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Job Description
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
Qualifications
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.
Company description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
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