CRM Specialist

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.

• 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 Power Automate to improve efficiency and reduce manual processes.
• Support back-end development and configuration of Dynamics
  365, 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

• 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 Power Automate 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 Power
  
  BI dashboards a plus.