IRIS CRM Expert at techolution, United Kingdom, 60 Days, £Freelance Rate

  • Contract Spy
  • United Kingdom
  • Jun 06, 2024
Hourly/Freelance Customer Service Management

Contract Description

We are seeking a highly motivated IRIS CRM Expert to leverage their expertise in managing customer data within the IRIS CRM platform & play a pivotal role in shaping the future of banking through innovative Customer Relationship Management (CRM) solutions. In this role, you'll be at the forefront of developing and implementing strategies that enhance customer experiences, drive growth, and position our bank as a leader in the digital age.


Position Title: IRIS CRM Expert

Location: Permanent WFH (Remote)

Working hours: 8 hrs Flexible

Employment Type: Full Time Freelancer

Duration: 60 days

Must have: IRIS CRM Software Proficiency



  • Documentation and E-signing: Utilize IRIS CRM software to manage documentation and e-signing processes.
  • Onboarding: Streamline and oversee the onboarding process for new merchants and clients.
  • Transaction Management: Monitor and manage transactions, ensuring accuracy and timely reporting.
  • Reports Generation: Generate and analyze reports to provide insights into business operations.
  • Merchant Management: Handle all aspects of merchant management within the CRM system.
  • Lead Management: Manage leads effectively to ensure optimal conversion rates.
  • Web Forms Management: Create and manage web forms for data collection and customer interactions.
  • System Integration: Integrate Customer Relationship Management software with other systems using APIs and web services.
  • Database Management: Ensure efficient database management, including writing and optimizing SQL queries.
  • Security and Compliance: Implement and maintain security and compliance standards within the CRM system.
  • CRM Knowledge: A broad understanding of CRM systems and their functionalities.


Mandatory Skills:

  • IRIS CRM Software Proficiency: Strong experience with IRIS CRM, including documentation, e-signing, onboarding, transaction management, merchant management, lead management, and web forms.
  • API and Web Services Knowledge: Proficient in integrating CRM with other systems using APIs and web services.
  • SQL and Database Management: Expertise in database management, including writing and optimizing SQL queries.
  • System Integration: Proven experience in integrating various systems and ensuring seamless data flow.
  • Security and Compliance: Knowledge of security protocols and compliance requirements related to CRM systems.



  • Bachelor's degree in Computer Science, Information Technology, or a related field.
  • 5+ years of total experience with at least 1 year of relevant experience in IRIS CRM software.


If you're enthusiastic about this role and believe it's a great match for your skills, please reach out to me via email at:


About Techolution:

Techolution is a high-tech digital transformation firm on track to become one of the most admired brands in the world for innovation done right. Our purpose is to harness our expertise in novel technologies to deliver more profits for our enterprise clients while helping them deliver a better human experience for the communities they serve. With that, we are now fully committed to helping our clients build the enterprise of tomorrow by making the leap from Lab Grade AI to Real World AI.

We are honored to have recently received the prestigious Inc 500 Best In Business award, a testament to our commitment to excellence. While we are big enough to be trusted by some of the greatest brands in the world, we are small enough to care about delivering meaningful ROI-generating innovation at a guaranteed price for each client that we serve.


Let’s give you more insights!

Few of our amazing products with Artificial Intelligence:

1. : Our proprietary and powerful AI Powered user identification system which is built on artificial intelligence technologies such as image recognition, deep neural networks, and robotic process automation. (No more touching keys, badges or fingerprint scanners ever again!)

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Visit us : To know more about our revolutionary core practices and getting to know in detail about how we enrich the human experience with technology.