CRM Business Analyst - Banking - London

19 Jun 2017
22 Jun 2017
Job role
Contract type
Full time
CRM Strategy Business Analyst / Support (Capital Markets) required by large Investment Bank, based in London to join the CRM Strategy Team, who are accountable for the management and support of CRM solutions across the Bank's Capital Markets area. The main purpose of the role is support the roll out of a new CRM across all of Capital Markets (10–11 business lines), 25,000 users in total. The team is spread across Toronto, New York and London.

You will have recent Investment Banking as a CRM Business Analyst (Support Training element). You will also require:
  • CRM experience
  • Salesforce or Tier1 a nice to have (major advantage). Tier1 sits on top of Salesforce and makes it 'Capital Markets' specific.
  • In–depth understanding of Capital Markets (Fixed Income, Currencies, Commodities, Credit, Equities and Corporate)
  • Proficient in Microsoft Office tools (esp. Excel)
  • Experience working with/supporting CRM and related database systems
  • Excellent communication skills, both written and verbal
  • Strong Stakeholder Management skills
  • Strong analytical skills with high attention to detail

Responsibilities include:
  • Support the respective desk business strategy; working with end users to request and incorporate new functionality; address usability and configure the CRM tool accordingly
  • Ownership of the CRM and responsible for the system and the "go–to" expert for any questions on CRM functionality and reporting
  • Provide administrative CRM support including: manage dashboards, campaigns, approve onboarding/offboarding of users and monitor licensing
  • Provide CRM training, produce training plans and conduct teach ins
  • Working with key stakeholders, customize CRM configuration where possible to assist different business requirements (collect requirements, conduct UAT testing and production rollout)
  • Develop current state documentation and business requirements documentation; and perform gap analyses and prioritization of issues
  • Drive requirements gathering by identifying, tracking, escalating and/or resolving existing business systems issues
  • Work closely with development, QA, and support partners to ensure priorities are developed, tested and implemented to requirements; communicate progress and issues clearly back to stakeholders
  • Participate in UAT and coordinate end user UAT QA testing to ensure product changes

iKas International Ltd is providing recruitment services for this role.

"Personal data collected will be used for recruitment purposes only."

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