Associate - CRM (One View)

THIS ROLE 

WHAT YOU WILL DO 

System Administration

• Assist in day-to-day administration of the CRM system including data quality checks user account management and system configurations
• Support in the customization and configuration of CRM system to meet business needs
• Manage user profiles ensuring all users are set up with appropriate access and permissions
• Participate in system testing upgrades and implementation of new features

Data Management and Reporting:

• Monitor data quality and support efforts to improve data cleanliness completeness and consistency by liaising with account relationship managers
• Management of predefined data points within the system to ensure all mandatory data is completed and up to date
• Create and custom reports and dashboards to support business decision making

Support

• Provide ongoing support to system users by addressing queries troubleshooting issues and overall guidance in usage of CRM system from a sales and commercial perspective
• Collaborate with cross-functional teams to understand system requirements and provide support
• Ensure clear lines of communication to system users to advise of updated data requirements and data errors

Tasks (What does the role do on a day-to-day basis)

• Support Senior Business Analyst in management and hygiene of OneView data
• Support users with data queries and the overall use of OneView from a commercial perspective
• Completing data quality checks and implementing pre-defined processes
• Work with the wider business to build relationships with users and promote best practice of OneView

Key behaviors we expect to see

• Engagement with commercial needs of data held in OneView
• Continue to build strong relationships within the expanding business
• Support group wide commercial activity and initiatives
• Promoting the use of OneView across the business

WHAT WE OFFER 

• Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications level of experiences and skills profile
• Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
• Wellbeing: Additional social benefits such as private health and dental cover life assurance discounted gym membership eye test and corporate GP
• Annual leave: All our employees are entitled to 25 days paid leave plus all UK public holidays. Enhanced maternity and paternity including shared parental leave and adoption leave
• Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such we are open to conversations with employees related to setting up flexible working arrangements

Qualifications :

ABOUT YOU

Background experience

• A good understanding of the business / a solid background working within an established and growing business Familiarity with DealCloud or any CRM platforms (e.g. Salesforce HubSpot Microsoft Dynamics or similar) would be an advantage

Management & relationship skills

• Proven record of building and managing relationships Experience in training or supporting end-users (nice to have) Presentation and negotiation skills Accomplished

Technical knowledge/experience

• Knowledge and use of current CRM system(s) is preferable / DealCloud experience would be an advantage Strong analytical and problem-solving skills keen attention to detail and accuracy especially in managing CRM data and system updates.
• Basic understanding of data structures reporting tools or workflow automation is a plus Exposure to data visualization tools (e.g. Power BI Tableau) Proficiency in Microsoft applications (Excel PowerPoint etc)

Additional Information :

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.  

Remote Work :

No

Employment Type :

Full-time