CRM Report Consultant

Job Title

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, ...