CRM Business Analyst/Project Manager

CRM Business Analyst/Project Manager - Contract Role in Wealth Management

An exciting opportunity has arisen for a seasoned CRM Business Analyst and Project Manager to join a growing firm in the wealth management sector based out of London. This role is designed for individuals passionate about enhancing customer experiences through innovative CRM solutions, with specific expertise in CRM systems such as Salesforce or Microsoft Dynamics.

Key Responsibilities:

1. Leveraging experience within wealth management to design effective front office workflows and processes tailored around client engagement/relationship management.
2. Innovating UI/UX designs that refine complex data into user-friendly formats encouraging efficient consumer interactions.
3. Gathering business requirements from front office stakeholders, driving project delivery as well as testing of solutions before rollout/implementation.

Details:

1. Daily Rate: £550-£600 (Outside IR35)
2. Contract length: 6 months initially, scope for c. 12 months
3. Location: Central London, 3 days per week in office