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- Tasks: Support and enhance our CRM system while collaborating with various teams.
- Company: Join an award-winning management consultancy in the heart of London.
- Benefits: Market rate salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact on our technology strategy and grow your skills.
- Qualifications: Experience with Dynamics 365 and a background in professional services.
- Other info: Exciting opportunities for career advancement in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
An award-winning management consultancy firm is seeking a CRM Specialist (D365) to join their team based in London. This role will support the firm's ongoing development of their CRM system (Microsoft Dynamics), including testing, maintenance and day-to-day troubleshooting of the system. This role sits within the firm's marketing data and operations team and will work closely with the Digital Services department, responsible for achieving the firm's overall technology strategy.
The Responsibilities:
- Collaborate with the CRM Manager to conduct workshops with internal stakeholders, to gather requirements.
- Create user stories to document requirements, and use record current and future process flows.
- Coordination of sprint planning sessions for the marketing data and operations team.
- Customisation and configuration of the Dynamics 365 Sales and Marketing system.
- Responsible for managing all testing of any development prior to deployment.
- Support the CRM Manager to develop structured training materials and delivering end-user training sessions.
- Manage data migration processes through import/export and integration tools.
- Maintain close communication with the CRM agency to ensure projects are delivered according to budgets and deadlines.
- Collaborate with the Digital team to ensure smooth cross-departmental processes including troubleshooting, and data management.
The Candidate:
- Previous experience working within a functional consultant capacity for a financial / professional services firm (Agency experience will be considered).
- Strong functional proficiency in Dynamics 365 configuration, customisation, workflows etc.
- Understanding of the technical capabilities of Dynamics 365, and able to show good knowledge of practices and plugins.
- Capability in using supporting software such as Azure and cloud technologies.
Please note: Due to the specific sectors we work in, only candidates with valid work experience in a Law Firm, Accountancy Firm, Management Consultancy, Property/Construction Firm, Financial Services Firm or a high profile relevant Association or Agency will be considered.
CRM Specialist – London employer: Blue Legal
Contact Detail:
Blue Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Specialist – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in law firms or consultancy. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your experience with Dynamics 365. Share specific examples of how you've tackled challenges in previous roles.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, apply through our website and follow up with a quick email to express your enthusiasm. It shows initiative and helps you stand out from the crowd.
✨Tip Number 4
Prepare for the unexpected! Brush up on your troubleshooting skills and be ready to discuss how you would handle common CRM issues. Employers love candidates who can think on their feet and solve problems efficiently.
We think you need these skills to ace CRM Specialist – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM Specialist role. Highlight your experience with Dynamics 365 and any relevant projects you've worked on. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background fits with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Technical Skills: Since this role involves a lot of technical work, make sure to showcase your proficiency in Dynamics 365 and any other relevant software. We want to know how you can contribute to our tech strategy right from the get-go!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Blue Legal
✨Know Your Dynamics 365 Inside Out
Make sure you brush up on your knowledge of Microsoft Dynamics 365. Be ready to discuss its configuration, customisation, and workflows in detail. Prepare examples from your past experience where you've successfully implemented or troubleshot the system.
✨Showcase Your Collaboration Skills
This role involves working closely with various teams, so be prepared to share examples of how you've collaborated with stakeholders in the past. Highlight any workshops or training sessions you've conducted, as well as how you gathered requirements effectively.
✨Demonstrate Your Problem-Solving Abilities
Since troubleshooting is a key part of this role, think of specific instances where you've resolved issues within a CRM system. Discuss your approach to testing and how you ensure smooth data migration processes, showcasing your analytical skills.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their current CRM challenges or future projects. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
