Redwheel
Salesforce CRM & Account Engagement Officer (Part-Time, 6-Month FTC)
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6-Month Fixed-Term Contract. Part-time (2 days per week)
We are open to candidates seeking either a fixed-term contract or those working on a day-rate contractor basis outside IR35.
Why Redwheel?
At Redwheel we are committed to delivering investment management services with the highest levels of skill, integrity and transparency. We specialise in providing strategies that enable our clients to invest in developed and emerging market equities, convertible bonds and income solutions that help them meet their long-term financial needs with $22bn assets under management. We feel a strong sense of responsibility to provide the highest standards of investment management: good value for money, clear information that helps our clients understand what we are doing, and a stable organisation that is both long-term and trustworthy.
Redwheel is a stable, forward-thinking organisation that embraces responsible autonomy, freedom, integrity, and alignment of interests. We believe that in order to deliver the results our clients expect we must continuously invest in our people, our approach to investing and our infrastructure.
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At the heart of Redwheel are teams of experienced investment professionals with expertise in specific fields. Our teams are led by people who are distinguished in their chosen area and demonstrate a total commitment to the responsibilities they have to their clients.
Role Overview
The successful candidate will own day‑to‑day administration of Salesforce CRM and Account Engagement, ensuring high data quality, smooth user experience and effective support for marketing and distribution teams in a boutique asset manager environment.
Key Duties:
- Administer and support Salesforce CRM and Account Engagement (Pardot).
- Manage users, permissions, security and system access.
- Maintain data quality, governance and CRM best practices.
- Configure and enhance Salesforce functionality, automation and workflows.
- Develop reports, dashboards and campaign tracking solutions.
- Enable the delivery of the Salesforce roadmap working with 3rd party agency.
- Provide user support, training and documentation.
- Partner with marketing and distribution teams to deliver scalable CRM solutions.
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Core Skills
- Salesforce Administration and Account Engagement (Pardot) experience.
- Strong CRM configuration, automation and data management skills.
- Experience building reports, dashboards and campaign analytics.
- Excellent problem-solving and user support capability.
- High attention to detail and commitment to data quality.
- Ability to work independently in a fast-paced, business-facing environment.
At Redwheel, we take pride in creating a diverse, equitable and inclusive environment where everyone is welcome, and their contributions are valued. We are committed to being an inclusive employer regardless of race, religion, gender identity, sexual orientation, age, socioeconomic status, medical condition or disability, or any other protected status. When we look for talent, we welcome difference - different backgrounds, experiences, personalities, and perspectives. By hiring people who are passionate, skilled and committed, irrespective of their background, we will continue to build a successful business.
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