About the Role:

We’re looking for a technically skilled and solutions-focused CRM Technical Specialist to join our Client Platforms team. You’ll optimise and enhance the technical aspects of our CRM systems to ensure platform reliability, data integrity, and seamless integration—ultimately supporting the delivery of exceptional client services.

You’ll work hands-on with internal teams and external partners to drive continuous improvement, implement system enhancements, and support end-users across our wider business.

Key Responsibilities:

• Influence the technical development, configuration, and support of our CRM platform, with a focus on Salesforce.
• Collaborate with the CRM team to translate business needs into technical specifications and solutions.
• Ensure safe and reliable deployment of updates and new features, minimising disruption to teams and customers.
• Integrate CRM systems with other applications, SaaS products, and APIs in partnership with technical teams.
• Maintain technical documentation including process flows, configuration guides, and training materials.
• Provide expert support and troubleshooting for CRM users across locations.
• Plan and execute system updates using best-practice deployment and communication strategies.
• Stay current with CRM trends and recommend improvements to meet evolving user needs.

To succeed in this role, you will demonstrate the following Skills & Experience:

Technical Expertise

• Proven experience configuring and customising Salesforce (objects, fields, flows, validation rules, page layouts, platform events, security settings).
• Strong understanding of Salesforce CI/CD, system monitoring, and backup practices.
• Experience with Data Cloud implementation and maintenance.
• Familiarity with REST APIs, Snowflake, JavaScript, and AWS.
• Skilled in CRM troubleshooting and resolution management.

Problem Solving Skills

• Analytical thinker with the ability to break down complex problems and develop logical solutions.
• High attention to detail and commitment to data accuracy.
• Proactive, self-motivated, and able to drive tasks independently.
• Collaborative mindset with the ability to work effectively across technical and business teams.

Stakeholder Management

• Strong communication skills with the ability to explain technical concepts to non-technical audiences.
• Experience building and maintaining relationships with internal stakeholders and external vendors.

Why Join Us?

At Fisher Funds, we don’t just manage wealth; we help Kiwi secure their futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

Securing your Future: We contribute 4% to you KiwiSaver to ensure you are prepared for whatever your future holds.

About Fisher Funds:

Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.

We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $22 billion in funds under management.

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

Our vibrant and buzzing head office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach!

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close - 07 August 2025