Business Analyst – CRM

London, Full time

Business Analyst – CRM

Location: London

Salary: Up to £60,000

Skills: Business Analyst, CRM, Salesforce, MS Dynamics, Fund Admin, Fund Accounting, Financial Services, Implementation Consultant, SQL, Data Migration

My client is looking for an experienced Business Analyst to join their organisation which is a leading CRM provider within financial services. Due to expansion, increased projects and new clients my client is building on it current professional services team.

You will be responsible for multiple phases of the project delivery of their CRM platform. In this role you will take on the analysis of the system and integration of their platform with 3rd party systems such as SalesForce and for all aspects of the live system and the ongoing development and enhancements.

Role Responsibility:

  • Liaise with functional stakeholders to understand existing operations: users, data, processes, outputs, current issues and future requirements.
  • Data and process definitions.
  • Integration of CRM with other 3rd party trading platform
  • Reporting and other output definitions.
  • Historic data migration and testing.
  • User procedures documentation and user training materials.

Skills and Attributes:

  • Previous experience of working on large, complex data migration, data reconciliation and data cleansing projects.
  • Systems implementation experience with financial/banking software; ideally covering CRM, portfolio management and fund accounting.
  • Experience of coaching and mentoring others, taking time to develop and support colleagues.
  • Advanced Excel skills and experience of working with private equity specific software solutions, e.g. eFront, Investran, Framework, AnalytX, or other portfolio management, CRM and fund administration systems.
  • SQL, SSRS, and other DBMS and reporting tool skills.

This is a fantastic opportunity to join a leading CRM software firm who will provide the perfect opportunity for the right person to gain a firm foothold in financial services. You will be given the chance to develop your already complex skills and to progress into a leading figure within the organisation.

Please contact Felix @ Artemis Talent

Business Analyst, CRM, Salesforce, MS Dynamics, Fund Admin, Fund Accounting, Financial Services, Implementation Consultant, SQL, Data Migration

 

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