Operations Specialist

Chartered Insurance Institute; Greater London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

Chartered Insurance Institute in London is seeking a Technical Project Manager for a 12-month fixed-term contract, in a hybrid role. You will lead delivery of complex projects across MS Dynamics 365, CRM, and LMS, combining project management with business analysis and process redesign to drive transformation and improved user experience.

The role requires expertise in Agile, DSDM, Waterfall, Azure DevOps, data migration and system integration, with a focus on operational efficiency and

Qualifications

• Experience leading complex projects in education or professional membership.
• Strong knowledge of Dynamics 365 CRM/BC and LMS platforms.
• Proven ability to map business needs to technical specifications.

Responsibilities

• Lead end-to-end delivery of operational and digital projects.
• Apply Agile, DSDM and Waterfall methodologies as appropriate.
• Coordinate internal teams and external vendors for seamless execution.
• Design and implement system integrations and data migration.

Skills

Agile delivery

Stakeholder engagement

MS Dynamics 365

LMS platforms

Power BI

SQL

Microsoft Project

Azure DevOps

Data migration

Communication

Education

Bachelor's degree in a relevant field

PRINCE2 / PMP / other PM certifications (Desirable)

CBAP / IIBA (Desirable)

Tools

Azure DevOps

Microsoft Project

Power BI

Job description

Technical Project Manager (12-Month Fixed Term Contract)

Hybrid, London - City

Full time, Fixed Term

Salary: £ 65,000 - £75,000

The role holder will have expertise in Technical Project Management and Business Analysis to lead and deliver complex projects and initiatives across the Institute, ranging from redesigning our Membership provision, expanding our International delivery, and various Tech projects across MS Dynamics 365, CRM, and Learning Management Systems (LMS). This hybrid role combines project management, stakeholder engagement, technical business analysis, and process re-design to ensure successful cultural, operational, and digital transformation across the Institute.

The roll holder will bridge the gap between business requirements and technical solutions, providing both strategic insight and hands-on management to drive operational efficiency and enhance user experience.

Key Responsibilities

Project & Delivery Management

• Lead the end-to-end delivery of operational and digital projects
• Ensure timely, on-budget, and quality delivery across programmes
• Apply Agile, DSDM, and Waterfall methodologies as appropriate
• Use Azure DevOps to manage planning, backlog, sprints, and releases
• Coordinate internal teams and third-party vendors for seamless execution

Business Analysis & Stakeholder Engagement

• Gather and analyse business and technical requirements through workshops, interviews, and user research
• Translate business needs into functional specifications and user stories
• Collaborate with stakeholders, IT teams, and external partners to ensure alignment
• Facilitate clear communication and manage expectations across all levels

System Implementation & Integration

• Oversee implementation and optimisation of our systems, including Microsoft Dynamics 365, Business Central, and LMS platforms.
• Ensure integration across systems to support membership, records management, and learning delivery
• Lead efforts in data migration, system upgrades, and API configurations
• Ensure robust testing and quality assurance prior to go-live

Continuous Improvement

• Identify and address inefficiencies in business processes and workflows
• Drive initiatives to optimise performance, user experience, and operational resilience
• Promote an organisational culture of learning, innovation, and iteration
• Review and refine technical and functional processes post-implementation

Reporting & Metrics

• Define and track KPIs for platform performance, user engagement, and delivery health
• Produce dashboards and reports using Power BI, SQL, and related tools
• Provide insights and recommendations to support informed decision-making
• Maintain transparent communication with leadership on project status and value realisation

Target Operating Model (TOM) Design (Nice to have)

• Support the development and refinement of the future-state operating model
• Assess current capabilities and identify gaps in people, process, data, and technology
• Design scalable, efficient solutions aligned to strategic objectives
• Collaborate across departments to ensure smooth adoption of the new model

Key Requirements

Required Skills and Experience

• At least 5 years of experience in project management and business analysis within the education, professional membership, or training sectors
• Strong expertise in Microsoft Dynamics 365, including CRM and Business Central modules, as well as experience with leading LMS platforms such as Moodle, Canvas, or Brightspace
• Demonstrated success in designing and improving business processes, integrating complex systems, and managing data migration and transformation
• Hands-on experience with DSDM (Dynamic Systems Development Method) and Azure DevOps is essential, particularly for backlog management, sprint planning, and release coordination
• In-depth knowledge of both Agile and Waterfall delivery methodologies, with proficiency in tools such as Azure DevOps, Microsoft Project, and similar platforms
• Excellent communication skills and the ability to engage and manage stakeholders at all levels of the organisation
• Strong analytical mindset with attention to detail and a problem-solving orientation
• Familiarity with reporting and analytics tools, including Power BI and SQL, is a plus

Desirable Qualifications

• Certifications in Project Management (Agile PM, PRINCE2, PMP) and/or Business Analysis (CBAP, IIBA)
• Microsoft Certifications for Dynamics 365 or Business Central
• Experience with education technology ecosystems, student lifecycle management, and professional development platforms
• Familiarity with APIs, system architecture, and data transformation tools

Key Attributes

• Self-starter with strong organisational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• Flexibility and resilience in response to change
• Committed to delivering high-quality results under pressure

Interview process

We understand that taking time to prepare for and to attend interviews is a big commitment and want the process to be as transparent as possible.

You Can Expect The Following Process From Us

• A short, introductory phone call from our Talent Acquisition Advisor.
• A 2 stage interview process with the hiring manager and key stakeholders in the team

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.

Please note: At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process.

If you are interested in working with us in the future, please contact [e-mail]. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews.