Implementation Consultant - CRM Training

Bridgewater Resourcing Solutions Ltd
16 May 2018
26 May 2018
Contract Type
Full Time

Implementation Consultant - IT Solutions

Business Systems Trainer

IT Support

Home based location, with travel required to client sites circa 60%

Salary £38,000 plus £6k car allowance and incredible benefit package

Are you looking for a fantastic work life balance? Do you have a passion for software, training and education, but don't want to spend your days in ‘commuter hell'.

Working for the UK’s leading Wealth Management Company, you will become part of their Technology Services Team.The main purpose of the role is to provide Technology consultancy to their Partners around their use of corporate systems (CRM) to support their growth and development.

You’ll be delivering one on one IT training, supporting system changes, advising and consulting with financial advisers on a range of corporately supported and endorsed technology solutions to improve and enhance their business processes, and implementing the IT Solutions across your geographical area.

This is a varied role, to include providing 2nd line telephone support for ‘how do I’ queries, consulting with the company Partners regarding how they can best use technology to build and develop their businesses and produce documentation and ad hoc reports for the company.

Key Responsibilities:

·To manage the demand and deliver training in all aspects of business processing software, – a Client Relationship Management system and related Apps.

·To support end users in more complex 'how to' queries for the CRM, iPad and business processing

·Conduct Technology-related consultation meetings with Partners and their support staff

·To produce clear documentation detailing current working practices and IT solutions, as well as make detailed recommendations for implementing the solution and other supported technology solutions

·To project manage CRM implementations within our the Partners’ practices to completion as detailed in the implementation plans

·To be seen as the first point of contact for location-based Field Management Team for all Technology related training and consultancy

·To support, train and inform field management and end users in technology related developments

·To report activity regularly via departmental reporting mechanisms and ensure all productivity is logged by the monthly deadline dates

·To actively feed into change management forums as the Partner-facing department within the Technology Services division

Required Skills

·Have an adaptable and flexible approach as you will be required to work with all levels

·Strong relationship management skills, even when under pressure

·The ability to think creatively and apply strong problem-solving skills

·IT training experience

·Strong organization skills with the ability to multi-task

·Have a customer focused mentality and approach to work

·Experience working in consultative environment

·Excellent time management skills

·Used to working in a varied and fast paced environment

Required Technical Knowledge & Qualifications:

·Experience working on projects, including IT implementation projects

·IT training delivery experience

·IT literate- comfortable with CRM and business processing systems

·Technically strong

You will be an ideal fit for this role if you have:

·Experience in IT System Support, technology training and Implementations

·Experience in CRM systems - ideally, Salesforce, Microsoft Dynamics etc

·A proactive approach, with excellent communication skills at all levels.

For further information on this role, please apply today including your full CV, salary expectation and availability for a permanent role.

This job was originally posted as

Similar jobs

Similar jobs