Full-Time

CRM Consultant

Posted on 9/30/2024

With Intelligence

With Intelligence

501-1,000 employees

Membership-based insights for financial sector

Consulting
Financial Services

Junior, Mid

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 valuable insights and data products specifically tailored for the financial sector, focusing on hedge funds, private investment markets, and institutional investors. Their offerings include exclusive data, performance benchmarks, and industry insights that help clients make informed decisions. The company operates on a subscription-based membership model, allowing clients to access these resources and participate in over 200 global events each year, such as summits, webinars, and roundtables, which promote networking and business development. Unlike many competitors, With Intelligence emphasizes a strong community aspect through its events, fostering connections among members. The primary goal of With Intelligence is to empower financial professionals with the information and networking opportunities they need to succeed in asset management.

Company Stage

Acquired

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

1998

Growth & Insights
Headcount

6 month growth

3%

1 year growth

8%

2 year growth

21%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG data is driving growth in the financial sector.
  • AI-driven analytics tools offer a competitive edge in market trend analysis.
  • Virtual and hybrid events expand networking opportunities and accessibility.

What critics are saying

  • Competition from free digital platforms may undermine the subscription model's value.
  • Integration challenges from acquisitions could lead to operational inefficiencies.
  • Reliance on event sponsorships is risky due to potential declines in corporate travel budgets.

What makes With Intelligence unique

  • With Intelligence offers exclusive data and insights for hedge funds and institutional investors.
  • The company hosts over 200 global events annually for networking and business development.
  • Their subscription model provides access to performance benchmarks and industry insights.

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