CRM Report Consultant
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.