CRM Consultant

Planet Recruitment; Oxford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency is seeking an experienced CRM Consultant to join their team in the UK. The role plays a pivotal part in business development and delivering client outcomes by combining pre-sales consulting with hands-on implementation of CRM solutions. The position offers diverse projects across various industries, opportunities for professional development, and exposure to cutting-edge technologies, including AI and automation. Candidates should be experienced in consulting and implementation of business management software, with strong communication skills and a consultative approach to client engagement.

Benefits

Merit based career development

Professional development and certification support

Collaborative team environment

Qualifications

• More than 18 months of consulting and implementation experience in business management software.
• Experience with change management and user adoption strategies.
• Strong understanding of sales, marketing, and customer service processes.

Responsibilities

• Lead CRM implementation projects from gathering requirements to post-launch support.
• Partner with sales to design suitable CRM solutions for clients.
• Analyze and design business processes for optimization.

Skills

Consulting and implementation experience

Change management

Business process optimization

AI and ML familiarity

Communication skills

Job description

Job Title: CRM Consultant

Salary: 30k-40k

Location: Reading

About the Role

We're seeking an experienced CRM Consultant to join our team, playing a pivotal role in both winning new business and delivering exceptional client outcomes. This position uniquely combines pre‑sales consulting with hands‑on implementation of CRM solutions, business process optimization, and AI‑powered capabilities. You'll work at the intersection of business strategy and technology, helping organizations transform how they manage customer relationships.

Key Responsibilities

Pre‑Sales & Business Development

• Partner with sales teams to understand prospect requirements and design compelling CRM solutions that address business challenges
• Lead discovery sessions and workshops to uncover client needs, pain points, and opportunities for digital transformation
• Prepare and deliver technical presentations, demonstrations, and proof‑of‑concepts that showcase platform capabilities
• Help develop comprehensive proposals, solution architectures, and statements of work with accurate effort estimates
• Act as a trusted advisor during the sales cycle, building credibility and rapport with prospective clients

Implementation & Delivery

• Lead end‑to‑end CRM implementation projects, from requirements gathering through go‑live and post‑launch support
• Configure and customize CRM platforms to meet specific business requirements and workflows
• Design and implement business process improvements that maximize efficiency and user adoption
• Integrate CRM systems with existing enterprise applications, data sources, and third‑party tools
• Develop and execute comprehensive testing strategies, data migration plans, and change management programs

Business Process Management

• Analyze current business processes and identify opportunities for optimization and automation
• Map customer journeys and design processes that enhance customer experience and operational efficiency
• Create process documentation, workflow diagrams, and standard operating procedures
• Facilitate process design workshops with stakeholders across sales, marketing, and customer service functions

AI & Innovation

• Identify opportunities to leverage AI capabilities within CRM platforms, including predictive analytics, intelligent routing, and automated insights
• Configure and deploy AI‑powered features such as lead scoring, sentiment analysis, sophisticated integration and automation models, and recommendation engines
• Stay current with emerging AI technologies and assess their applicability to client challenges
• Educate clients on AI best practices and help them realize value from AI based solutions

Required Experience/Qualifications

• At least one job of 18 months+ where you have been involved consulting & implementation of any business management software.
• Experience in change management and user adoption strategies
• Strong understanding of sales, marketing, and customer service business processes
• Experience with business process modelling, analysis, and optimization methodologies
• Familiarity with AI/ML concepts and their practical application in CRM contexts
• Excellent communication and presentation skills
• Strong problem‑solving abilities and consultative approach to client engagement

What We Offer

• Merit based career development in growing company
• Opportunity to work on diverse projects across industries
• Exposure to cutting‑edge technologies including AI and automation
• Professional development and certification support
• Collaborative team environment with experienced practitioners

Planet Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Planet Recruitment is an Equal Opportunities Employer. By applying for this role your details will be submitted to Planet Recruitment. Our Candidate Privacy Information Statement explains how we will use your information.

Only candidates with the relevant skills and experience will be contacted after application, if you do not hear back from us within 7 days you have unfortunately been unsuccessful in your application.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the position.