CRM Consultant

Simpson Recruitment Services; England; Hybrid; GBP 45,000; Full time

Job summary

A specialist consultancy in the United Kingdom is seeking a CRM Consultant to manage implementation projects and client relationships. This role requires strong analytical and problem-solving skills, as well as the ability to document client processes. You will lead projects, map requirements to CRM capabilities, and support data audits. Benefits include a £45,000 salary, flexible working patterns, and 7 weeks paid holiday. Candidates should have excellent communication skills in British English and spreadsheet proficiency.

Benefits

£45,000 salary depending on experience

7 weeks paid holiday

Flexible working patterns

Modern MacBook for remote work

Supportive team environment

Qualifications

• Ability to understand and document client processes.
• Confidence leading projects with clear direction.
• Strong analytical skills for complex domains.
• Experience in CRM configuration and data auditing.

Responsibilities

• Lead CRM implementation projects from discovery to roll‑out.
• Act as primary contact for clients throughout the project.
• Map client processes and translate needs into CRM functionality.
• Deliver training and maintain user documentation.
• Support data audits and CRM platform configuration.

Skills

Analytical problem-solving

Client process documentation

Project leadership

Excellent communication skills

Strong numeric/spreadsheet abilities

Tools

Excel

Google Sheets

Job description

CRM Consultant

Salary: £45,000

Hybrid Coventry

Full-time (37.5 hours)

Make technology work for organisations that make a difference.

Our client is a specialist consultancy helping organisations get real, long‑term value from their technology.

They are expanding their CRM team and looking for someone who can blend technical thinking with analytical rigour and strong client-facing skills.

If you enjoy solving complex process problems, designing elegant CRM solutions, and guiding clients through change, you’ll fit right in.

The Role

You’ll join their dedicated CRM team, working across the full implementation lifecycle discovery, design, configuration, testing, training and ongoing support. You’ll act as the central point of contact for clients, ensuring each project feels clear, well‑managed and in safe hands.

You’ll be responsible for:

• Leading CRM implementation projects from discovery to roll‑out.
• Acting as the primary client‑facing representative throughout the project.
• Interviewing client teams and mapping their processes, requirements and data.
• Translating real‑world needs into CRM functionality and improved processes.
• Designing CRM solutions and related tools to meet client goals.
• Supporting data audits, transformation and migrations.
• Configuring CRM platforms and contributing to solution design.
• Delivering training and producing clear, user‑friendly documentation.
• Reporting progress, risks and budget usage to your line manager.
• Owning client relationships alongside the wider CRM team.

You’ll typically work across multiple projects at once, collaborating closely with CRM consultants, developers and client stakeholders to deliver smooth transitions to new systems.

What You’ll Need

Core skills

• Ability to understand, document and challenge client processes.
• Confidence leading projects and giving clients clarity on direction and progress.
• Strong analytical problem‑solving in complex or unfamiliar domains.
• Ability to map requirements to CRM capabilities and design robust solutions.
• Understanding of data structures and the implications for user workflows.
• Accuracy, attention to detail and solid self‑management skills.
• Collaborative mindset giving and receiving feedback openly.
• Excellent communication skills in British English, written and verbal.
• Strong numeric/spreadsheet ability (Excel/Google Sheets).
• Curiosity, eagerness to learn and a proactive work ethic.

If you don’t meet every requirement but believe you’d excel with support, we still want to hear from you. We invest in developing great people.

Desirable

• CRM experience in the charity/non‑profit sector.
• Data auditing/analysis experience.
• Client‑facing consulting or project management.
• Hands‑on CRM configuration experience.

What We Offer

• £45,000 salary, depending on experience.
• 7 weeks paid holiday.
• Very flexible working patterns, as long as core collaboration hours are covered.
• A modern, powerful MacBook plus everything you need for a productive set‑up at home or in the office.
• Hybrid working with minimum two days per week in the Coventry office (more during probation).
• A supportive, close‑knit team that values high‑quality work and meaningful impact.

If this sounds like you, please send your application to Gary Simpson.