CRM Report Consultant

With Intelligence is a leading provider of high-quality editorial, data, research, and event services in the institutional investment and asset management space. 

We are seeking a detail-oriented and technically proficient FolioMetrics CRM Report Consultant to join our team at With Intelligence on a fixed-term basis for 12 months. This role is ideal for someone with a solid foundation in report building, particularly using SQL Server Reporting Services (SSRS), and a passion for transforming CRM data into actionable insights.

You will work closely with implementation consultants to design, develop, and deliver reports and dashboards using FolioMetrics, a CRM and data intelligence platform.

Key Responsibilities

• Collaborate with implementation consultants to gather reporting requirements and translate them into technical specifications
• Design, build, and maintain reports and dashboards within the FolioMetrics CRM environment
• Leverage SQL Server Reporting Services (SSRS) and other tools to extract, transform, and visualize data
• Ensure data accuracy, consistency, and integrity across all reporting outputs
• Provide training and documentation to end-users on accessing and interpreting reports
• Troubleshoot and resolve reporting issues in a timely manner

• Proven experience in building reports and dashboards
• Familiarity with CRM systems (training can be provided)
• Excellent analytical and problem-solving abilities
• Ability to communicate technical concepts to non-technical stakeholders
• Self-starter with strong organizational and time management skills

Nice to Have

• Strong SQL skills and understanding of relational databases
• Hands-on experience with SQL Server Reporting Services (SSRS) or similar reporting tools

If you're passionate about data, reporting, and CRM systems—and want to make a measurable impact—this could be the perfect role for you.

• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Healthcare Cash Plan)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided
• Fully stocked drinks fridge
• Social Events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our leading position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.