CRM Strategist and Executive, Rondebosch, Cape Town

Ref No. CLGTV0020
Location Cape Town, South Africa
Job type Permanent
Job Status Closed
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Introduction

We are looking for an experienced CRM Strategist and Executive

Our client is only able to consider South African citizens

Preference will be given to candidates in line with transformation

Important

CRM Strategist and Executive, Rondebosch, Cape Town

The Job

The primary focus of the incumbent will be to develop and manage the implementation and operation of the CRM system and the effective use of client data and intelligence to support the business - notably the business development area but more broadly the firm's range of relationships e.g. clients, journalists, deal contacts

This will include:

  • Developing a CRM vision
  • Leading organisational change (and creating accountability) in how staff engage and interact with CRM
  • Creating and managing processes and systems to mobilise teams across the business to ensure that relevant data is captured in the CRM system in a consistent, accurate manner
  • Turning information into data which can be used in a systemic manner and - Using the data to influence the organisation's relationships - notably with current and prospective clients and their service providers

For the Business Development are this should aid in the retention of existing clients assist with product development aid the identification and conversion of client and market needs into business opportunities for the organisation and assist in managing all client-facing staff

Purpose

  • To develop and implement effective CRM processes protocols and strategies across the organisation with an initial primary focus on servicing the business development function
  • To enable the effective use of a CRM system to build strong client and stakeholder relationships including growth of clients contacts and business relationship
  • To create consolidate and maintain various management reports, distribution lists action lists activity reports opportunity reports exception/warning reports etc.
  • To optimise workflows for relationship management across the organisation
  • To identify and execute an active pipeline management process and to provide insights to the new business team on opportunities
  • To have oversight of various organisational initiatives and how that could impact CRM, and to improve the support functions in the business

Key result areas

  • Build a comprehensive and high-functioning CRM system process and culture
  • Mobilise the relevant teams in the organisation to ensure data info insights regarding client interactions are captured in the system and used effectively across the organization
  • Be able to work with a software development team internal or external to implement maintain and improve systems
  • Be able to perform a role in change-management to embed a CRM culture in the firm
  • Be curious and learning seeking new tools thinking and methods which can be brought back into the firm
  • Hold all client-facing staff accountable for their role in information gathering relationship building follow-up actions data gathering and data integrity

Ensure that the CRM system can be utilised to facilitate the following

  • To Be an information trap for all relevant client and business opportunities and contacts transforming information opportunities and relationship engagements into useable scalable data which can be managed reported upon and followed-up
  • To Ensure we can have personalised relationships in large scale with thousands of individual contacts
  • To Ensure that all information about every business relationship resides with the firm, and not with individuals
  • To Ensure the CRM system controls/reports-on processes and protocols to manage the business development and client-service cycle pre-meeting, meeting, recognition building relationship cementing pitching and client servicing
  • To Capture all client events activities information and actions in a comprehensive reportable and managed manner
  • To Create reporting follow-up support activity lists activity reports task lists and prospect management for all client-facing staff
  • To Ensure workflow tasks are captured opened managed and closed in an efficient and trackable process

All recorded activities in CRM should generate relevant data (reporting) for regulatory purposes (e.g. FAIS compliance);

  • Glean market and sales insights opportunities from data
  • Help manage fund raising by tracking relevant prospects/interested parties for each product
  • Help manage the development and maintenance of a sustainable new business pipeline
  • Help manage the tactics and strategies with the Business Development team to grow strong and enduring relationships with existing clients
  • Facilitate the development of strategies to sow new business from the existing client base
  • Guide the team to manage business at risk
  • Deal effectively with any relationship crises which arise e.g. communications, performance
  • Consolidate reporting requirements for various teams
  • Snapshot of key metrics on health of client relationships - visits, risk levels etc.
  • Management of client event lists and debriefs post-event

Technical and professional knowledge and experience

  • BCom degree or equivalent, preferably with advanced degree or credential in financial services
  • Extensive experience e.g. 5+ years in developing and managing a CRM system
  • Understanding of financial services, products, asset classes and markets would be advantageous
  • Experience with relational databases MySql or similar, data integration, design of business intelligence tools would be an advantage

Networkers acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers and is part of Gattaca Plc.

Gattaca Plc provides support services to Networkers and may assist with processing your application.

You can not apply for this job as its status is Closed.
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