Learn how to shape CRM and customer engagement platforms around real sales, service and marketing processes, starting from customer needs rather than feature lists.
Customer engagement systems only work when the people using them trust the data and the process. We are growing consultants who understand the customer journey before they configure the platform.
What you will own
- Capturing sales, service and marketing requirements
- Supporting CRM configuration and testing
- Helping prepare training and adoption content
- Tracking decisions, issues and next actions clearly
What you will work on
- Dynamics 365 Sales and Customer Service
- CRM configuration and testing
- User stories and process documentation
- Adoption and training support
What good looks like
- You can put yourself in the end user's position
- You write clear notes that someone else can act on
- You spot when a process and a system do not match
- You follow up on actions you said you would take
Platforms
- Dynamics 365 CE
- Power Platform
- Customer Service
Experience
What you need, what helps, and what you can learn.
We separate genuine requirements from experience that simply accelerates fit. A long list of preferences is not a requirement.
Experience that helps
- Customer service, sales support or administrative experience
- Studying marketing, business or IT
- Using a CRM or case management system
- A genuine interest in customer experience
What you do not need to know on day one
- Coding or integration knowledge
How the work runs
Responsibility, decisions and support.
Accountability should come with enough context and support to make a good decision.
How the team works
- You will shadow consultants on customer workshops and calls
- Your mentor will review configuration before it is deployed
- You will help run test scenarios and record results
- Apprenticeship time is protected alongside project work
Employment terms
What we can confirm, and what we cannot yet.
Anything not published here has not been approved for publication. We would rather tell you that than print something we cannot stand behind.
Team Functional consulting
Location Wolverhampton
Working model Hybrid (3 days onsite, 2 days remote)
Employment type Apprenticeship
A pay position is not published for this role. Ask us for the range before you invest time in the process, and we will be straight with you.
Benefit terms are not yet approved for publication, so they are confirmed in conversation rather than described here.
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