At a Glance
- Tasks: Revamp CRM systems and design scalable architecture for a growing legal services firm.
- Company: Join The Legal Director, a dynamic B2B legal services firm on the rise.
- Benefits: Freelance flexibility, remote work, and the chance to shape impactful projects.
- Other info: Work autonomously in a supportive environment with opportunities for professional growth.
- Why this job: Make a real difference in a high-impact role with visible results across the business.
- Qualifications: Experience in CRM development, systems architecture, and stakeholder engagement required.
A Freelance CRM Solutions Engineer is needed to join The Legal Director, a scaling B2B legal services firm entering a critical stage of operational maturity. Working directly with the leadership team, this is a high impact project role focused on reviewing, redesigning and rebuilding the systems that underpin the commercial engine. This is not a standard CRM admin brief. It sits at the intersection of systems architecture, product thinking, operational design and hands on technical delivery.
You will assess the current environment, untangle technical debt, and design a future state that is commercially practical, scalable and aligned to how the business actually works. The Legal Director provides fractional legal support to SMEs through a flexible model that combines a core team with a large network of freelance lawyers. As the business grows, the need for clarity across pipeline tracking, workflow management, reporting and integrations has become critical.
Joining as the Freelance CRM Solutions Engineer, you will conduct a full audit of the current CRM and systems landscape. This includes reviewing customisations, workflows, integrations and underlying logic, identifying inefficiencies and technical blockers, and mapping operational dependencies. From there, you will work closely with leadership to define requirements and shape a clear technical roadmap. A key part of the brief is advising whether to optimise Microsoft Dynamics or migrate to a more flexible platform such as Zoho CRM. Your remit is to bring objectivity, technical depth and commercial pragmatism to that decision.
This is a hands on project role. You will design scalable CRM architecture, build or reconfigure workflows and automations, support data migration and cleansing, improve MI visibility and funnel tracking, and create robust API integrations with third party systems. You must be comfortable moving between developer level conversations and strategic discussions with non technical stakeholders.
To qualify: You may currently operate as a CRM Solutions Engineer, CRM Architect, Technical CRM Consultant, Systems Architect, RevOps Engineer or similar, with a CV that demonstrates:
- Strong experience in CRM development, backend configuration and customisation
- Proven systems architecture and integration expertise, including APIs and webhooks
- Confidence reviewing existing codebases and technical dependencies
- Experience leading technical discovery and solution design
- Hands on exposure to Microsoft Dynamics and Zoho CRM
- Experience with data migration, relational data structures and SQL concepts
- Ability to translate business requirements into structured technical delivery plans
- Experience working directly with senior stakeholders in scaling organisations
- Exposure to Salesforce, HubSpot, Power BI or wider analytics tooling is beneficial but not essential.
This is a freelance, project based, remote contract with occasional London working sessions alongside the senior leadership team. The brief requires someone capable of operating autonomously, bringing clarity to complexity and embedding structure that will support long term growth.
In return, you will work at the centre of a scaling professional services business where your impact will be visible across sales, operations and leadership decision making. Daily or hourly rate is currently being finalised.
Crm Solutions Engineer (Freelance / Remote) in London employer: Spot
The Legal Director is an exceptional employer for a Freelance CRM Solutions Engineer, offering a unique opportunity to work at the forefront of a scaling B2B legal services firm. With a focus on operational maturity and impactful project work, you will collaborate closely with leadership in a flexible remote environment that values autonomy and innovation. The company fosters a culture of growth and clarity, providing you with the chance to make significant contributions while developing your skills in a dynamic and supportive setting.
StudySmarter Expert Advice🤫
We think this is how you could land Crm Solutions Engineer (Freelance / Remote) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the CRM and legal sectors. A casual chat can lead to opportunities you might not find on job boards. Plus, don’t forget to leverage LinkedIn – it’s a goldmine for freelance gigs!
✨Tip Number 2
Show off your skills! Create a portfolio that highlights your past projects, especially those involving CRM systems like Microsoft Dynamics or Zoho. This will give potential clients a clear picture of what you can bring to the table.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to companies you admire, like The Legal Director, and express your interest in helping them with their CRM needs. A personal touch can make all the difference.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your expertise. Plus, it shows you’re serious about joining our team and ready to dive into exciting projects.
We think you need these skills to ace Crm Solutions Engineer (Freelance / Remote) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of CRM Solutions Engineer. Highlight your experience with CRM development, systems architecture, and any relevant projects that showcase your skills in a B2B environment.
Showcase Technical Skills:Don’t shy away from detailing your technical expertise! Include specifics about your experience with Microsoft Dynamics, Zoho CRM, and any integrations you've worked on. We want to see how you can bring value to our team.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to describe your past experiences and how they relate to the responsibilities outlined in the job description. We appreciate clarity!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Spot
✨Know Your CRM Inside Out
Before the interview, make sure you’re well-versed in both Microsoft Dynamics and Zoho CRM. Understand their strengths and weaknesses, and be ready to discuss how you would approach optimising or migrating between them. This will show that you’re not just familiar with the tools, but that you can think critically about their application in a business context.
✨Prepare for Technical and Strategic Conversations
Since this role requires you to switch between technical discussions and strategic planning, practice explaining complex concepts in simple terms. Think of examples where you've successfully communicated with non-technical stakeholders. This will demonstrate your ability to bridge the gap between tech and business needs.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in previous roles, particularly around technical debt and system inefficiencies. Prepare a few case studies where you’ve untangled complex issues and designed scalable solutions. This will highlight your hands-on experience and your strategic mindset.
✨Understand the Business Context
Research The Legal Director and its operational model. Familiarise yourself with their services and how CRM systems can enhance their workflow and reporting. Showing that you understand their business will help you tailor your responses and demonstrate your genuine interest in contributing to their growth.
