CRM & Data Executive

Role: CRM & Data Executive
Location: Nationwide
Salary: £(phone number removed)

My client is an accounting and consulting service with global reach and local expertise. They are looking for a CRM & Data Executive to support them through their exciting development in their digital journey and Dynamics will be an integral part of this.

As part of their digital strategy, they are refreshing their approach to CRM, and Dynamics is their platform of choice, to be built during FY25.

Key responsibilities include:

1. Build relationships with the users / Superuser Network, encouraging adoption of the system
2. Help with troubleshooting / managing support tickets / managing the Superuser Channel
3. Help with creating Views and Dashboards in Dynamics 365
4. Documentation (user guides, support articles, managing Jupiter SharePoint, documentation for knowledge transfer).
5. Jupiter Training (New Users, Refresher Sessions, Lunch and Learns, Office Visits for CRM Surgeries).
6. Identifying and flagging gaps/bugs/enhancement requests from users
7. Help identify certain trends/noise they are hearing from users to determine what needs to be communicated (this helps with the Superuser meeting agenda, and the Jupiter emails we send to users every now and then)

System development and improvement

• Engaging with key stakeholders and business users to understand their needs and gather requirements for system development and improvement.
• Understanding the customisation and configuration capabilities of Dynamics CRM to effectively liaise with the CRM Developers and write requirements to meet specific business requirements.
• Conducting system testing including user acceptance testing to ensure intended features and functionality are working as expected.
• Supporting the development and implementation of the integration of Dynamics CRM with other systems such as practice management software, client portal and website.
• Maintaining awareness of the latest features in Dynamics CRM to explore opportunities for innovation to further drive the system's capabilities and effectiveness.
• Staying informed about new releases, updates, and patches for Dynamics CRM and liaising with the CRM Developers to assess their potential impact and co-ordinated release where applicable.

Data quality and reporting

• Periodically perform data audits and clean-up activities to maintain a reliable and up-to-date CRM system in line with data governance policies and data quality standards.
• Supervise the running of routine data processes in Dynamics CRM.
• Help coordinate processes for the firm's new joiners and leavers.
• Be the Dynamics data steward for firm.
• In conjunction with our users, develop dashboards and other processes to aid pipeline management, to inform business decisions, to increase use of the system and to identify data quality issues.
• Develop and maintain Marketing & BD reports (via PowerBI etc.)

Support, training and communication

• Ensure effective training resources are in place including conducting training sessions for CRM users to familiarise them with system features, functionalities, and best practice.
• Engage stakeholders in user acceptance testing and involve them in processes related to system enhancements.
• Provide ongoing support to address user queries and troubleshoot issues.
• Supervise any direct line reports and lead a Dynamics Super User programme.
• Upskill members of the national Marketing & Business Development team.

Personal and professional qualities

• Experience in working with Microsoft Dynamics preferable or other similar CRM system.
• Experience of working within a professional services environment preferable but not essential.
• Proven track record of delivering impactful visualisations and reports, preferably using PowerBI.
• Excellent attention to detail.
• A keen interest in the business to develop a strong understanding of the role of Dynamics CRM and how the system and data can be best utilised.
• Ability to articulate and explain technical information in a simple, easy-to-understand way.
• Proficient presentation skills.
• Experience of working with large data sets and translating these into visually engaging dashboards and reports.
• Strong organisation skills with the ability to multitask and effectively prioritise and manage own workload.
• Strong Word, Excel and PowerPoint skills.

Key Employee Benefits

• Flexible Working & Leave: Agile working policies are available to support work-life balance, alongside 25 days of holiday.
• Financial & Security: Competitive salary packages, pension schemes, and life assurance are standard.
• Health & Well-being: Access to a flexible benefits platform that includes options for dental insurance, health cash plans, and travel insurance.
• Perks & Lifestyle: Electric vehicle car scheme and an annual season ticket loan for commuting.
• Professional Development: Tailored training plans, specifically for graduates and trainees (ACA qualification or similar), along with career development mentoring.

If you wish to be considered for this role, please email your cv to (url removed) or call me to discuss on (phone number removed).

If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.