Required:
Advanced knowledge of CRM and Salesforce systems; Experience with Salesforce reporting, Einstein Analytics functionality and design preferred
Robust analytical skills with the ability to clearly present complex data and distil complex data analysis in a simple way
Finance, Strategy and/or Operations background with a wide understanding of C&I; data, account management, pipeline tracking and reporting required to run a complex business.
Solid understanding of professional services organisation client data structures and ability to make sound observations and recommendations quickly.
Solid programme and project management skills
A self-starter who is proactive and adaptable with the ability to operate in
A remote working environment within a team in a complex fast-moving environment
Highly self-directed with ability to prioritise across competing demands in an agile way.
Comfortable with ambiguity and uncertainty - proven ability to take initiative and progress projects within incomplete information, make decisions amidst a degree of uncertainty.
Excellent communication skills and the ability to engage and build trust with variety of stakeholders, across all levels/grades
Proactive looking for opportunities to continuously improve UK MF pipeline and marketing data
Ability to work at all levels of the organisation to achieve a result, in particular strong experience in working with and influencing senior stakeholders.
Excel create complex, scalable, and robust models.
PowerPoint – advance skills to communicate in a simple and effectively manner
Salesforce Admin 201 certification is mandatory