CRM Consultant

Synapri; Greater London; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

Synapri in Central London is seeking a CRM focused Consultant to lead end-to-end CRM implementations (Salesforce, D365) for high-profile clients, delivering value through data-driven transformations. You will work with senior stakeholders, manage project timelines and risks, and guide client teams through requirements, configuration, data migration, UAT and production releases.

Hybrid work in Central London offers collaboration with cross-functional teams and opportunities to shape

Qualifications

• Experience leading end-to-end CRM implementations (Salesforce, D365 or similar).
• Strong business analysis and requirements gathering skills.
• Experience with CRM configuration, data migration, UAT and deployment.
• Experience in PE, Private Credit, Real Estate, Asset Management, Wealth Management or PE-focused tech organisations.
• Ability to independently manage projects or workstreams.
• Strong stakeholder management and communication with senior leaders.

Responsibilities

• Lead CRM projects and workstreams from requirements gathering through configuration, testing, deployment and post-go-live support.
• Implement and optimise platforms such as Salesforce or similar enterprise systems.
• Collaborate with senior stakeholders to translate business needs into effective CRM solutions.
• Conduct business analysis and identify opportunities to improve processes, data and systems; facilitate workshops, support configuration, data migration, UAT, training and production releases.
• Manage client relationships, project timelines, risks and deliverables.

Skills

CRM strategy

Stakeholder management

Business analysis

Requirements gathering

Project leadership

Tools

Salesforce

Dynamics 365

Job description

Synapri are working with a leading consultancy specialising in technology, data and business transformations. Their consultants work with a variety of clients to deliver CRM and business transformation programmes that improve efficiency, strengthen data quality and enable better decision-making.

Due to their continued growth, they are looking to hire a new CRM focused Consultant to join their Professional Services team to lead on implementation projects while working with senior stakeholders and help clients adopt technology that delivers continued business value and growth!

Salary: Up to £75,000 plus benefits

Location: Hybrid in Central London

Scope of the role:

• Lead CRM projects and workstreams from requirements gathering through to configuration, testing, deployment and post-go-live support
• Implement and optimise platforms such as, Salesforce or similar enterprise systems
• Work with senior stakeholders to understand business needs, gather requirements, and translate them into effective solutions
• Conduct business analysis and identify opportunities to improve processes, data and systemsFacilitate workshops and support configuration, data migration, UAT, training and production releases.
• Manage client relationships, project timelines, risks and deliverables.

Ideal skills:

• Experienced hands on consultant with experience leading E2E CRM implementations such as Salesforce, D365 or other enterprise CRM systems
• Strong business analysis, problem-solving and requirements-gathering skills
• Experience with CRM configuration, data migration, UAT and deployment
• Previous experience working in PE, Private Credit, Real Estate, Asset Management, Wealth Management or PE focused Tech organisations
• The ability to independently manage projects or workstreams
• Strong stakeholder management and communication skills, including experience working with senior business leaders

This role is ideal for someone who enjoys combining consulting, business analysis and technology while working directly with clients on high-profile CRM transformation programmes.

Please note you must have full right to work in the UK to be eligible for this position.