CRM Consultant

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

Job summary

A recruitment agency is looking for an experienced CRM Consultant based in Reading. The role involves combining pre-sales consulting with hands-on implementation of CRM solutions, focusing on business process optimisation and innovative AI capabilities. Ideal candidates will have at least 18 months of experience in CRM consulting, strong communication skills, and a problem-solving approach. The position offers merit-based career development, exposure to cutting-edge technologies, and works in a collaborative team environment.

Benefits

Merit-based career development

Diverse project opportunities

Exposure to cutting-edge technologies

Professional development support

Collaborative team environment

Qualifications

• At least 18 months experience in consulting and implementation of 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 and optimisation.
• Familiarity with AI/ML concepts in CRM contexts.
• Excellent communication and presentation skills.
• Strong problem-solving abilities.

Responsibilities

• Partner with sales teams to design compelling CRM solutions.
• Lead discovery sessions to uncover client needs.
• Prepare technical presentations for clients.
• Lead CRM implementation projects from start to finish.
• Configure CRM platforms to meet business requirements.
• Analyze business processes for optimisation opportunities.

Skills

CRM implementation

Change management

Sales process understanding

Business process optimisation

AI/ML familiarity

Communication skills

Problem-solving

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 customise CRM platforms to meet specific business requirements and workflows.
  • Design and implement business process improvements that maximise 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 programmes.
• Business Process Management
  • Analyse current business processes and identify opportunities for optimisation 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 realise value from AI‑based solutions.

Required Experience / Qualifications

• At least 18 months experience in consulting and 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 optimisation 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 a 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.

Equal Opportunities

Planet Recruitment is an Equal Opportunities Employer. We do not discriminate on the grounds of 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.

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.