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For Companies At a Glance
- Tasks: Manage and streamline CRM data while supporting user training and documentation.
- Company: Join a leading financial services organisation with a focus on innovation.
- Benefits: Enjoy a competitive daily rate and the flexibility of remote work.
- Why this job: Make an impact by optimising CRM processes in a dynamic environment.
- Qualifications: Experience in CRM management and strong organisational skills required.
- Other info: Part-time role with potential for contract extension based on project needs.
The predicted salary is between 13 - 16 £ per hour.
Robert Half has partnered with a market‑leading financial services organisation to recruit a part‑time (2 days per week) Dynamo CRM Analyst on an initial 3‑month contract. This role is fully remote and open to candidates based anywhere in the UK.
Responsibilities:
- Clean, update and complete all contact records, including ownership, compliance info, documentation and correct dial codes.
- Remove or merge duplicate contacts without affecting mailing lists or fund associations.
- Ensure companies, contacts, investor accounts and entities are all correctly linked and up to date.
- Update fund records, adding latest balances, full legal names, underlying investments, data rooms and (where possible) MOIC/IRR.
- Clean and streamline the fundraising pipeline, ensuring activity is current and correctly categorised.
- Validate mailing lists and support email campaign setup (including SMTP).
- Support Outlook plug‑in updates and mobile app configuration for users.
- Streamline the CRM interface so users only see relevant fields and views.
- Deliver user training and create simple how‑to guides for CRM processes.
- Explore opportunities for connecting CRM data with a PowerApps database.
Experience:
- Background in CRM management, data operations, or investor relations operations.
- Experience with Dynamo CRM, or similar platforms (e.g., DealCloud, Backstop, Salesforce).
- Strong organisational skills with high attention to detail and data accuracy.
- Comfortable producing training materials and simple process documentation.
- Able to work both independently and collaboratively with internal stakeholders.
- Highly proficient in managing data, relationships, and CRM workflows.
Organisation:
- Initial 3‑month contract, with potential extension based on project scope.
- Fully remote / Part time working model.
- Competitive daily rate.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.
If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.
Dynamo Consultant in London employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dynamo Consultant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Dynamo Consultant role. You never know who might have the inside scoop on opportunities or can refer you directly.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your CRM management skills. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Prepare for virtual interviews! Since this role is fully remote, practice your video interview skills. Set up a professional background, test your tech, and have examples ready that highlight your experience with Dynamo CRM and data management.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like this one. Keep an eye on our listings and don’t hesitate to submit your application directly through StudySmarter for the best chance at landing that job.
We think you need these skills to ace Dynamo Consultant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Dynamo Consultant role. Highlight your experience with CRM management and any relevant platforms like Dynamo CRM or Salesforce. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this part-time role. Share specific examples of your organisational skills and attention to detail that relate to the responsibilities listed in the job description.
Showcase Your Training Skills: Since delivering user training is part of the job, mention any experience you have in creating training materials or guides. We love seeing candidates who can simplify complex processes for others!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Robert Half
✨Know Your CRM Inside Out
Make sure you’re well-versed in Dynamo CRM and similar platforms. Brush up on your knowledge of data management, contact records, and how to clean and update them efficiently. Being able to discuss specific features or functionalities will show that you're not just familiar but truly understand the tool.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills and attention to detail. Think about times when you successfully managed data accuracy or streamlined processes. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Be Ready to Train and Document
Since the role involves delivering user training and creating guides, come prepared with ideas on how you would approach this. Maybe even draft a simple how-to guide for a common CRM task. This will illustrate your proactive attitude and ability to communicate complex information clearly.
✨Understand the Bigger Picture
Familiarise yourself with how CRM data connects with other systems, like PowerApps. Be ready to discuss how you can leverage this integration to improve workflows. Showing that you think beyond just the CRM will impress interviewers and demonstrate your strategic mindset.
