CRM Functional Specialist

At Fisher Funds, we're passionate about helping New Zealanders achieve their goals through quality financial advice and smart investing. We're looking for a CRM Functional Specialist to join our Digital Technology team and help shape, optimise, and enhance the platforms that support exceptional client experiences.

In this role, you'll work closely with stakeholders across the business to improve CRM processes, translate business needs into practical solutions, and support the ongoing evolution of our Salesforce environment. You'll play a key role in ensuring our CRM platform continues to deliver value across the customer lifecycle while enabling teams to work more effectively.

We're looking for someone who enjoys solving business challenges, improving systems, and partnering with stakeholders to deliver meaningful outcomes through technology.

What you'll be doing:

Identifying opportunities to improve CRM processes, functionality, and user experience.

Partnering with stakeholders to understand business needs and recommend practical solutions.

Translating requirements into functional specifications, user stories, and process documentation.

Supporting CRM configuration, testing, release management, and implementation activities.

Collaborating with technical teams on integrations, data management, and solution design.

Maintaining system documentation, process maps, and user guides.

Providing functional support and troubleshooting assistance to end users.

Supporting training, adoption, and continuous improvement initiatives.

What we're looking for:

Experience working with Salesforce CRM platforms and associated business processes.

Strong understanding of lead management, opportunity management, customer servicing, and reporting.

Experience configuring Salesforce including workflows, automation, validation rules, reporting, and dashboards.

Strong analytical and problem-solving skills with the ability to translate business needs into solutions.

Excellent stakeholder management and communication skills.

Experience working collaboratively with business and technology teams.

Understands and upholds good AI principles, accuracy, fairness, transparency and data privacy in day-to-day platform work.

A proactive mindset and passion for continuous improvement.

Why Fisher Funds?

Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For over 25 years, we've helped Kiwis achieve their goals through disciplined investment management, innovative technology, and trusted financial advice.

You'll join a collaborative organisation that values growth, supports ongoing development, and empowers people to make a meaningful impact for our clients and business.

When you join us, you'll enjoy:

Southern Cross health insurance, plus life and trauma insurance for you and your family.

Ongoing professional development and career growth opportunities.

Enhanced parental leave, community leave, and birthday leave.

A supportive, collaborative team environment.

* The opportunity to make a meaningful difference for New Zealanders and their financial futures.

Applicants must have the legal right to work in New Zealand. Successful candidates will be required to complete background screening, including police and credit checks.

Applications close 15 October 2026