CRM Manager

Steer

CRM Manager implementing and optimizing CRM systems for business development in professional services. Collaborating with teams to improve data quality and user adoption across regions.

Posted 6/18/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM administrationdata managementreportingdashboard developmentdata quality monitoringdata cleansingworkflow automationCRM analyticsCRM adoption supportpipeline management

Soft Skills

organizational skillscommunication skillsproactive approachsolutions-focusedtraining and coachingstakeholder managementcollaborationprocess improvementuser supportdocumentation

Tools & Technologies

CRM platformsPower BISalesforceMicrosoft Dynamics 365HubSpotInsightlydata governance toolsreporting toolsintegration toolsanalytics tools

Industry Keywords

professional servicesconsultancydata governancebusiness developmentclient relationship managementchange initiativesuser access managementdata consistencyoperational improvementdigital improvement

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