CRM Specialist

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 excellent communication skills, be able to make strong relationships with stakeholders, and is proficient in data analysis.

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 Dynamics365, 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.

The Candidate:

• 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 PowerAutomate 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 PowerBI dashboards a plus.