CRM Report Consultant - London
3 days ago
Job description
With Intelligence is a leading provider of high-quality editorial, data, research, and event services in the institutional investment and asset management space.
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
- 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 now a part of S&P Global, creating one of the most comprehensive data offerings for alternatives and private markets participants. We are now part of a larger organization with more than 35,000 staff worldwide, so we're able to understand nuances while having a broad perspective. From helping our customers assess new investments across the capital and commodities markets to guiding them through the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today. We're Advancing Essential Intelligence.
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.
Similar jobs
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. · The ideal candidate will have a solid foundation in report building, particularly using SQL Server Reporting ...
1 month ago
We are supporting a London Market specialist insurance client in identifying a reliable detail-focused operations professional to take ownership of complex bordereaux reporting tasks. · ...
1 week ago
We're supporting a London Market specialist insurance client in identifying a reliable detail-focused operations professional to take ownership of complex bordereaux reporting tasks. · We'll be responsible for managing the end-to-end process for incoming contracts and related pre ...
1 week ago
We're supporting a London Market specialist insurance client in identifying a reliable, detail-focused operations professional to take ownership of complex bordereaux reporting tasks. · ...
1 week ago
We're supporting a specialist insurance client in identifying a reliable operations professional to take ownership of complex bordereaux reporting tasks. · Receiving and reviewing incoming contracts and supporting documentation. · Working closely with Compliance to review contrac ...
1 week ago
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 Repo ...
2 weeks ago
+ Interim Financial Reporting Consultant · + Large-Cap Private Equity | IPO / Exit Readiness · We are supporting a large-cap, Private Equity-backed business in the appointment of an experienced Interim Financial Reporting Consultant to support the business through a critical phas ...
2 weeks ago
We are supporting a large-cap, Private Equity-backed business in the appointment of an experienced Interim Financial Reporting Consultant to support the business through a critical phase of · IPO or exit preparation.This role requires a high-calibre reporting specialist with pro ...
2 weeks ago
Annual Reporting Communications Consultant, CORPORATECOMMUNICATIONSRECRUITMENT
Only for registered members
Our client is a corporate reporting agency which works closely with regulators, industry bodies and their clients to ensure they are able to provide the highest standards of advice and support on all aspects of corporate and sustainability reporting. · They are looking to hire a ...
3 days ago
Annual Reporting Communications Consultant, CORPORATECOMMUNICATIONSRECRUITMENT
Only for registered members
Our client is a corporate reporting agency which works closely with regulators, industry bodies and their clients to ensure they are able to provide the highest standards of advice and support on all aspects of corporate and sustainability reporting. · They are looking to hire a ...
2 days ago
We are supporting a global consumer-facing group with the appointment of an Interim US GAAP Financial Reporting Consultant to support a critical finance transformation project. · This role will play a key part in the transition of US GAAP reporting from an external provider to an ...
1 month ago
Consultant - ESG / Finance Reporting Analyst (Contract in Financial Services))
Only for registered members
We have a fantastic opportunity for a management consultant with a passion for ESG and sustainability to join our rapidly expanding management consultancy. The ideal candidate will be comfortable supporting clients through their annual sustainability reporting process. · Conducti ...
4 weeks ago
This is a full-time hybrid role for a Tagetik Lead Consultant located in Greater London with the flexibility to work from home The Lead Consultant will oversee the implementation and optimization of CCH Tagetik solutions for clients manage project deliverables and act as a truste ...
6 days ago
Role: Senior Reporting & Data Analyst (Excel & Power BI) - Contract Role · Seniority: Mid and Senior levels · Day rate: £300-£500 Outside IR35 · Project duration: 4 months, Starting asap · Location: Hybrid in/around London · We're supporting a consultancy that specialises in busi ...
1 day ago
Reporting & Data Analyst (Excel & Power BI) - Contract Role
Only for registered members
Role: Reporting & Data Analyst (Excel & Power BI) - Contract Role · Seniority: Mid and Senior levels · Day rate: £300-£500 Outside IR35 · Project duration: 4 months, Starting asap · Location: Hybrid in/around London · We're supporting a consultancy that specialises in business an ...
1 day ago
FinOps / Cloud Economics Consultant role within a leading Cloud Advisory & Consulting practice. · Opportunity to advise organisations on cloud cost optimisation, value realisation and governance. · ...
3 weeks ago
This is a part-time / full-time hybrid role for a Building Surveyor at Hab Consult. The Building Surveyor will be responsible for conducting building surveys, project management, dilapidations assessments and other building surveying tasks. · ...
1 month ago
This is an amazing Engineering Opportunity for the right candidates. · We are working on behalf of one of the UK's Leading Engineering Consultancies Organisations which is continuously looking to expand its Engineering advisory team. · In-house consultancy environment,Technically ...
1 month ago
We are looking for a Data Analyst to develop into a consultant working with finance transformation consultancy helping finance and accounting teams move from month-end reporting to becoming forward-looking partners to the business.We work with data systems and processes to help f ...
1 month ago
Camino Search are delighted to be partnering with a technology consultancy that specialises in using data-driven analytics to optimise cloud, infrastructure and digital platforms. · This role will report directly into the CFO / Finance Director, · including direct management resp ...
2 weeks ago