378 Banking Management jobs in the United Kingdom

CRM Consultant – Professional Services (Reading + Hybrid)

Are you a talented CRM enthusiast ready to make a real impact with cutting-edge SaaS solutions? I'm recruiting on behalf of my client, a leading CRM solutions provider , for a CRM Consultant to join their growing Professional Services team. If you thrive on designing and delivering outstanding digital transformation projects, this is your opportunity to shine.

About the Role

As a Consultant in the Professional Services team , you’ll lead the end-to-end delivery of Workbooks CRM implementations for a diverse client base. You’ll design scalable SaaS solutions, configure systems, deliver training, and act as a trusted CRM advisor. Expect to work closely with clients across professional services, guiding them from discovery to go-live and beyond.

This hybrid position is based three days a week in the Reading office , with flexibility for remote work and occasional client visits.

What You’ll Do

• Deliver end-to-end CRM projects, from design and configuration through to testing and post-implementation support.
• Facilitate client workshops, translating business challenges into practical CRM solutions.
• Configure dashboards, workflows, reports, automations, and integrations.
• Own project success—managing timelines, risks, and expectations.
• Contribute to delivery best practices and methodology improvements.

What You’ll Bring

• Demonstrable experience implementing SaaS CRM solutions such as Salesforce , HubSpot , MS Dynamics 365 , Zoho CRM , NetSuite , SAP S/4HANA , or Oracle Cloud .
• A background in consulting or professional services , with strong client-facing communication and presentation skills.
• Hands-on technical skills, including proficiency with SQL , MySQL , PHP , or JavaScript .
• A proactive, commercial mindset and the confidence to present to senior stakeholders.
• A structured, problem-solving approach and an interest in continuous improvement.

Why Apply?

• Excellent base salary
• Quarterly bonus plus excellent benefits
• Car allowance and electric vehicle scheme
• Hybrid flexibility , with 3 days per week in the Reading office

If you’re ready to join a collaborative team delivering high-impact CRM transformations, we’d love to hear from you.

Apply Now

Send your CV and cover letter to marketing@resourceondemand.com

CRM Data Dynamo Wanted! This is a temporary role with genuine scope to transition FTC

Glasgow

Do you have a love for clean, accurate data, a knack for problem-solving, and the kind of curiosity that makes you want to push every tech button just to see what happens? If so, we’ve got just the role for you.

We’re on the hunt for a CRM superstar who can help our client turn customer data into pure commercial gold. You’ll be the go-to person for their CRM platform, making sure it runs like a dream, the data stays sharp, and the users feel like they’ve got a personal tech genie on speed dial.

What you’ll be doing:

• Taking ownership of day-to-day CRM processes and keeping the database in tip-top condition.
• Spotting opportunities to make things slicker, faster, and more useful — then making them happen.
• Answering CRM questions like a pro and showing colleagues how to get the most from the system.
• Playing a key role in exciting projects and system upgrades that keep them ahead of the game.
• Occasionally flexing your skills across other digital tools (because they like to keep things interesting).

What we’re looking for:

• Experience using a CRM system (bonus points if you’ve met InterAction before).
• Strong data handling skills and an almost unhealthy love of spreadsheets.
• A proactive thinker who doesn’t just spot improvements but drives them.
• A natural communicator who can explain tech in plain English.
• Someone who thrives in a collaborative, professional environment.

Why you’ll love it:

You’ll be joining a forward-thinking team where ideas are valued, improvements are welcomed, and technology is embraced. They believe in being approachable, bold, and connected — and live those values every day.

If you’re ready to help turn data into decisions, build smarter processes, and make CRM the best it can be… I want to hear from you!

To apply for this role, please send your CV or contact Gemma Gault at Iconic Resourcing for a confidential chat and further details. At Iconic Resourcing, we understand that not all candidates will meet every single desired qualification or skill for the job positions posted on behalf of our clients. However, if you believe that you can add value to the role despite your experience looking a little different from what we've identified, we would be thrilled to learn more about you.

Iconic Resourcing is committed to partnering with clients who share our values of inclusivity and diversity. We work with many businesses that recognise the importance of creating a welcoming and respectful workplace for all employees. As an equal opportunities employer, we treat all applications fairly and equally. We act as both an employment business and an employment agency and are happy to accommodate any reasonable adjustments required. To view all of our Iconic Jobs across Scotland, please visit our website

Our client are a fast growth Manchester business.

As a CRM Executive, you will help enhance customer communications. Reporting to the CRM Manager, you’ll support CRM system setup and maintenance, ensuring marketing efforts are data-driven and fully integrated.

