CRM Specialist

Blue Legal; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading accountancy firm is in search of a skilled CRM Specialist to enhance their Marketing and Growth team in London. The role entails executing campaigns, automating processes, and driving data-driven strategies, ideal for those with 2-3 years of Dynamics 365 experience and a proactive attitude.

Qualifications

• 2-3 years of CRM experience.
• Expertise in configuring and optimising Dynamics 365.
• Skilled in creating automated workflows with PowerAutomate.

Responsibilities

• Collaborate with CRM Manager to optimise the system.
• Implement automated workflows using PowerAutomate.
• Analyse client data to identify growth opportunities.

Skills

Dynamics 365

PowerAutomate

Data Analysis

Stakeholder Engagement

Problem Solving

Tools

PowerBI

Job description

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

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

The 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 Dynamics 365, including managing tables, fields, forms, and views.
• Train and support end-users to optimise system usage.
• Measure and track sales pipeline, client experiences, and service quality levels with the CRM Manager.
• Analyse client data to identify growth opportunities through segmentation, behaviour patterns, and preferences.

The Candidate:

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

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