CRM Specialist

AMETEK, Inc.; Leicester; On-site; GBP 40,000 - 55,000; Full time

Job summary

Taylor Hobson seeks a skilled CRM Specialist to lead the transition from Microsoft Dynamics 365 to Salesforce. This critical role involves CRM management, data analysis, and training, with a strong impact on business growth and customer relationship strategies. The ideal candidate will be highly proficient in CRM software and possess excellent analytical and communication skills.

Benefits

Competitive salary and 25 days holiday

1pm Friday finish

Free onsite parking and electric charging points

Perkbox rewards app

Employee referral scheme of £1000

Qualifications

• 3-5 years of experience in CRM management or administration.
• Strong proficiency in both Microsoft Dynamics 365 and Salesforce.
• Ability to deliver training and support.

Responsibilities

• Lead the implementation and transition to Salesforce.
• Collaborate with stakeholders to define CRM solutions.
• Create reports and analyze data to support decision-making.

Skills

CRM software proficiency

Analytical thinking

Communication

Problem solving

Education

BSc or BEng in Computer Science or related discipline

Tools

Power Apps

Power BI

MS Office Suite

SQL Server

SSRS

SharePoint

Job description

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Taylor Hobson is seeking a skilled and motivated CRM Specialist to spearhead our customer relationship management initiatives and drive business growth through effective CRM strategies and technologies.

This role reports directly to the IT Manager and offers a unique opportunity to help lead the migration from Microsoft Dynamics 365 to Salesforce, shaping Talyor Hobson's CRM processes.

As the CRM Specialist, you will oversee the transition, manage and enhance our new Salesforce CRM system, and create reports and analyses (e.g., pipeline, sales metrics, customer insights) to better understand customer behaviour, support business growth, and inform strategic decision-making. This role is ideal for candidates who are super-users and well-grounded in both MS Dynamics 365 and Salesforce, with proven experience using tools like Power Apps, Power BI, and Excel to extract actionable insights. You have a strong analytical mindset, with a track record of improving data quality and optimising CRM systems to drive results.

Key Responsibilities

• Ensure the smooth and successful implementation of Salesforce across Sales, Marketing, Service, Knowledge Base and CPQ. Actively participate at all levels of the implementation - Planning, Analysis & Design, Build & Test, Transition and Support. Take appropriate ownership where necessary
• Collaborate with stakeholders at all levels across the business and global offices to translate user requirements into technical solutions for CRM
• Provide 1st and 2nd line support for CRM across the various modules and ensure status updates are provided to users in a timely manner
• Monitor system performance and ensure data integrity
• Set up users and manage security roles
• Manage configuration and maintenance of the CRM platform including workflows and system views
• Deliver Training Programs: Facilitate and deliver training sessions, workshops and seminars to ensure effective learning, adoption and proficiency in CRM use
• Ensure technical and training documentation is up to date
• Create detailed reports and dashboards to track KPIs and communicate insights to management and stakeholders
• Commitment to continuous improvement and staying current in industry trends and best practices to boost user experience

Requirements for Consideration

• Educated to degree level (BSc or BEng) or equivalent in Computer Science or a related discipline (minimum 2:1)
• 3-5 years proven experience in CRM management or administration
• Strong proficiency in CRM software (preferable both Microsoft Dynamics 365 AND Salesforce)
• Experience collaborating with multiple teams and stakeholders across the business to achieve shared objectives
• Excellent written and verbal communication skills
• Demonstrate tenacity and drive in delivering objectives and ability to convince others to support
• Highly motivated, hardworking, happy to work under own initiative and as part of a team
• Able to cope with varying levels of demand and stress
• Well-organised with ability to adjust quickly and efficiently to changing conditions, requirements and priorities
• Able to produce high quality work to agreed deadlines
• Possess an analytical and creative approach to problem solving
• Detail-oriented with a focus on accuracy and quality
• Proficient with Power Apps, Power BI, MS Office Suite, SQL Server, SSRS, SharePoint

What Taylor Hobson offers you:

• A fun, relaxed and supportive working environment.
• 1pm Friday finish.
• Competitive salary and 25 days holiday including Christmas.
• Fantastic and supportive onboarding to ensure joiners are well integrated and comfortable at Taylor Hobson.
• Mentoring and guidance for accreditation.
• Opportunity to get involved with charity and fundraising, which we are passionate about.
• Sports and Social Club – fun events and activities throughout the year including Christmas party.
• Perkbox – our rewards app offering discounts from a multitude of retailers, a GP service and a 24-hour Employee Assistance Program to ensure the health and wellbeing of our employees.
• Employee referral scheme of £1000
• Cycle to work scheme.
• Free onsite parking, electric charging points and easy access to the city centre.

Business Unit

Established in 1886, Taylor Hobson is the world leader in surface and form metrology and developed the firstRoundnessandSurface Finishmeasuring instruments.

We providecontactandnon-contact measurement solutionsfor the most demanding applications on a global basis, with a worldwide infrastructure to support our clients; we are a truly global ultra-precision metrology company.

We are pioneers, continually developing ourproductsto meet the ever-increasing demands of next generation technologies, particularly inOptics, Bearings, Space, Defence, Aerospace, Automotive, Medical and Renewable Energytechnologies.

Taylor Hobson is part of the Ultra Precision Technologies Division ofAMETEK, Inc. which is a leading global manufacturer of electronic instruments and electromechanical devices.

AMETEK, Inc. is a leading global provider of industrial technology solutions servinga diverse set of attractive niche markets with annual sales over $7.0 billion.

AMETEK is committed to making a safer, sustainable, and more productive world a reality. We use differentiated technology solutions to solve our customers’ most complex challenges. We employ 21,000 colleagues, in 35countries, that are grounded by our core values: Ethics and Integrity, Respect for the Individual,Inclusion, Teamwork, and Social Responsibility. AMETEK (NYSE:AME) isa component of the S&P 500. Visit www.ametek.com for more information.