Client Database Administrator - 6 Month Contract

We are seeking a skilled and enthusiastic database administrator to join our team and help us maintain and optimise our client relationship management (CRM) platform, Salesforce. Reporting to the Corporate Finance COO this full-time (contract) role supports Barrenjoey’s enterprise-wide CRM across all business lines, Corporate Finance, Financial Markets (Equities, Fixed Income, Research) and Investment Management. The successful candidate will play an important role in enhancing Barrenjoey’s client relationship management and supporting business growth.

Database Management

• Ensure the CRM database is accurate, up-to-date, and efficiently organised with client records maintained at both an account (organisation) and contact level. Manage data integrity and quality and implementing continuous development

and improvement

• Analyse datasets for inconsistencies, trends, and insights to uplift data and reporting

• Collaborate with various business lines to support their data collection and maintenance model including performing bulk uploads using data tools

• Maintain client data segmentation for the relevant business areas, in compliance with confidential information protocols

• Develop and maintain comprehensive documentation on client data management processes.

CRM System Optimisation

• Drive system improvements, implement change including new business adoption

• Implement and monitor data integrity protocols to ensure the quality and reliability of CRM data

• Assist the Technology team to maintain CRM system access, user roles, security settings, profiles, sharing and workflow rules

• Work with business and Technology teams to implement system releases, new features, and connectivity to other data sources ensuring our CRM leverages the latest capabilities

• Collaborate with Barrenjoey’s Technology team, business and external vendors, clearly articulating business requirements, to optimise the CRM system for better performance, reporting and user experience

Business Support

• Partner with business on change programs to maximise benefits of enterprise CRM

• Implement efficient workflows and integrations with other systems to facilitate client access to Barrenjoey research and events (obtaining appropriate KYC and compliance approvals)

• Generate regular and ad hoc client reporting to business areas

• Provide day-to-day end-user support and assist users with best practices to improve and increase their knowledge of Salesforce

• Conduct training sessions and create training materials for end-users

About You

• 3-5 years’ experience in CRM database management.

• Experience with data reporting and analysis, keen attention to detail, with uncompromising focus on output quality.

• Strong organisational and time-management skills with the ability to prioritise work effectively and manage multiple requests from different business areas, to meet deadlines.

• Ability to communicate effectively with senior stakeholders and excellent interpersonal skills.

• Enthusiasm for teamwork and collaboration but capable of working independently

• A positive can-do attitude, ability to speak-up, innovate and implement changes.

• Genuine interest in financial markets and knowledge or willingness to learn about our diverse client base.

• Proactive and creative problem solver able to formulate nuanced data-management solutions on a frequent and bespoke basis.

• Excellent skills in Excel, or an ability to upskill in this quickly.

• Salesforce experience essential