At a Glance
- Tasks: Lead CRM projects, improve data quality, and streamline processes across departments.
- Company: Join a dynamic Institute focused on membership services and operational excellence.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Other info: Opportunity for professional growth in a collaborative and innovative setting.
- Why this job: Make a real impact by optimising CRM systems and enhancing user experience.
- Qualifications: Experience in CRM implementation and strong problem-solving skills required.
The predicted salary is between 30000 - 30000 £ per year.
Salary: circa £30,000 subject to experience
Location: Islington
Job Type: Fixed term, part time for one year based on 2.5 days per week. Currently hybrid: remote and office based.
Closing date for applications: 18 May 2026. Applications should include a cover letter and CV and should be emailed with the subject labelled CRM Project Manager to Immediate start or as soon as possible.
The CRM Project Lead will be responsible for overseeing the day-to-day operation of the Institute’s CRM system, ensuring that it is functioning to the requirements of the Institute’s processes, and ensure the smooth running of the CRM so that it is working across all departments. The role will focus on completing outstanding implementations, helping to resolve issues, assisting the improvement of data quality, and supporting the operational use of the system, alongside delivering Phase Two of the project, including integration with the CIAT website, working closely with the Web & Digital Executive.
This is a hands-on role, combining project delivery with operational oversight to ensure the CRM supports membership services effectively and provides reliability to the Institute’s data. The postholder will play a key role in streamlining procedures, improving ways of working, and identifying practical and innovative solutions that align processes across departments. The CRM has been running for 12 months, and the immediate priority is to complete outstanding elements, ensure data accuracy, and embed the system into day-to-day operational use.
The Institute is looking for someone with:
- Proven experience in CRM implementation, optimisation, or recovery projects, ideally within a membership organisation, not-for-profit, or professional body;
- Strong working knowledge of a Microsoft Dynamic CRM system with the ability to work hands-on within the system (within the remit of our provider service agreement);
- Experience in data management and cleansing, and improving data quality;
- Demonstrable experience in supplier coordination and ensuring delivery against agreed outcomes;
- Strong organisational and problem-solving skills, with a focus on practical delivery;
- Ability to work across departments and build effective working relationships;
- Strong communication skills, with the ability to translate technical issues into clear, practical actions;
- A proactive approach, with the ability to identify inefficiencies and suggest improvements.
Personal attributes:
- Highly organised, methodical, and delivery focused.
- Confident and constructive in managing complex supplier relationships.
- Collaborative and pragmatic, with the ability to work across multiple teams.
- Comfortable operating with limited internal project capacity while maintaining momentum and clarity.
Main duties:
- Lead the delivery of the outstanding items from the original functional specification to be completed and fit for operational use.
- Work directly within the CRM system to configure, test, validate, and resolve issues, ensuring practical delivery rather than relying solely on suppliers.
- Take the lead to ensure data quality, structure, and accuracy, including identifying and resolving data inconsistencies is reliable and usable across all departments.
- Oversee resolution of outstanding data migration issues and ensure ongoing data integrity, compliance, and usability.
- Act as the primary point of contact with our CRM supplier managing delivery, remaining hours, and ensuring value is achieved from supplier input.
- Develop and manage a clear and practical delivery plan, identifying what work can be completed in-house and what requires external support from Bluelight.
- Support and coordinate the delivery of Phase Two, including integration between the CIAT website and CRM system.
- Work closely with departments to review, streamline, and standardise CRM-related processes, ensuring consistent and efficient ways of working across the Institute.
- Identify opportunities to improve workflows, reduce duplication, and introduce more effective and innovative ways of working, ensuring alignment across departments.
- Support the development of joined-up processes between teams, particularly where CRM data, reporting, and communications intersect.
- Act as a central point of contact for CRM-related queries, supporting staff in resolving day-to-day issues and improving system adoption.
- Provide practical training and guidance to staff to ensure effective use of the system in daily operations.
