CRM Business Analyst - Asset Management - Pharos Resource Partners Ltd

Job title: Salesforce Data Consultant, CRM Consolidation

Location: London (Hybrid)

Type: Contract

Bring order to complex data and shape how a business sees its clients.

A well established London based asset management firm is seeking an experienced Salesforce Data Consultant to lead the consolidation of multiple CRM instances into a single, unified platform. This is a high impact contract where your work will define the firm’s data foundation and the management information it relies on.

The opportunity

You will analyse data across several Salesforce instances, standardise it and build a consistent data model that the business can scale with. You will then design how that data flows through to clear, reliable MI using Microsoft Fabric or other BI tools.

Key responsibilities

1. Lead the analysis and merging of multiple Salesforce CRM instances into one
2. Standardise data and design a consistent, scalable data model
3. Assess the current data model and determine how it should be extended
4. Define the transformations and manipulations required to produce the end output
5. Design the approach for delivering MI via Microsoft Fabric or an equivalent BI tool
6. Engage with stakeholders to understand requirements and communicate progress

What you’ll bring

1. Proven experience consolidating or migrating CRM data (ideally Salesforce)
2. Strong data analysis and data modelling skills
3. Solid understanding of data transformation and mapping
4. Experience designing MI and reporting solutions using Microsoft Fabric, Power BI or similar
5. Ability to work independently and take ownership of delivery

Desirable

1. Stakeholder management experience
2. Background in financial services or asset management