INVESTMENT CRM EXECUTIVE recruitment
The successful candidate will support Salesforce.com users within this area through the development of process adherence, best practice and training. The successful candidate will work across the business to optimise the toolset and ensure data completeness / accuracy to provide high-quality client MI.
Core Responsibilities:
- Supports the CRM architecture roadmap development.
- Develops and maintains up-to-date and accurate global client contact records and base data.
- Monitors and ensure completeness, cleanliness and consistency of client.
- Acts as the central point for Salesforce protocol, usage and training.
- Introduces a series of business/sales processes to drive data capture accuracy.
- Undertakes detailed data mining to identify clients at risk and cross-selling opportunities.
- Delivers series of regular client MI on key client requests to inform key decision-making forums.
- Provide regular analytics to inform sales management about activity and pipeline.
- Identifies and implements competitor best practice in CRM applications.
- Manages excellent relationships with Sales and Client stakeholders to deliver requisite views.
Core Skills:
- Ability to build effective relationships with multiple stakeholders.
- Exceptional analytical skills.
- Team Player.
- Deadline driven.
- Attention to detail.
Core Requirements:
- Experience of implementing CRM systems in multiple markets.
- Experience of data rich environments and data policy.
- Solid understanding of Salesforce.com technology, principles and application within a business.
- Understanding and experience of sales and relationship management processes / practices.
- Grounding in business intelligence and analytical disciplines.
Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.
"People are the core asset of every business"
July 13, 2012
• Tags: Asset Management careers in the UK, INVESTMENT CRM EXECUTIVE recruitment • Posted in: Financial