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- Tasks: Lead impactful Dynamics 365 projects and enhance client engagement through technology.
- Company: Join a forward-thinking organisation focused on CRM innovation.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Why this job: Shape the future of client relationships with cutting-edge tech and strategic initiatives.
- Qualifications: Experience in managing Dynamics 365 projects and strong communication skills.
- Other info: Dynamic team environment with a focus on collaboration and continuous improvement.
The predicted salary is between 50000 - 65000 £ per year.
Are you passionate about leading projects that make a real difference? We are looking for an experienced and proactive Dynamics 365 Project Manager to join our team and drive CRM-related initiatives across our organisation. Dynamics 365 has been at the heart of how we manage client relationships for several years, supporting data tracking, reviews, and document generation. With the recent addition of Customer Insights, we are now able to create enriched client profiles and make smarter, data-driven decisions. As our Project Manager, you will collaborate closely with a Business Analyst and two Developers, ensuring enhancements, optimisations, and strategic projects are delivered successfully. This is a fantastic opportunity to shape how we use technology to strengthen client engagement and business outcomes.
What you will be doing:
- Turning user and client needs into clear project briefs with the BA and Developers.
- Coordinating sprints and keeping requirements up to date.
- Supporting the BA and Developers to deliver timely, effective enhancements.
- Exploring and assessing solutions for both technical and business fit.
- Preparing progress updates for stakeholders.
- Planning work packages, including change management documentation.
- Managing tasks and keeping tickets accurate and current.
- Building strong relationships with customers and external vendors.
- Evaluating projects and sharing lessons learned.
- Ensuring flexible planning while meeting deadlines.
What we are looking for:
- Proven experience managing Dynamics 365 CRM projects.
- Strong understanding of CRM processes, data structures, and client lifecycle management.
- Experience with Dynamics 365 Customer Insights or similar platforms.
- Excellent communication and stakeholder management skills.
- Familiarity with Agile and Waterfall methodologies.
- Experience working with cross-functional teams.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills.
- PRINCE2 certification or equivalent; knowledge of Confluence/JIRA.
Desirable:
- Microsoft Dynamics 365 certifications; experience with Power Platform (Power Automate, Power BI, Power Apps).
- Knowledge of the Wealth Management industry is a plus.
What you will bring:
- Accredited project delivery experience with hands-on knowledge of delivery methodologies.
- Clear and confident communication skills, both written and verbal.
- Strong organisational and time management abilities.
- Ability to work independently and collaboratively as part of a team.
- Attention to detail, even under tight deadlines.
- Adaptability to evolving technologies and best practices.
- Solid experience with Dynamics CRM and working with Wealth Managers/Financial Advisers.
Project Manager - Dynamics 365 in London employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager - Dynamics 365 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Project Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your Dynamics 365 knowledge. Be ready to discuss how you've successfully managed CRM projects in the past and how you can bring that experience to our team. Show us your passion for client engagement and data-driven decision-making!
✨Tip Number 3
Don’t just apply anywhere; focus on roles that excite you! Use our website to find positions that match your skills and interests. Tailor your approach to highlight how your experience aligns with our needs, especially in managing cross-functional teams.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share any additional thoughts you have about the role or how you can contribute to our projects. It shows initiative and keeps the conversation going!
We think you need these skills to ace Project Manager - Dynamics 365 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Dynamics 365 and CRM projects. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about project management and how you can drive CRM initiatives at StudySmarter. Keep it engaging and personal.
Showcase Your Communication Skills: Since this role involves a lot of stakeholder management, make sure your written application reflects your communication prowess. Clear, concise, and confident writing will go a long way in impressing us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Raymond James UK
✨Know Your Dynamics 365 Inside Out
Make sure you brush up on your knowledge of Dynamics 365, especially its CRM functionalities and Customer Insights. Be ready to discuss how you've used these tools in past projects and how they can enhance client engagement.
✨Showcase Your Project Management Skills
Prepare examples that highlight your experience with Agile and Waterfall methodologies. Discuss specific projects where you successfully managed timelines, coordinated teams, and delivered results, focusing on your role in turning user needs into actionable project briefs.
✨Communicate Like a Pro
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Think about how you would explain complex technical concepts to non-technical stakeholders, as this will demonstrate your ability to build relationships and manage expectations.
✨Be Ready for Problem-Solving Scenarios
Expect to face some situational questions that test your analytical and problem-solving skills. Prepare by thinking through challenges you've encountered in previous projects and how you overcame them, particularly in fast-paced environments.