Associate - CRM (One View)

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

System Administration

• Assist in day-to-day administration of the CRM system, including data quality checks, user account management, and system configurations
• Support in the customization and configuration of CRM system to meet business needs
• Manage user profiles, ensuring all users are set up with appropriate access and permissions
• Participate in system testing, upgrades, and implementation of new features

Data Management and Reporting:

• Monitor data quality and support efforts to improve data cleanliness, completeness, and consistency by liaising with account relationship managers
• Management of predefined data points within the system to ensure all mandatory data is completed and up to date
• Create and custom reports and dashboards to support business decision making

Support

• Provide ongoing support to system users by addressing queries, troubleshooting issues, and overall guidance in usage of CRM system from a sales and commercial perspective
• Collaborate with cross-functional teams to understand system requirements and provide support
• Ensure clear lines of communication to system users to advise of updated data requirements and data errors

Tasks (What does the role do on a day-to-day basis)

• Support Senior Business Analyst in management and hygiene of OneView data
• Support users with data queries and the overall use of OneView from a commercial perspective
• Completing data quality checks and implementing pre-defined processes
• Work with the wider business to build relationships with users and promote best practice of OneView

Key behaviors we expect to see

• Engagement with commercial needs of data held in OneView
• Continue to build strong relationships within the expanding business
• Support group wide commercial activity and initiatives
• Promoting the use of OneView across the business

Background experience

• A good understanding of the business / a solid background working within an established and growing business Familiarity with DealCloud or any CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics, or similar) would be an advantage

Management & relationship skills

• Proven record of building and managing relationships Experience in training or supporting end-users (nice to have) Presentation and negotiation skills Accomplished

Technical knowledge/experience

• Knowledge and use of current CRM system(s) is preferable / DealCloud experience would be an advantage Strong analytical and problem-solving skills, keen attention to detail and accuracy, especially in managing CRM data and system updates.
• Basic understanding of data structures, reporting tools, or workflow automation is a plus Exposure to data visualization tools (e.g., Power BI, Tableau) Proficiency in Microsoft applications (Excel, PowerPoint, etc)

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.