Simplify Logo

Full-Time

CRM Consultant

Confirmed live in the last 24 hours

With Intelligence

With Intelligence

501-1,000 employees

Provides data insights for asset management

Data & Analytics
Financial Services

Entry

London, UK

Hybrid working arrangement.

Category
General Marketing
Growth & Marketing
Requirements
  • Strong problem-solving skills, with the ability to troubleshoot technical issues and provide effective solutions.
  • Excellent communication skills, both written and verbal, with the ability to interact with clients in a professional and customer-focused manner.
  • Attention to detail and the ability to manage multiple client requests simultaneously.
  • A proactive and self-motivated attitude, with the ability to work independently and as part of a team.
  • A passion for delivering exceptional customer service and building strong client relationships.
Responsibilities
  • Collaborate with clients to gather and document detailed business requirements for CRM implementation
  • Design and configure bespoke CRM solutions based on client needs, utilizing the FolioMetrics CRM platform
  • Lead system integration activities, working closely with developers to ensure seamless data flow between the CRM and other systems
  • Coordinate user acceptance testing and system deployment
  • Provide comprehensive training to end-users on CRM functionality and best practices
  • Stay up-to-date on industry trends and best practices in CRM and customer data management

With Intelligence provides insights and data for the alternative asset management industry, helping asset managers and institutional investors make informed decisions about asset allocation and business development. They specialize in tracking fund performance and benchmarking indices, offering valuable competitor intelligence to identify new asset-raising opportunities. The company stands out due to its combination of in-house expertise and strategic acquisitions, with a team of researchers, data scientists, and analysts dedicated to revealing industry details. Their goal is to empower clients with the information needed to succeed in a competitive market.

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

N/A

Growth & Insights
Headcount

6 month growth

2%

1 year growth

0%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by Motive Partners for £400M indicates strong investor confidence and potential for significant growth.
  • With Intelligence's strategic acquisitions, like FolioMetrics, expand their data capabilities and market reach, offering employees opportunities to work on cutting-edge projects.
  • Their specialized focus on alternative asset management provides a unique niche, reducing direct competition and increasing job security.

What critics are saying

  • The niche focus on alternative asset management may limit market size and growth potential compared to more diversified financial data providers.
  • Frequent acquisitions could lead to integration challenges, potentially disrupting operations and innovation.

What makes With Intelligence unique

  • With Intelligence focuses exclusively on the alternative asset management industry, providing specialized insights and data that general financial data providers may overlook.
  • Their blend of in-house expertise and strategic acquisitions, such as FolioMetrics, enhances their ability to offer comprehensive and up-to-date intelligence.
  • The recent investment from Motive Partners underscores their financial stability and potential for growth, setting them apart from less well-funded competitors.

Help us improve and share your feedback! Did you find this helpful?