CRM Specialist

CRM Specialist

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: As a CRM Specialist, you'll optimize Dynamics 365 and enhance customer journeys.
  • Company: Join a Certified B Corporation focused on balancing profit with purpose.
  • Benefits: Enjoy a supportive work environment with opportunities for professional growth.
  • Why this job: Make a real impact by improving client experiences and contributing to digital marketing projects.
  • Qualifications: 3+ years of CRM experience, especially with Dynamics365, and strong data analysis skills.
  • Other info: We Are Aspire Ltd is a Disability Confident Committed employer.

The predicted salary is between 36000 - 60000 £ per year.

Would you like to work for a Certified B Corporation Accountancy business , that are committed to balancing profit with purpose? The business provides expert services in tax consultancy, audit, accounts, and corporate finance, supporting entrepreneurs, high-net-worth individuals, and owner-managed businesses across the UK.

As the CRM Specialist , you'll optimise and manage the Dynamics 365 system, implementing automated workflows configuring backend systems, and creating streamlined customer journeys.

The Role:

  • Support the CRM Manager in tracking the sales pipeline, client experiences, and service quality levels.
  • Configure and develop backend Dynamics365 systems, including tables, fields, and automated workflows.
  • Design marketing campaigns and enhance customer journeys, improving retention and conversion.
  • Deliver training, user support, and troubleshooting for Dynamics365.
  • Contribute to digital marketing projects and broader integration initiatives.

The Candidate:

  • 3+ years of CRM experience with hands-on expertise in Dynamics365 configuration and optimisation .
  • Proficient in creating automated workflows and integrating CRM with other tools.
  • Strong data analysis skills (PowerBI knowledge is a plus).
  • Exceptional communication and stakeholder engagement abilities.
  • Proven track record of optimizing customer journeys across lifecycle stage.

We Are Aspire Ltd are a Disability Confident Commited employer

CRM Specialist employer: WeAreAspire

Join a forward-thinking Certified B Corporation Accountancy business that prioritizes purpose alongside profit, making it an exceptional employer for those passionate about meaningful work. With a strong commitment to employee growth, we offer comprehensive training and development opportunities, fostering a collaborative work culture that values innovation and inclusivity. Located in the heart of the UK, our team thrives on supporting diverse clients while enjoying a supportive environment that champions work-life balance and community engagement.
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Contact Detail:

WeAreAspire Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Specialist

✨Tip Number 1

Familiarize yourself with Dynamics 365 and its features. Since the role requires hands-on expertise in configuring and optimizing this system, having a solid understanding of its functionalities will give you an edge during the interview.

✨Tip Number 2

Showcase your experience with automated workflows. Be prepared to discuss specific examples of how you've implemented these in past roles, as this is a key responsibility for the CRM Specialist position.

✨Tip Number 3

Highlight your data analysis skills, especially if you have experience with PowerBI. Being able to analyze and interpret data effectively will be crucial for tracking sales pipelines and improving customer journeys.

✨Tip Number 4

Prepare to discuss your communication and stakeholder engagement strategies. This role involves working closely with various teams, so demonstrating your ability to collaborate and support others will be important.

We think you need these skills to ace CRM Specialist

CRM Experience
Dynamics 365 Configuration
Automated Workflows Creation
Data Analysis
PowerBI Knowledge
Customer Journey Optimization
Stakeholder Engagement
Communication Skills
Digital Marketing
User Support and Training
Troubleshooting Skills
Integration with Other Tools
Sales Pipeline Tracking
Service Quality Monitoring

Some tips for your application 🫡

Understand the Company: Research Aspire Ltd and their commitment to balancing profit with purpose. Familiarize yourself with their services in tax consultancy, audit, accounts, and corporate finance to tailor your application.

Highlight Relevant Experience: Emphasize your 3+ years of CRM experience, particularly your hands-on expertise with Dynamics365. Provide specific examples of how you've configured and optimized systems in previous roles.

Showcase Your Skills: Detail your proficiency in creating automated workflows and integrating CRM with other tools. Mention any experience with data analysis tools like PowerBI, as this is a plus for the role.

Communicate Effectively: Demonstrate your exceptional communication and stakeholder engagement abilities in your application. Use clear and concise language to convey your ideas and experiences.

How to prepare for a job interview at WeAreAspire

✨Show Your CRM Expertise

Make sure to highlight your 3+ years of experience with CRM systems, especially Dynamics 365. Be prepared to discuss specific projects where you configured and optimized the system, as well as any automated workflows you've created.

✨Demonstrate Data Analysis Skills

Since strong data analysis skills are crucial for this role, be ready to talk about your experience with data analysis tools, particularly PowerBI. Share examples of how you've used data to improve customer journeys or inform marketing strategies.

✨Communicate Effectively

Exceptional communication is key in this position. Practice articulating your thoughts clearly and concisely. Prepare to discuss how you've engaged with stakeholders in previous roles and how you can support the CRM Manager effectively.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you had to troubleshoot issues in Dynamics 365 or enhance customer experiences, and be ready to explain your thought process and actions taken.

CRM Specialist
WeAreAspire
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  • CRM Specialist

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-01-12

  • W

    WeAreAspire

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