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 is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
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
CRM systems hands-on experience
CRM data integrity management
Sales reporting and pipeline tracking
CRM transformation initiatives
Nice-to-have
Stakeholder management and communication
Process-driven mindset
Attention to detail
Commercial operations experience
Key Requirements
Hands-on experience with CRM systems
Experience supporting CRM implementation
Background in Technology or Financial Services preferred