CRM Coordinator

As the CRM Coordinator, you’ll support the Performance and Data Manager by monitoring and managing the Sales and Home Ownership Progression CRM, iProperty Cloud. You’ll own lead analysis and management, monitor property values, upload and maintain development data, and act as the first point of contact for CRM related queries across the directorate. You will also support the Performance and Data Manager on projects. Your work ensures our systems remain accurate, reliable and aligned with business needs.

What You’ll Do

• Maintain data governance: Ensure monthly data governance and quality targets are met, supporting accurate reporting and decision making.
• Record valuations: Work with the Research & Customer Experience Manager to record valuation updates on iProperty.
• Manage property and sales data: Upload new scheme and property information from Development and ensure updates are recorded promptly.
• Validate data: Check and validate property values across scheme price lists.
• Support CRM enhancements: Liaise with internal and external stakeholders on system and portal integrations and enhancement projects (e.g., Pamwin, Northgate, iProperty Cloud), and be involved end‑to‑end including testing and deployment.
• Service charge: Ensure all service charge is up to date on iProperty.
• Manage leads: Work with the Head of Marketing and Performance to upload leads, cleanse old data and provide analysis where needed.
• Support reporting: Assist the Performance and Data Manager with data and analysis for board papers.
• Power BI: Support the Performance and Data Manager in testing and monitoring data for new Power BI reports.
• Training: Provide new team members with training on iProperty and answer questions.
• Work safely and responsibly: Follow all NHG and statutory policies, including health and safety and financial regulations.

The Ideal Candidate

You are detail‑driven, analytical, highly organised, and enjoy working with data, systems and processes. You’re confident using CRM platforms, comfortable managing large datasets, and able to communicate clearly with colleagues at all levels.

Essential skills and experience

• Professional experience using D365 CRM systems.
• Experience analysing research data.
• Experience using proprietary property data sources such as Molior, Hometrack, Zoopla, Rightmove, etc.

Skills

• Advanced IT and systems skills, including strong proficiency in the Microsoft Office suite.
• Excellent verbal and written communication skills with strong attention to detail.
• Confident presenting research methods and findings to stakeholders at all levels.
• Problem‑solving skills and forward thinking.

Qualifications

Educated to a minimum A‑level standard with a qualification in economics, business studies, maths or statistics.

Working arrangements

5 days a week. Office days are Tuesday and Thursday; Monday, Wednesday and Friday work from home unless the business requires otherwise.

Benefits

• Excellent annual leave allowance and flexible working opportunities (qualifying period may apply).
• Generous pension scheme.
• Enhanced maternity, paternity and adoption pay in addition to statutory entitlements (qualifying period may apply).
• Employee assistance – free confidential advice and counselling services provided by independent specialist organisations.
• Health cash plan.
• Staff discounts at major retailers, gyms, restaurants, entertainment, days out, insurance and more.
• Interest free loans – season ticket loan, tenancy deposit loan and training loan.
• Cycle to work scheme.
• Life Assurance four times annual salary.

Equal Opportunities

We welcome applications from everyone. We actively monitor the diversity of our workforce and strive to show equal representation throughout all levels of the organisation. We are a Stonewall Diversity Champion, a Disability Confident employer and have other diversity commitments.