CRM Consultant in London

Shape CRM solutions that solve real business problems, working directly with customers from first workshop to go live.We're looking for a driven and customer-focused CRM Consultant to join Workbooks and play a key role in delivering successful CRM projects. You'll be responsible for leading implementations from discovery through to go live, helping customers transform their sales, marketing, service, and operational processes through the effective use of Workbooks CRM.Working closely with customer stakeholders, you'll configure and deliver CRM solutions that help organisations streamline operations and achieve better business outcomes.Key responsibilitiesConsulting & discoveryLead customer discovery workshops to understand business processes, objectives, and requirementsTranslate customer needs into clear and structured solution designsChallenge assumptions and recommend best-practice approaches that deliver better business outcomesBuild trusted relationships with stakeholders throughout the project lifecycleConfigure and customise Workbooks CRM to support sales, marketing, service, and operational processesDeliver implementation projects including planning, data migration, testing, training, and go-live supportSupport User Acceptance Testing (UAT) and resolve issues to ensure successful deploymentWork with customers and technical teams to define integration and reporting requirementsCustomer success & growthConduct business reviews and best-practice workshops with existing customersProvide roadmap recommendations that help customers maximise value from their CRM investmentMonitor project budgets, manage scope changes, and raise change requests where requiredIdentify opportunities for additional modules, services, or enhancements and collaborate with