Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Transform CRM data into actionable insights through report building and dashboard design.
- Company: Join With Intelligence, a leader in data and research for asset management.
- Benefits: Enjoy 24 days annual leave, flexible Fridays, and wellness days.
- Why this job: Make an impact by turning data into valuable insights in a dynamic team.
- Qualifications: Experience in report building; familiarity with CRM systems is a plus.
- Other info: Hybrid working, social events, and a supportive team culture await you.
The predicted salary is between 36000 - 60000 £ per year.
With Intelligence is a leading provider of high-quality editorial, data, research, and event services in the institutional investment and asset management space. We are seeking a detail-oriented and technically proficient FolioMetrics CRM Report Consultant to join our team on a fixed-term basis for 12 months. This role is ideal for someone with a solid foundation in report building, particularly using SQL Server Reporting Services (SSRS), and a passion for transforming CRM data into actionable insights.
You will work closely with implementation consultants to design, develop, and deliver reports and dashboards using FolioMetrics, a CRM and data intelligence platform.
Key Responsibilities- Collaborate with implementation consultants to gather reporting requirements and translate them into technical specifications
- Design, build, and maintain reports and dashboards within the FolioMetrics CRM environment
- Leverage SQL Server Reporting Services (SSRS) and other tools to extract, transform, and visualize data
- Ensure data accuracy, consistency, and integrity across all reporting outputs
- Provide training and documentation to end-users on accessing and interpreting reports
- Troubleshoot and resolve reporting issues in a timely manner
- Proven experience in building reports and dashboards
- Familiarity with CRM systems (training can be provided)
- Excellent analytical and problem-solving abilities
- Ability to communicate technical concepts to non-technical stakeholders
- Self-starter with strong organizational and time management skills
- Strong SQL skills and understanding of relational databases
- Hands-on experience with SQL Server Reporting Services (SSRS) or similar reporting tools
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Medicash (Healthcare Cash Plan)
- Wellness Days
- Flexible Fridays (Opportunity to finish early)
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided
- Fully stocked drinks fridge
- Social events throughout the year
- Hybrid working
With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team.
If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer.
CRM Report Consultant in City of London employer: With Intelligence
Contact Detail:
With Intelligence Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Report Consultant in City of London
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal project that highlights your report-building prowess, especially with SQL Server Reporting Services. It’s a great way to stand out!
✨Tip Number 3
Prepare for interviews by practising common questions related to CRM systems and report building. We can help you with mock interviews to boost your confidence!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from passionate candidates like you!
We think you need these skills to ace CRM Report Consultant in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM Report Consultant role. Highlight your experience with report building and SQL Server Reporting Services (SSRS) to show us you’re the perfect fit for the job.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about transforming CRM data into actionable insights and how your skills align with our needs at With Intelligence.
Showcase Your Technical Skills: Don’t forget to mention your technical skills, especially in SQL and report building. We want to see how you can leverage these skills to deliver top-notch reports and dashboards within the FolioMetrics environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on board with our amazing team!
How to prepare for a job interview at With Intelligence
✨Know Your SQL Inside Out
Since the role requires strong SQL skills, make sure you brush up on your SQL Server Reporting Services (SSRS) knowledge. Be prepared to discuss how you've used SQL in past projects and be ready to tackle any technical questions they might throw your way.
✨Understand the CRM Landscape
Familiarise yourself with CRM systems, especially FolioMetrics if possible. Even if you haven't worked with it before, showing that you've done your homework will impress the interviewers and demonstrate your enthusiasm for the role.
✨Prepare for Collaboration Questions
This position involves working closely with implementation consultants. Think of examples from your past experiences where you've successfully collaborated with others to achieve a common goal. Highlight your communication skills and ability to translate technical jargon into layman's terms.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in report building or data analysis and how you overcame them. This will not only showcase your analytical abilities but also your resilience and resourcefulness in troubleshooting issues.
