I'm partnered with a large, well-known national charity who are looking to appoint an Interim Head of CRM & Insights to take ownership of their Microsoft Dynamics 365 environment and lead ongoing improvements following a major CRM migration.
The organisation is looking for someone with extensive hands-on Dynamics 365 experience who can manage a complex, enterprise-scale CRM, improve integrations and automation, and ensure the platform is being used effectively across fundraising and marketing.
This role will combine technical ownership of Dynamics 365 with leadership of the CRM and Insights teams, working closely with stakeholders and external suppliers to improve system performance, data quality and user adoption.
The Head of CRM & Insights will:
- Take ownership of a large Microsoft Dynamics 365 environment, including Sales and Customer Service modules, with over 250,000 active records
- Design, build and improve Dynamics workflows, automation and business processes
- Manage integrations between Dynamics 365 and third-party SaaS platforms, ensuring reliable data flows and strong data quality
- Lead ongoing CRM improvements, including solution design, testing, change management and release management
- Lead the CRM and Insights teams, supporting user training, stakeholder engagement and adoption across the organisation
Skills required:
- Extensive hands-on Microsoft Dynamics 365 experience, particularly across Sales and Customer Service modules
- Experience managing and optimising enterprise-scale Dynamics environments with complex integrations and large data volumes
- Strong technical experience across Dynamics workflows, automation, system architecture and data management
- Experience leading CRM teams, managing stakeholders and driving user adoption following a CRM migration
- Exposure to Microsoft Fundraising and Engagement, Power Automate, Microsoft Fabric or Power BI would be advantageous
Head of CRM & Insights employer: Understanding Recruitment NFP
As a leading charity, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to make a meaningful impact. With a strong focus on professional development, we offer numerous growth opportunities and a hybrid working model that promotes work-life balance. Join us in our mission to engage audiences and generate income through innovative digital marketing strategies, all while being part of a supportive team dedicated to making a difference.
Contact Details:
Understanding Recruitment NFP Recruitment Team
