Technology | 18-6-2025

CRM Consultant

Are you a confident ERP/CRM Consultant looking to excel your career in a forward thinking consultancy? If so, I have something suitable for you!

Synapri have partnered with a growing partner who are on the hunt for a CRM consultant with a strong understanding across accounting and business system processes. Within this role you will work with clients to understand their current operations, translate requirements into system solutions while having the prospect of moving into more of a lead position with uncapped growth opportunities!

I am looking for someone who has strong client facing experience, hands on experience with system configuration (Salesforce, Certinia, Jedox etc) and a blend of experience across process design, solution mapping and a background of supporting digital transformations. Within this role you will have the opportunity to support discovery and design with clients across finance, operations and planning, translate business processes and accounting logic into requirements and tailored solutions, while working with the implementation teams to make sure business needs are reflected in system designs.

Location: Remote, candidates must be UK based

Salary: up to £70,000 depending on level of experience

Skills required

• 2–6 years’ experience in finance, consulting, operations, or systems support.
• Must have an understanding of core accounting principles (accruals, matching, deferrals, recognition).
• Exposure to ERP, EPM, or business process tools (e.g. Salesforce, NetSuite, Oracle, Anaplan, Jedox, etc.).
• Must have a Accounting Qualification in some form, accounting degree or coming from an accounting background.
• Experience configuring or supporting systems either in a demo or internal context.
• Strong communication skills and comfort in client-facing situations.

If you are an experienced CRM Consultant looking to excel across a mid-tier consultancy who support across Financial insights, Lead to cash and drive tailored solutions across multiple enterprise systems, then please apply now for immediate consideration and to find out more!                                                            

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