CRM Business Analyst

CRM Business Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join as a CRM Business Analyst to optimise Microsoft Dynamics 365 and enhance data-driven decision-making.
  • Company: Be part of a respected membership organisation with over 100 years of heritage in professional support.
  • Benefits: Enjoy flexible hybrid working, 28 days holiday, and a supportive team culture focused on development.
  • Why this job: Make a real impact in a mission-led environment while driving CRM strategy and improvements.
  • Qualifications: Strong experience with Microsoft Dynamics 365 and Power BI; communication skills are essential.
  • Other info: Extra days off for personal causes and access to 24/7 health support services.

The predicted salary is between 36000 - 60000 £ per year.

CRM Business Analyst (Microsoft Dynamics)💰 Salary: Up to £50,000📍 Location: Hybrid (City of London) – 3 days in-office🏤 Industry – Membership OrganisationJoin a purpose-driven organisation transforming its CRM strategyOur client is a respected, membership professional body with 100+ years of heritage in supporting business professionals. They’re on a mission to elevate how data, systems, and technology drive decision-making across their organisation. Following a major Dynamics 365 implementation, they’re now looking for a hands-on CRM Business Analyst to help unify data, optimise processes, and empower teams through better use of systems.With influence across multiple departments and leadership visibility, this is an ideal role for someone who enjoys ownership, variety, and driving tangible improvements in a mission-led environment.🚀 The CRM Business Analyst will…Act as the in-house Dynamics 365 expert, optimising workflows and configurations without reliance on agenciesOwn the roadmap for CRM enhancements, ticket triaging, user adoption, and system governanceWork cross-functionally to deliver reporting and dashboarding consistency via Power BIProvide internal training, documentation, and stakeholder support to drive system confidenceLead process audits, identify automation opportunities, and embed scalable CRM improvements🎸 Essential SkillsStrong hands-on experience with Microsoft Dynamics 365 (workflows, configuration, ticketing)Power BI reporting and dashboard buildingStrong communication and stakeholder influencing skillsData integrity and governance best practices (GDPR awareness)Experience running CRM-related projects or systems improvement initiativesSQL Skills are preferred but not essential.💰 BenefitsDirect influence on business-wide transformation and tech strategySupportive, values-driven team culture with strong leadershipCommitment to internal development and knowledge sharingWork for a meaningful membership organisation in the professional services sectorFlexible hybrid working (3 days in office – Bank/Moorgate/St Paul)Work 35h week28 days holidayup to 6.5% pension contributionLife assuranceExtra days off for house move or to support your cause.24/7 confidential health supportAccess to digital health servicesFitness-service account for meditation, yoga or fitness sessionsExplore this unique opportunity to transform CRM adoption and strategy in the not-for-profit sector. Submit your CV now to be considered for a role that combines technical impact and mission-led purpose.At 3Search, we are committed to promoting equality of opportunity for all employees and job applicants.

CRM Business Analyst employer: LinkedIn

Join a purpose-driven membership organisation with over a century of heritage, where your role as a CRM Business Analyst will directly influence transformative strategies in data and technology. Enjoy a supportive, values-driven culture that prioritises employee growth through internal development opportunities, flexible hybrid working arrangements, and a comprehensive benefits package including generous holiday allowances and health support services. This is an exceptional opportunity to make a meaningful impact while working in the heart of London.
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Contact Detail:

LinkedIn Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Business Analyst

Tip Number 1

Familiarise yourself with Microsoft Dynamics 365 and its functionalities. Since the role requires you to be the in-house expert, having a solid understanding of workflows and configurations will set you apart from other candidates.

Tip Number 2

Brush up on your Power BI skills. The ability to create consistent reporting and dashboards is crucial for this position, so showcasing any relevant experience or projects can demonstrate your capability in this area.

Tip Number 3

Highlight your communication and stakeholder influencing skills during networking opportunities. This role involves working cross-functionally, so being able to effectively engage with various departments will be key to your success.

Tip Number 4

Consider gaining insights into data integrity and governance best practices, especially GDPR awareness. Understanding these principles will not only help you in the role but also show your commitment to maintaining high standards in CRM management.

We think you need these skills to ace CRM Business Analyst

Microsoft Dynamics 365 Expertise
Workflow Optimisation
Configuration Management
Ticketing System Management
Power BI Reporting
Dashboard Building
Strong Communication Skills
Stakeholder Influencing
Data Integrity Best Practices
GDPR Awareness
CRM Project Management
Systems Improvement Initiatives
Process Auditing
Automation Identification
Scalable CRM Improvements
SQL Skills (Preferred)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your hands-on experience with Microsoft Dynamics 365 and Power BI. Use specific examples to demonstrate your skills in optimising workflows and managing CRM-related projects.

Craft a Compelling Cover Letter: In your cover letter, express your passion for transforming CRM strategies and how your background aligns with the mission of the organisation. Mention your strong communication skills and ability to influence stakeholders.

Showcase Relevant Projects: If you have experience running CRM-related projects or system improvement initiatives, detail these in your application. Highlight any specific achievements that demonstrate your ability to drive tangible improvements.

Emphasise Data Governance Knowledge: Since data integrity and governance are essential for this role, make sure to mention your awareness of GDPR best practices and any relevant experience you have in maintaining data quality.

How to prepare for a job interview at LinkedIn

Showcase Your Dynamics 365 Expertise

Make sure to highlight your hands-on experience with Microsoft Dynamics 365 during the interview. Be prepared to discuss specific workflows and configurations you've optimised in the past, as this will demonstrate your capability to act as their in-house expert.

Demonstrate Your Reporting Skills

Since Power BI is a key part of the role, come ready to talk about your experience with reporting and dashboard building. If possible, bring examples of dashboards you've created or improvements you've made to existing reports to showcase your analytical skills.

Communicate Effectively

Strong communication and stakeholder influencing skills are essential for this position. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully collaborated with different departments in previous roles.

Understand Data Governance

Familiarise yourself with data integrity and governance best practices, especially GDPR awareness. Be prepared to discuss how you have ensured data quality and compliance in your previous projects, as this will be crucial for the organisation's CRM strategy.

CRM Business Analyst
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