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About the role
Key responsibilities & impact- Manage day-to-day administration of the CRM platform
- Maintain user access, permissions, fields, layouts, and workflows
- Support users with CRM queries, troubleshooting, and training
- Coordinate data imports, exports, and cleansing activities
- Monitor and improve data quality, consistency, and governance
- Develop and maintain dashboards and reports for leadership teams
- Support pipeline management, forecasting, and business development reporting
- Produce CRM analytics and insights to support decision-making
- Help improve visibility of client relationships, opportunities, and sector activity
- Work with teams across the business to improve CRM processes and usage
- Support rollout of new functionality, integrations, and enhancements
- Document CRM processes, guidance, and best practice
- Drive CRM adoption and consistent ways of working across teams and regions
- Deliver practical training, guidance and coaching to users
- Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture
- Work closely with business development, operations, finance, and leadership teams
- Act as a key point of contact between users, management, and external CRM partners/vendors
- Support wider operational and digital improvement initiatives
Requirements
What you’ll need- Experience administering or managing a CRM platform
- Strong understanding of CRM processes and data management
- Experience producing reports and dashboards
- Strong organisational and communication skills
- Ability to work with both technical and non-technical stakeholders
- Proactive, solutions-focused approach
- Experience within a professional services or consultancy environment (Desirable)
- Experience supporting CRM adoption or change initiatives (Desirable)
- Knowledge of workflow automation and integrations (Desirable)
- Familiarity with Power BI or similar reporting tools (Desirable)
- Experience with any major CRM platform is welcomed, including: Insightly, Salesforce, Microsoft Dynamics 365, HubSpot
Benefits
Comp & perks- Private medical insurance and health screening
- Life assurance and group income protection
- Company pension scheme
- EAP and mental health first aiders
- 25 days annual leave and ability to buy and sell annual leave days
- Season Ticket Loan/ Cycle to Work
- Group Share Incentive Plan
- Up to 5 days for volunteering activities
- Free Mortgage Advice Service
- Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance)
- Learning and Development plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM administrationdata managementreportingdashboard developmentdata quality monitoringdata cleansingworkflow automationCRM analyticsCRM adoption supportpipeline management
Soft Skills
organizational skillscommunication skillsproactive approachsolutions-focusedtraining and coachingstakeholder managementcollaborationprocess improvementuser supportdocumentation