CRM Specialist

Blue Legal; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm is seeking a skilled CRM Specialist to join their Marketing and Growth team in London. The successful candidate will have 2-3 years of Dynamics 365 experience and be adept at automating processes to support data-driven strategies. Key responsibilities include optimising CRM systems and engaging with stakeholders to drive efficiency. This role offers a market rate salary and a chance to work within a dynamic team.

Qualifications

• 2-3 years of experience in CRM roles with Dynamics 365 expertise.
• Skilled in creating automated workflows and data analysis.
• Proficient in building customer journeys across lifecycle stages.

Responsibilities

• Collaborate with the CRM Manager to optimise system alignment.
• Lead efforts to gather requirements from stakeholders.
• Implement automated workflows to improve efficiency.
• Support backend development and configuration of Dynamics 365.
• Train and support end-users in system usage.
• Analyse client data to identify growth opportunities.

Skills

Dynamics 365 experience

Automating workflows using PowerAutomate

Data analysis and system customisation

Strong communication skills

Creating customer journeys

Tools

PowerAutomate

PowerBI

Job description

Overview

Location: London
Salary: Market Rate
Salary band: Dependant upon experience
Contract type: Permanent
Date posted: 26th March 2025

A leading accountancy firm is looking for a skilled and proactive CRM Specialist to join their Marketing and Growth team. The role will involve executing campaigns, automating processes, and supporting the development of data-driven strategy to ensure seamless collaboration across the teams. The ideal candidate will have 2-3 years of Dynamics 365 experience, as well as proficiency with marketing and campaigns.

Responsibilities

• Collaborate with the CRM Manager to develop and optimise the system to align with business objectives.
• Lead efforts to understand business needs, gather requirements, and communicate with stakeholders.
• Implement automated workflows using PowerAutomate to improve efficiency and reduce manual processes.
• Support back-end development and configuration of Dynamics365, including managing tables, fields, forms, and views.
• Play a key role in training and supporting end-users to optimize system usage.
• Measure and track sales pipeline, client experiences, and service quality levels with the CRM Manager.
• Analyse client data to identify opportunities for growth through segmentation, behaviour patterns, and preferences

The Candidate

• 2-3 years of experience in CRM roles with expertise in optimising and configuring Dynamics-365 systems, including backend work.
• Skilled in creating automated workflows using PowerAutomate and integrating CRM systems with other platforms.
• Strong communication skills with the ability to engage stakeholders at all levels and a keen eye for detail in data analysis and system customisation.
• Proficient in building customer journeys for lifecycle stages like onboarding, retention, and reactivation, with problem-solving and analytical skills.
• Tech-savvy and eager to learn, particularly in CRM and digital marketing, with the ability to create PowerBI dashboards a plus.