
How to prepare for a job interview at Stellar Select Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Stellar Select Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Stellar Select Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!