CRM Platform Lead | Dynamics 365, Data Quality & Power BI

Membership Bespoke; Greater London; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

Membership Bespoke in London is seeking a CRM Manager to take operational ownership of Dynamics 365 and the CMS, acting as the main liaison with external suppliers. The role focuses on translating business needs into technical requirements, ensuring reliable delivery and data integrity.

You will drive reports and dashboards with Power BI, support GDPR governance, and provide training to users, while fostering process improvements across teams. This is a hybrid London-based position.

Qualifications

• Substantial experience managing a CRM or platform.
• Strong knowledge of Microsoft Dynamics 365.
• Experience working with external technology suppliers or managed service providers.
• Ability to translate user needs into technical requirements and requests.
• Experience coordinating system changes, testing, releases and integrations.
• Good knowledge of CRM data structures and relational databases.
• Experience producing reports and dashboards using Power BI.
• Knowledge of Power Automate or similar workflow-automation tools.
• Strong data quality, governance and GDPR awareness.

Responsibilities

• Take day-to-day ownership of Microsoft Dynamics 365 and the organisation’s CMS.
• Act as the principal contact for CRM, CMS and IT suppliers.
• Translate operational requirements into clear support requests, specifications and change briefs.
• Coordinate system changes, upgrades, testing, releases and integrations with external vendors.
• Track supplier progress, challenge where necessary and ensure issues are resolved effectively.
• Investigate CRM, CMS and integration problems, coordinating technical resolution through the appropriate supplier.
• Maintain workflows, permissions, documentation and system best practice within the available administrative access.
• Develop reports, dashboards and management information using Power BI.
• Use read-only SQL access through the Dataverse TDS endpoint for reporting, analysis and data validation.
• Support data extraction, cleansing, reconciliation and quality improvement.
• Maintain high standards of data integrity, governance and GDPR compliance.
• Provide first- and second-line support to users.
• Deliver training and create clear guidance to improve confidence and system adoption.
• Work with teams across the organisation to identify opportunities for process improvement and automation.

Skills

CRM management

Microsoft Dynamics 365

CMS management

Power BI

SQL querying

Dataverse

Supplier management

UAT/testing

GDPR/data governance

Training users

Tools

Power BI

SQL

Dataverse

Job description

Membership Bespoke in London is seeking a CRM Manager to take operational ownership of Dynamics 365 and the CMS, acting as the main liaison with external suppliers. The role focuses on translating business needs into technical requirements, ensuring reliable delivery and data integrity.

You will drive reports and dashboards with Power BI, support GDPR governance, and provide training to users, while fostering process improvements across teams. This is a hybrid London-based position.