Associate – CRM (One View)

Job Description

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.  


Company description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.                                                                     

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

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