Talent.com
With Intelligence
CRM Report ConsultantWith Intelligence • Greater London, England, GB
CRM Report Consultant

CRM Report Consultant

With Intelligence • Greater London, England, GB
30+ days ago
Job type
  • Full-time
  • Temporary
Job description

Job Title

We are seeking a detail-oriented and technically proficient FolioMetrics CRM Report Consultant to join our team at With Intelligence on a fixed-term basis for 12 months. This role is ideal for someone with a solid foundation in report building, particularly using SQL Server Reporting Services (SSRS), and a passion for transforming CRM data into actionable insights.

You will work closely with implementation consultants to design, develop, and deliver reports and dashboards using FolioMetrics, a CRM and data intelligence platform.

Key Responsibilities

  • Collaborate with implementation consultants to gather reporting requirements and translate them into technical specifications
  • Design, build, and maintain reports and dashboards within the FolioMetrics CRM environment
  • Leverage SQL Server Reporting Services (SSRS) and other tools to extract, transform, and visualize data
  • Ensure data accuracy, consistency, and integrity across all reporting outputs
  • Provide training and documentation to end-users on accessing and interpreting reports
  • Troubleshoot and resolve reporting issues in a timely manner

Requirements

  • Proven experience in building reports and dashboards
  • Familiarity with CRM systems (training can be provided)
  • Excellent analytical and problem-solving abilities
  • Ability to communicate technical concepts to non-technical stakeholders
  • Self-starter with strong organizational and time management skills

Nice to Have

  • Strong SQL skills and understanding of relational databases
  • Hands‑on experience with SQL Server Reporting Services (SSRS) or similar reporting tools

If you're passionate about data, reporting, and CRM systems—and want to make a measurable impact—this could be the perfect role for you.

Benefits

  • 24 days annual leave rising to 29 days
  • Enhanced parental leave
  • Medicash (Healthcare Cash Plan)
  • Wellness Days
  • Flexible Fridays (Opportunity to finish early)
  • Birthday day off
  • Employee assistance program
  • Travel loan scheme
  • Charity days
  • Breakfast provided
  • Fully stocked drinks fridge
  • Social Events throughout the year
  • Hybrid Working

Our Company

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our leading position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

Equal Opportunity Statement

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.

Seniority level

Associate

Employment type

Full-time

Job function

Consulting

Industries

IT Services and IT Consulting

#J-18808-Ljbffr
Create a job alert for this search

CRM Report Consultant • Greater London, England, GB

Similar jobs

Global CRM & Lifecycle Lead

black.aiGreater London, England, GB
Full-time

CRM & Lifecycle Lead for its international team.This role involves owning the lifecycle engine, developing strategies across established and new markets, and leading a team of local-language copywr... Show more

 • Promoted

CRM Lifecycle Executive

MoneyboxLondon, England, GB
Full-time

At Moneybox, our mission is to give everyone the means to get more out of life.We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportuniti... Show more

 • Promoted

Braze & Bloomreach CRM Consultant

HarnhamLondon, England, GB
Temporary

Be among the first 25 applicants.Direct message the job poster from Harnham.Senior Consultant in the UK CRM & Marketing Contract Team | The Talent Driving The Data and AI Revolution.Remote/Hybrid (... Show more

 • Promoted

CRM & Digital Transformation Lead — Remote

CiviCRMGreater London, England, GB
Remote
Permanent

A creative technology agency located in Greater London seeks a Lead Functional Consultant to manage a team delivering CRM solutions.The role involves leading responsibilities in a hybrid work envir... Show more

 • Promoted

Senior Global Dynamics 365 CRM Architect

WPPGreater London, England, GB
Full-time

WPP is seeking a Senior Solution Architect to lead the architecture of its global Microsoft Dynamics 365 CRM platform.The role involves ensuring technical scalability and performance, translating c... Show more

 • Promoted

CRM Solutions Architect (Remote) — Dynamics/Zoho Expert

Spot.Greater London, England, GB
Remote
Full-time

Freelance CRM Solutions Engineer to join their team.This role involves auditing the current CRM systems and providing technical solutions to enhance operational efficiency.You will collaborate with... Show more

