CRM Manager

CRM Manager

Milton Keynes Full-Time 34000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage and optimise CRM systems to support business strategies and enhance data integrity.
  • Company: Join TC Group, a top 20 UK accountancy firm with over 30 years of experience.
  • Benefits: Enjoy hybrid work, 23 days holiday, life assurance, and continuous training opportunities.
  • Why this job: Be part of a fast-growing team that values innovation and collaboration in a dynamic environment.
  • Qualifications: Requires a degree in Computer Science or relevant IT qualifications and CRM experience.
  • Other info: Open to UK-based candidates; no sponsorship available.

The predicted salary is between 34000 - 42000 £ per year.

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Milton Keynes

IT

Full time

Permanent

Salary – £40,000 – £50,000

Hours – Monday to Friday, 37.5 hours per week

Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)

Location – Hybrid, Midlands / Greater London Area South / Home Counties

About The CRM Manager Role

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

We’re looking for a CRM Manager to join our Central systems team. Based remotely, we are ideally looking for candidates around the Midlands, South, London / home counties area.

TC Group uses FibreCRM which is being rolled out globally, along side some other associated smaller individual CRMs as needed. This role is ensure the CRM is fully optimised to support the firm’s strategy

The CRM Manager would be analytical and able to understand database structure and what to do with that data. This will enable them to recognize what is in a CRM so they can be proactive and bring ideas to the table. This would include reporting and visualisation using charts and graphs.

We’re looking for candidates with a CRM background (not just a front-end user) but a CRM administrator or implementor. You would be customising the CRM for the firm, adding and removing fields as well as responsible but not accountable for who is accessing records what people can do with those records; making sure the right people are in the right group.

You would be able to consult with the team around processes and support change management. A good CRM Manager would not just be reactive, they would help users take a step back and help discover the value drivers by digging into what the goals are and why they are important.

A CRM Manager would also be capable of writing documentation and guides and hold training sessions on updates.

Some Key Responsibilities Of a CRM Manager Will Include

  • Data integrity as well as building and maintaining automations.
  • Contribute to conversations on how CRM can help execute the firm’s strategy
  • Work with individuals and teams to understand challenges, issues and problem and explore
  • Feedback ideas to the CRM provider for ideas and improvements
  • Explore new integrations to leverage the value of CRM
  • Use CRM to support the firm’s data governance policies
  • Set up and maintain the user fields and layout
  • Create and maintain data integrity workflows
  • Create and maintain user dashboards
  • Create and maintain reports
  • Create and maintain lists
  • Create and maintain client take on forms
  • Create and maintain workflows
  • Creating and maintaining PDF, email, and SMS templates
  • Creating and maintaining products and services catalogue
  • Creating and maintaining Letter of Engagement templates
  • Provide user training both 1-2-1 and in groups

About You

We are looking for candidates with the following core competencies and skills:

Technical

  • Significant experience in a similar role
  • Bachelor Degree (Computer Science, engineering), Relevant IT qualifications (Microsoft Certifications)
  • Proficient using CRM tools – working across various teams
  • Strong understanding of best practices CRM workflows
  • Awareness of relevant approaches for CRM

Interpersonal

  • Exceptional communication and relationship-building skills
  • Strong problem-solving and conflict resolution abilities
  • Ability to work collaboratively with diverse teams across the organisation

Organisational

  • High level of attention to detail and accuracy.
  • Effective time management and ability to prioritise tasks in a fast-paced environment.
  • Capable of managing multiple projects simultaneously.
  • Proactive in identifying opportunities for improvement and efficiency.
  • Analytical mindset with the ability to interpret data and provide actionable insights.

Full Benefits Available For The CRM Manager

  • group life assurance 4 x salary
  • opportunity to purchase additional holiday days
  • access to our employee benefits portal – cashback and vouchers on everyday purchases
  • employee Assistance Programme
  • employee Referral Bonus – we’re always looking for talented individuals to join our team
  • regular training and development – continuous development and support not only for your professional qualifications but also for your personal goals and aspirations

About Us

TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.

We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.

We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Other

  • Industries

    Accounting

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CRM Manager employer: TC Professional Services

TC Group is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. With a strong commitment to employee growth, we provide regular training and development opportunities, alongside a competitive benefits package including generous holiday allowances and life assurance. Located in the vibrant Midlands and Greater London area, our hybrid working model allows for flexibility while being part of a rapidly growing top 20 accountancy firm dedicated to supporting ambitious business owners.
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Contact Detail:

TC Professional Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Manager

✨Tip Number 1

Familiarise yourself with FibreCRM and its functionalities. Since TC Group is rolling out this specific CRM globally, having a solid understanding of its features will set you apart from other candidates.

✨Tip Number 2

Showcase your analytical skills by preparing examples of how you've used data to drive decisions in previous roles. Be ready to discuss specific instances where your insights led to improvements in CRM processes.

✨Tip Number 3

Network with current or former employees of TC Group on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations for the CRM Manager role.

✨Tip Number 4

Prepare to discuss change management strategies during your interview. Highlight your experience in consulting teams and implementing new processes, as this aligns closely with the responsibilities of the CRM Manager position.

We think you need these skills to ace CRM Manager

CRM Administration
Data Integrity Management
Database Structure Understanding
Reporting and Visualisation Skills
Automation Building
User Training and Support
Process Consultation
Change Management
Technical Proficiency in CRM Tools
Documentation Writing
Workflow Creation and Maintenance
Problem-Solving Skills
Attention to Detail
Time Management
Interpersonal Communication

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in CRM management, particularly any roles where you've been involved in database structure and data integrity. Use keywords from the job description to align your skills with what TC Professional Services is looking for.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your analytical skills and experience with CRM tools can contribute to TC Group's strategy. Be specific about your past achievements and how they relate to the responsibilities outlined in the job description.

Showcase Your Technical Skills: Since the role requires significant technical expertise, ensure you detail your experience with CRM systems, especially FibreCRM or similar platforms. Mention any relevant certifications or training that demonstrate your proficiency in CRM workflows and data governance.

Prepare for Potential Questions: Think about how you would answer questions related to CRM optimisation, data integrity, and user training. Be ready to discuss specific examples of how you've improved CRM processes in previous roles, as this will show your proactive approach and problem-solving abilities.

How to prepare for a job interview at TC Professional Services

✨Show Your Analytical Skills

As a CRM Manager, you'll need to demonstrate your analytical mindset. Be prepared to discuss how you've interpreted data in previous roles and how that led to actionable insights. Bring examples of reports or visualisations you've created to showcase your skills.

✨Understand the CRM Landscape

Familiarise yourself with FibreCRM and other CRM tools mentioned in the job description. Highlight any experience you have with these systems or similar ones. Showing that you understand the specific tools used by the company will set you apart from other candidates.

✨Prepare for Change Management Discussions

The role involves consulting with teams about processes and change management. Think of examples where you've successfully managed change or improved workflows in past positions. Be ready to discuss how you can help users adapt to new systems and processes.

✨Emphasise Communication Skills

Exceptional communication is key for this role. Prepare to discuss how you've built relationships with diverse teams and resolved conflicts. You might also want to share experiences where you've conducted training sessions or created documentation, as these are important aspects of the job.

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