Dynamics CRM Analyst

About Vanguard 

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.  

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.  

Our Team and Opportunity  

 The Financial Adviser Services (FAS) Enablement team is the strategic partner behind adviser success.  

We collaborate across all of FAS to champion what matters most for advisers - advocating for their needs, removing friction, and delivering the solutions that help them excel. Our work spans:  

• Business Strategy: practice management expertise and hands on implementation support  

• Investment Strategy: research driven insights and market leading solutions  

• Portfolio Construction: practical tools and frameworks that empower high quality advice  

• Team & Operational Enablement: learning, systems, technology and ways of working that lift capability across FAS  

As a trusted voice of the adviser, we shape and deliver the outcomes that drive both adviser and client success.  

Core Responsibilities  

• Ensure our B2B CRM data is accurate and up to date. This involves exception handling and actioning updates as requested by the business.  

• Change Management support as new features are delivered. This includes training material and in-person support.  

• Work collaboratively with the Technology teams based both here in Australia as well as in the USA and UK.  

• Collaborate with the FAS Product Owner to provide business value. This includes production release support.  

What are we looking for in the ideal candidate  

• Ideally the candidate will have some experience in a sales team environment, understanding how a sales team utilises a Sales CRM system (e.g. we use Microsoft Dynamics - Sales).  

• Someone who is comfortable communicating with business users and supporting their needs.  

• Previous experience with understanding business needs and translating them into requirements for Technology teams.   

• Has an understanding of data relationships and is comfortable using Microsoft Excel formulas to make necessary updates.  

• Ideally someone with testing experience, especially User Acceptance Testing (UAT).  

You’ll thrive in this role if you…  

• Are naturally curious about how the business works and take genuine satisfaction in making things easier, clearer and more effective for our sales teams  

• Love asking “why?”, exploring smarter ways of working, and seeing your solutions embraced and valued by the people who use them  

• Are comfortable rolling up your sleeves and becoming the reliable goto person for support, clarity and follow through - especially when it comes to technology  

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.