 • Promoted

Dynamics CRM Technical Consultant

JobtailorGreater London, England, GB
Full-time

Develop and support Dynamics 365 Sales and Marketing systems.Engage with customers regarding new features.Design and implement new solutions.Lead in planning, developing, and supporting technical s... Show more

 • Promoted

CRM & CRO Strategy Director

Immediate Media CoGreater London, England, GB
Temporary

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.CRM and CRO Director (salary from £100,000).Immediate is home to some of the biggest and most loved ... Show more

 • Promoted

CRM Reporting & Insights Consultant

With IntelligenceGreater London, England, GB
Temporary

A leading data intelligence firm in Greater London is seeking a detail-oriented CRM Report Consultant for a 12-month contract.The successful candidate will collaborate with consultants to design an... Show more

 • Promoted

CRM Architect

TESTQ Technologies LimitedGreater London, England, GB
Full-time

We are seeking a highly skilled.Microsoft Dynamics CRM and Power Platform Technical Architect.Microsoft Dynamics 365 CRM and the Power Platform.This role demands deep technical expertise, strong pr... Show more

 • Promoted

Marketo Solutions Consultant (Contract) — Remote/Hybrid

Next VenturesGreater London, England, GB
Remote
Full-time

Next Ventures is seeking an experienced Marketo Solutions Consultant for a contract position in the Greater London area.This role involves designing and managing marketing automation through Adobe ... Show more

 • Promoted

Global CRM Lead: Dynamics 365 Rollout & Adoption

PIE RecruitmentGreater London, England, GB
Full-time

A global data insights company is seeking a Head of CRM to lead the implementation of Dynamics 365 CRM.This role involves simplifying business processes and driving user adoption across teams.The i... Show more

 • Promoted

CRM Director - #3517859

Herd DigitalGreater London, England, GB
Full-time

London (Hybrid - flexible, office visits as needed).Join one of the UK’s fastest-growing digital consumer brands, a creative, customer-focused business with a reputation for standout digital experi... Show more

 • Promoted

Growth Lead – CRM & Lifecycle

DexGreater London, England, GB
Full-time

Dex matches over 90% of our candidates to relevant roles, we’re brilliant at getting people through the door.The bigger opportunity is everything that happens around the match.And we’re about to ha... Show more

 • Promoted

CRM Solutions Consultant - Salesforce

BaswareGreater London, England, GB
Full-time

Basware is looking for a CRM Solutions Consultant to join the Business Technology Solutions (BTS) team, reporting directly to the Senior CRM Solutions Manager.This is a hands‑on delivery role at th... Show more

 • Promoted

CRM Manager - London

Nightcap plcLondon (Greater), London (Greater), United Kingdom
Full-time

We're looking for a commercially driven CRM Manager to lead customer retention, engagement and lifecycle marketing across a portfolio of exciting late-night hospitality venues.This role would suit ... Show more

 • Promoted

CRM & CX Transformation Consultant

FrogGreater London, England, GB
Full-time

A leading consultancy firm in Greater London is seeking an experienced CRM Transformation Business Consultant.This role involves optimizing CRM strategies and enhancing customer experience through ... Show more

 • Promoted

Enterprise Legal CRM Solutions Consultant

LiteraGreater London, England, GB
Full-time

Litera, a leader in legal tech, seeks a Solution Consultant in London to drive CRM adoption across enterprise law firms.You will partner with Product, Engineering, Customer Success, and Pre-Sales t... Show more

 • Promoted

Customer Experience & Operations Consultant (Fixed-term contract)

Molton BrownBishop's Stortford, ENG, GB
Temporary

Company description Born on South Molton Street, London in 1971, Molton Brown is an icon of uniquely British style.Today, Molton Brown is one of the leading global brands in Kao's global cosmet... Show more

 • Promoted

Senior Consultant - CRM Adoption & Next Best Action

Optima PartnersGreater London, England, GB
Full-time

Optima Partners in Greater London is seeking a Senior Consultant to drive customer engagement strategies focused on CRM and Next Best Action solutions.You will lead the adoption of these capabiliti... Show more