- Develop simple, clear reporting outputs and dashboards to support departmental needs and decision-making.
- Provide regular, concise updates on progress, risks, and delivery against key actions.
- Ensure appropriate documentation, system knowledge.
Remote CRM Project Lead in Stockport employer: CIAT
CIAT is an exceptional employer that values collaboration and innovation, offering a supportive work culture where employees can thrive. With a focus on professional development and a commitment to improving operational processes, the role of CRM Project Lead provides a unique opportunity to make a meaningful impact within a not-for-profit environment. Located in Islington, the hybrid working model allows for flexibility while ensuring that team members are equipped with the necessary tools to succeed, including a provided laptop and a strong emphasis on data quality and system optimisation.
StudySmarter Expert Advice🤫
We think this is how you could land Remote CRM Project Lead in Stockport
✨Leverage Your University Network
Since you’re eyeing a part-time gig in management consulting, tap into your university’s career services or alumni network. Many consultancies scout for talent through these channels, so you never know when a former student might lead you to an exciting role at CIAT.
✨Join Consulting Competitions
Get involved in case competitions and strategy games at university. These events not only sharpen your skills but also give you the chance to make connections with professionals in the field. Plus, showcasing your problem-solving skills could catch the eye of recruiters from firms like CIAT.
✨Engage in Relevant Online Communities
Sign up for platforms like LinkedIn Groups or specialised forums centred around consulting. Engaging with others in these spaces can lead to informal chats that might just land you a part-time role at CIAT or similar firms.
✨Pitch Yourself Proactively
Instead of waiting for openings, reach out to firms like CIAT directly. Craft an engaging email outlining your skills and interest in part-time consulting work. Yes, it's a bit bold, but you’d be surprised how often that proactive approach pays off!
We think you need these skills to ace Remote CRM Project Lead in Stockport
Some tips for your application 🫡
Highlight Your Analytical Skills:As a part-time management consultant, you’ll need to showcase your strong analytical skills. Make sure your CV reflects your experience in data interpretation and problem-solving, possibly through specific examples in past projects or coursework relevant to consulting.
Craft a Compelling Cover Letter:Your cover letter should really demonstrate your motivation for wanting to join CIAT and why consulting appeals to you, even in a part-time capacity. Talk about your learning potential and how you can balance the part-time role with other commitments, showing that you're eager to dive into real-world challenges.
Share Relevant Projects:If you’ve worked on consulting projects or undertaken relevant coursework, don’t hesitate to mention them! Even if they were part of your studies, your ability to apply theoretical knowledge in practical settings is a huge plus—attach or mention any reports, presentations, or case studies you've produced.
Refine Your CV for Consultancy Roles:Tailor your CV specifically for management consulting by using keywords from the job description—this will help you stand out. Emphasise any teamwork, leadership, or communication skills, as these are crucial in consulting, especially when interpreting client needs or facilitating discussions.
How to prepare for a job interview at CIAT
✨Master Your Case Study Skills
In management consulting, you'll likely face a case study during interviews, so let’s nail these down! Get familiar with the typical frameworks, like SWOT or Porter’s Five Forces, and practice with real case studies to showcase your analytical skills. Remember, they want to see your thought process as much as the final answer!
✨Talk the Talk of Management
Prepare to discuss management theories and concepts in detail. Brush up on current trends in consulting, like digital transformation or sustainability, and be ready to weave them into your answers. This shows you’re not just academically sound but also genuinely engaged with industry developments.
✨Emphasise Flexibility and Learning
As a part-time candidate, highlighting your ability to manage time effectively and quickly adapt is key. Be ready to showcase any relevant experience or projects that demonstrate your learning curve in consulting—this will resonate with interviewers who are keen on growth potential over rigid experience.
✨Get Your Story Straight
Prepare a strong personal narrative explaining why you’re looking to work part-time in the consulting field. Relate it to your skills, interests, or personal goals that align with the role at CIAT. This will help you stand out and show your dedication, even in a part-time capacity.