If you're ambitious, analytical, and passionate about CRM and digital marketing, this could be the role for you.

Your Key Responsibilities

• Triggered Communications: Review and improve the setup of automated communications across all brands.
• Performance Monitoring: Track CRM campaigns, ensuring accuracy and effectiveness.
• Data Analysis: Collaborate with the Analytics team to gain insights beyond basic metrics, linking data to customer segmentation.
• Lifecycle Programs: Develop and implement email programs aimed at maximising customer retention and reducing churn.
• Promotional Campaigns: Manage the end-to-end process of promotional emails, from planning and creation to testing, deployment, and analysis.
• CRM Campaigns: Oversee CRM initiatives and establish relevant campaigns for our White Label brands.
• Customer Journey Optimisation: Map and enhance customer journeys, identifying churn points and implementing improvements.
• Cross-Functional Collaboration: Work closely with IT, Customer Service, and Marketing teams to ensure cohesive and effective communication strategies.

What we’re looking for

• Experience: Ideally 1+ years in a CRM or email marketing role with campaign management and data analysis experience.
• Technical Skills: Proficiency with email marketing platforms; knowledge of HTML and cross-device email testing is a plus.
• Analytical Mindset: Strong numerical and analytical skills, with the ability to derive actionable insights from data.
• Communication: Excellent verbal and written communication skills, capable of articulating complex information clearly.
• Organisation: Ability to manage multiple projects, prioritise tasks, and meet tight deadlines.
• Team Player: Collaborative attitude with strong interpersonal skills, fostering positive relationships across departments.
• Attention to Detail: Meticulous and methodical approach to work.
• Proactivity: Self-starter with a passion for innovation and continuous improvement in the CRM space.

What you’ll gain

• Professional Growth: Gain hands-on experience in CRM strategy and develop your career within a dynamic company.
• Meaningful Impact: Play a key role in shaping the customer engagement approach of a market-leading organisation.
• Innovative Environment: Thrive in a forward-thinking workplace that encourages creativity and experimentation.
• Supportive Team: Join a collaborative team committed to excellence and continuous development.

Excellent package on offer.

CRM Consultant – Professional Services (Reading + Hybrid)

Are you a talented CRM enthusiast ready to make a real impact with cutting-edge SaaS solutions? I'm recruiting on behalf of my client, a leading CRM solutions provider , for a CRM Consultant to join their growing Professional Services team. If you thrive on designing and delivering outstanding digital transformation projects, this is your opportunity to shine.

About the Role

As a Consultant in the Professional Services team , you’ll lead the end-to-end delivery of Workbooks CRM implementations for a diverse client base. You’ll design scalable SaaS solutions, configure systems, deliver training, and act as a trusted CRM advisor. Expect to work closely with clients across professional services, guiding them from discovery to go-live and beyond.

This hybrid position is based three days a week in the Reading office , with flexibility for remote work and occasional client visits.

What You’ll Do

• Deliver end-to-end CRM projects, from design and configuration through to testing and post-implementation support.
• Facilitate client workshops, translating business challenges into practical CRM solutions.
• Configure dashboards, workflows, reports, automations, and integrations.
• Own project success—managing timelines, risks, and expectations.
• Contribute to delivery best practices and methodology improvements.

What You’ll Bring

• Demonstrable experience implementing SaaS CRM solutions such as Salesforce , HubSpot , MS Dynamics 365 , Zoho CRM , NetSuite , SAP S/4HANA , or Oracle Cloud .
• A background in consulting or professional services , with strong client-facing communication and presentation skills.
• Hands-on technical skills, including proficiency with SQL , MySQL , PHP , or JavaScript .
• A proactive, commercial mindset and the confidence to present to senior stakeholders.
• A structured, problem-solving approach and an interest in continuous improvement.

Why Apply?

• Excellent base salary
• Quarterly bonus plus excellent benefits
• Car allowance and electric vehicle scheme
• Hybrid flexibility , with 3 days per week in the Reading office

If you’re ready to join a collaborative team delivering high-impact CRM transformations, we’d love to hear from you.

Apply Now

Send your CV and cover letter to marketing@resourceondemand.com

CRM Data Dynamo Wanted! This is a temporary role with genuine scope to transition FTC

Glasgow

Do you have a love for clean, accurate data, a knack for problem-solving, and the kind of curiosity that makes you want to push every tech button just to see what happens? If so, we’ve got just the role for you.

