CRM Manager

Membershipbespoke; Greater London; On-site; GBP 45,000 - 50,000; Full time

Job summary

Membership Bespoke, based in London, seeks an experienced CRM Manager to own and continually improve its Microsoft Dynamics 365 CRM. This hands-on role covers administration, configuration, testing, reporting and integrations, with close collaboration with COO and external suppliers.

The successful candidate will drive data quality, develop dashboards and KPIs in Power BI, and deliver training to users. A strong five-year CRM background, excellent communication and a proactive mindset are

Qualifications

• Minimum five years’ experience as a CRM or Database Administrator.
• Strong Microsoft Dynamics 365 administration experience.
• Experience with systems management, configuration and implementation.
• Experience using Power BI to produce reports and dashboards.
• Experience using Power Automate to develop automated workflows.
• SQL querying skills (T-SQL) and data views.
• Advanced Microsoft Excel skills.
• Experience with supplier management, including third-party providers.
• CMS knowledge would be advantageous.
• IT degree or equivalent qualification or substantial related experience.
• Excellent written and verbal communication skills.
• Proactive, flexible, and able to manage multiple priorities.

Responsibilities

• Act as the primary administrator for Microsoft Dynamics 365.
• Maintain CRM configurations, workflows, user permissions and system documentation.
• Manage system upgrades, testing and releases with external suppliers.
• Ensure CRM data quality and consistency across the organisation.
• Develop reports, dashboards and KPIs using Power BI.
• Support reporting, data extraction and analysis requirements.
• Create and maintain SQL queries and data views.
• Manage integrations between Dynamics 365, CMS and Microsoft 365.
• Investigate and resolve CRM and systems integration issues.
• Support future system enhancements and development projects.
• Provide first- and second-line CRM user support.
• Deliver training and user guidance materials.
• Promote best practices in CRM usage and data management.
• Manage relationships with CRM, CMS and IT suppliers.
• Coordinate system development projects and change requests.
• Monitor supplier performance against SLAs.
• Ensure GDPR compliance and data governance.

Skills

Dynamics 365 administration

Power BI

Power Automate

SQL / T-SQL

Excel

Data reporting

Supplier management

CMS knowledge

Communication

Project management

Education

IT degree or equivalent

Job description

CRM Manager
Professional Membership Organisation
Permanent - November Start
Salary: £45,000–£50,000, depending on experience
London

A leading Professional Membership Organisation is looking for an experienced CRM Manager to take responsibility for the day-to-day management, development and continuous improvement of its Microsoft Dynamics 365 CRM system.

Reporting to the Chief Operating Officer, this is a hands-on role encompassing system administration, configuration, testing, reporting, integrations and user support. You will work closely with colleagues and external suppliers to ensure the CRM and associated business systems continue to meet the organisation’s operational and strategic requirements.

Key Responsibilities

• Act as the primary administrator for Microsoft Dynamics 365.
• Maintain CRM configurations, workflows, user permissions and system documentation.
• Manage system upgrades, testing and releases in conjunction with external suppliers.
• Ensure the quality, integrity and consistency of CRM data across the organisation.
• Develop and maintain reports, dashboards and KPIs using Power BI.
• Support teams with reporting, data extraction and analysis requirements.
• Create and maintain SQL queries and data views.
• Manage integrations between Dynamics 365, the organisation’s CMS, Microsoft 365 and other business systems.
• Investigate and resolve CRM and systems integration issues.
• Support future system enhancements and development projects.
• Provide first- and second-line support to CRM users.
• Deliver training and produce user guidance materials.
• Promote best practice in CRM usage and data management.
• Manage relationships with CRM, CMS and IT suppliers.
• Coordinate system development projects and change requests.
• Monitor supplier performance against agreed service levels.
• Ensure compliance with GDPR and internal data governance requirements.

Experience and Skills Required

• A minimum of five years’ experience working as a CRM or Database Administrator.
• Strong experience of Microsoft Dynamics 365 administration.
• Experience of systems management, configuration and implementation.
• Experience using Power BI to produce reports, dashboards and data analysis.
• Experience using Power Automate to develop and maintain automated workflows and business processes.
• Database experience, including SQL/T-SQL and database querying techniques.
• Strong Microsoft Office skills, particularly Excel.
• Experience of project and supplier management, including working with third-party service providers.
• Knowledge or experience of using a Content Management System would be advantageous.
• An IT degree, equivalent qualification or substantial relevant experience.
• Excellent written and verbal communication skills.
• A proactive, flexible and collaborative approach, with the ability to work independently and manage multiple priorities accurately.

This is an excellent opportunity for an experienced CRM professional to take ownership of a key business system and play an important role in improving data, reporting and processes across a respected Professional Membership Organisation.

The role is based at the organisation’s London headquarters and may occasionally require working outside standard office hours.

Membership Bespoke positively encourages applications from suitably qualified and eligible candidates, regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, pregnancy or maternity.