At a Glance
- Tasks: Transform business needs into technical requirements and enhance our Dynamics CRM system.
- Company: Join Crowe, a forward-thinking firm on an exciting digital journey.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Collaborate with a national team and enjoy excellent career development opportunities.
- Why this job: Be at the forefront of data innovation and make a real impact in a dynamic environment.
- Qualifications: Experience with Microsoft Dynamics CRM and strong communication skills are essential.
The predicted salary is between 35000 - 45000 € per year.
Data and Microsoft Dynamics CRM are of key strategic importance to the firm and a critical tool for business growth. Crowe is going through an exciting development in its digital journey and Dynamics will be an integral part of this. As part of our digital strategy, we are refreshing our approach to CRM, and Dynamics is our platform of choice, to be built during FY25.
Working closely with key stakeholders across the firm, the new CRM and Data Executive will be responsible for translating business needs into technical requirements, as well as contributing ideas for future enhancements to the system. This exciting role involves data governance and driving user adoption and engagement, including training and communication for all users. We require a well-organised individual who is curious, driven and has a passion for data, digital innovation and problem solving. You will contribute to driving improvement with the system's purpose, functionality, and data input.
The successful applicant will have experience working in a fast-paced environment, be highly organised with strong communication and coordination skills and the ability to work under pressure, occasionally to tight deadlines. Being able to forge strong working relationships with stakeholders at all levels is essential. You will be part of a national team, working with our people and liaising with clients in future.
- System development and improvement: Engaging with key stakeholders and business users to understand their needs and gather requirements for system development and improvement. Understanding the customisation and configuration capabilities of Dynamics CRM to effectively liaise with the CRM Developers and write requirements to meet specific business requirements. Conducting system testing including user acceptance testing to ensure intended features and functionality are working as expected. Supporting the development and implementation of the integration of Dynamics CRM with other systems such as practice management software, client portal and website. Maintaining awareness of the latest features in Dynamics CRM to explore opportunities for innovation to further drive the system's capabilities and effectiveness. Identifying and working with National Technology around project dependencies. Staying informed about new releases, updates, and patches for Dynamics CRM and liaising with the CRM Developers to assess their potential impact and coordinate releases where applicable. Regularly evaluating system performance and obtaining user feedback through surveys and analysing support request trends to identify areas for improvement through training and/or system development. Collaborating effectively with the CRM developers to discuss progress, address issues, and prioritise tasks. Agree and put in place processes with the developers and ensure there is accurate and up-to-date documentation. Considering how other systems might interact/integrate with Dynamics CRM.
- Data quality and reporting: You will help develop and implement data management practices to ensure the accuracy and integrity of CRM data and enable data-driven decision-making through reporting. Periodically perform data audits and clean-up activities to maintain a reliable and up-to-date CRM system in line with data governance policies and data quality standards. Supervise the running of routine data processes in Dynamics CRM. Help coordinate processes for the firm's new joiners and leavers. Be the Dynamics data steward for the firm. In conjunction with our users, develop dashboards and other processes to aid pipeline management, to inform business decisions, to increase use of the system and to identify data quality issues. Develop and maintain Marketing & BD reports (via PowerBI etc.).
- Support, training and communication: You will ensure effective communication and collaboration with key stakeholders across the organisation to ensure users are equipped to make the most of Dynamics CRM and use it correctly. Ensure effective training resources are in place including conducting training sessions for CRM users to familiarise them with system features, functionalities and best practice. Engage stakeholders in user acceptance testing and involve them in processes related to system enhancements. Provide ongoing support to address user queries and troubleshoot issues. Supervise any direct line reports and lead a Dynamics Super User programme. Upskill members of the national Marketing & Business Development team. Ensure the effective use of internal communications channels such as Teams and the Intranet to convey key messages and share best practice across the business. Understand the integrations between Dynamics CRM and other Crowe UK systems to be able to identify issues.
Qualifications: Experience in working with Microsoft Dynamics as a CRM system. Experience of working within a professional services environment. Proven track record of delivering impactful visualisations and reports, preferably using PowerBI. Ability to build relationships at all levels and to be a confident communicator. Excellent attention to detail. A keen interest in the business to develop a strong understanding of the role of Dynamics CRM and how the system and data can be best utilised. Ability to think around a problem and know where and when to seek guidance to reach the best solution in relatively short time frames. Ability to articulate and explain technical information in a simple, easy-to-understand way. Proficient presentation skills. Experience of working with large data sets and translating these into visually engaging dashboards and reports. Strong organisation skills with the ability to multitask and effectively prioritise and manage own workload. Strong Word, Excel and PowerPoint skills. Be a brand ambassador for Crowe UK to help deliver a premium service to internal stakeholders and the firm’s clients. Being flexible to be able to deal with urgent tasks at short notice when required.
Legal Requirements: Following changes to government policy in April 2024, we only accept applications from individuals with an existing, permanent, right to live and work in the UK.
CRM and Data Executive in Manchester employer: Crowe LLP
Crowe is an exceptional employer that prioritises employee growth and innovation, particularly in the dynamic field of data and CRM. With a strong commitment to digital transformation, employees are encouraged to engage in meaningful projects that enhance their skills while contributing to the firm's strategic goals. The collaborative work culture fosters strong relationships across teams, ensuring that every voice is heard and valued, making it an ideal environment for those passionate about data and technology.
StudySmarter Expert Advice🤫
We think this is how you could land CRM and Data Executive in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a CRM and Data Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get familiar with Microsoft Dynamics CRM! Brush up on your skills and knowledge about the platform. The more you know, the better you'll be able to impress during interviews and show that you're ready to hit the ground running.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how you would translate business needs into technical requirements or how you'd handle data governance. Practising your responses will help you feel more confident when it’s time to shine.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Crowe and being part of our exciting digital journey.
We think you need these skills to ace CRM and Data Executive in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of CRM and Data Executive. Highlight your experience with Microsoft Dynamics and any relevant data management skills. We want to see how your background aligns with our digital journey!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about data and digital innovation. Share specific examples of how you've driven user engagement or improved systems in the past – we love a good story!
Show Off Your Communication Skills:Since this role involves liaising with stakeholders, make sure to demonstrate your strong communication skills in your application. Whether it's through clear writing or showcasing your ability to explain technical info simply, we want to see that you can connect with people at all levels.
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 shows you’re keen on joining our team at Crowe!
How to prepare for a job interview at Crowe LLP
✨Know Your Dynamics CRM Inside Out
Make sure you brush up on your knowledge of Microsoft Dynamics CRM. Understand its features, functionalities, and how it integrates with other systems. Be ready to discuss how you've used it in the past and how you can leverage it for Crowe's digital strategy.
✨Showcase Your Data Passion
Since this role is all about data governance and management, come prepared with examples of how you've ensured data quality in previous roles. Talk about any data audits or clean-up activities you've led, and how they improved decision-making processes.
✨Engage Stakeholders Effectively
Demonstrate your ability to build relationships by sharing experiences where you've collaborated with stakeholders. Highlight how you gathered requirements and translated business needs into technical solutions, as this will be crucial for the role.
✨Prepare for Problem-Solving Scenarios
Expect to face some problem-solving questions during the interview. Think of specific challenges you've encountered in a fast-paced environment and how you approached them. Show that you can think critically and seek guidance when necessary to find the best solutions.
