Dynamics CRM Analyst
About the job
This job is about being a vital part of Vanguard's Financial Adviser Services Enablement team, where you will support advisers in achieving their goals. Your work will directly impact both adviser and client success, as you help shape solutions that remove friction and advocate for their needs. The team thrives on collaboration and innovation, creating a supportive environment where everyone's contributions are valued.
You'll be responsible for
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Ensuring CRM data accuracy
Maintaining accurate and up-to-date B2B CRM data, including exception handling and actioning updates as requested by the business.🔄
Providing change management support
Supporting new feature deliveries with training materials and in-person assistance.🤝
Collaborating with technology teams
Working collaboratively with technology teams in Australia, the USA, and the UK.Key criteria
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Sales CRM experience
Experience with Sales CRM systems like Microsoft Dynamics is essential.View
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Business communication skills
Proven ability to communicate effectively with business users.View
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Requirements translation experience
Experience translating business needs into technology requirements.View
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