At a Glance
- Tasks: Partner with teams to gather and validate business requirements for Dynamics 365.
- Company: Join Marsh, a global leader in risk and management consulting.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Collaborate across time zones in a dynamic, fast-paced environment.
- Why this job: Make an impact by transforming business needs into innovative CRM solutions.
- Qualifications: Experience in CRM roles, especially with Microsoft Dynamics 365, is preferred.
The predicted salary is between 60000 - 80000 £ per year.
Role Overview
Partner with business stakeholders (Sales, Marketing) to elicit, document, and validate business requirements, user stories, and acceptance criteria. Translate business needs into functional designs and process flows for Dynamics 365 (Sales, Marketing, Customer Service/Case Management) and related integrations.
Responsibilities
- Facilitate grooming and prioritisation sessions with Product Owners, Business SMEs, and Development/Integration teams.
- Create and maintain functional specifications, process maps, screen mockups, and configuration guides.
- Support configuration and low-code customisation (forms, views, business rules, workflows, Power Automate flows, security roles) with Development and Admin teams; validate that configuration meets requirements.
- Define and execute test plans, test cases, and user acceptance testing (UAT); log and track defects and retests.
- Assist with deployment activities and release validation across environments (Dev, Test, UAT, Prod).
- Develop user training materials, quick reference guides, and run training sessions or demos for end users and administrators in collaboration with business and change partners.
- Act as the liaison between business stakeholders and cross‑functional technology teams to ensure timely delivery and issue resolution.
- Monitor and track requirements, change requests, and programme status; communicate progress and risks to stakeholders.
- Participate in data migration, data quality validation, and deduplication efforts as needed.
- Work effectively across distributed teams and time zones; be flexible with meeting times to accommodate stakeholders.
Qualifications
- Practical experience working in CRM functional or business analyst roles, preferably with Microsoft Dynamics 365 / Power Platform.
- Hands‑on knowledge across Sales, Marketing, and Case/Service (Customer Service) processes and how they map into CRM systems.
- Proven ability to elicit, document, and manage business requirements, user stories, and acceptance criteria.
- Experience creating process flows, functional specifications, test plans/cases, and user documentation.
- Familiarity with Dynamics 365 components such as forms, views, business rules, security roles, solution management, and Power Platform tools (Power Automate, Power Apps, CDS/Dataverse).
- Strong collaboration skills and excellent written and verbal communication abilities.
- Ability to manage multiple priorities in a fast‑paced environment and work across time zones with flexibility.
- Strong attention to detail and a practical, delivery‑focused mindset.
Preferred Qualifications
- Experience with professional services firms in the insurance or consulting industry.
- Experience integrating Dynamics with marketing automation and digital web platforms.
- Familiarity with Agile delivery practices (Scrum, Kanban), backlog grooming, and Azure DevOps.
- Experience with AI tooling and methodologies applied to sales and marketing problems, including prototyping or pilot execution.
- Experience with data migration tools (Scribe, KingswaySoft, SSIS) and data quality techniques.
- Microsoft Certified: Dynamics 365 Fundamentals or related functional certifications.
Company
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
CRM Functional Lead - Microsoft Dynamics (Sales, Marketing & Case Management) in London employer: MARSH LLC.
Marsh is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the CRM domain. With a strong focus on employee development, Marsh offers comprehensive training programs and opportunities to work with cutting-edge technologies like Microsoft Dynamics 365, all while being part of a global leader in risk management. Located in a dynamic environment, employees benefit from diverse projects and the chance to make a meaningful impact across various industries.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Functional Lead - Microsoft Dynamics (Sales, Marketing & Case Management) in London
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like CRM Functional Lead - Microsoft Dynamics (Sales, Marketing & Case Management) at MARSH LLC.!
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We think you need these skills to ace CRM Functional Lead - Microsoft Dynamics (Sales, Marketing & Case Management) in London
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at MARSH LLC.. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at MARSH LLC.
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at MARSH LLC.. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
