Overview
In this part-time role, the Salesforce CRM & Account Engagement Officer will manage the daily operations of Salesforce CRM and Account Engagement systems within a boutique asset management firm. Working closely with marketing and distribution teams, the officer will ensure data quality, facilitate user support, and implement effective CRM solutions to enhance user experience and support business objectives. This position is suitable for candidates seeking either a fixed-term contract or a day-rate contracting arrangement outside IR35.
Responsibilities
- Administer and support Salesforce CRM and Account Engagement platforms.
- Manage user permissions, security, and system access.
- Maintain data quality and ensure adherence to CRM governance best practices.
- Configure Salesforce functionality, including automation and workflows.
- Develop reports, dashboards, and campaign tracking tools.
- Collaborate with marketing and distribution teams to deliver effective CRM solutions.
- Provide user support, training, and documentation as needed.
- Work on the Salesforce roadmap alongside third-party agencies.
Requirements
- Proven experience in Salesforce administration and Account Engagement (Pardot).
- Strong skills in CRM configuration, automation, and data management.
- Experience in building reports, dashboards, and campaign analytics.
- Excellent problem-solving skills with a focus on user support.
- High attention to detail and commitment to data quality.
- Ability to work independently in a fast-paced, business-facing environment.
- Experience in the financial services or asset management sector is a plus.
- Familiarity with third-party agency collaboration is beneficial.