The Role
Are you passionate about turning data into insight and driving meaningful business impact? As a CRM Analyst, you'll help shape how Vanguard's European business uses CRM data to better understand, engage and support clients and intermediaries.
Working closely with sales, marketing and business stakeholders, you'll champion data quality, enhance CRM adoption, and uncover valuable insights that influence decision-making. This role is ideal for a self-starter who enjoys solving problems, building relationships, leading conversations with stakeholders, and transforming complex business needs into practical solutions that deliver measurable results.
In this role you will
CRM & Business Enablement
Act as a trusted CRM contact for Distribution, Marketing, Data & Analytics, Operations, Technology and regional client-facing teams
Partner with business stakeholders to identify opportunities to simplify processes, improve user experience and increase CRM adoption
Support requirements, user acceptance testing, releases, change adoption and CRM enhancements, including case management and Microsoft Copilot use cases
Client & Distribution Intelligence
Translate CRM data into actionable insight that supports marketing, sales, distribution, leadership and client-facing teams
Develop and improve reporting, dashboards and views that provide visibility into client engagement, pipeline progression, activity trends, cases and business outcomes
Support the development and refinement of CRM signals and alerts that help client-facing teams prioritise engagement opportunities
Analyse user behaviour, process performance and CRM interaction patterns to identify opportunities for process improvement, better adoption and increased business effectiveness
Data Quality & Governance
Review regional data integrity, ownership and mapping across accounts, contacts, opportunities, activities, cases and relationship records
Identify duplicate, missing or inconsistent data and work with regional teams to agree clear, achievable improvement actions
Strengthen the completeness, accuracy and usefulness of CRM data by closing data gaps, reducing inconsistencies and using relevant internal and external data sources to enrich client and intermediary records
Monitor adoption and data-quality metrics, sharing risks, priorities and recommendations with relevant stakeholders
Support data governance processes, internal data management standards and relevant regulatory requirements
CRM Process Optimisation
Review end-to-end CRM processes and identify opportunities to reduce administrative burden on sales and relationship management teams
Design and document future-state processes that improve efficiency while maintaining data quality and governance standards
Translate business needs into clear requirements, process maps and practical CRM improvements that can be delivered with the CRM Product Team and technology partners
Support distribution and marketing CRM data requests across Europe, helping teams use CRM data consistently and effectively
What Success Looks Like
The successful candidate will:
Become a trusted CRM contact for Digital, Technology and Vanguard’s client-facing teams
Support the development of scalable CRM signals, analytics and AI-enabled use cases that help client-facing teams engage clients more effectively.
Deliver practical CRM improvements, reporting and insight that reduce manual effort and create business value
Lead effective meetings and workshops that result in clear decisions, owners and actions
Increase CRM adoption and strengthen the quality, consistency and usefulness of regional client data
What it takes
Proven experience in CRM, business analysis, client analytics, distribution support or a related role
Experience working with advanced CRM systems, sales, service or client-engagement platforms. Experience with Microsoft Dynamics 365 would be highly beneficial, but is not essential for someone with strong CRM, data and business analysis capability
Ability to quickly learn CRM platform functionality, understand how systems support business processes, and work confidently with product and technology teams
Proven ability to gather requirements, map processes and convert business needs into practical CRM improvement
Experience developing reporting, dashboards, client insight and data-quality improvement approaches
Confident leading calls and workshops, communicating clearly with stakeholders across regions and levels, and ensuring discussions result in clear decisions and actions
Experience with Microsoft Copilot or other AI-enabled sales, service or productivity capabilities would be beneficial
Experience within an asset management, wealth management or financial services organisation would be highly desirable but is not mandatory
Special Factors
Vanguard is not offering visa sponsorship for this position
This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)
Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible
Why Vanguard?
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.
This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
It's what we stand for: value to investors.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Experience in CRM, business analysis, client analytics, distribution support, or a related role
- Experience working with advanced CRM, sales, service, or client-engagement platforms
- Ability to learn CRM platform functionality and understand how systems support business processes
- Experience gathering requirements, mapping processes, and translating business needs into CRM improvements
- Experience developing reporting, dashboards, client insight, and data-quality improvement approaches
- Ability to lead calls and workshops and communicate clearly with stakeholders across regions and levels
- Experience with Microsoft Dynamics 365
- Experience with Microsoft Copilot or other AI-enabled sales, service, or productivity capabilities
- Experience in asset management, wealth management, or financial services
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
