CRM Implementation Lead: Transforming Sales & Service

Workbooks; United Kingdom; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Share Options in Workbooks' long-term

25 days holiday plus your birthday off

Life Assurance & Pension scheme

LinkedIn Learning account

Employee Assistance Programme

Hybrid working: 3 days in Reading, 2 w

Lunch provided every Thursday

Job summary

Workbooks is seeking a driven CRM Consultant to lead implementations from discovery through go-live, helping customers optimize sales, marketing, service, and operations with Workbooks CRM.

You’ll configure solutions, run workshops, migrate data, test, train users, and support UAT while coordinating with customers and technical teams. This role offers hybrid working with 3 days in Reading and 2 days remote, plus ongoing learning opportunities and benefits.

Qualifications

• Hands-on experience implementing or administering CRM platforms such as Workbooks, Salesforce, Dynamics 365, HubSpot, or similar.

Responsibilities

• Lead customer discovery workshops to understand business processes and requirements.
• Translate needs into clear solution designs and best-practice approaches.
• Configure and customise Workbooks CRM to support sales, marketing, service, and operations.
• Deliver projects including planning, data migration, testing, training and go-live support.
• Support UAT and resolve issues to ensure successful deployment.

Skills

CRM implementation

Stakeholder engagement

Workshop facilitation

Data migration

Solution design

Tools

SQL

CRM platforms (Workbooks, Salesforce, Dynamics 365, HubSpot)

Job description

Workbooks is seeking a driven CRM Consultant to lead implementations from discovery through go-live, helping customers optimize sales, marketing, service, and operations with Workbooks CRM.

You’ll configure solutions, run workshops, migrate data, test, train users, and support UAT while coordinating with customers and technical teams. This role offers hybrid working with 3 days in Reading and 2 days remote, plus ongoing learning opportunities and benefits.