We’re on the hunt for a CRM superstar who can help our client turn customer data into pure commercial gold. You’ll be the go-to person for their CRM platform, making sure it runs like a dream, the data stays sharp, and the users feel like they’ve got a personal tech genie on speed dial.

What you’ll be doing:

• Taking ownership of day-to-day CRM processes and keeping the database in tip-top condition.
• Spotting opportunities to make things slicker, faster, and more useful — then making them happen.
• Answering CRM questions like a pro and showing colleagues how to get the most from the system.
• Playing a key role in exciting projects and system upgrades that keep them ahead of the game.
• Occasionally flexing your skills across other digital tools (because they like to keep things interesting).

What we’re looking for:

• Experience using a CRM system (bonus points if you’ve met InterAction before).
• Strong data handling skills and an almost unhealthy love of spreadsheets.
• A proactive thinker who doesn’t just spot improvements but drives them.
• A natural communicator who can explain tech in plain English.
• Someone who thrives in a collaborative, professional environment.

Why you’ll love it:

You’ll be joining a forward-thinking team where ideas are valued, improvements are welcomed, and technology is embraced. They believe in being approachable, bold, and connected — and live those values every day.

If you’re ready to help turn data into decisions, build smarter processes, and make CRM the best it can be… I want to hear from you!

To apply for this role, please send your CV or contact Gemma Gault at Iconic Resourcing for a confidential chat and further details. At Iconic Resourcing, we understand that not all candidates will meet every single desired qualification or skill for the job positions posted on behalf of our clients. However, if you believe that you can add value to the role despite your experience looking a little different from what we've identified, we would be thrilled to learn more about you.

Iconic Resourcing is committed to partnering with clients who share our values of inclusivity and diversity. We work with many businesses that recognise the importance of creating a welcoming and respectful workplace for all employees. As an equal opportunities employer, we treat all applications fairly and equally. We act as both an employment business and an employment agency and are happy to accommodate any reasonable adjustments required. To view all of our Iconic Jobs across Scotland, please visit our website

About The Role
As a Senior Sales and Relationship Management Representative, you will play a key role in driving the success of client relationships within Italy and other European countries. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analysing data and trends, conducting lead prospecting, and managing existing client relationships to ensure satisfaction and retention.

Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial terms with key decision-makers to maximise revenue potential. Collaborating with an experienced sales team and product specialists, you will engage with various departments across OSTTRA to deliver tailored solutions that meet client needs and foster long-term partnerships.

Key Accountabilities

• Drive Revenue Growth: Execute a strategic sales plan to enhance revenue generation from both existing and new clients, ensuring alignment with overall business objectives.
• Market Insight: Analyse the global competitive and regulatory landscape, understanding its implications to inform strategic decisions and client engagements.
• Client-Specific Strategies: Develop and implement tailored account plans that address the unique challenges and opportunities within client segments, fostering deeper relationships and enhanced service delivery.
• Collaborative Strategy Development: Partner with Sales Leadership, Business Line Heads, Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA's products and services, focusing on:
• Expanding client acquisition and segment penetration.
• Increasing the diversity of asset classes and products utilised by clients.
• Enhancing overall and per-client transaction volumes on our platforms.
• Proactive Communication: Utilise the CRM system to initiate and maintain proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.
• Industry Representation: Actively represent OSTTRA at industry conferences, trade shows, and professional associations, showcasing our value proposition and expanding our network.

Person Specification

• Proven Experience: Demonstrated success with the financial community, showcasing a robust track record in lead generation, impactful product presentations, effective commercial negotiations, and exceeding sales targets.
• Financial Market Knowledge: Deep understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
• Client Communication Skills: Ability to interpret and respond to client communications thoughtfully, balancing their needs with strategic sales objectives to drive results.
• Solution-Oriented Mindset: Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
• Relationship Building: Strong ability to cultivate and maintain relationships with key decision-makers, fostering trust and collaboration for long-term partnerships.
• Team Player with Independence: Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
• Effective Prioritisation: Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
• Multitasking Ability: Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
• Organisational and Analytical Skills: Strong organisational capabilities paired with analytical skills, allowing for effective data-driven decision-making.
• Exceptional Communication: Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
• Languages: Fluent Italian required

Special Job Requirements

• Some travel required

About OSTTRA
Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.

With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.

Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.

Learn more at

What's In It For
You?
Benefits
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

Recruitment Fraud Alert
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

US Candidates Only:
The EEO is the Law Poster  describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)

Job ID:

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Location:
London, United Kingdom