GRS Recruitment is working with a leading international financial services company who is looking for an experienced CRM Administrator to take ownership of its CRM platform and client lifecycle processes in Limassol. This is much more than day-to-day CRM administration. You’ll be responsible for ensuring the CRM becomes the single, accurate source of client data across the business, supporting everything from the initial lead and KYC onboarding through to live trading and ongoing client management. Working closely with Sales, Compliance, Onboarding, Operations, Technology and Finance, you’ll have real ownership of the platform, its roadmap, integrations and continuous improvement.
MAIN DUTIES AND RESPONSIBILITIES
- Own the CRM platform including configuration, workflows, permissions, fields and releases
- Manage the CRM roadmap and prioritise requirements across the business
- Map and automate the full Lead-to-Live client journey
- Improve lead capture, KYC/AML processes, approvals, account setup and onboarding
- Maintain accurate client, entity and trading account records
- Establish and enforce data quality, ownership and deduplication standards
- Manage CRM integrations with trading, back-office, finance and reporting systems
- Oversee data migrations, bulk updates, testing and reconciliation
- Configure CRM processes to support KYC/AML, regulatory and audit requirements
- Support data privacy and access-control requirements
- Build management dashboards covering pipeline, onboarding, client activity and revenue
- Train users and drive consistent CRM adoption across departments
- Create clear CRM processes, documentation and user guides
CANDIDATE PROFILE
- Minimum 5 years' experience managing or administering CRM platforms
- At least 2 years' experience as a CRM Platform Owner, Lead or similar
- Hands-on experience with Salesforce, HubSpot, Microsoft Dynamics or an FX-specific CRM
- Previous experience within regulated financial services, ideally FX, CFD, prime brokerage or institutional trading
- Good understanding of KYC/AML and client onboarding
- Strong data skills including data modelling, migrations, deduplication and reconciliation
- Working knowledge of SQL
- Experience managing CRM integrations through APIs or middleware
- Ability to translate business requirements into practical CRM solutions
- Strong stakeholder management and communication skills
Nice to Have
- Salesforce Administrator, Platform App Builder or similar CRM certification
- Knowledge of FX trading infrastructure, including FIX connectivity, MT4/MT5, bridges and liquidity providers
- Experience working across multiple regulated entities
- Exposure to Power BI or similar reporting tools
SALARY AND BENEFITS
- Salary will be determined based on experience, qualifications, and skills. The advertised salary range is indicative, any offer will reflect the successful candidate’s suitability.
Due to the high volume of applications, we receive at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to
Laura Saltyte, lauras@grsrecruitment.com quoting the above job reference or call +357 25 342 734 for further information.