CRM Dynamics Lead

2 months ago

Tunbridge Wells, United Kingdom vertex-it-solutions Full time

Our Technology sulutions providor and activley recruiting for a Lead CRM/Dynamics Lead to join them.

This is a Hybrid role with a few days a month on site at their Kent based office.

**ABOUT THE ROLE**

Will work closely with the departmental Director, supporting the handover of client projects from Business Development to the Practice as well as providing management information reports on the performance of the Practice.

Other such duties may be reasonably expected in the delivery of technology enabled projects and the management of the staff team.

**PRACTICE DEVELOPMENT**

**The CRM Manager will**:
Review and continually improve internal process and practices.

Develop and implement strategies that build the Practice into a Centre of Excellence.

Imbed a culture of active learning within the Practice.

Comply with the provisions of the Company Handbook and related Code of Conduct.

Represent the Practice in a professional manner and promote the Company as a centre of excellence.

**PRACTICE MANAGEMENT**

Agree targets on utilisation of Consultants’ time.

Produce management information reports and dashboards that meet the requirements of the Board of Directors, including forecasting of availability to support pipeline planning.

Monitor actual delivery resources against project budget.

Attend client meetings to support Consultants and/or Business Development.

Allocate Consultants to projects, aligning skills and experience with project needs.

Ensure that Consultants’ availability is in line with the Business Development pipeline.

Maintain an accurate overview of progress on the delivery of client projects.

Where directed, act as Project Sponsor for client-facing projects.

Contribute to the development of proposals, Statements of Work and Base Contracts for clients on request.

Work with Business Development to ensure that there is a robust pipeline in place for new business opportunities.

Ensure that Support Desk Services meet key performance indicators as defined within Client Service Level agreements.

**PEOPLE MANAGEMENT**

Line manage Consultants and Support Desk Staff to ensure work is of a high standard and delivered on time and to agreed specification.

Chair the monthly Practice Meeting, ensuring that the Agenda delivers personal and professional development for each member of the staff team.

Undertake monthly supervision of Consultants and Support Desk Staff.

Set objectives for each member of the Practice Team that supports delivery of Company aims and aspirations.

Conduct performance reviews with each member of the Practice Team, providing support and coaching to ensure that objectives are on target to be met.

Lead the Induction Programme for all new starters.

Ensure all members of the Practice Team have the skills, experience, and aptitude to meet the requirements of client projects through training, coaching and mentoring.

Ensure all Practice Team members are supported and have work plans in place that meet the needs of their allocated projects.

Undertake recruitment to ensure that the headcount of the Practice Team meets planned work and growth targets.

This is not an exhaustive list and the postholder will fulfil any other reasonable duties in line with business need.

**CORE SKILLS**

Experience working in a consultancy role, delivering CRM projects and related technologies

The ability to manage teams, sometimes remotely, and ensure a strong focus on the quality of client projects

Experience of appropriately resourcing projects in line with the pipeline and project needs

Change management experience of systems and processes

A strong track record of recruiting and retaining a high performing team

Customer focussed business process development and implementation

The ability to work autonomously, creating and executing action plans that deliver continuous improvement to service

Project management capability using established methods

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