CRM Reporting

3 weeks ago


London, United Kingdom Harcourt Matthews Full time

A CRM Reporting & Development Specialist is sought by a leading business services group with an enviable portfolio of FTSE 100 and Blue Chip clients. This organisation offers a broad range of services across international offices in Europe, the Middle East and Asia. Ambitious growth plans and continued profitable expansion within all markets and regions has created a new opportunity for a CRM Reporting & Development Specialist to join the team.
Key Responsibilities of the CRM Reporting & Development Specialist
Reporting & Insights – design and build out reporting within CRM utilising PowerBI and Fetch-based reporting services reports.
CRM system development & maintenance – alongside the Senior CRM Technology Development Manager, maintain and develop the CRM system and any integrations in line with the CRM strategy and CRM roadmap.
Reporting Training – deliver training (upskilling) and knowledge sharing on reporting & insights to both those in the CRM team as well as the relevant stakeholders in the business.
Skills & Attributes of the CRM Reporting & Development Specialist
Have a solid IT background in both applications and infrastructure, specifically Microsoft Dynamics and the Microsoft Power Platform.
Have experience of developing and building out reporting, including both the front end design as well as able to bring the data in from the various required sources.
Able to understand the business context, present practical solutions to the business in a language that resonates as well as share knowledge in a way that upskills those with limited or no knowledge of what reporting can bring.
Have in depth knowledge of Microsoft Power Platform (specifically Power BI/Power Automate), Microsoft D365 Administration and customisation.
Have a good understanding of Microsoft Server technologies (including SQL Server and SSMS) and Fetch XML queries utilising Dataverse.
Be familiar with Remote Desktop functions (RDP) and basic web troubleshooting (e.g. Power Apps development experience is desirable (model driven/canvas-based applications).
Experience with issue/project tools such as DevOps/Jira is desirable.
Follow us on LinkedIn for up-to-date industry news and our latest vacancies: -Legal Operations (Legal Tech and Legal Project Management, LPM, Operations Project Managers, Change, Innovation and Process Improvement); Accounting & Finance (Part and fully qualified Accountants); Harcourt Matthews is committed to diversity and inclusion. We value and encourage applications from all ethnicities and welcome everyone regardless of social background, disability, gender identity, and orientation. Diversity benefits us all and challenges our assumptions.


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