This role will play a critical part in driving sales process excellence, CRM governance, reporting accuracy, and deal compliance
Job Summary
This role will play a critical part in driving sales process excellence, CRM governance, reporting accuracy, and deal compliance.
With a major CRM transformation agenda underway, this is an exciting opportunity to contribute to change initiatives while supporting day-to-day commercial operations.
FNZ provides a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
Matching Summary
This role will play a critical part in driving sales process excellence, CRM governance, reporting accuracy, and deal compliance.
Skills & Requirements
Must-have
Hands-on CRM system experience
Sales process and deal governance
CRM data integrity management
Sales reporting and pipeline tracking
Stakeholder management skills
Nice-to-have
Process-driven mindset
Experience in CRM transformation initiatives
Background in Technology or Financial Services
Key Requirements
Experience supporting CRM implementation or transformation initiatives
Experience in Sales Operations or Commercial Operations roles